{"id":2007,"date":"2026-02-12T04:07:39","date_gmt":"2026-02-12T04:07:39","guid":{"rendered":"https:\/\/nexleon.com\/crm\/?page_id=2007"},"modified":"2026-04-02T06:20:20","modified_gmt":"2026-04-02T06:20:20","slug":"payment-crm","status":"publish","type":"page","link":"https:\/\/nexleon.com\/crm\/payment-crm\/","title":{"rendered":"Payment CRM"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"2007\" class=\"elementor elementor-2007\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-17c7b83 e-flex e-con-boxed e-con e-parent\" data-id=\"17c7b83\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e74e209 e-con-full e-flex e-con e-child\" data-id=\"e74e209\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-09f8c38 heading-text-color elementor-widget-tablet__width-inherit elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"09f8c38\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">CRM Payment Management Software <span class=\"head-hero\">Features to Simplify Business Operations  <\/span> <\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c052b0b elementor-widget__width-initial animated-fast elementor-widget-mobile__width-inherit elementor-widget-tablet__width-inherit elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"c052b0b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">You deal with numbers all the time when you run a business, and these consist of payments, invoices, receipts, and subscriptions. It accumulates quickly, and to be honest, things become disorganized. The payment management software feature in\u00a0Nexleon\u00a0CRM breaks through the confusion.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">It\u00a0doesn\u2019t\u00a0matter if your team\u2019s just a handful of people or a bit bigger\u2014Nexleon<\/span><b><span data-contrast=\"none\">\u00a0CRM with payment integration<\/span><\/b><span data-contrast=\"none\">\u00a0keeps everything necessary simple and quick. With everything centralized, you always know who paid and who\u00a0didn\u2019t, and you can send out receipts or handle recurring charges without second-guessing yourself.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f2b4d46 e-flex e-con-boxed e-con e-parent\" data-id=\"f2b4d46\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4ef1645 e-con-full e-flex e-con e-child\" data-id=\"4ef1645\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c9e2ff5 heading-text-color elementor-widget elementor-widget-heading\" data-id=\"c9e2ff5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why Payments Are a Critical Part of  <span class=\"head-body\"> CRM for Businesses<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-902dd42 animated-fast elementor-widget__width-inherit elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"902dd42\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;,&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">Payments\u00a0<\/span><span data-contrast=\"auto\">are<\/span><span data-contrast=\"none\">\u00a0important to\u00a0<\/span><span data-contrast=\"auto\">keep a business<\/span><span data-contrast=\"none\">\u00a0<\/span><span data-contrast=\"auto\">alive,<\/span><span data-contrast=\"none\">\u00a0and if you\u00a0don\u2019t\u00a0manage them well, things get messy fast.\u00a0That\u2019s\u00a0why\u00a0a CRM with payment\u00a0<\/span><span data-contrast=\"auto\">processing<\/span><span data-contrast=\"none\">\u00a0<\/span><span data-contrast=\"auto\">and capabilities<\/span><span data-contrast=\"none\">\u00a0to perform\u00a0and\u00a0possess\u00a0things like\u00a0<\/span><b><span data-contrast=\"none\">payment receipt templates<\/span><\/b><span data-contrast=\"none\">\u00a0and automated invoice\u00a0payment receipts matter. They keep everything consistent and save you\u00a0a lot of\u00a0time.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">With\u00a0Nexleon\u00a0CRM, you\u00a0don\u2019t\u00a0have to worry about payments slipping through the cracks. Every payment gets tracked and matched to the right customer, so you always know where your\u00a0money\u2019s\u00a0going. Everything connects\u2014subscriptions, invoices, receipts\u2014so errors\u00a0drop,\u00a0and you waste less time fixing mistakes.\u00a0It\u2019s\u00a0all right there in one place. You see your cash flow clearly, and clients get a smoother, easier billing experience. No confusion, no hassle.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-38474ab e-con-full e-flex e-con e-child\" data-id=\"38474ab\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-553fdcb elementor-invisible elementor-widget elementor-widget-image\" data-id=\"553fdcb\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;,&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"689\" height=\"510\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Businesses.webp\" class=\"attachment-full size-full wp-image-2953\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Businesses.webp 689w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Businesses-300x222.webp 300w\" sizes=\"(max-width: 689px) 100vw, 689px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a9a47ff e-flex e-con-boxed e-con e-parent\" data-id=\"a9a47ff\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d75585c heading-text-color elementor-widget elementor-widget-heading\" data-id=\"d75585c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Highlights of Nexleon <span class=\"head-body\"> CRM Payment Management: <\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9e6b96e e-n-tabs-mobile elementor-widget elementor-widget-n-tabs\" data-id=\"9e6b96e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;horizontal_scroll&quot;:&quot;disable&quot;}\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"166115694\" aria-label=\"Tabs. Open items with Enter or Space, close with Escape and navigate using the Arrow keys.