Payments and invoicing
How do I take payment and invoice without leaving the conversation?
Eva creates the payment link inside the conversation, records the confirmed payment and files the invoice with its backup.
Deals rarely stall on price. They stall on what comes after it: bank details typed by hand somewhere else, a receipt that arrives as a screenshot, a tax ID that has to be asked for again because the saved one expired. Every step is another chance for the buyer to leave it for tomorrow.
Eva is an AI sales agent with a built-in CRM. It creates the payment link inside the same conversation, records the confirmed payment and files the invoice with its backup — on your website widget, on Instagram, on Messenger, on WhatsApp or through the API. Here is how it works and what it needs connected.
Collects and invoices on its own
Payment link · transfer or card
Payment confirmed
Invoice_A241.pdf
CFDI 4.0 invoice issued and sent
Before and after
Today
The buyer says yes, somebody looks up the bank details and types them out. The receipt lands as a photo, gets buried in the thread, and the invoice is requested three days later, when nobody remembers exactly what was charged or under which tax details.
With Eva
The buyer gets a SPEI bank-transfer payment link in the same conversation. When the payment is confirmed, the payment cycle and the linked opportunity activity are recorded, and for eligible charges the Mexican tax invoice is issued and kept with its PDF and XML.
How it works
- 1. Eva creates the payment link
When the conversation reaches the charge, Eva creates a SPEI bank-transfer link in Mexican pesos through that agent's connected account. The buyer pays from their bank, with nobody dictating account numbers over chat or copying them wrong.
- 2. A confirmed payment leaves a record
Eva records the payment cycle and the activity on the linked opportunity, so the charge stops living in a screenshot. Whoever opens that opportunity can see where it landed without asking the person who handled the chat.
- 3. The invoice is issued and kept
For eligible charges, the confirmed payment triggers the Mexican CFDI invoice through Facturapi, and the PDF and XML are stored. The condition is a complete tax profile and the SAT line-item data being available.
Live
See it working
Collects and invoices on its own
Payment link · transfer or card
Payment confirmed
Invoice_A241.pdf
CFDI 4.0 invoice issued and sent
Eva collects payment and invoices inside the conversation.
The answer is built from your data
Catalog
$30,375 · 14 in stock
Knowledge
Free delivery in León
Calendar
Thursday 10:30 open
We do: 1.5-ton inverter mini-split, $30,375 each with 14 in stock. Delivery in León is included and I can book the install Thursday at 10:30.
The answer is built from your data, never invented.
Tells you when it matters
Eva closed a sale · $91,125
Hotel Casa Real · 5 min ago
María asked for a person — your turn
The conversation waits with full context
Your team gets notified exactly when it matters.
What Eva needs
- A connected payments account per agent, with charges, payouts, transfers and Mexican bank-transfer payments all active.
- A complete Mexican tax profile and a valid Facturapi and CSD configuration, plus the SAT data for the items you will invoice.
- A connected channel: WhatsApp Business and, if you want them, Instagram, Messenger, calls, email, your website widget or the API.
- A pipeline linked to the agent if you want the payment activity recorded on the CRM opportunity.
Good to know
- Eva Pay charges by SPEI bank transfer in Mexican pesos.
- Without a connected account carrying charges, payouts, transfers and Mexican bank-transfer payments, there is no payment link at all.
- Eva charges an application fee of 1.49 percent on the payment, and Stripe charges the merchant its own SPEI fee.
- The invoice needs a complete tax profile, valid Facturapi and CSD configuration, and SAT data on the line items. If the tax information is incomplete, the invoice is skipped or left pending depending on the flow.
- What is documented is invoice issuance for eligible charges: Eva's own subscription charges and compatible charge flows. Whether one of your charges ends in an automatic invoice is checked against your case before it is promised.
- Eva records the payment cycle; it does not keep your books or reconcile against your ERP. When a transfer settles is your bank's decision, not Eva's.
- When somebody on your team takes over the conversation, Eva stops writing until control is handed back.
online sales in six months
Serviacero Comercial, a steel distributor, multiplied its online sales more than fourfold in six months with Eva answering and quoting immediately.
Read the full storyPut Eva to work.
Tell us how you collect and invoice today and we will show you which part of that stretch can stay inside the conversation.
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