ActiveCollab allows your clients to pay invoices online. You'll be able to accept PayPal payments, as well as credit cards via PayPal Payflow Pro, Authorize.Net, Stripe, or Braintree.
To get started, open System Settings > Enable Payment Gateways and fill in the information for the desired payment service.
How to access Online payments?
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Click on the desired payment processor
NOTE: You can have only one credit card payment processor active at a time.
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: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Click on the desired payment processor to disconnect
- STEP 4: Change to a different payment processor
How to connect to Authorize.Net?
Authorize.net allows you to receive online payments for the invoices you send to your clients. Your clients will be able to pay quickly by using their credit cards.
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Select Authorize.Net and click on configure
To enable:
- STEP 1: Open System Settings > Configure Online Payments.
- STEP 2: Set Credit Card Payments to ON.
- STEP 3: Select Authorize.Net
THEN:
- STEP 1: Log in to your Authorize.net account
- STEP 2: Open Account > Settings
- STEP 3: Under Security Settings, copy the API Login ID and Transaction Key
- STEP 4: In ActiveCollab, paste the information into the corresponding fields
- STEP 5: Click Save Changes.
How to connect to Stripe?
Stripe allows you to receive online payments for the invoices you send to your clients. They won't need a Stripe account, and they'll be able to pay by credit card.
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Select Stripe and click on configure
To enable:
- STEP 1: Open System Settings > Configure Online Payments.
- STEP 2: Set Credit Card Payments to ON.
- STEP 3: Select Stripe and enter your account information.
- STEP 4: Save changes
THEN:
- STEP 1: Log in to your Stripe dashboard
- STEP 2: Open Your Account and click Account Settings
- STEP 3: Click the API Keys tab
- STEP 4: In ActiveCollab, paste the API keys
- STEP 5: Click Save Changes.
How to connect to Braintree?
Braintree allows you to receive online payments for the invoices you send to your clients.
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Select Braintree and click on configure
To enable:
- STEP 1: Open System Settings > Configure Online Payments.
- STEP 2: Set Credit Card Payments to ON.
- STEP 3: Select Braintree and enter your account information.
- STEP 4: Save changes
THEN:
- STEP 1: Log in to your Braintree dashboard
- STEP 2: Open the Account dropdown and click My User
- STEP 3: Scroll down and click View API Keys
- STEP 4: Copy the Merchant Key, Public Key, and Private Key
- STEP 5: Open the Settings dropdown and click Processing
- STEP 6: The Merchant Account IDs are at the bottom of the page
- STEP 7: In ActiveCollab, paste the information into the corresponding fields
- STEP 8: Click Save Changes
How to connect to PayPal Express checkout?
PayPal Express lets your clients pay invoices with their PayPal account. It makes payments quick and easy, since they don't have to enter their billing information.
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing sectio
- STEP 3: Select PayPal Express Checkout and click on configure
To enable:
- STEP 1: Open System Settings > Configure Online Payments.
- STEP 2: Set Credit Card Payments to ON.
- STEP 3: Select PayPal Express Checkout and enter your account information.
- STEP 4: Save changes
THEN:
- STEP 1: Open the Profile Settings
- STEP 2: Click My selling tools
- STEP 3: Under API Access, click Update
- STEP 4: Click Add or edit API permissions
- STEP 5: Choose Option 2 - Request API Credentials
- STEP 6: Select Request API Signature and click Agree and Submit
- STEP 7:Copy the API Username, Password, and Signature
- STEP 8: In ActiveCollab, paste the information into the corresponding fields
- STEP 9: Click Save Changes
How to connect to PayPal Direct payments?
Direct Payments let your clients pay invoices using their credit card, without needing a PayPal account.
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Select PayPal Direct payments and click on configure
To enable:
- STEP 1: Open System Settings > Configure Online Payments.
- STEP 2: Set Credit Card Payments to ON.
- STEP 3: Select PayPal Direct payments and enter your account information.
- STEP 4: Save changes
How to disconnect from Authorize.Net?
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Click on the Authorize.Net processor to disconnect
How to disconnect from Stripe?
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Click on the Stripe processor to disconnect
How to disconnect from Braintree?
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Click on the Braintree processor to disconnect
How to disconnect from PayPal Express checkout?
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Click on the PayPal Express checkout processor to disconnect
How to disconnect from PayPal Direct payments?
- STEP 1: From the left side menu, select Add-ons ( below the “Reports” section)
- STEP 2: Scroll down to the Payment Processing section
- STEP 3: Click on the PayPal Direct payments processor to disconnect
Receiving Payments
After you create and send an invoice, your client will receive an email with the invoice PDF and the online payment link.
The link will take the client to the web version of the invoice, where they'll be able to choose the preferred payment method and make the payment.
The invoice will then automatically be marked as Paid in ActiveCollab. The person who paid the invoice (ie. your client) will get a confirmation email that the payment was successful.