Connect Netcash payments

If you have a Netcash account, the CRM can collect payments through Netcash Pay Now — customers pay by card or EFT on a secure Netcash page, and the invoice is marked paid automatically when the payment lands.

Connecting your Netcash account

Go to Settings → Integrations → Netcash (/settings/integrations/netcash). You need two things from your Netcash Merchant Portal:

• Merchant Account Number — shown at the top of the Netcash portal.
• PayNow Service Key — in the Netcash portal under Services → Pay Now → Service Keys.

Enter both, choose your settings (test mode on/off, currency), and save. There's a test button to confirm the connection works.

Pay Now on invoices

On an invoice's page there is a Pay This Invoice section with a Pay Now button showing the amount. It generates a secure Netcash payment link for that invoice (links expire, and you can copy the link to send to the customer). Once the customer pays, the invoice shows Payment Received — paid via PayNow. Netcash notifies the CRM automatically, so you don't have to mark anything paid by hand.

Take a payment inside a WhatsApp flow

In the WhatsApp Conversation Flows builder (Settings → AI Agents → Conversation Flows) there is a 💳 Take a payment step. When a customer reaches that step in the chat:

1. The CRM creates an invoice for the fixed amount you configured on the step.
2. It generates a Netcash Pay Now link tied to that invoice.
3. The customer gets a WhatsApp message: your description plus "Pay securely here:" and the link.
4. When they pay, the invoice is marked paid automatically.

You set the amount and the message text on the step in the flow builder. In the flow simulator, the step is safe to test — it sends a fake test link and never creates a real invoice or charges anyone.

Debit-order mandates on quotations — yes, via Required Forms

You CAN have customers complete a debit-order mandate when they accept a quote. It works through the Forms system, not a dedicated "mandate" button:

1. Build the mandate as a form: Opportunity Resources (Quotes in the sidebar) → Forms tab → New Form. Add the mandate fields you need (account holder, bank, account number, signature/consent, file upload for supporting documents, etc.).
2. Attach it to a quote: when creating or editing a quote there is a Required Forms section — add your Debit Order Mandate form there.
3. Or attach it once to a quote template: templates carry their own required forms, and every quote created from that template gets the mandate form automatically.
4. When the customer accepts the quote online, they are asked to complete the attached form(s) — their answers and any uploaded documents are stored with the quote/opportunity.