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"e-n-tab-title-1661156941\" data-tab-title-id=\"e-n-tab-title-1661156941\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-1661156941\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tStreamlined Tax Management \t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1661156942\" data-tab-title-id=\"e-n-tab-title-1661156942\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1661156942\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tEfficient Multi-Currency Payment Recording\u00a0\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1661156943\" data-tab-title-id=\"e-n-tab-title-1661156943\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1661156943\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tHow Currency Works in Nexleon CRM \t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1661156944\" data-tab-title-id=\"e-n-tab-title-1661156944\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"4\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1661156944\" style=\"--n-tabs-title-order: 4;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tTotal-to-Words Currency Support \t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1661156945\" data-tab-title-id=\"e-n-tab-title-1661156945\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"5\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1661156945\" style=\"--n-tabs-title-order: 5;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tFlexible Payment Modes\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1661156946\" data-tab-title-id=\"e-n-tab-title-1661156946\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"6\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1661156946\" style=\"--n-tabs-title-order: 6;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tRecording Invoice Payments \t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1661156947\" data-tab-title-id=\"e-n-tab-title-1661156947\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"7\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1661156947\" style=\"--n-tabs-title-order: 7;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tSubscriptions and Automated Billing \t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1661156948\" data-tab-title-id=\"e-n-tab-title-1661156948\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"8\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1661156948\" style=\"--n-tabs-title-order: 8;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tClient Payment Tracking \t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1661156949\" data-tab-title-id=\"e-n-tab-title-1661156949\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"9\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1661156949\" style=\"--n-tabs-title-order: 9;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tPayment Gateway Support \t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div id=\"e-n-tab-content-1661156941\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1661156941\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-900e1a8 e-con-full e-flex e-con e-child\" data-id=\"900e1a8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-34e5e17 e-con-full e-flex e-con e-child\" data-id=\"34e5e17\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-47eb46c heading-text-color elementor-widget elementor-widget-heading\" data-id=\"47eb46c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Streamlined Tax Management <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2a4e5ff elementor-widget elementor-widget-text-editor\" data-id=\"2a4e5ff\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">Taxes\u00a0don\u2019t\u00a0have to be a headache in any payment management software. With\u00a0Nexleon\u00a0CRM, you can set up as many tax rates as you need for invoices, estimates, or proposals. Just head over to Setup, find Finance, then Tax Rates. Hit \u201cNew Tax,\u201d type in the name and the rate, and\u00a0you\u2019re\u00a0done.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">You can also choose to hide the tax for each item. Even if you do, the math stays spot on\u2014your invoices still show the right totals, so customers know exactly what they owe. It keeps things looking sharp and easy to follow.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">When you manage taxes this way, you dodge mistakes, stay compliant, and keep your records tidy.\u00a0Nexleon\u00a0CRM also handles multiple tax rates on different items or proposals, so even your trickiest billing situations\u00a0won\u2019t\u00a0trip you up.