Payments & Invoicing Connected to Your CRM
Send invoices, share payment links, and track payments — all directly connected to customer conversations and records
Chasing payments and switching between tools slows businesses down and delays cash flow.
Lead Connector CRM lets you send invoices and payment links directly from your CRM, keeping payments, conversations, and customer records connected in one system.
How Payments & Invoicing Work in Lead Connector CRM
Payments and invoicing in Lead Connector CRM are designed to simplify how businesses get paid.
Invoices and payment links are created inside the CRM and shared through the same channels you already use to communicate with customers. Payment status is tracked automatically and linked to each customer record.
Send Invoices From the CRM
Create and send invoices directly from customer records
Share Payment Links Anywhere
Send secure payment links via SMS, email, or chat.
Faster Payments
Make it easy for customers to pay quickly without extra steps.
Track Payment Status
See paid, pending, and outstanding invoices at a glance.
Accept Payments Using QR Codes
Generate QR codes that link directly to payment pages.
Customers can scan a QR code to complete payments instantly — ideal for in-person jobs, counters, or on-site services.
Payments & Invoicing Work Seamlessly With Other CRM Features
Payments and invoicing don’t work in isolation. They’re fully connected to the rest of Lead Connector CRM, keeping customer activity, communication, and revenue in sync.
CRM & Contacts
Invoices and payments are linked to complete customer profiles.
Sales Pipelines
Invoices and payments are linked to complete customer profiles.
Appointment Scheduling
Request deposits or payments for booked appointments.
Unified Inbox
Send invoices and payment links inside conversations.
Automation & Workflows
Trigger payment reminders and follow-ups automatically.
Documents & Contracts
Send agreements before requesting payment.
Forms & Lead Capture
Request payments after form or enquiry submission.
Mobile App Access
Send invoices and track payments from anywhere
Frequently Asked Questions About Payments & Invoicing
Here are some common questions about payments and invoicing in Lead Connector CRM, including how invoices are sent and payments are tracked
Can I send invoices directly from the CRM?
Yes. Invoices can be created and sent directly from customer records inside the CRM.
How do customers receive payment links?
Payment links can be shared via SMS, email, or messaging channels used within the unified inbox.
Can I request deposits or full payments?
Yes. You can request deposits or full payments depending on your business needs.
Is payment status tracked automatically?
Yes. Payment status is updated automatically and linked to the customer record.
Can I automate payment reminders?
Yes. Automated reminders can be triggered for unpaid or overdue invoices.
Can I manage payments from my mobile phone?
Yes. Invoices and payment activity can be managed through the Lead Connector CRM mobile app.
Lead Connector CRM is an all-in-one platform for messaging, automation, payments, and customer management — built to help businesses capture leads, convert faster, and grow smarter.