Payment Gateways

The ways a customer can pay you online. Each one stands on its own: its own switch, its own credentials, its own button.

Where

Sales & CRM › Setup › Payment Gateways

Who

Anyone allowed to see settings; changes need permission to edit settings.

A line at the top says how many gateways are switched on; while none is, every invoice is paid offline. The list shows each Gateway, its Status, whether it is Ready to switch on (or what it still needs) and its Fee. Press Open → on one to fill in its details.

A gateway needs an account with that payment provider: the keys from that account go in here, and it cannot be switched on until they are stored. Keys are never shown back. Press Save this gateway when done.