Payments & Invoicing

    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

    01

    Create

    Generate a branded invoice against any contact or deal in a single click.

    02

    Send

    Email or SMS the invoice with a secure payment link your client can pay instantly.

    03

    Collect

    Clients pay by card or transfer and the payment is recorded automatically in your CRM.

    04

    Track

    Your revenue dashboard updates in real time, with reminders chasing any unpaid balance.

    70%

    Average admin time saved

    3x

    Faster lead response rate

    100+

    Businesses powered by Bloom

    24/7

    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.

    Book My Free Growth Audit

    No credit card required. No obligation. Just a clear growth plan.