Card payment from the deal
A manager creates a link to the NovaPay payment page in the deal, and the client pays by card. This is acquiring, not payments matched from bank statements as in UA Payments.
A manager creates a link to the NovaPay payment page in the deal, and the client pays by card. This is acquiring, not payments matched from bank statements as in UA Payments.
As soon as NovaPay confirms the payment, the deal moves to the stage you set, the manager gets a task and a payment note appears in the deal.
The link is created by a Salesbot step or a Digital Pipeline action – the client gets it with no manager involved.
The sum is held on the client's card until the order is confirmed, or the client pays after receiving the parcel.