Payment links from the deal

CRM with Stripe and PayPal under the right merchant

A CRM with payment links is useless if every brand collects on one Stripe account. Ledrix generates Stripe or PayPal from the lead card under that client’s own merchant, so refunds and disputes land on the payment that was actually taken.

Sandbox is a shared tour with sample data. A trial is a private workspace of your own.

Order #418 · Northlight Media

$1,250.00

Stripe · acct_nl PayPal available
Generated under this brand’s merchant — not the agency default.
Labeled product demonstration: Seller/admin order: Stripe or PayPal link generated under that client’s merchant keys. — not a customer screenshot.
2 Gateways: Stripe and PayPal
1:1 Brand to merchant
Live Paid, failed, dispute on that payment

Generic CRM vs Ledrix on this job

Without the split

  • One agency Stripe for every client
  • Link sent from a separate billing tab
  • Chargeback with no client attached

In Ledrix

  • Per-brand Stripe and PayPal keys
  • Link from the lead card on the call
  • Disputes sit on that payment record

Lead → order → payment link on that brand

A closer works an assigned lead. When the buyer says yes, they open the order on that record and generate a Stripe Checkout or PayPal link. The link is created under the merchant keys saved on that lead’s brand. They do not hop to a shared billing tab and guess which Stripe login to use.

Lead already belongs to a brand and a closer

Order sits on that same record

Stripe or PayPal is sent from the deal, on the call

How the correct LLC or brand merchant is selected

An admin pastes that brand’s Stripe and/or PayPal keys on the brand. Ledrix does not auto-discover accounts and does not split one agency Stripe into virtual “sub-accounts.” If Brand B has no keys, Brand B cannot honestly collect on Brand B. The closer does not get an agency-wide merchant picker for another client’s keys.

Keys are per brand, stored by an admin

Checkout uses that brand’s configuration

Not an official Stripe CRM — Stripe and PayPal are gateways you connect

Payment status in the CRM

With brand webhooks configured, paid, failed, refund, and dispute events write back onto that payment. Chargeback tracking is a plan feature. You still see order status in admin, seller, and — when the client portal is on — the buyer’s login.

Paid / failed attach to the payment that was taken

Refunds and disputes associate to that payment where the gateway sends them

Payment-link volume follows your package limits

Why brand-specific merchants matter to agencies

A CRM with one shared payment account puts every client’s money through the agency default. A dispute then hits whoever happened to own that Stripe login. Ledrix’s brand-specific merchant workflow keeps Client A’s chargeback on Client A’s payment — which is why agencies search for a Stripe CRM that can hold more than one account.

Shared account: mixed ledger, mixed disputes

Ledrix: one brand → one configured merchant → one payment record

Wire transfer for client collections is not advertised here as a live PPC rail

See the configuration, not a case study

The UI above is a labeled product demonstration. Open the example walkthrough for the exact setup — it is a scenario, not a customer result.

Example walkthrough: payment link on the client’s merchant

Same product. Different search intent. Each URL owns one job — the features hub lists every capability.

Prove it in a live agency workspace

14-day free trial, no credit card — a private agency workspace. Prefer a shared tour first? The sandbox uses sample brands and does not open organization billing.

Questions on this topic

Straight answers from the Ledrix product — then start a trial or read all features.

Yes. Generate Stripe or PayPal from the lead card in seconds after the buyer says yes — under that client brand’s own merchant account, not a shared default. You do not hop to a separate billing tab mid-close.

Stripe and PayPal payment links from inside the lead/order flow, generated under that client brand’s merchant keys — not a shared agency default. Paid, failed, refund, and dispute events can land back on that payment. Milestone billing and subscription billing are also supported on eligible plans.

Yes. Each client signs into a client dashboard — not the seller panel. They see their own orders, invoices and payment history, project progress when your team opens a project, briefs, tickets, and a message thread with the assigned seller. They cannot see other clients or your pipeline.