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Turn Every Sale Into a Faster, Simpler Payment
Create estimates, agreements, invoices, payment links, subscriptions, and checkout experiences in the same platform that manages your customers. Automate billing follow-up and keep every transaction connected to the right contact.
Invoice
#LC-2048
Customer
Northstar Services
Payment activity
From proposal to payment
One connected revenue workflow
Move customers from an approved offer to a completed payment without copying details between disconnected tools.
Estimate or proposal
Present products, services, pricing, terms, and optional attachments in a professional document.
Agreement and approval
Collect the required approval or supported signature before work begins.
Invoice or payment link
Send a branded invoice or a direct checkout link for a simple payment experience.
Payment and CRM update
Track the transaction and use payment activity to update records or continue automation.
Online payment platform
Everything your team needs to bill and collect
Replace scattered quoting, invoicing, subscription, and payment tools with one connected system built around the customer journey.
Professional invoices
Build invoices with customer details, products, taxes, discounts, notes, payment terms, attachments, and a live preview before sending.
Estimates and proposals
Prepare clear estimates and sales documents, include supporting files, and move accepted work toward billing.
Shareable payment links
Create a secure checkout link for a service, product, or offer and share it through email, SMS, WhatsApp, or any messaging channel.
Recurring billing
Schedule recurring invoices for retainers, memberships, subscriptions, and installment plans with flexible billing frequencies.
Products and checkout
Use product catalogs, order forms, funnels, websites, or stores to sell without rebuilding customer and transaction data elsewhere.
Transactions and reporting
Review payments, invoice status, subscriptions, refunds, receipts, and revenue activity from a centralized payments workspace.
Payment links
Collect payment wherever the conversation happens
A customer should not need to search for the next step. Generate a direct checkout link and send it in the channel already being used by your sales or service team.
PAYMENT LINK
Website care plan
$249.00
Secure checkout
Example automated payment journey
CRM payment automation
Let billing events move the customer journey forward
Use supported payment, invoice, subscription, and refund events to start workflows. Keep customers informed, alert your team, and prevent routine billing work from becoming manual follow-up.
Automated reminders
Send timely invoice and payment reminders through connected channels using the rules you configure.
Payment-triggered workflows
Start onboarding, fulfillment, notifications, or internal tasks after a successful payment or relevant billing event.
Subscription lifecycle
Respond when subscriptions start, change, cancel, or encounter failed payment events.
Customer context
Give sales and service teams payment context alongside the contact and conversation history.
Recurring billing software
Build predictable billing without repetitive admin
Configure recurring invoice schedules for ongoing services and use automation to keep billing consistent as your customer base grows.
RECURRING BILLING
Monthly service plan
Monthly
Frequency
128
Customers
Active
Status
Flexible payment connections
Connect the providers your business needs
Connect core providers and discover regional payment options through available Marketplace and custom-provider connections. Provider availability, supported product areas, recurring billing, payment methods, and currencies vary by country, connected account, and configuration.
Marketplace and custom-provider options are installed separately, and each provider may support different payment types and product areas.
Connect supported accounting tools such as QuickBooks, Xero, or Wave to reduce duplicate financial data entry.
Built for many revenue models
Use the same platform across the way you sell
Service businesses
Send estimates, collect deposits, invoice completed work, and automate payment reminders.
Agencies and consultants
Manage proposals, retainers, recurring invoices, and client billing from the same CRM.
Memberships and subscriptions
Create recurring offers and respond automatically to subscription lifecycle events.
Products, courses, and events
Sell through checkout pages, forms, funnels, websites, stores, and payment links.
A clearer path from interested lead to recorded revenue
Payments and invoicing FAQ
Common questions before connecting payments
Can I create both one-time and recurring payments?+
Yes. You can use supported checkout experiences, payment links, subscriptions, and recurring invoices for one-time purchases or ongoing billing. Exact options depend on the connected provider and configuration.
Can payment links be shared through WhatsApp or SMS?+
Yes. A generated payment link can be shared through email, SMS, WhatsApp, chat, or another communication channel so the customer can open a direct checkout experience.
Can invoices and payment activity connect to the CRM?+
Yes. Billing activity is designed to stay connected to customer records, allowing teams and workflows to use relevant payment context rather than managing a separate customer list.
Can I automate recurring invoices and payment reminders?+
Yes. Recurring invoices can follow configured schedules, and workflows can support reminders, notifications, internal actions, and follow-up based on billing events.
Which payment providers and methods are available?+
Core connections include Stripe, PayPal, Authorize.net, NMI, Square, and Razorpay. Available Marketplace or custom-provider options can include Tap Payments, Moyasar, USAePay, PayFast, PayPlus Payments, Paymob, and 50+ global providers. Availability, supported product areas, recurring billing, wallets, currencies, and features depend on the provider, country, plan, and account configuration.
Does Lead Connector replace accounting software?+
Lead Connector helps manage the customer-facing sales and payment workflow. Supported integrations with accounting platforms can reduce duplicate entry, while your accounting system can remain the financial system of record.
Connect your sales process to the moment you get paid
Manage customers, estimates, invoices, payment links, recurring billing, and automated follow-up in one platform.
Choose your planPayment providers, methods, currencies, fees, wallet availability, and advanced billing capabilities depend on region, connected accounts, plan, and configuration.
Explore More Features
Discover how Lead Connector can help you with every aspect of your business