Bonalta Payments

Charge the customer in the same record where the conversation lives.

Stripe-native invoices, recurring billing, deposits, and one-tap charges woven into the CRM. No copy-paste between three systems to take a payment.

What you get

The capabilities that ship with Bonalta Payments.

One-tap invoice
From the contact record, generate a branded invoice with terms, line items, and pay-by-link.
Deposits + balance-due
Common in surgery + dental: take a 25% deposit at the consult, balance auto-charged before the procedure.
Subscriptions + memberships
Monthly memberships, treatment plans, payment plans — all native to the CRM.
Refunds + disputes
Issue refunds inline, surface chargebacks on the contact record, dispute from the same screen.
PCI scope minimized
Card data never touches our servers. Tokenized at the source via Stripe Elements.
Reconciliation reports
Daily payout summaries by location, agent, service. Exports to QuickBooks, Xero, or CSV.

Bonalta Payments