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Payment Links

Payment Links: Send the Invoice and the Way to Pay in One Message

Raise the invoice from the deal, share the payment link on WhatsApp or email, and watch the status without leaving your pipeline.

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HelloGrowthCRM payment links view showing an invoice raised from a deal, the link shared on WhatsApp and payment status on the deal record

Quick answer

Is HelloGrowthCRM right for Payment Links?

Yes. HelloGrowthCRM gives Payment Links a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like the invoice goes out by email, the customer says they will pay, and three weeks later nobody is sure whether a reminder was ever sent — rather than generic sales busywork.
  • Payment links raised against the invoice generated from a deal, so the amount, the customer and the reference always match the record they came from
  • Sharing on the channel the customer already uses: WhatsApp, email or SMS, sent from the CRM with the invoice attached and the link inside the message
  • Payment status visible on the deal itself, so a rep can see whether the customer has paid before making a follow-up call

See pricingBook a demo

01

What payment links do in a sales CRM

A payment link turns the last stage of a deal into a single message. The quote becomes an invoice, the invoice generates a link, and the customer receives both on the channel they read. Nothing is retyped, and the record of what was billed sits with the record of what was sold.

The reason this belongs in the CRM rather than in a finance tool is timing. The person who knows the customer is best placed to ask for payment, and they should be able to do it from the same screen that holds the conversation, the quote and the promised date, without raising a request to another department first.

02

How it works, step by step

1. Win the deal and raise the document

Mark the deal won and raise the quote or invoice from it. Customer details, line items and amounts carry across from the deal, and GST treatment is applied for Indian businesses.

2. Generate the payment link

The link is created against that invoice for the amount due, whether that is the full value, an advance, or an agreed instalment.

3. Send it where it will be read

Share on WhatsApp, email or SMS from the CRM. The send is logged on the customer record, so nobody has to remember whether it went out.

4. Let reminders run

Scheduled reminders continue on your chosen intervals until the payment is recorded, then stop. Collection stops depending on who feels comfortable chasing.

5. Reconcile against the deal

Payment status appears on the deal and in the outstanding view, aged and grouped by owner, so sales and accounts are reading one set of facts.

03

Who it is for

Small and mid-sized businesses that sell first and collect afterwards: agencies billing on milestones, clinics and diagnostic centres taking booking amounts, training institutes collecting fees in instalments, equipment and building material suppliers with advance-against-delivery terms, and service firms where the person who closed the deal is also the person the customer will listen to about payment.

04

What it replaces

An invoice raised in a separate accounting tool by someone who has to be told the details. A WhatsApp message with a screenshot of bank details typed from memory. A payment follow-up list maintained in a notebook. And the monthly ritual of asking three people whether a particular customer has paid.

05

Manual collection versus payment links from the CRM

StepManual processWith HelloGrowthCRM
Raising the invoiceRetyped in another toolGenerated from the deal
Getting it to the customerEmail only, usuallyWhatsApp, email or SMS
Payment instructionsBank details in a messageA link with the invoice
RemindersWhen someone remembersScheduled until paid
Status checksAsk accountsVisible on the deal
Outstanding listRebuilt each monthAged view by owner
Field collectionNot practicalSent from the mobile app
06

Setup notes

Set your business, tax and invoice numbering details before raising the first document, because correcting a numbering series later is unpleasant. Decide who may amend or cancel an invoice and restrict it. Agree your reminder schedule as a policy rather than leaving it to individual reps. Connect the payment provider account your business already uses, and confirm their terms with them directly. Then test the whole path on one real deal before rolling it out to the team.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

  • The invoice goes out by email, the customer says they will pay, and three weeks later nobody is sure whether a reminder was ever sent.

    The link, the sends and the reminders all sit on the deal, so anyone can see the collection history without asking accounts.Collection history on the deal

  • Sales says the customer has paid, accounts says nothing has arrived, and both are working from different records.

    Payment status is recorded against the invoice raised from the deal, so both teams read the same status instead of two versions of it.One shared status

  • Customers read WhatsApp and ignore email, but invoices are only ever sent by email because that is how it has always been done.

    Send the invoice and its payment link on WhatsApp, email or SMS from the CRM, and keep the whole exchange on the customer record.Multi-channel sharing

  • Chasing payment is nobody's job, so it happens in bursts when cash gets tight rather than on a schedule.

    Scheduled reminders run automatically until payment is recorded, which removes the awkward decision about when to chase and who should do it.Automatic reminders

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Payment links raised against the invoice generated from a deal, so the amount, the customer and the reference always match the record they came from
  • Sharing on the channel the customer already uses: WhatsApp, email or SMS, sent from the CRM with the invoice attached and the link inside the message
  • Payment status visible on the deal itself, so a rep can see whether the customer has paid before making a follow-up call
  • Partial and advance collection, so a booking amount or an agreed instalment can be requested separately from the balance
  • Automatic reminders on a schedule you choose, sent until the payment is recorded and stopped as soon as it is
  • A single view of what is outstanding, aged by how long it has been open and grouped by the rep who owns the account
  • Notes and reference fields carried on the link, so your accounts team can reconcile a receipt against the right invoice without a phone call
  • GST-compliant invoicing for Indian businesses, with the link generated from the same invoice your customer receives
  • Role-based access, so a rep can send a link for their own deal while cancelling or amending an invoice stays with finance
  • Full activity history: who generated the link, when it was sent, on which channel and how often it was followed up
  • Payment collection connects to the payment provider account your business already holds, and is available where enabled on your plan
  • Won-deal automation that can generate the invoice and queue the payment request as soon as a deal is marked won
Compare HelloGrowthCRM to HubSpot, Salesforce & more

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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