Simply watch the video, or follow the instructions below.
To pay a Pipeliner CRM invoice follow these steps:
- You need to have Pipeliner CRM account.
- You need to have the appropriate user rights to pay an invoice.
Screencast: Play in a new window.
How to Pay a Pipeliner CRM Invoice
- Open your favorite web-browser. Visit the Pipeliner Admin Portal at
https://workspace.pipelinersales.com and sign in with your Pipeliner CRM account.
Click on the Subscription button.
- Select the Orders button from the menu.
- Select your Order (status will be payment_pending) and click on the Pay “$” button.
- A popup window will open. Please check to see if all the data is correct. If so, select payment method and proceed to payment.
- Follow the purchase wizard to finish your purchase.
If you encounter any issues during the payment of your Pipeliner CRM invoice, please do not hesitate to contact us.