Collect deposits without leaving the deal.
Request a deposit or one-off payment from the opportunity, send the customer a secure pay link by email or text, and watch it move from Open to Paid on the deal. Customers pay by bank transfer or card through your own Stripe account, and the money goes straight to your bank.
From handshake to deposit in minutes
- 1
Request
Open the deal's Payments tab, pick a template like Initial deposit · $1,000 or enter a custom amount, add a note and a due date.
- 2
Send
Copy the pay link into any conversation, or email and text it from the same screen using your verified sender and business number.
- 3
Pay
The customer opens the link on your domain and pays by bank transfer or card on a secure Stripe checkout. No account needed.
- 4
Track
The request shows Open, Processing or Paid on the deal with how it was paid, the processing fee and the net amount.
A pay page buyers trust
The pay page lives on your domain and shows your business name, what the payment is for, the amount and the due date. Bank transfer is listed first because it costs a fraction of a card on deposit-sized amounts.
- Pay by bank transfer (ACH) or card, with the methods you allow per site and per invoice
- No login: the link itself is the customer's way in, and it keeps working until the invoice is paid or voided
- If a bank transfer fails to clear, the invoice reopens and the same link works for a retry
- Secure checkout run through Stripe on your own connected account
Every dollar on the deal
The deal's Payments tab shows what has been collected and what is still outstanding. Each request carries its status, how it was sent, how it was paid and the fee taken out, so nobody has to open Stripe to answer a customer.
- Statuses: Open, Processing, Paid, Partly refunded, Refunded and Void
- Mark an invoice paid when the customer brings cash or a check, with a reference number
- Refund all or part of a Stripe payment from the row's menu, with an internal reason
- Void a request that is no longer needed. It stays on the deal for the record
Templates make it a one-click request
Admins build the invoices your team sends again and again: Initial deposit, Site inspection fee, Earnest money. Reps pick one, confirm the amount and send. Custom amounts are always available.
- Templates carry a name, amount, optional customer note and allowed payment methods
- Invoices from $0.50 to $500,000, paid in full in one go
- Preview the pay page exactly as the customer will see it before sending
- Check with Stripe from the row when a customer says they paid and the status has not caught up
Set up in about five minutes
Connect your business to Stripe inside the CRM. Trove never holds your money.
Embedded Stripe onboarding
Enter business details, a representative and a payout bank account under CRM admin → Payments without leaving Trove.
Secure by design
Card and bank details are handled by Stripe. Trove stores the invoice, the status and the net amount, never the payment credentials.
One processing fee
Each payment carries a single fee, shown per method in your settings and deducted before payout.
Site-wide Payments page
Admins see every invoice across every deal with outstanding, collected and refunded totals, plus Stripe's payouts, balance and disputes views.
Role-based access
Any rep whose role includes the Payments tab can request and send. Marking paid, refunds and voids are for admins and owners.
Payouts on Stripe's schedule
Funds go directly from Stripe to your bank. Stripe handles disputes and account requirements inside the CRM.
Frequently asked questions
Lock in the sale while the buyer is excited.
Ask about the Payments add-on and have deposits flowing to your bank the week you connect Stripe.
Get started with Trove
Bolster your sales & product team with Trove