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Positioning Assessment
After a customer says yes, the slowest part of many sales is the money: bank details sent in a chat, a transfer, a screenshot and someone in accounts matching it to an invoice a day later.
With a sales payment link, the rep sends an invoice magic link from the CRM by WhatsApp or email. The customer opens it, sees the invoice and pays online, in full or in part. When the payment succeeds, the invoice status updates by itself, and the rep sees it on the lead.
Ask us which payment gateways and methods are available for your account.
“The customer paid the first instalment from the link while we were still on the call. The invoice marked itself paid.”
Sample team scenario
Illustrative example, not a customer testimonial
Lead Pipeline
Drag deals across your own sales stages
In the Product
Imagine the checkout following the conversation instead of waiting at the counter.
No waiting for transfers.
Statuses update themselves.
Payment sits on the lead.
Platform Integrity
One tap to the invoice
Pay in instalments
No bank-detail chats
Invoice updates itself
At a Glance
What changes when the invoice carries its own payment.
| Dimension | Triostack CRM | Manual Transfers |
|---|---|---|
| Sending | A magic link from the CRM | Bank details typed into a chat |
| Payment | Online, full or partial | Transfer and wait |
| Matching | Invoice marked paid automatically | Accounts matches by hand |
| Visibility | Rep sees payment on the lead | Asks accounts |
| Reminders | Follow-up if the invoice is unpaid | Remembered |
Book a walkthrough and we will set up a sandbox with sample leads, a WhatsApp inbox and a pipeline, so you can try it before you commit.
Live Interface Tour
Real screens captured directly from the production Triostack CRM interface.
Payments Received
Customer pays online, the invoice updates itself
Feature Breakdown
Captured directly from the production Triostack CRM interface.
The document customers pay.
On this screen: Tax invoices raised straight from a won deal.
How it fits the plan
Invoice. Create the invoice from the quote.
Send. Share the magic link on WhatsApp or email.
Practical tip
Send the link while the customer is still engaged, ideally within the call or just after. Payment speed drops with every hour.
Collected and recorded.
On this screen: Payments recorded against each invoice.
How it fits the plan
Send. Share the magic link on WhatsApp or email.
Pay. The customer pays in full or in part.
In real life
Advance payment
A booking is confirmed by a first instalment.
From quote to invoice.
On this screen: Itemised quotes with discounts and terms.
How it fits the plan
Pay. The customer pays in full or in part.
Update. The invoice status changes on its own.
Watch out for
Sending a link without checking the invoice amount and instalment terms first.
Chase the unpaid ones.
On this screen: Never miss the next call or message.
How it fits the plan
Update. The invoice status changes on its own.
Invoice. Create the invoice from the quote.
Before you start
Execution Plan
Create the invoice from the quote.
Share the magic link on WhatsApp or email.
The customer pays in full or in part.
The invoice status changes on its own.
Practical Guide
Before you start
A tip that helps
Send the link while the customer is still engaged, ideally within the call or just after. Payment speed drops with every hour.
A common mistake
Sending a link without checking the invoice amount and instalment terms first.
Availability: Availability can depend on your plan and setup. Please confirm with our team which capabilities are live for your account, and any prerequisites, before you plan around this page.
In Real Life
Scenario 01
A booking is confirmed by a first instalment.
Scenario 02
No bank branch visit needed.
Scenario 03
Accounts sees what was paid and what is due.
Straight answers about Sales Payment Links, from setup to what happens next.
Have a question about Sales Payment Links?
Book a free callA link to an invoice that lets the customer open it and pay online, without logging in.
Yes. Full or partial payments are supported.
Yes. After a successful payment the invoice status updates by itself.
Ask us which gateways and methods are available for your account.
Explain how sales teams share invoice magic links to collect full or partial payments, letting customers pay online while the invoice status updates automatically.
It runs in 4 steps: Invoice, Send, Pay and Update. Create the invoice from the quote.
The real screens on this page include Lead Pipeline, All Leads, Sales Dashboard and Invoices, all captured from the product.
Request a demo or start a free trial. Our team can also walk you through a guided setup, so your first session ends with something working.
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