Quotes and payment links
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In many CRM tools, closing a sale means typing in a payment and waiting for someone in finance to confirm it. In Kartlo, the quote is a real draft order and the payment goes through your own card gateway. When the customer pays, the order is marked paid and the deal moves to Won, with nobody typing anything.
Create a quote#
- Set the deal value first. The quote uses it.
- Open the deal and click Create quote.
- Kartlo makes a draft order for the deal's customer with one line: the deal title at the deal value. It appears under Quotes and orders on the deal.
- Click the quote number to open the draft order and check the lines, tax and total.
Send a payment link#
- On the deal, click Send payment link, or click Payment link next to a quote. If the deal has no quote yet, one is made first.
- Kartlo turns the quote into an order waiting for card payment and copies a private link to that order.
- Paste the link into an email or a WhatsApp chat with the customer. You can also Copy link again or Open it to check what the customer sees.
The customer opens the link, sees the order on your store and pays by card. Clicking the button again gives the same link, never a second order.
What happens when the customer pays#
| What | Result |
|---|---|
| The gateway confirms the payment | The order is marked paid, as with any store order. |
| The order is linked to a deal | The deal moves to its Won stage and the win is recorded. |
| Accounting is installed | The sale posts to your books and the tax invoice is produced by the usual Accounting flow. |
| An automation listens for Payment received | It runs, for example to thank the customer or plan a delivery call. |
The deal always moves to Won when its order is paid. Under Count a won deal in CRMSettingsGeneral you only choose which date reports and targets use: the day the deal moved to Won or the day the order was paid.
Payments by bank transfer or cash#
If the customer pays another way, open the order and use Record payment. This needs the edit permission for Orders or Finance, so you can keep it with the person who checks the bank.
See Order payments and Hosted gateways.