You can collect payments from your customers using a quote that is integrated with the payments tool. With the payments tool connected to your quotes, you can manage your revenue from the CRM, without relying on an external e-commerce or accounting software.
When you share a quote with a customer, they can start the check out process directly from the quote.
When a customer clicksCheck out, the check out page will appear and the customer can enter their payment details. If the payment is processed successfully, the customer will be brought back to the quote that is now marked asPaid.In addition, if you add line items with a recurring billing frequency to a quote, asubscription recordwill be created for the customer and will be associated to the contact and deal record.
On your quotes dashboard, you will see the paid quote listed. ACH quote payments will initially appear as pending, and it can take up to five business days for the status to be updated in case the payment fails. The quote will also be marked as payment processing on the quote webpage.