The short answer

Document payment credentials are configured in User Profile, while amount, currency and payment timing are configured on each request.

Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.

Step-by-step

  1. Open Payment Provider Configuration

    Follow Configure in User Profile from the Document Editor payment notice or open the payment-provider area in your profile.

  2. Choose the provider

    Select Stripe, PayPal, Square, Authorize.Net, QuickBooks or Global Payments for the merchant account your organization controls.

  3. Enter credentials

    Supply the exact keys requested by that provider tab. Start with sandbox or test credentials when supported.

  4. Save and test

    Run the displayed connection test and confirm the provider shows active.

  5. Protect access

    Restrict who can change credentials and rotate any secret that may have been exposed.

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