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a90c748 e-con-full e-flex e-con e-child\" data-id=\"a90c748\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b0d1ea1 elementor-widget elementor-widget-image\" data-id=\"b0d1ea1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"680\" height=\"680\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Streamlined.webp\" class=\"attachment-large size-large wp-image-2954\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Streamlined.webp 680w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Streamlined-300x300.webp 300w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Streamlined-150x150.webp 150w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1661156942\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1661156942\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\" elementor-element elementor-element-ea04e9d e-con-full e-flex e-con e-child\" data-id=\"ea04e9d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-242a057 e-con-full e-flex e-con e-child\" data-id=\"242a057\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d7ec835 elementor-widget elementor-widget-image\" data-id=\"d7ec835\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"680\" height=\"680\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Payment-Recording-.webp\" class=\"attachment-large size-large wp-image-2955\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Payment-Recording-.webp 680w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Payment-Recording--300x300.webp 300w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Payment-Recording--150x150.webp 150w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-eef28a9 e-con-full e-flex e-con e-child\" data-id=\"eef28a9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-87ec12e heading-text-color elementor-widget elementor-widget-heading\" data-id=\"87ec12e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Efficient Multi-Currency Payment Recording\u00a0<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a8be74 elementor-widget elementor-widget-text-editor\" data-id=\"3a8be74\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tFor businesses working with international clients, the Nexleon CRM payment management software feature supports a structured multi-currency payment system that keeps financial records consistent and organized. \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7be61c4 heading-text-color elementor-widget elementor-widget-heading\" data-id=\"7be61c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Adding a New Currency <\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-477b5fa elementor-widget elementor-widget-text-editor\" data-id=\"477b5fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tTo add a new currency, navigate to: \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3709433 heading-text-color elementor-widget elementor-widget-heading\" data-id=\"3709433\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">Setup \u2192 Finance \u2192 Currencies \u2192 New Currency <\/h5>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d1ee63b elementor-widget elementor-widget-text-editor\" data-id=\"d1ee63b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tYou will need to enter: \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aa52241 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"aa52241\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Currency Code \u2013 Use the valid ISO currency code (this ISO code is also used when sending currency data to online payment gateways).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Currency Symbol \u2013 Add the appropriate symbol.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Click Save.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2faeda8 elementor-widget elementor-widget-text-editor\" data-id=\"2faeda8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW115500301 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW115500301 BCX0\">If the currency should be your main operating currency, mark it as\u00a0<\/span><\/span><strong><span class=\"TextRun SCXW115500301 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW115500301 BCX0\">Base Currency<\/span><\/span><\/strong><span class=\"TextRun SCXW115500301 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW115500301 BCX0\">\u00a0by clicking the star icon.<\/span><\/span><span class=\"EOP SCXW115500301 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1661156943\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1661156943\" data-tab-index=\"3\" style=\"--n-tabs-title-order: 3;\" class=\" elementor-element elementor-element-f90589d e-con-full e-flex e-con e-child\" data-id=\"f90589d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-54c61f2 e-con-full e-flex e-con e-child\" data-id=\"54c61f2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0b3b50d heading-text-color elementor-widget elementor-widget-heading\" data-id=\"0b3b50d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">How Currency Works in Nexleon CRM <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-58ae96a elementor-widget elementor-widget-text-editor\" data-id=\"58ae96a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">By default, the\u00a0Nexleon\u00a0CRM payment management software\u00a0<\/span><span data-contrast=\"auto\">feature\u00a0records<\/span><span data-contrast=\"none\">\u00a0all transactions<\/span><span data-contrast=\"auto\">\u00a0\u2014including<\/span><span data-contrast=\"none\">\u00a0invoices, estimates, expenses, and proposals<\/span><span data-contrast=\"auto\">\u2014in<\/span><span data-contrast=\"none\">\u00a0the base currency.