WayForPay for business: how to accept online payments and manage them in CRM using Uspacy as an example

WayForPay helps companies accept online payments. Integrating the service with a CRM connects the payment with the customer, deal, and the responsible manager’s workflow. Let’s explore how the payment process works, why it is worth connecting WayForPay with a CRM, and how this scenario is implemented in Uspacy.

WayForPay is a Ukrainian payment service for accepting online payments for goods and services. A company creates a payment, the customer opens the corresponding page and completes the purchase online.

WayForPay delivers the most value where a payment is preceded by a consultation, estimate, or personalized offer. Customers do not need to search for payment details themselves or clarify the payment purpose.

To evaluate the value of the service, it is worth looking at the process from both sides: the customer’s and the manager’s perspective.

The customer receives a payment link, opens a secure page, and checks the order details. Then they choose an available payment method and confirm the payment. WayForPay supports card payments, Apple Pay, Google Pay, and other payment methods.

For sales handled by managers, the payment link works as a direct bridge to completing the payment. It can be conveniently sent after a consultation, product demonstration, estimate approval, or order confirmation.

WayForPay payment invoices contain a link that takes the buyer to the payment page. This shortens the path between the “I want to buy” decision and the actual receipt of funds.

A separate payment service solves the issue of accepting payments. Integration with a CRM organizes the entire process around a specific customer.

Without integration, information is scattered across multiple systems. Customer data is stored in the CRM, the payment is created in WayForPay, and the link is sent via email or messenger. Then the manager has to check the result separately and essentially put the pieces of the puzzle together manually.

The manager works with deals instead of spending time constantly reconciling information from different systems. The manager receives a clearer view of sales, while the company can quickly identify payments that require attention.

A CRM does not replace WayForPay, and WayForPay does not serve as a CRM. The payment service handles the payment process, while the CRM manages customer interactions before and after the payment.

After connecting WayForPay, the manager works with payments directly in their Uspacy Workspace. They no longer need to switch to a separate service every time to create a payment link or check the payment result.

The payment goes through the following stages: “Draft,” “Awaiting payment,” “Paid,” or “Canceled.” After creating the payment link, the system waits for the payment. Once the funds are received, WayForPay sends the result to Uspacy, and the status is updated automatically.

Clear stages immediately suggest the next action. The manager can see whether they need to verify the data, send the payment link, remind the customer about the payment, or start processing the order.

The customer contacts the company and is interested in a service. The manager creates or opens their card in Uspacy, clarifies the customer’s needs, agrees on the scope of work, and records the amount in the related deal.

After confirming the order, the manager adds the required items to the product catalog and creates a payment through WayForPay. Uspacy generates a payment link that can be copied and sent to the customer through a convenient communication channel.

Until the funds are received, the payment has the “Awaiting payment” status. The manager does not lose track of the deal in chats and can send a reminder to the customer or clarify the reason for the delay if needed.

After a successful payment, the status changes to “Paid.” The team immediately moves to the next stage: confirming the order, starting service delivery, arranging shipment, or transferring the information to the responsible colleague.

The integration reduces the number of manual actions but does not remove the manager from the process. It frees them from constantly switching between systems and leaves more time for customer communication.

If a company already uses WayForPay, connecting the service to Uspacy helps turn individual payments into a managed sales process.