How to Manage Online Payment Credentials

Overview
Activate or update API keys and webhooks for Stripe, PayPal, Razorpay, etc., so clients can pay invoices online.

Steps

1. Go to Settings > Payment Credentials.

2. Select the gateway tab (e.g. Stripe).

3. Tick Status to enable.

4. Choose Environment (Test or Live).

5. Paste Publishable Key, Secret Key, and Webhook Signing Secret.

6. Copy the Webhook URL and configure it in your gateway dashboard (listen for invoice.payment_succeeded, payment_failed, etc.).

7. Click Save.

Tips

• Test in Sandbox/Test mode before going live.

• Keep test and live keys separate to avoid mis-routing payments.

Troubleshooting & FAQs

• Q: Payments still fail after configuration.

  • A: Verify your webhook in the gateway logs is firing to the copied URL.

• Q: I see red “offline” dots next to gateways.

  • A: That indicates the gateway is disabled or keys are invalid—re-enter valid credentials.