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">If you need to record transactions in a different currency, you must assign a currency to the customer:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-913caa6 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"913caa6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Go to Customers<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Open the customer profile<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Set the desired currency<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc00f12 elementor-widget elementor-widget-text-editor\" data-id=\"cc00f12\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tWhen you create a new invoice and select that customer, the currency will automatically reflect the currency assigned to them. All future transactions for that customer will use this currency by default.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b0b506d e-con-full e-flex e-con e-child\" data-id=\"b0b506d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7d95ac8 elementor-widget elementor-widget-image\" data-id=\"7d95ac8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"680\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Currency-Works.webp\" class=\"attachment-large size-large wp-image-2956\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Currency-Works.webp 680w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Currency-Works-300x300.webp 300w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Currency-Works-150x150.webp 150w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1661156944\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1661156944\" data-tab-index=\"4\" style=\"--n-tabs-title-order: 4;\" class=\" elementor-element elementor-element-403d58e e-con-full e-flex e-con e-child\" data-id=\"403d58e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-8cc28b6 e-con-full e-flex e-con e-child\" data-id=\"8cc28b6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2b0b620 elementor-widget elementor-widget-image\" data-id=\"2b0b620\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"680\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Currency-Support.webp\" class=\"attachment-large size-large wp-image-2957\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Currency-Support.webp 680w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Currency-Support-300x300.webp 300w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Currency-Support-150x150.webp 150w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-960887f e-con-full e-flex e-con e-child\" data-id=\"960887f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7f073a2 heading-text-color elementor-widget elementor-widget-heading\" data-id=\"7f073a2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Total-to-Words Currency Support <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4b7beb4 elementor-widget elementor-widget-text-editor\" data-id=\"4b7beb4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tIf you use the <strong>\u2018Total to Words\u2019 feature,<\/strong> default currencies are already included in the Nexleon CRM Payment feature. For any newly added currency, you must manually register it in the total-to-words converter by adding the currency database name and the wording you want to be displayed on invoices or estimates.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6da906c elementor-widget elementor-widget-heading\" data-id=\"6da906c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Important Currency Rules <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bf9ec6b elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"bf9ec6b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Once a transaction is recorded, you cannot change the base or customer currency.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">If a customer already has recorded transactions, you cannot change their currency unless all previous transactions are deleted.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">The only exception is when creating a new proposal related to a lead, where currency can be adjusted.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Nexleon CRM records transactions in the selected currency but does not automatically convert exchange rates. <\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1661156945\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1661156945\" data-tab-index=\"5\" style=\"--n-tabs-title-order: 5;\" class=\" elementor-element elementor-element-37a6aaf e-con-full e-flex e-con e-child\" data-id=\"37a6aaf\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-2a8b5f1 e-con-full e-flex e-con e-child\" data-id=\"2a8b5f1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-901b7a9 elementor-widget elementor-widget-image\" data-id=\"901b7a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"680\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Flexible-Payment.webp\" class=\"attachment-large size-large wp-image-2958\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Flexible-Payment.webp 680w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Flexible-Payment-300x300.webp 300w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Flexible-Payment-150x150.webp 150w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-333b69a e-con-full e-flex e-con e-child\" data-id=\"333b69a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4a97497 heading-text-color elementor-widget elementor-widget-heading\" data-id=\"4a97497\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Flexible Payment Modes<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-86bc10e elementor-widget elementor-widget-text-editor\" data-id=\"86bc10e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>With Nexleon CRM&#8217;s payment management software feature, you can set up different ways to get paid\u2014cash, bank transfer, or other offline methods. Add as much detail as you want, like account numbers or IBANs, so everything\u2019s clear and easy to follow.