Get Paid Faster: Send Quotes, Invoices & Payment Links with Infinity3

• Manually creating quotes
• Chasing invoices
• Waiting days for bank transfers
• Jumping between tools just to track it all

The Infinity3 Platform removes the friction and gives you one place to manage it all — from quote to payment to receipt — while keeping everything linked to the client’s profile and status.

Whether you’re a coach, service provider, or local business, this is a faster, easier way to get paid.

Why Simplifying Payments Matters

When your payment process is clunky, people hesitate. If they have to:

• Wait for a quote to be emailed
• Manually enter your bank details
• Ask how much the deposit is
• Or wait for you to send an invoice

…you risk delays, drop-offs, or losing the sale altogether.

With Infinity3, you can send a professional quote or payment link in seconds, and clients can pay online — with no back-and-forth.

What You Can Do with Payments in Infinity3

✅ Send quotes or invoices linked to a client’s CRM record
✅ Accept online payments via credit/debit card
✅ Set up recurring payments or subscriptions
✅ Collect deposits or part-payments
✅ Trigger automations when a payment is made
✅ Track paid/unpaid status and follow up automatically

All without needing separate invoicing or payment tools.

Setting It Up

1. Connect Your Payment Processor

Link your Stripe account (or other supported processor) inside the platform. This enables secure online payment processing with standard rates and no extra fees from Infinity3.

2. Create a Product or Service

You can create:

• One-time services (e.g. £99 Website Review)
• Recurring subscriptions (e.g. £89/month Care Plan)
• Custom products for quotes (e.g. “Website Redesign Package”)

Add your product name, description, pricing, and tax if applicable.

3. Send a Quote or Invoice

Quotes can be accepted digitally with one click, and converted into invoices automatically.

You can:

• Customise the quote/invoice layout
• Include payment terms
• Add a due date or expiry date
• Attach notes or file links

4. Generate a Payment Link

Want to keep it super simple? Just generate a direct link to the payment page. No login required, no complex process — your client clicks and pays.

You can share this link via:

• Email
• SMS
• Chat widget
• Website buttons
• Booking confirmation pages

Example Use Cases

✅ Driving instructors send one-off links for pre-test lesson packages
✅ Web designers send 50/50 invoices with automated reminders
✅ Coaches set up recurring monthly payments for programmes
✅ Trainers or consultants create fixed packages with upsells
✅ Course creators take payment and grant instant access to content

Tips for Better Payment Flow

• Include a payment link immediately after a quote is accepted
• Use automations to remind clients of unpaid invoices
• Offer multiple payment options where possible (e.g. upfront or split)
• Send receipts automatically using follow-up workflows
• Use branding on your payment pages for a professional finish

Wrapping Up

You didn’t go into business to chase invoices.

With the Infinity3 Platform, you can send quotes, accept payments, and manage it all in one place — quickly, securely, and professionally.

You’ll spend less time on admin, get paid faster, and give your clients a seamless experience from first enquiry to final payment.

Ready to simplify how you get paid? Connect your payment processor and send your first quote today.