LiqPay is an electronic wallet that allows you to accept payments and transfer money using bank cards worldwide. Once integrated with keyCRM, you’ll be able to manage payments in a single window and generate invoices that are automatically marked as paid upon receipt of payment.
Configuring data transfer in LiqPay
Go to «Settings» → «Finance» → «Payment gateway» and open the LiqPay integration settings.
In the «Import settings» section, enable the «Create invoices in keyCRM» toggle and fill in the fields:
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Language — select the language in which the invoice will be issued;
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Payment method — select a payment method for the payment that will be added to the order after the invoice is issued;
Invoicing
After configuring the settings, you can generate an invoice for payment within an order or a pipeline card. To do this:
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In the payment section, click «+ Add Payment»;
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Toggle the «Issue an invoice for payment» switch;
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Select the payment service from which the invoice will be issued;
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Enter the amount to be paid;
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Optionally, you can leave a description for this payment in the system (it is not included in the invoice and is used for internal notes);
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Click «Save».
How to manage invoices
After creating an invoice, the corresponding payment will be added to the payments in the order or in the sales pipeline card. You can:
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Track the payment status, which automatically updates after the invoice is paid;
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Copy the payment link to send to the buyer. The link is valid for 1 week;
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Cancel the created invoice. Hover over the payment status, and the «Rejected» button will appear.
What the generated invoice looks like
When the customer clicks the payment link, the payment service page will open:
