Get paid where you sell
Payment links, installments, balances and invoices tied to each customer record. You know who paid, who owes and how much, without spreadsheets.
The processors you already use
Connect one or more merchant accounts. Every payment is recorded on the customer record and their service.
- Stripe
- Authorize.net
- PayPal
- Square
- PayNearMe
Ways to collect
Payment link in chat
The collections agent sends the installment or balance link when the customer asks. The amount comes from the CRM.
Installments and balances
Payment plans with installments and tracking of what is still owed per customer and service.
One-time payments
Single charges by link or from the customer record.
Zelle and cash
Recorded with your team's approval, so nothing gets in unverified.
Multiple merchant accounts, your rules
If you work with more than one account, Closary splits payments across them based on the rules you set, so you don't depend on a single processor.
Invoices with reminders
Create invoices from the customer record and let payment reminders go out on their own.
QuickBooks Online syncComing soon