Payments & Gateways

Accept payments on every invoice through Stripe, PayPal, Razorpay and more

CrmLeaf connects your invoices and orders to nine payment gateways plus configurable offline methods. Clients pay from a branded public link, the transaction records itself and your books stay in sync, with no manual data entry or reconciliation spreadsheets.

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payment gateways supported
9
payment gateways supported
built-in offline methods, plus custom ones
3
built-in offline methods, plus custom ones
logins needed for a client to pay
0
logins needed for a client to pay
central ledger for every transaction
1
central ledger for every transaction

How it works

From invoice to paid in four steps

The client pays from a link and the payment records itself against the document it settles.

  1. Step 01

    Invoice or order

    Create an invoice, order or credit note in CrmLeaf

  2. Step 02

    Client opens link

    A branded public payment page, no login needed

  3. Step 03

    Pays via gateway

    They choose Stripe, PayPal, Razorpay or another gateway

  4. Step 04

    Auto-recorded

    Captured, linked to the invoice and recorded centrally

What's inside

Six payment capabilities built in

01

Supported Gateways

Nine processors with public payment, callback and webhook routes.

See how it works
02

Offline Payment Methods

Bank transfer, cash and cheque with a configurable approval workflow.

See how it works
03

Per-Company Credentials

Each account connects its own merchant account, not a shared key.

See how it works
04

Public Payment Pages

Branded, no-login payment links on every invoice and order.

See how it works
05

Payment Recording & Reconciliation

Every transaction linked to its invoice, order, credit note or project.

See how it works
06

Multi-Currency Payments

Charge in the invoice currency and record the correct amount.

See how it works

In detail

How each capability works

Swipe for more →

01 / 06

Supported Gateways

CrmLeaf integrates with nine payment processors out of the box. Each gateway is wired with public payment page routes, server-side callback handling and webhook listeners, so the full lifecycle from the client clicking Pay to the transaction landing in your ledger is automatic.

Stripe includes Laravel Cashier for subscription and recurring billing, and PayPal supports recurring payments and Instant Payment Notification (IPN).

Built in

  • Nine gateways, each with public payment, callback and webhook routes
  • Stripe integration includes Laravel Cashier for subscription and recurring billing
  • PayPal supports recurring payments and Instant Payment Notification (IPN)
  • Regional gateways such as Razorpay (India), Paystack (Africa) and PayFast (South Africa) cover local payment methods
  • Stripe (+ Cashier)
  • PayPal (recurring / IPN)
  • Razorpay
  • Paystack
  • PayFast
  • Mollie
  • Authorize.net
  • Flutterwave
  • Square
02 / 06

Offline Payment Methods

Not every payment goes through a card processor. CrmLeaf lets you configure offline methods such as bank transfer, cash, cheque and custom methods, with an approval workflow so each payment is verified before it updates your books.

Built in

  • Add custom offline payment methods alongside the built-in options
  • An approval workflow ensures offline payments are reviewed before recording
  • Offline payments link to invoices and orders the same way gateway payments do
  • Bank transfer
  • Cash
  • Cheque
  • Configurable approval
03 / 06

Per-Company Credentials

In a multi-tenant CrmLeaf setup, each company stores its own gateway API keys and merchant credentials at the company level, not in a shared environment file. Every account connects its own Stripe, PayPal or Razorpay merchant account.

That keeps funds, payouts and reporting completely separate between companies.

Built in

  • Gateway credentials are stored per company, not in a shared .env file
  • Each company brings its own Stripe, PayPal or other merchant account
  • Funds, payouts and transaction history are fully separated between tenants
  • Company-level credentials
  • Separate merchant accounts
  • Multi-tenant safe
04 / 06

Public Payment Pages

Every invoice and order in CrmLeaf generates a branded public payment page. Your client clicks the link, sees the amount and line items, picks a payment method and pays, with no CrmLeaf account and no login screen.

The page carries your company branding, so it looks like part of your business rather than a third-party tool.

Built in

  • Public branded payment pages on every invoice and order
  • The client sees line items and total, chooses a gateway and pays
  • No CrmLeaf login required; the page is public and authenticated by token
  • Company branding (logo, colours) carries through to the payment page
  • Branded with your logo
  • No client login required
  • Invoice and order links
05 / 06

Payment Recording & Reconciliation

Every payment, online or offline, is recorded centrally and linked to its originating document. A payment knows which invoice, order, credit note or project it belongs to, so reconciliation is a filter, not a spreadsheet exercise.

Partial payments, overpayments and refunds are all tracked against the same record.

Built in

  • Every transaction is recorded in a central payment register
  • Each payment is linked to its invoice, order, credit note or project
  • Handles partial payments, overpayments and refunds
  • Filter and export payment history for bookkeeping
  • Central payment ledger
  • Linked to invoice, order, credit note or project
  • Partial and over-payments
06 / 06

Multi-Currency Payments

Invoices and orders support multiple currencies. The payment gateway processes the charge in the invoice currency, and CrmLeaf records the transaction with the correct currency code and amount, with no manual conversion.

That removes rounding mismatches between your books and your processor.

Built in

  • Create invoices in any supported currency
  • The gateway charges in the invoice's currency
  • The payment is recorded with the correct currency code and amount
  • Eliminates rounding mismatches between CrmLeaf and the processor
  • Invoice-currency charges
  • Automatic currency recording
  • No manual conversion

Connected across CrmLeaf

Payments tied to every financial document

Every transaction links back to the document it settles, so invoicing, orders, credit notes and project finances all reflect the same source of truth.

See Invoicing
  • InvoicingPayments auto-update invoice status
  • OrdersOrder payments tracked the same way
  • Credit NotesRefunds and adjustments linked
  • ProjectsProject-level payment visibility

FAQ

Common questions about CrmLeaf payments

  • CrmLeaf supports Stripe (including Cashier), PayPal (including recurring billing and IPN), Razorpay, Paystack, PayFast, Mollie, Authorize.net, Flutterwave and Square. Each gateway includes public payment pages, callback handling and webhook routes.

Related

Explore further

InvoicingCreate, send and track invoicesOrdersSales orders with payment trackingProject ManagementProject-level payment visibilityAdministrationCompany settings and gateway config

Start collecting payments through CrmLeaf

Connect your Stripe, PayPal or Razorpay account, send an invoice and get paid, all inside your free trial.

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