Text to Pay
Move from agreement to paid faster with secure payment links sent by text.
Sales slow down when payment collection depends on clunky invoices, delayed follow-up, or too many steps.
Collect payments via SMS. Send payment links directly to customers' phones for fast, frictionless checkout.
Module play
Shorten the gap between agreement and collected cash with a payment path that feels easy.
Text to Pay is strongest when slow invoices or awkward checkout steps are creating friction after the customer already said yes.
Core Problem
Sales slow down when payment collection depends on clunky invoices, delayed follow-up, or too many steps.
System Role
Cash collection trigger
Primary Outcome
Move from agreement to paid faster with secure payment links sent by text.
What this module helps your team do
These benefits show what improves first when this module is installed in the right sales workflow.
Frictionless Checkout
Customers tap a link in a text and pay in seconds — no app download, no account needed.
Secure Payments
All transactions are processed through a PCI-compliant payment gateway you can trust.
Send from Anywhere
Trigger payment links from your inbox, a workflow, or after a service is completed — fully flexible.
Faster Collections
SMS payment links have dramatically higher open and click rates than email invoices.
How It Works
The path should be obvious: capture, respond, move the buyer forward.
Create an Invoice or Request
Build a payment request in Sales Engage with the amount, description, and customer details.
Send via Text
The customer receives a secure SMS with a payment link they can open on any device.
Payment Confirmed
Funds are collected and you're notified instantly. The contact record is updated automatically.
Best-Fit Industry Blueprints
Where this module usually gets installed first
Usually added when the blueprint needs a cleaner handoff from agreement to collected revenue. Use these links to connect the module to the market path it fits best, then compare blueprint options in the broader industries hub.
Browse all industriesBest First When
Use this module when the bottleneck is obvious
Fast collections
Mobile-friendly payment requests
Low-friction checkout
Related Modules
Pair this with the modules around it
Most teams pair this with adjacent modules so capture, follow-up, booking, and conversion do not break across channels or handoffs.
Financial Management
Create estimates, invoices, proposals, and payment tracking inside the same workflow that manages the sale.
Explore related moduleWorkflow Automation
Build complex automations in plain language. The AI explains every step. No coding required.
Explore related moduleMissed Call Text Back
Never lose a lead from a missed call. Automatically sends a personalized text the moment a call is missed. Keep the conversation alive instantly.
Explore related moduleReady to put this module to work in your AI sales system?
Move from agreement to paid faster with secure payment links sent by text. We can map where this module fits inside your follow-up, booking, and conversion workflow, then show you the right industry blueprint for rollout.