Go to the Payments Module

1. Log into your CRM sub-account.

2. On the left-hand menu, click on “Payments.”

This will open the main Payments section, where you can manage:

- Invoices

- Estimates

- Subscriptions

- Products

- Transactions

Access the Integrations Section

3. At the top of the Payments panel, locate the horizontal navigation bar.

4. Scroll to the right until you find the tab labeled “Integrations.”

5. Click on “Integrations.”

Connect a Payment Gateway

6. In this section, you’ll see the available payment platforms that you can connect to your CRM.

7. From here, you can:

- Connect a new payment gateway

- Or manage an existing integration

Each payment platform (e.g., Stripe, Authorize.net) has its own step-by-step connection instructions — just follow the prompts on screen.

That’s it! Once connected, you’ll be able to process payments directly within your CRM, and link them to invoices, forms, automations, and more.