A link from the deal card
A manager creates a WayForPay payment link right in the deal and sends it to the client.
A manager creates a WayForPay payment link right in the deal and sends it to the client.
As soon as WayForPay confirms the payment, the deal moves to the stage you set, the manager gets a task and a payment note appears in the deal.
The link is created by a Salesbot step or a Digital Pipeline action – the client gets it with no manager involved.
A refund starts from the deal. Recurring payments suit clients who pay every month.