Payment SettingsΒΆ

You can view and edit the payment configuration in your CRM by going to Settings and clicking on the Payment Settings.


Supported payment gateways are paypal, stripe, mollie, razorpay, checkout, braintree, bank, wepay

You can modify the settings as below;

  • Payment Prefix: Add your chosen transactions prefix. Default PAY
  • Payment Number Format: Estimate format. Default -[yyyy][mm][dd]-[i] for {year}{month}{day}-{number}
  • Payment Gateways: Enabled payment gateways separated by a comma
  • Paypal Live: Enabled live paypal payments or sandbox
  • Paypal Email: Your Paypal email address for receiving payments
  • 2checkout Live: Enable Live/Sandbox payments via 2Checkout
  • Braintree Live: Enable Live/Sandbox payments via Braintree
  • Braintree Merchant Account: Default Braintree merchant account
  • Wepay Live: Enable Live/Sandbox payments via WePay
  • Bank Details: Your Bank information to be displayed to client incase they need to pay via Bank