Payment Link and Payment Page Creation | CiFrame EN

CiFrame automates the creation of payment links for orders, products, and services. We integrate your systems with a payment provider, save the link in a custom CRM field, or build a dedicated page where customers can choose their preferred payment method.

Your team no longer needs to manually enter the amount and payment description in the provider’s dashboard for every order. The integration uses order data to generate a payment link and associate it with the corresponding CRM record.

Payment Links in Custom CRM Fields

This option works well if you use a specific payment provider and want to generate payment links directly from CRM data.

Link creation can be triggered by a new order, a status change, or another agreed event. The integration sends the amount, payment description, and order identifier to the payment provider, then saves the resulting link in a custom CRM field.

Your team can access the link from the order record and send it to the customer. If needed, we configure automatic delivery through the available communication channels.

The solution can include:

• Generating links for the full order amount, an advance payment, or the outstanding balance.
• Saving the payment link, amount, and payment identifier in the CRM.
• Creating a new link after an order changes, subject to the payment provider’s rules.
• Automatically sending the link to the customer according to an agreed workflow.

A Dedicated Page with Payment Method Selection

If you want to offer several payment methods, we create a payment page on your website or hosting. If you do not have suitable hosting yet, we help you choose and configure it.

Each order receives a unique link. The customer opens the page, reviews the order details, and selects one of the connected payment methods.

The page can display:

• The order number, product list, or service description.
• The amount due, advance payment, and outstanding balance.
• Buttons leading to different payment providers.
• Bank transfer details and a downloadable invoice.
• Payment terms and any required consent checkboxes.
• The current payment status, if status retrieval is configured.

The page link can also be saved in a custom CRM field. Customers receive a single link from which they can choose how to pay, while your team accesses it directly from the order record.

Payment Verification and CRM Updates

We can also configure payment confirmations from the provider or check incoming payments through available banking APIs and statements.

Once a payment is confirmed, the integration can record the amount and payment date in the CRM, update the order status, notify your team, or trigger further processing. For partial payments, the solution can track multiple transactions and calculate the outstanding balance.

Payment confirmation must come from the payment provider or bank. Opening the payment page or returning to your website after checkout is not sufficient proof of payment.

What Do We Need to Get Started?

To estimate the work, tell us which CRM you use, which providers you accept payments through, and when payment links should be generated. If you need a dedicated payment page, specify the payment methods you want to offer and whether you already have a website or hosting.

CiFrame will review the API capabilities, recommend a suitable workflow, and estimate the implementation cost. If needed, we can extend the solution with invoice generation, automatic payment link delivery, and payment status synchronization.