<\/p><p>You get to decide where each payment option shows up. Maybe you want cash only for invoices or certain methods just for expenses. That way, your team only sees what matters when they\u2019re logging down payments. When you connect your payment options to the CRM, they link right up with your invoices. It\u2019s faster, and you avoid making mistakes.<\/p><p>To maintain uniformity, you can even designate a default payment method for fresh invoices. Additionally, if you&#8217;d like, you can include payment information directly on your PDF invoices so that customers know how to pay you.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1661156946\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1661156946\" data-tab-index=\"6\" style=\"--n-tabs-title-order: 6;\" class=\" elementor-element elementor-element-f271936 e-con-full e-flex e-con e-child\" data-id=\"f271936\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-cc9520e e-con-full e-flex e-con e-child\" data-id=\"cc9520e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7e92b34 elementor-widget elementor-widget-image\" data-id=\"7e92b34\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"783\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Invoice-Payments.webp\" class=\"attachment-large size-large wp-image-2959\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Invoice-Payments.webp 680w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Invoice-Payments-261x300.webp 261w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3cffccd e-con-full e-flex e-con e-child\" data-id=\"3cffccd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a82b5a1 heading-text-color elementor-widget elementor-widget-heading\" data-id=\"a82b5a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Recording Invoice Payments <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-82aff3b elementor-widget elementor-widget-text-editor\" data-id=\"82aff3b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"none\">Logging invoice payments in\u00a0Nexleon\u00a0CRM is\u00a0a simple process, and for\u00a0<\/span><span data-contrast=\"auto\">this,<\/span><span data-contrast=\"none\">\u00a0just click the + Payment button on any invoice to enter the amount, date, payment method, and any notes you want to include.\u00a0You can set up email notifications too. The system handles those automatically, sending updates to clients and your team when payments come in. Or, if\u00a0you\u2019d\u00a0rather not send emails, you can turn notifications off at any time.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">It is expected that any payment management software will have multiple key features, such as automated billing, and it should work efficiently as a<\/span><b><span data-contrast=\"none\">\u00a0payment receipt generator.\u00a0<\/span><\/b><span data-contrast=\"none\">Nexleon\u00a0CRM is efficient when it comes to any bill payment receipt.\u00a0\u00a0It creates payment confirmations and invoice receipts. The system can automatically send the client an email with a PDF payment receipt attached when a payment is made against an invoice.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">Once you record a payment, the invoice status updates right away. If\u00a0it\u2019s\u00a0fully paid, it shows \u201cPaid.\u201d If\u00a0there\u2019s\u00a0still a balance,\u00a0you\u2019ll\u00a0see \u201cPartially Paid.\u201d\u00a0So, your accounts always stay up-to-date, and everyone knows where things stand.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1661156947\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1661156947\" data-tab-index=\"7\" style=\"--n-tabs-title-order: 7;\" class=\" elementor-element elementor-element-a88e9ba e-con-full e-flex e-con e-child\" data-id=\"a88e9ba\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-76a77de e-con-full e-flex e-con e-child\" data-id=\"76a77de\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0563f17 elementor-widget elementor-widget-image\" data-id=\"0563f17\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"750\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Subscriptions-and-Automated.webp\" class=\"attachment-large size-large wp-image-2960\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Subscriptions-and-Automated.webp 680w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Subscriptions-and-Automated-272x300.webp 272w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3345ce5 e-con-full e-flex e-con e-child\" data-id=\"3345ce5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c08b68e heading-text-color elementor-widget elementor-widget-heading\" data-id=\"c08b68e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Subscriptions and Automated Billing <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e58b034 elementor-widget elementor-widget-text-editor\" data-id=\"e58b034\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>If your business relies on recurring revenue, the Nexleon CRM payment management software feature makes subscription billing with Stripe simple. With subscriptions, clients get billed automatically on the set date\u2014no need to just resend invoices for every cycle.