The CrocoClick Payment tab is your management center for all transactions: invoices, sales, online or manual payments, subscriptions, products, payment links, and Stripe, PayPal, and other integrations.

It allows you to easily collect payments and centralize the "sales" part of your business, whether you sell services, products, or want to automate your financial processes.

What is the Payment tab used for?

• Create and send personalized invoices to your customers

• Track the history of all your transactions: who paid, when, how much, how

• Easily manage your orders, registrations, abandoned carts, or sales via forms/funnels

• Set up quick payment links (SMS/email/dedicated page)

• Accept payments by credit card, Google Pay, Apple Pay, PayPal, or in person (depending on integrations)

• Sell both one-time products/services and recurring subscriptions (monthly, yearly, etc.)

Key features

• Invoices: create, customize, and send invoices and quotes with integrated online payment

• Orders: find a list of all orders placed via your tunnels/pages/forms

• Transactions: track the entire history of payments received, missed or pending payments, and refunds

• Products: configure your catalog of products/services: name, price, subscription, taxes, etc.

• Payment links: generate a payment link in seconds to send to your customers (ideal for quick sales without a tunnel)

• Tax settings (VAT): automate tax calculations and adapt your system to regulations

• Integrations: connect Stripe or PayPal to securely collect payments online

Examples of use

• Send a personalized invoice with a payment link to a B2B or B2C customer

• Create a unique payment link to sell a one-time service or product (email, SMS, WhatsApp, etc.)

• Set up a monthly or annual subscription on your pages/funnels with automatic payment

• Manage your transactions from A to Z, view customers who have been contacted for payment, download accounting exports

• Accept manual payments (transfer or cash) and track them in your CRM

Why use the CrocoClick Payment tab

• Save time on management and collection

• Offer your customers the best payment experience

• Track and manage your transactions without leaving your CRM

• Automate reminders, confirmations, electronic invoicing, and reporting