3-30-26 – Infinity Text-to-Pay V3.0

🎉 Big News: Text‑to‑Pay 3.0 Is Here for More Dealers!

Text‑to‑Pay 3.0 just got even better!

Now, both IDEAL dealers and CSystems/Infinity can use Text‑to‑Pay 3.0 in TargetCRM.
That means faster payments, clearer requests, and fewer mistakes — no matter which system you use.

Here’s what’s new and why you’ll love it.

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✅ What’s Changed?

Text‑to‑Pay 3.0 makes it easier to ask for money and easier for customers to pay.

• Payments can be linked to real orders
  Pick the order, choose the amount, and TargetCRM fills in the rest.
• Clear notes and totals
  Customers know exactly what they’re paying for — no guessing.
• Works for more dealers than ever
  IDEAL users ✅
  CSystems / Infinity users ✅
  Same great experience for everyone.

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💳 Three Easy Ways to Request Payment

1️⃣ Balance

Use this when you want the customer to pay the full amount.

• Pick the order
• Click send
• The customer gets a text with a payment link and pays right away
• The payment is automatically applied to the correct invoice back in your DMS

Easy and fast!

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2️⃣ Deposit

Need only part of the payment now? No problem.

• Ask for a fixed dollar amount or a percentage
• Great for deposits or partial payments
• The system applies the deposit to the order

Minimums apply, but setup is simple and flexible.

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3️⃣ Manual

This is the classic option — and it still works for IDEAL, Infinity, and Aspen!

• Send a payment link for any amount
• Use it when the payment doesn’t match an order
• Enter the amount, send the link, and manually apply the payment back in the DMS.

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⭐ Why This Is Awesome

• Get paid faster
  Customers get a clear text link they can pay in seconds.
• Less confusion
  No more wrong amounts or unclear payments.
• Easy to track
  You always know what was paid and why.
• Works for all dealer types
  Small payments, big payments, IDEAL or Infinity — it just works.

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🚀 That’s It!

We’ll keep rolling out updates like this to make payments easier for you and your customers.

Want help or want to learn more?
👉 Click the Help button inside TargetCRM

Happy texting — and happy getting paid! 😄