Payment Plugins

To configure your system to use online payment plugins:

    
• Click your "Home" tab.
    
• Click your white "Settings" link at the top right of your page.
    
• Click your blue "Payment plugins" link located just under the "Step 7" heading.
    
• Enter your account/user name/number and check the enable boxes for the services you want to be available beside the logo of the appropriate plugin.
    
• Click your Save button at the bottom of your page to save your changes.

Additional Information

Accepted Credit Cards: You can select which type of credit cards that you will accept for payment by checking the boxes located at the bottom of your page under the heading "Accepted Credit Cards".

Plugin Accounts: If you do not have an account with the plugin that you want to use, click the appropriate company logo to visit their website for more information.

Payment Options: Once you click enable beside your payment-plugin, when a client clicks pay on their invoice, they will be directed to the online payment form to pay their invoice using the payment-plugin you have enabled. If you have more than one plugin enabled, your client will be offered a choice before proceeding to the payment page.

Certificate Files: In order to activate the LinkPoint or the PayPal Website Payments Pro plugins, you must upload your certificate file. You need to get this file from the respective payment plugin's website.

Available Plugins: The following plugins are available for auto-billing your clients (recurring billing): Landmark, PayPal PayFlow Pro, Authorize.Net, iTransact, LinkPoint, and PSiGate

The following plugins are available for use with the application for manual online payments:

iTransact, LinkPoint, PayPal Website Payments Pro, PayPal, and 2Checkout

Setup Payment Plugins: For details on how to set up a plugin, click the name of your payment plugin from the following list: Landmark, PayPal PayFlow Pro, Authorize.Net, iTransact, LinkPoint, PayPal Website Payments Pro, PayPal, 2Checkout and PSiGate.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.