Setting Up Payments: Currency and Payment Processors
In this article, you’ll learn how to set up your payment settings by doing the following:
1. Setting your currency preferences.
2. Connecting to one or more payment processors.
Once your currency and payment processors are set up right for you, you can start accepting payments online charging credit cards, and recording payment transactions offline.
Your default currency
The default currency you set will be used for your services, invoices, estimates, and online payments.
Here’s how you set your default currency:
Step 1: Go to Settings > Payments on your main menu, and then go to the Payment Processing tab.
Step 2: Under Select your currency, select your desired currency from the Default currency dropdown.
Step 3: Click Save to save your preference.
Accepting multiple currencies
You may want to receive payments in other currencies besides the default currency you set, or to offer services in different currencies. For example, if your business works with clients from multiple countries.
Here’s how you enable multiple currencies in your account:
Step 1: Go to the Select your currency section described above.
Step 2: Under the Default currency setting, check the box next to My business may accept payments in other currencies.
Step 3: Click Save to save your changes.
Connecting your payment processor
In order to start accepting payments through your account, you need to connect to at least one payment processor.
Here’s how you connect your account to one or several processors:
Step 1: Go to the Settings > Payments in your main menu.
Step 2: Scroll down to Choose your preferred payment methods, click Connect under your desired payment processor.
Step 3: If you connect to more than one credit card processor, you need to make one of them active by clicking on the appropriate radio button.
The image below displays an account that is connected to Payments by vcita, Square, Stripe & PayPal. Square is selected as the active processor for credit card payments in this image:
Step 4: Click Save on top to save your settings.