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Payment Gateways are configured in Setup / Users & Accounts / Owners / Payment Gateway |
Guides in this article:
Overview
Payment gateways are used to process payments made on accounts. Depending on the gateway you will be able to configure credit card and ACH payment processing.
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The Payment gateway panel on the left of this screen allows you to select gateways to view and edit on the Edit Payment Gateway panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
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 | Adds a new payment gateway |
Edit Payment Gateway Panel
The information in this panel reflects the currently selected gateway. From here you can change gateway configuration details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
Package Gateway Fields and Options:
Gateway Type: the gateway provider that payments will be processed through
Active: enables or disables the gateway so that it can/cannot be used to process payments. Service and Compatibility options below will not be selectable unless the gateway is set to Active
Name: a unique name for the gateway
Description: an optional description that describes the gateway configuration (e.g. Visa, Mastercard, ACH)
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Guides
Adding Payment Gateways
At the top of the Payment Gateways panel click the
iconSelect the gateway and set it as active
Configure the gateway as desired. See the Payment Gateways help for descriptions of each field
After the gateway settings are configured click Save
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Editing Payment Gateways
In the Payment Gateways panel click the gateway you wish to modify
Adjust the gateway settings as desired. See the Payment Gateways help for descriptions of each field
After the gateway settings are updated click Save