Payment integrations
Tie sales performance to the money that was actually collected
ClickToClose connects sales operations with payment records so teams can distinguish a claimed sale from a verified transaction. Supported workflows cover common processors, deposits, payment plans, refunds, and the downstream commission record.
Built for high-ticket teams using several checkout, subscription, or payment systems.
Payment-to-call matching
Match transactions to the call and rep that produced the sale.
Payment plans and deposits
Review installments and deposits that need to be attached to the correct sale.
Refund handling
Exclude refunded cash and create linked commission clawbacks when required.
Processor coverage
Support workflows for Stripe, Shopify, Whop, Authorize.net, CopeCart, NMI, and Fanbasis based on the configured account.
How it works
- 1. Connect the approved payment sources.
- 2. Ingest transaction and refund events.
- 3. Match each record to the correct customer, call, and sale.
- 4. Update cash, attribution, and commission reporting from verified payment state.
Frequently asked questions
Can ClickToClose handle several processors?
Yes. Multiple payment sources can feed the same sales-operations workflow.
How are deposits treated?
Deposits can be reviewed and linked to the closing call before they enter final reporting.
Do refunds update commissions?
Refund workflows can create linked clawbacks so approved earnings remain auditable.