Send Invoices, Take Payments, and Track Revenue Without Leaving Your CRM
Bloom brings payments inside your CRM. Send professional invoices, accept online payments, and watch revenue update in your dashboard in real time. No separate accounting tool, no copy-paste, no lost transactions.
Why It Matters
What Payments & Invoicing Does for Your Business
Professional Invoices in Seconds
Generate clean, branded invoices with your logo in a click. Send them by email or SMS and track when clients open them.
Accept Online Payments
Let clients pay by card or bank transfer through a secure checkout. Funds hit your account and your CRM updates instantly.
Automated Payment Reminders
Chase unpaid invoices automatically. Gentle reminders go out on your schedule so you get paid faster without awkward phone calls.
Revenue Tracking in Real Time
Watch your monthly revenue, outstanding invoices, and payment history update live inside your CRM dashboard. No spreadsheets required.
How It Works
From Setup to Results in Four Steps
Create
Generate a branded invoice against any contact or deal in a single click.
Send
Email or SMS the invoice with a secure payment link your client can pay instantly.
Collect
Clients pay by card or transfer and the payment is recorded automatically in your CRM.
Track
Your revenue dashboard updates in real time, with reminders chasing any unpaid balance.
Average admin time saved
Faster lead response rate
Businesses powered by Bloom
AI + human support available
FAQ
Common Questions About Payments & Invoicing
Which payment methods are supported?+
Bloom supports major credit and debit cards plus local bank transfers. We can connect your preferred payment gateway during setup.
Do you charge transaction fees?+
Standard payment gateway processing fees apply, but Bloom takes no additional cut on your transactions.
Can I set up recurring billing?+
Yes. Create recurring invoices and subscriptions so retainer clients are billed automatically each month.
Explore More Features
Get Started Today
Ready to Put Payments & Invoicing to Work?
Book a free 30-minute AI Growth Audit and we will map out exactly how payments & invoicing fits your business.
No credit card required. No obligation. Just a clear growth plan.