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Can I accept payments via CRM?

Written by Jana

Yes!

You can offer your customers almost any form of payment via the CRM.

We offer two ways to accept payments

  • Offline Payments

  • ePayments

Offline Payments are processed off our platform. They typically do not require any setup, and the contractors must consolidate payment statuses. This includes financing options, credit cards, cash, insurance payments, Zelle, etc.

ePayments requires enrollment with our Merchant Processor but allows you to accept credit card payments directly via our platform when you invoice your customer.

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