CRM
Accept payments with Stripe
Connect Stripe to sell products, send invoices, and track payments inside your CRM.
Your CRM uses Stripe to take payments, so you can sell products, invoice contacts, and keep revenue tracked in one place.
Connect Stripe
Open Payments and click Connect Stripe at the top (the same button is under Payments (Stripe) in CRM Settings), then sign in to your Stripe account. Money goes straight to your own Stripe account. Once linked, your CRM can create payment links, charge for products, and record what comes in. See Connect integrations and Manage your team, roles & settings.
Sell products and send invoices
Payments is organized into tabs:
- Products & Services: the items or services you sell, one-time or monthly
- Invoices: bills you send to contacts
- Processed Payments: payments that have come in
To sell a product, click New Product, set its price, then use Payment Link on it to get a checkout link you can share.
To bill someone, click New Invoice on the Invoices tab, pick the contact, add line items and a due date, and click Create Invoice. Then use Email Invoice to send it with a Pay Now button, or Get Payment Link to copy the link yourself. When they pay through the Stripe-hosted page, your CRM marks the invoice paid and records the payment automatically. If they pay you another way, click Mark Paid.
Sell on your pages
A page in the Noli Marketing app can sell one of your products (or a paid course) with a Buy button. Pick the product in the page's Offer and price section (see Take payment on the page). The price shown is the product's price here, so change it here and publish the page again. The buyer pays on a Stripe checkout for your own Stripe account; the payment is recorded once under Processed Payments, and the buyer becomes a contact whose source is the page checkout. Until Stripe is connected, the page tells visitors it is not set up to take payments yet.
Track and reconcile
The Processed Payments tab shows your payments, including any refunds and subscription charges, and is where you issue a refund. A paid invoice is recorded against the contact automatically, and it can start an automation with the Invoice Paid trigger, for example a thank-you email or a review request. An unpaid invoice can start one with Invoice Overdue, for example a polite reminder the day after it is due. Payment revenue also rolls up into your reports.