Through the easy billing option you will be able to send a bill for your services to any customer of yours. CrossLoop will send the customer an email with the payment details and the customer will be able to pay by going to the CrossLoop website.  Once the customer pays you will be notified as with any other transaction you receive through CrossLoop. For your existing customers that have not accessed you through CrossLoop you can also bill them directly to receive the “Self-Referred” CrossLoop Rate.

• How do I bill my customer through email
• How does the bill look for the customer?
• Where can I check the status of the payments?

How do I bill my customer through email

All you need to know is either the user name of the customer (if he contacted you through CrossLoop) or his email, first name and last name.  Please follow these steps to send him a bill through email:

1. Go to your console

2. Click on “Create and Send a Bill”

3. Pick the customer that contacted you from the pull-down menu or enter the customer’s email, first name and last name. When you send a bill to a customer that has not previously contacted you, CrossLoop assumes this is one of your existing customers and charges the “Self-Referred” rate.

4. Provide us the necessary billing information (the amount and a description of the service provided) and press “Submit Bill”

5. You will receive on screen confirmation

How does the bill look for the customer?

Once you have sent the bill, the customer will receive an email from info@crossloop.com with the payment details:


Once the customer clicks the payment button he will be redirected to our site and upon login presented the payment information:


Once he clicks on the “Please pay now” link the customer will be directed to our payment platform.

Where can I check the status of the payments?

You can always check the status of your payments in your console.