CRM Payments App: Getting Started

The INVO Payments app lets you take credit and debit cards from customers worldwide, plus digital wallets and subscriptions, on your CRM's invoices, payment links, order forms and funnels. Setup takes about five minutes.

Set it up

  1. Create your INVO account. New to INVO? Sign up free at console.invo.network. Your sandbox (test) account is at dev.console.invo.network. Create a platform for this connection, and use it only for this app, because the app sets the platform's webhook address.
  2. Copy your API keys.
    • Sandbox key: sign in at dev.console.invo.network, open your platform's settings, and under API keys copy its Platform API key.
    • Live key: sign in at console.invo.network, open the same platform's settings, and copy its Platform API key.

    A platform created before October 23, 2026 may also list older per-store keys. Those still work, but use the Platform API key.

  3. Connect INVO. Open the app's INVO settings tab, paste both keys and click Connect with keys. You'll see INVO is connected for test mode and live mode.
  4. Make INVO your default. In Payments, Integrations, set INVO as the default payment provider so invoices, payment links, order forms and funnels use it.
  5. Try a test payment. Create a payment link, set Payment Mode to Test, and pay with card 4242 4242 4242 4242 (any future expiry date and any CVC). The payment shows Succeeded under Payments, Transactions.
  6. Go live. Switch your payment links and forms to live mode. Payouts, verification and reports are in your INVO console.

Good to know

Subscriptions

Monthly and yearly plans, with free trials, billed and retried automatically.

Refunds

Refund any payment in full from Payments, Transactions.

Currency

Customers anywhere in the world can pay; charges are in US dollars.

Pricing

Simple published rates, with no setup or monthly fees. See ourinvo.com/pricing.

One key per environment

A platform uses one Platform API key in sandbox and one in production. Keep them on your server side only.

Test first

Sandbox payments use test cards and never move real money.

Need help? Email support@ourinvo.com or visit ourinvo.com/contact. Full pricing is at ourinvo.com/pricing.