Unified Payment Options Across All CRM Locations
Overview of Unified Payment Options
Unified Payment Options provide a consistent and flexible billing experience across all locations in your CRM. Whether you manage a single business or multiple sub-accounts, you can now use saved cards, wallet credits, or—for agency users—an agency card for payments. This ensures a seamless checkout process no matter which CRM location you're using.
Key Benefits of Unified Payment Options
Consistent Checkout Experience
Payment flows are now standardized across all CRM locations, eliminating previous inconsistencies between different versions.
Role-Based Payment Visibility
Agency users see options to pay with their card, wallet, or agency card, while location users only see card and wallet options—ensuring each user sees only the relevant payment methods.
Universal Wallet Access
Wallet payments are available at every CRM location, making it easy to use pre-loaded credits wherever you need to make a payment.
Streamlined Billing
Previous payment method discrepancies have been resolved, creating a smoother and more reliable billing process for all users.
Payment Methods Overview
Pay Using Card
This option charges the primary card saved in your billing settings.
Pay Using Wallet
Payments are deducted from your pre-loaded wallet credits. If your balance drops below your set threshold, auto-reload will trigger to top up your credits automatically.
Pay Using Agency Card
Available only to agency-level users, this method charges the agency's stored card without revealing the option to location users.
Frequently Asked Questions
Can a location user accidentally use the Agency Card?
No. Location users never see the Agency Card option—they only have access to their own card and wallet.
How do I adjust my wallet's auto-reload threshold?
Navigate to Settings → Billing → Wallets & Transactions → Auto-Recharge to modify your auto-reload settings.
Are Agency Card charges visible to location users?
No. Charges made with the Agency Card do not appear on location invoices or billing statements.
Do I need to take any action to enable the new checkout?
No. The unified payment options are automatically available across all CRM locations.