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Payment Gateway Setup

Posted by Rachal Sorensen on Oct 30, 2018 9:00:00 AM
Rachal Sorensen

This is going to be where you set up your payment processors for you to receive your money! You can use a combination of Stripe, Square, and/or PayPal.

All three of these are fairly easy to set up, when you click on whichever payment processor you're going to use, it will redirect you to that companies website.

Stripe & PayPal are the easiest to set up, but Square isn't impossible. With Square you will need to create a developers API token.

If you do have any issues with getting a payment processor set up, contact your Account Executive for more personalized assistance.

 

The last option on the Payment Gateways tab is the option to enable or disable the ability to refund payments directly to card, rather than store credit. If you will only be issuing store credit, you will want to feature disabled. It just gives the security that you won't accidentally refund to card.

refund to card

 

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Learn About Your Invoices

Topics: Training