Payments & Invoicing in Your CRM
Your CRM can collect payments and send professional invoices directly, so you can get paid without bolting on separate tools. To turn this on, you connect a payment provider — the service that actually processes the card and deposits money into your bank account. This page covers what's supported and how invoicing works.
How payments work here
Your CRM is the front end — invoices, payment links, text-to-pay, checkout pages — and a connected payment provider handles the money movement and payouts. You keep your own provider account (in your business's name), and funds settle to your bank on the provider's normal schedule. Symphony Core helps you connect it and wires it into your automations.
Supported payment providers
The most common options are:
- Stripe — the default for most businesses; broad card support, fast setup, works everywhere the platform sends invoices and payment links.
- Square — a good fit if you already use Square for in-person/point-of-sale and want online and in-person under one provider. See How to Connect Square.
- Other providers may be available depending on your region — ask your Symphony Core contact what's supported for you.
If you don't already have a provider account, we recommend Stripe for the smoothest setup. You create the account in your business's name; we help you connect it.
What you can do once connected
- Send invoices — create and send professional invoices, and track paid/unpaid status.
- Payment links & text-to-pay — send a link (including by SMS) so customers pay from their phone.
- Checkout pages — collect payment on funnels and booking pages.
- Automations — trigger reminders for unpaid invoices and receipts on payment.
What you provide vs. what we handle
| You | Symphony Core |
|---|---|
| Create/own the payment provider account (Stripe/Square) in your business name | Connect it to your CRM |
| Confirm your bank/payout details with the provider | Wire payments into invoices, links, and automations |
| Approve the invoice templates and offers | Build and test the templates |
Key takeaways
- Your CRM does invoices, payment links, text-to-pay, and checkout; a connected provider (usually Stripe, or Square) moves the money.
- You own the provider account; funds settle to your bank on the provider's schedule.
- We connect it and wire it into your automations.
Provider setup screens change over time — your Symphony Core contact will walk the current connection steps with you.
Questions? See How to Get Support.