Integrating Uspacy with WayForPay makes payment processing more efficient and reduces the amount of manual work involved in day-to-day client interactions. The integration allows you to create payments directly in Uspacy, generate payment links, and quickly send them to clients to complete their payments.
Once a payment is completed, its status is automatically updated in your Workspace. This means your team no longer needs to manually verify incoming payments or confirm whether a client has already paid. If a payment link expires before the payment is completed, the system automatically records this by assigning the appropriate status.
This solution is ideal for teams that want to send payment requests faster, maintain better control over payment processing, and keep an up-to-date view of client payments within a single workspace.
To start accepting payments through WayForPay, simply connect the integration and complete the initial configuration.
Let's go through the setup step by step. β¬οΈ
Connection
Preparation steps
First, install the free WayForPay payments app in your Workspace. To do this, open the Marketplace and click Get on the WayForPay integration.
π Note: Only users on commercial subscription plans can install apps. This feature is not available on the Free plan.
After the app is installed, an installed badge will appear on the app card. Click Configure to open the integration settings.
WayForPay settings
To connect the integration, you'll need the following credentials:
- Merchant login
- Merchant secret key
You can find both in your WayForPay account under the settings for the corresponding merchant account or store.
π For more information about merchant credentials, refer to the WayForPay documentation.
The merchant login is your unique merchant identifier in the WayForPay system. In the WayForPay API documentation, it is also referred to as merchantAccount.
The merchant secret key is used to authenticate requests exchanged between Uspacy and WayForPay. In the WayForPay documentation, it is referred to as merchantSecretKey.
βπ» Important: The merchant secret key grants access to communication with the payment system. Keep it confidentialβdo not share it with third parties or expose it publicly.
Uspacy settings
After obtaining your merchant credentials, return to the WayForPay payments app settings in your Workspace.
Paste your merchant login from your WayForPay account into the merchant_login field.
Paste the corresponding merchant secret key into the merchant_secret_key field.
Next, in the Select entities with access to payment field, select which entities will allow users to create payments through WayForPay. You can select any CRM entities or Smart Objects that support (or have enabled) product functionality.
In the Payment link expiration period field, specify how long the generated payment link will remain valid. If the client does not complete the payment before the link expires, the payment status will automatically change to Canceled.
Once you've completed all the required settings, click Save.
After the settings are saved, the integration will be connected, and WayForPay will become available as a payment method for the selected entities.
Working with payments
Once the integration is connected, go to CRM & sales β Payments. The Payments section may be available in your Workspace even if no payment app is installed. However, to create payments through WayForPay, you must first install and configure the WayForPay integration.
The Payments section contains all payment records, regardless of the payment provider used. The Payment method column indicates which payments were created via WayForPay.
To find specific payment records, use the search bar, apply quick filters, or create custom filters.
Payments can be viewed in two layouts: List and Kanban.
On the Kanban view, payments are organized into the following statuses:
- Draft β The payment has been saved in Uspacy, but a payment link has not yet been created.
- Awaiting payment β A payment link has been generated, and the system is waiting for the client to complete the payment.
- Paid β The client has successfully completed the payment.
- Canceled β The payment link has expired without a successful payment.
π‘ Note: Payments move between statuses automatically based on their current state. For example, once a payment link is generated, the payment changes to Awaiting payment. After a successful transaction, it changes to Paid. If the payment link expires before payment is received, the status changes to Canceled.
Payment statuses cannot be changed manually. Likewise, you cannot create custom statuses in the Payments section, as these statuses are tied to the payment integration workflow and are updated automatically by the system.
Payments can be created from the record of any entity that was granted payment access in the app settings. For example, if you enabled deals, open the desired deal record.
First, enter the deal amount. Once you do, the Accept payment button appears next to the amount. Open the list of payment providers and select WayForPay.
It is important to note that a deal must contain products in order to create a payment.
If you try to proceed with payment creation without any products added, the system will notify you that the payment could not be prepared and will prompt you to first add products from the catalog or create a local product.
Go to the Products tab and select one of the following options:
- Add an existing product from the catalog.
- Select multiple products from the catalog.
- Create a local product without adding it to the shared catalog.
π‘ A local product is convenient for one-time goods or services that do not need to be added to the Workspace's shared catalog.
After adding the products, click Accept payment and select WayForPay.
The page for creating a payment will open. At this point, you have two options.
π£Save payment. If you'd like to prepare or review the payment before sending it to the client, click Save payment. Uspacy creates a separate payment record with the Draft status.
At this stage, no payment link is generated, so the client cannot make a payment yet. After reviewing the payment details, open the payment record and click Create payment link.
WayForPay generates a unique payment link, which appears in the corresponding field of the payment record. The action is also logged in the record's activity history. At the same time, the payment automatically moves from Draft to Awaiting payment.
Copy the payment link and send it to your client via any preferred communication channel.
At the same time, if all the payment details have already been verified and you're ready to send the payment request to the client immediately, you can streamline the process by generating the payment link as part of the save action. This is exactly what the second option is designed for.
π£ Save and create payment link. Uspacy saves the payment, requests a payment link from WayForPay, and immediately changes the payment status to Awaiting payment.
When the client opens the link and completes the payment successfully, WayForPay sends the payment result back to Uspacy.
The payment status automatically changes to Paid. The payment record displays the payment date, and the activity history includes a corresponding system event.
If the payment link expires before the client completes the payment, the payment status changes to Canceled.
βπ» Important: You can delete a payment only while it is in the Draft status and before a payment link has been generated. Once a payment link has been created, the payment moves to Awaiting payment, and deletion is no longer available. Payments with the Paid or Canceled status also cannot be deleted because they represent completed payment outcomes.
Each payment record includes the following tabs:
- Note
- Files
These tabs help you keep all payment-related information and communication in one place.
Use the Note tab, you can add internal comments and payment-related details. For example, you can record agreements with the client, the reason for a delay, or the next steps for the responsible team member.
Use the Files tab to attach invoices, receipts, payment confirmations, or any other payment-related documents.
The Email tab lets you compose and send emails directly from the payment record. For example, you can notify the client that the payment has been received or inform them about the next steps in the order process.
π‘ Emails sent from this tab are not linked directly to the payment record. Instead, they appear in the activity history of the record where the recipient's email address is stored.
The Uspacy and WayForPay integration enables you to create payments directly from CRM records and Smart Objects, generate secure payment links, and track payment results without switching between different systems.
All essential payment information remains available within your Workspace, including the payment amount, payment method, related records, payment link, payment date, and current status. The system automatically updates each payment when funds are received or when the payment link expires.
Use WayForPay payments to send payment links to clients faster, reduce manual payment verification, and keep your complete payment history centralized in Uspacy.
If you have additional questions or you need to contact the support, send a request to this email [email protected]
Created: July 24, 2026 / Updated: July 26, 2026