Payment
calendar
Planning and control of payments from customers, viewing the dynamics of cash receipts and tracking delays.
Why Payer is useful
Work with payments in the card, analytics of payments, your own calendar of installments.
Formation of a payment
document in a card
A payment document can be generated in a contact, company or deal card. At the same time, in the contact card associated with several transactions, in the widget, you can view all payments for all transactions.
01
Installment calculation
in the widget
Payer has its own installment calculator, which takes into account the initial payment, due date, interest rate and payment scheme. All installment payments are automatically generated, tasks are set as the payment approaches.
02
Payments analytics
Payer has a payment report located in the amoCRM Analytics section. You can view data for all employees or for each employee individually, check the activity of payments for the month, track the dynamics of payments according to the schedule.
03
Why Payer is useful
Work with payments in the card, analytics of payments, your own calendar of installments.
Formation of a payment document
in a card
A payment document can be generated in a contact, company or deal card. At the same time, in the contact card associated with several transactions, in the widget, you can view all payments for all transactions.
01
Installment calculation
in the widget
Payer has its own installment calculator, which takes into account the initial payment, due date, interest rate and payment scheme. All installment payments are automatically generated, tasks are set as the payment approaches.
02
Payments analytics
Payer has a payment report located in the amoCRM Analytics section. You can view data for all employees or for each employee individually, check the activity of payments for the month, track the dynamics of payments according to the schedule.
03
Widget cost
Up to 5 users - $23 per mo.,
further for each user + $2.3 per mo.
For the first 14 days, all functionality is free.
Up to 5 users - $23 per mo.,
further for each user + $2.3 per mo.
For the first 14 days,
all functionality is free.
How to connect a widget
Go to amoCRM in Settings - Integrations, type in the name of the "Payer" widget in the search engine.
Click on Install, a free period of 14 days with full widget functionality will turn on.
Make the necessary settings: required tasks, synchronization of the amount of payments, etc.
How to connect a widget
Go to amoCRM in Settings - Integrations, type in the name of the "Payer" widget in the search engine.
Click on Install, a free period of 14 days with full widget functionality will turn on.
Make the necessary settings: required tasks, synchronization of the amount of payments, etc.
How Payer works
Automatic tasks, reminders, payment analytics,
installment calculator.
How Payer works
Automatic tasks, reminders, payment analytics,
installment calculator.

You can work with payments in the card of the transaction, contact and company

When adding or deleting a payment, notes are added to the deal.


You can work with payments in the card of the transaction, contact and company

When adding or deleting a payment, notes are added to the deal.



Payer will remind you of the approaching payment, as well as its delay, using automatic tasks

It will also check the payment of all payments when the status of the transaction is changed. The analytics section includes a convenient display of payments in the calendar, viewing the source and status of payments, total amounts, filtering by period and by manager, etc.

Payer will remind you of the approaching payment, as well as its delay, using automatic tasks

It will also check the payment of all payments when the status of the transaction is changed. The analytics section includes a convenient display of payments in the calendar, viewing the source and status of payments, total amounts, filtering by period and by manager, etc.

Payments analytics
Payments analytics
Color coding

Overdue payments are highlighted in red, completed payments in green, and planned payments in yellow.

Convenient display

Payments for the past and next months are dimmed to make it easier to view payments for the current month only.

Export

You can download a report on payments for all employees or for a specific employee, for the whole month or for a period.

Color coding

Overdue payments are highlighted in red, completed payments in green, and planned payments in yellow.

Convenient display

Payments for the past and next months are dimmed to make it easier to view payments for the current month only.

Export

You can download a report on payments for all employees or for a specific employee, for the whole month or for a period.



Payer can show the difference between the transaction budget and the invoiced payments

The widget has a line "Difference with budget", which shows how much you still need to issue payments (with a plus value), and for what amount more payments than the transaction budget (in the case of a minus value) are issued.

Payer can show the difference between the transaction budget and the invoiced payments

The widget has a line "Difference with budget", which shows how much you still need to issue payments (with a plus value), and for what amount more payments than the transaction budget (in the case of a minus value) are issued.

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