How to change the online payment processor?
To change the payment processor, you need to disconnect from the one that is currently in use.
Step 1: Click on your profile icon then Apps & Integrations
Step 2: Click on the desired payment processor to disconnect
Step 3: Change to a different payment processor
Video tutorial: https://vimeo.com/1159721167
How to set up PayPal?
Step 1: Click on your profile icon then Apps & Integrations
Step 2: Click on the PayPal icon
Step 3: Fill in the required information
Step 4: Click the Connect button
Video tutorial: https://vimeo.com/1170661078
Paying an Invoice by Credit Card via Stripe
ActiveCollab allows invoices to be paid by credit card through Stripe using a Public Invoice Link. This enables clients to pay invoices without logging in to ActiveCollab.
How to Pay an Invoice via Stripe
Step 1: Open the invoice in ActiveCollabStep 2: Click the three dots (⋯) in the top-right corner of the invoice
Step 3: Select Copy Public Link
Step 4: Open the copied link in a new browser tab or share it with your client
Step 5: On the public invoice page, click the Pay with card button at the top of the invoice
Step 6: A Stripe payment window will open
Step 7: Enter the required credit card details and click Pay now
Step 8: Once the payment is completed, the invoice will automatically be marked as Paid in ActiveCollab
Video Tutorial: https://vimeo.com/1163660657