You are set up when money has moved. Tell us where you'll take payments and you'll get the exact steps to run a live $1 payment and refund it.
Connected$1.00 paidRefundedLive
Where will you take payments?
Pick one. You can add the others later.
Which CRM do you use?
Your steps depend on this.
Not sure which one you're on?
Log in to your CRM and look at the left-hand menu. If you see Contacts, Opportunities, Payments, and Automation, choose "A platform from my agency." If your menu looks different, choose "Something else."
We don't connect to that system yet. You can still take payments today. Work inside Noomerik with payment links, invoices, and forms. Call or text 801-290-8922 with the name of your CRM so we can tell you when it's supported.
This is your checklist. Tap Mark done as you finish each step. Your progress saves on this device, so you can leave and come back.
You're live.
Money moved and came back. Every other way of getting paid runs on the same path you just tested, so you're ready to take real payments.
Once you're live
None of this is required to take your first payment.