CRM

Payments

Get paid through your own Stripe account: payment links and Buy buttons on your websites, invoices to your contacts, and every payment on the contact. The money goes straight to you; we never touch it or see card details.

Connecting Stripe

You need a Stripe account (free to open at stripe.com). Then, in Settings → Payments:

1. In Stripe, open Developers → API keys and click Create restricted key.
2. Name it "PowerPro AI" and give it exactly these permissions (everything else stays None): Products, Prices, Payment Links, Customers, Invoices and Webhook Endpoints: Write; Checkout Sessions and Charges and Refunds: Read.
3. Create it, copy the key (it starts with rk_live_) and paste it. Click Connect Stripe.

We check the key, then set up a webhook in your Stripe account so each payment is reported back here within seconds. The key is kept encrypted and never shown again; only its last four characters are.

• Test mode first? Make the restricted key with Stripe's Test mode switched on (it starts with rk_test_). Everything works the same, no real money moves, and you pay with Stripe's test card 4242 4242 4242 4242. Then click Change key and paste a live key.
• Disconnect removes our webhook from your Stripe account. Payments already recorded stay here.

#What you've been paid

Payments in the side menu shows this month's takings (after refunds), what's still waiting on invoices, and every payment: who paid, what for, how (a payment link, an invoice or a subscription renewing) and when. Refunds you make in Stripe show here too, in full or in part.

Each payment also lands on the buyer's contact: found by email, or made new and tagged Customer, with a note ("Paid $499 for Calm Manager Program") and a Payments card on their page.

#Products and payment links

1. On the Products and links tab, click New product: a name, what it is (shown at checkout) and a price, paid once or every week, month or year. It's made in your Stripe too.
2. Or click Bring my HighLevel products to make the products you had in HighLevel, with their prices, in one go.
3. Click Get a payment link beside a price. That's Stripe's own checkout page for it: share it anywhere, or put it on your website.

Stripe prices can't change, so a new amount is a new price: add it, then archive the old one (its payment link stops taking payments).

#Buy buttons on your website

Ask the website assistant, for example "Add a Buy button for the Calm Manager Program to the pricing section" or "Make a pricing table with my Stripe products". It uses your payment links, so buyers pay on Stripe's checkout and the payment lands here. Publish to put it live.

#Invoices

1. Click New invoice on the Payments page, or Send an invoice on a contact's page. The contact needs an email address.
2. Add its lines (what it's for, how many, the price of one), or pick one of your products. Add a note and when it's due.
3. Send: Stripe emails it, with a page to pay by card and a PDF. Or Send from my email instead: it goes from your own email set-up into their conversation, with the same link to pay.

Until you send it, it's a draft you can change or delete; nothing is in Stripe yet.

A sent invoice shows its Stripe number, when it's due, and the page they pay on. When they pay, it's marked Paid and the payment is on their contact. If a payment attempt fails, it says so. Void an invoice that won't be paid: its link stops working.

#Automations

A workflow can start when a payment is received: send a welcome email, add a tag, move their opportunity to Won, tell you. Its messages can use {{payment.amount}} and {{payment.description}}. See Automations.

#By chatting

Invoices are for a particular person, so you make and send them on the Payments page or their contact's page.