<\/p><p>Additionally, Nexleon CRM protects credit card tokens, saving your clients from having to enter their card information each time they register for a new account. They find it simpler, and you are spared from having to follow up on payments.<\/p><p>You choose the appropriate taxes, establish the first billing date, and, if you&#8217;d like, add your own terms. You can check the status of your subscriptions or modify your billing plans directly within the CRM thanks to the platform&#8217;s direct communication with Stripe.<\/p><p>You can use the admin side to terminate a subscription at any time, or you can let your customers do it via their own portal. With this configuration, you have complete control, and everyone can see what is going on.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1661156948\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1661156948\" data-tab-index=\"8\" style=\"--n-tabs-title-order: 8;\" class=\" elementor-element elementor-element-f6b93a3 e-con-full e-flex e-con e-child\" data-id=\"f6b93a3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-28c0daa e-con-full e-flex e-con e-child\" data-id=\"28c0daa\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-aa9a8b3 elementor-widget elementor-widget-image\" data-id=\"aa9a8b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"650\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Payment-Tracking.webp\" class=\"attachment-large size-large wp-image-2961\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Payment-Tracking.webp 680w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Payment-Tracking-300x287.webp 300w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e1f81bb e-con-full e-flex e-con e-child\" data-id=\"e1f81bb\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0c92075 heading-text-color elementor-widget elementor-widget-heading\" data-id=\"0c92075\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Client Payment Tracking <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9e172ce elementor-widget elementor-widget-text-editor\" data-id=\"9e172ce\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>If you want your business to stay healthy, you\u2019ve got to keep an eye on payments. The Nexleon CRM payment management software feature makes this easy. It tracks every payment, every status update, and each receipt\u2014all in one spot. You can see right away which payments are overdue, so it\u2019s easier to chase them down and keep cash flowing.<\/p><p>Need to dig deeper? You can filter transactions by customer, invoice, or date\u2014whatever makes sense for your team. This gives finance folks real insight into trends and helps them manage cash flow before problems pop up. Plus, because payment tracking is built right into the CRM, everyone\u2014from marketing to support to operations departments\u2014stays on the same page. No more dropped balls.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1661156949\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1661156949\" data-tab-index=\"9\" style=\"--n-tabs-title-order: 9;\" class=\" elementor-element elementor-element-20a5be5 e-con-full e-flex e-con e-child\" data-id=\"20a5be5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-56ff4a8 e-con-full e-flex e-con e-child\" data-id=\"56ff4a8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0f4373c elementor-widget elementor-widget-image\" data-id=\"0f4373c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"680\" src=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Gateway-Support.webp\" class=\"attachment-large size-large wp-image-2962\" alt=\"\" srcset=\"https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Gateway-Support.webp 680w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Gateway-Support-300x300.webp 300w, https:\/\/nexleon.com\/crm\/wp-content\/uploads\/2026\/03\/Gateway-Support-150x150.webp 150w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2f3ab10 e-con-full e-flex e-con e-child\" data-id=\"2f3ab10\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0715d9e heading-text-color elementor-widget elementor-widget-heading\" data-id=\"0715d9e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Payment Gateway Support <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-281f3fa elementor-widget elementor-widget-text-editor\" data-id=\"281f3fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The Nexleon CRM payment management software feature makes it easy for businesses to get paid online. You can hook up several well-known payment gateways right from Setup \u2192 Settings \u2192 Payment \u2192 Gateways, and each one comes with its own settings tab.<\/p><p>There\u2019s support for Stripe Checkout, PayPal, PayPal Smart Checkout, Authorize.net Accept.js, Braintree, Mollie, and 2Checkout. For each one, just grab your public keys, secret keys, or merchant IDs from your payment provider\u2019s dashboard and enter them in. After that, your customers can pay with credit cards, PayPal, bank transfers, or whatever the gateway allows.<\/p><p>Additionally, Nexleon CRM allows advanced customization by supporting the creation of custom payment gateways, where developers can build a dedicated gateway library and controller within the system to handle gateway settings, payment processing logic, webhooks, and secure transactions directly from the invoice \u201cPay Now\u201d button.