How to access Online payments?
- STEP 1: Click on your profile icon then Apps & Integrations
- STEP 2: Click on the desired payment processor
- Video tutorial: https://vimeo.com/1159720829
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: 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 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: Click on your profile icon then Apps & Integrations
- STEP 2: Select Stripe and click on configure
- STEP 3: Log in to your Stripe dashboard
- STEP 4: Open Your Account and click Account Settings
- STEP 5: Click the API Keys tab
- STEP 6: In ActiveCollab, paste the API keys
- STEP 7: 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: Click on your profile icon then Apps & Integrations
- STEP 2: Select PayPal Express Checkout and click on configure
- Video Tutorial: https://vimeo.com/1159721410
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
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.