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    Kaspi Pay invoices in CRM

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    Updated 10/10/2026

    This article is about WazzaBee CRM. The CRM is connected separately from the dashboard and opens at crm.wazzabee.com. The sections described here are not in the dashboard menu.

    How to open the CRM

    💳 1. What this is

    WazzaBee CRM can send Kaspi Pay invoices to your clients right from the deal card. The client receives the invoice in the Kaspi app on their phone number, pays in a single tap, and the deal in the CRM is automatically marked as paid.

    • An invoice sent to the client's phone number with an amount and a comment.
    • Payment is tracked automatically: the status in the card updates without reloading the page.
    • Once paid, an entry appears in the deal feed, the amount is added to the deal, and an open deal moves to the "Paid" stage.

    ✅ 2. Requirements for the cashier's number

    For the connection to go through quickly and without extra checks, the cashier's number must be "clean". This matters: with an unsuitable number Kaspi will ask for a password or a video verification, and you will not be able to connect it.

    Requirements for the number:

    • A separate number. A real SIM card that can receive SMS. Virtual numbers will not work. Keep the phone with this SIM at hand during the connection.
    • No business on the owner. The person the number is registered to must not have an ИП or ТОО in Kaspi. A personal number of an employee or a relative will do.
    • The "Cashier" role only. In your Kaspi organization the number must have strictly the "Cashier" role. The "Director", "Manager" and "Accountant" roles will not work.
    • Do not sign in with it. After connecting, do not log in to Kaspi Pay with the cashier's number: any login will break the link, and invoices will stop being issued until you reconnect.
    • Keep the SIM active. Keep a minimum balance or a plan with no monthly fee on the number so it stays working.

    Important: if during the connection Kaspi asks for a password or a video verification, the number is not suitable (usually because the owner has an ИП/ТОО or the number has other roles). Use another number that meets the requirements above.

    ➕ 3. How to add a cashier in Kaspi

    First add this number as a cashier in your Kaspi Pay for business app:

    1. Open the Kaspi Pay app under the owner's account.
    2. Go to "Settings" (or "Profile") and choose "Employees".
    3. Tap "Add employee".
    4. Enter the cashier's number and choose the "Cashier" role.
    5. Save. You do not need to install the app on the cashier's phone; being able to receive SMS is enough.

    🔌 4. How to connect a cashier in WazzaBee

    1. Open the CRM and go to "Settings", then "Integrations", the "Kaspi Pay" tab.
    2. Enter the cashier's number in the format +7 7XX XXX XX XX and tap "Get code".
    3. An SMS with a code from Kaspi will arrive on the phone with this SIM. The code is valid for about a minute.
    4. Enter the code and tap "Connect".
    5. The "Connected" status appears with the organization name. Done.

    Only the owner and CRM administrators can connect and disconnect a cashier.

    🧾 5. How to send an invoice from a deal

    1. Open the deal you need.
    2. In the "About the deal" block find the "Kaspi" row and tap "Issue invoice".
    3. Enter the amount in tenge, the client's number (filled in from the card) and, optionally, a comment, for example "Order No. 125".
    4. Tap "Send invoice".

    The client will receive the invoice in the Kaspi app on the specified number. An invoice row will appear in the deal card: the amount, who issued it, the comment and the status.

    ⏱️ 6. How payment is tracked

    Payment is tracked automatically, you do not need to tap anything:

    • While the invoice is unpaid, a waiting timer runs next to it, and the status updates in the card without reloading the page.
    • The system checks the payment constantly, several times a minute, so the "Paid" status appears almost immediately after the client pays.
    • Once paid, a "Kaspi invoice paid" entry appears in the deal feed, the amount is set on the deal, and an open deal moves to the "Paid" stage.

    ⚠️ 7. Important rules

    • Do not log in to the Kaspi app with the cashier's number after connecting: the link will break.
    • The cashier's number is visible to the client in the invoice notification. This does not affect payment.
    • If you see the "You need to sign in again" status, the cashier's session has broken (most often because of a login with this number on a phone). Reconnect the cashier in "Settings", "Integrations", "Kaspi Pay".
    • One cashier is tied to one organization. Another organization needs its own cashier.