A payment link from the chat
Create a link while the conversation is still open and send it in that thread, on WhatsApp, Instagram, Telegram, email or live chat. No switching to a billing tool and back.
INVOICING & PAYMENT LINKS
Send the payment link inside the conversation
Issue an invoice or a payment link from the chat you are already in, with your own Stripe, PayPal, iyzico, PayTR, Mollie, Razorpay or Square keys. The money lands in your account, and the record lands on the contact and in the ledger without anybody re-typing it.
- Your own gateway keys
- Issued from the conversation
- Straight into the ledger
app.crmsolid.com/finance
Payment link createdGreat, let's go with the six-seat plan. How do I pay?
Here is the link. It is valid for seven days.
Team plan · 6 seats · annual
$1,428.00
via Stripe · your account
What it wrote
ContactElena Ruiz
InvoiceINV-2048
LedgerIncome · Subscriptions
DealMarked won
Paid 2 hours later. Nothing re-typed.
Connect the gateway you already use
You bring your own keys. We do not sit between you and your money, and we do not take a percentage of what you collect.
Stripe
Cards worldwide
PayPal
Cards and PayPal balance
iyzico
Türkiye and the region
PayTR
Türkiye, instalments supported by the gateway
Mollie
European methods
Razorpay
India
Square
Cards, in person and online
Crypto gateways
CoinGate, Coinbase Commerce, Cryptomus, NOWPayments, OxaPay, Plisio
Collecting money where the sale actually happened
The gap between "yes, send it over" and money in the bank is where deals cool off. Most of that gap is copying details between three systems.
Invoices with line items
Issue a proper invoice with lines, quantities and totals against a contact, rather than a number typed into a message and forgotten.
Your own gateway keys
Connect Stripe, PayPal, iyzico, PayTR, Mollie, Razorpay, Square or a crypto gateway with your own credentials. Funds settle into your account and we take no cut of them.
It posts itself to the ledger
A payment records income against the right category and the right contact automatically, so the finance side of the business is not a monthly reconstruction from bank statements.
Won deals become revenue
Mark a deal won and the revenue entry is posted for you, keeping the pipeline and the ledger describing the same reality.
Any currency, at the right rate
Record in the currency the customer paid in and convert using the historical rate from the day of the transaction, so last quarter's numbers do not move because today's rate did.
Recurring entries
Repeat income and expense records on a schedule for retainers, subscriptions and the rent, instead of remembering to enter them.
The full picture, not just sales
Expenses, categories, budgets and a profit and loss view sit beside the invoices, so revenue is reported net rather than as a flattering top line.
Webhooks on invoice events
Invoice created and invoice paid are signed webhook events, so an accounting system or a fulfilment process can react without anybody watching a screen.
External revenue too
Revenue from systems outside the CRM can be pulled into the same ledger, so the total is the whole business rather than the part that happened to be invoiced here.
Sent, opened, paid
Payment links carry their own state, so "did they ever pay" is a status on the contact rather than a question for the bank statement.
Why invoicing belongs next to the conversation
CRM Solid issues invoices and payment links from inside the same workspace as the chat, the contact and the ledger. You connect your own payment gateway, the customer pays into your account, and the invoice, the payment and the income entry attach themselves to the contact record without anyone copying a figure between systems.
The reason to do it here rather than in a separate billing tool is timing. A customer who has just said yes is the easiest customer you will ever charge, and every minute spent switching tools, re-typing an email address and generating a link somewhere else is a minute in which they get distracted.
Bring your own keys, and keep your margin
Payments run through your own gateway account. Stripe, PayPal, iyzico, PayTR, Mollie, Razorpay and Square are supported for cards and local methods, plus six crypto gateways where that is what your customers use.
This matters commercially: platforms that process payments on your behalf usually take a percentage on top of the gateway fee. We do not process your payments, so there is nothing to take a percentage of. What you pay us is the subscription, and your gateway rate is whatever you negotiated with them.
Multiple currencies without quiet distortion
Record a transaction in the currency it happened in. When it is converted for reporting, the rate used is the historical rate from the transaction date rather than today's.
That sounds pedantic until a currency moves 20% and last year's revenue silently changes shape in your dashboard. Using the rate from the day keeps a closed period closed.
What it costs
Invoices, payment links and payment providers start on Pro at $24.99 a month, with 50 invoices and 50 payment links a month. Business at $99 removes both caps. The Free plan does not include the finance module. Whatever your gateway charges is between you and them.
Frequently asked questions
Stripe, PayPal, iyzico, PayTR, Mollie, Razorpay and Square for cards and local methods, plus crypto gateways including CoinGate, Coinbase Commerce, Cryptomus, NOWPayments, OxaPay and Plisio. You connect them with your own credentials.
No. Payments run through your own gateway account and settle to you directly. We never hold the funds, so there is nothing for us to take a cut of. You pay the subscription and whatever rate your gateway charges.
Yes. Links are created from the conversation and sent in that thread, on WhatsApp, Instagram, Telegram, email or live chat, and the payment posts against that contact when it clears.
Yes. A payment records income against the contact and the category, a won deal can post its own revenue entry, and recurring entries handle retainers and subscriptions on a schedule.
Transactions are recorded in the currency they happened in and converted using the historical rate from the transaction date, so a closed period does not change shape when today's rate moves.
No. The finance module starts on Pro at $24.99 a month, with 50 invoices and 50 payment links a month. Business at $99 removes both caps.
The rest of the money side
Ready to ship
Charge them while they are still saying yes
Invoices, payment links and your own gateway keys, included from Pro.
Free forever plan · GDPR-ready · No credit card required