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-63f4c3a e-flex e-con-boxed e-con e-parent\" data-id=\"63f4c3a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c5812ae heading-text-color elementor-widget elementor-widget-heading\" data-id=\"c5812ae\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Benefits of Using Nexleon <span class=\"head-body\"> CRM Payment Management Software Feature  <\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eb80a33 animated-fast elementor-widget__width-inherit elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"eb80a33\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;,&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tPayment management is a task that intersects with several other tasks in daily operations. Nexleon CRM makes sure that \t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6bcbab8 e-con-full e-flex e-con e-child\" data-id=\"6bcbab8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5ca4f95 elementor-widget__width-initial elementor-view-default elementor-position-block-start elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"5ca4f95\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h3 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tOperational clarity\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tAll payments are tracked and displayed instantly.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-46f5d65 elementor-widget__width-initial elementor-view-default elementor-position-block-start elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"46f5d65\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h3 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tTime efficiency\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tAutomated subscriptions and receipts save hours of manual labor.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8f4cf55 elementor-widget__width-initial elementor-view-default elementor-position-block-start elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"8f4cf55\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h3 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tTransparency\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t Invoices and receipts are sent to clients on time.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-127dd16 elementor-widget__width-initial elementor-view-default elementor-position-block-start elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"127dd16\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" xmlns:svgjs=\"http:\/\/svgjs.dev\/svgjs\" id=\"Layer_1\" viewBox=\"0 0 512 512\" data-name=\"Layer 1\" width=\"300\" height=\"300\"><g width=\"100%\" height=\"100%\" transform=\"matrix(1,0,0,1,0,0)\"><linearGradient id=\"GradientFill_3\" gradientUnits=\"userSpaceOnUse\" x1=\"86.374\" x2=\"425.627\" y1=\"425.626\" y2=\"86.373\"><stop offset=\"0\" stop-color=\"#3768b0\"><\/stop><stop offset=\"1\" stop-color=\"#5cc2dc\"><\/stop><\/linearGradient><path d=\"m256 16c-132.336 0-240 107.661-240 240s107.664 240 240 240 240-107.661 240-240-107.663-240-240-240zm144.885 109.306 6.508 26.749a49.165 49.165 0 0 1 -9.393 42.958l-141.247 178.558a49.033 49.033 0 0 1 -39.228 19.035c-.4 0-.808 0-1.213-.009a49.078 49.078 0 0 1 -39.557-20.807l-72.2-100.1a7.742 7.742 0 0 1 4.777-12.126l47.669-9.435a49.255 49.255 0 0 1 45.949 14.5l20.455 21.358 164.486-164.329a7.744 7.744 0 0 1 12.994 3.648z\" fill=\"#2563eb\" fill-rule=\"evenodd\" data-original-color=\"GradientFill_3\" stroke=\"none\" stroke-opacity=\"1\" fill-opacity=\"1\"><\/path><\/g><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h3 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tError reduction\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tAfter the desired setup, taxes are calculated automatically, and transactions are recorded in the selected currency.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-38cf34a elementor-widget__width-initial elementor-view-default 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\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3f00681 animated-fast elementor-widget__width-initial elementor-widget-tablet__width-inherit elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"3f00681\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;,&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Furthermore, integrating these financial features with overall CRM payment management software functionality ensures teams work efficiently and collaboratively. Businesses can focus on growth, confident that financial operations are precise and organized.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b98f935 e-flex e-con-boxed e-con e-parent\" data-id=\"b98f935\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-80f0880 e-con-full e-flex e-con e-child\" data-id=\"80f0880\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9838ec6 heading-text-color elementor-widget elementor-widget-heading\" data-id=\"9838ec6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why Nexleon <span class=\"head-body\">  CRM Stands Out <\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-58cb458 animated-fast elementor-widget__width-inherit elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"58cb458\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;,&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The payment management software features from Nexleon CRM are a comprehensive answer for companies looking for dependable, accurate, and easy-to-use payment processing. 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