Charge Contacts With Any Connected Payment Provider

Charge Contacts With Any Connected Payment Provider

Software Updates

May 24, 2024 ● 2 min read

Charge Contacts With Any Connected Payment Provider

A business using both Stripe and Authorize.net for different types of transactions can now charge customers on either platform directly from the contact page in the CRM, ensuring seamless financial operations.

Charge Contacts With Any Connected Payment Provider: This feature enables charging and saving cards across multiple payment providers, enhancing flexibility for users with diverse payment processing needs.

⭐️ Why Does It Matter To Your Business?

  • Increased Flexibility: Charge and manage cards using any integrated payment provider, not just the default one.

  • Enhanced Efficiency: Easily switch between payment gateways without disrupting transactions or customer data.

  • Streamlined Operations: Simplify payment processing by consolidating all payment activities within the CRM.

⭐️ How To Use Charge Contacts With Any Connected Payment Provider

  1. Access the “Contacts” Tab from the left navigation menu. Click on the Smart list from the upper navigation menu and click on the contact name.

  2. In the contact detail page, click on the payment icon. Click on the “Charge Now” button.

  3. Fill the required details and select the payment method. Click on “Confirm & charge” Button.

Supporting multiple payment gateways within the CRM greatly enhances transaction flexibility and operational efficiency for businesses.

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