Payment Providers

Configure the providers used to collect client payments in Workspace Settings > Modules > Billing > Payments. These payment integrations are separate from the subscription your business pays for AgencyPro.

You need manage_workspace_settings to configure workspace billing. Enabled payment methods appear in the supported service, order-form, invoice, and top-up checkout flows.

Stripe Connect

1. Find Stripe Connect on the Billing module's Payments tab.
2. Click Connect and complete Stripe's authorization/onboarding.
3. Return to AgencyPro and check the connection status.
4. Use Refresh status if onboarding has just completed.

A connected account still needs charges enabled before it is ready to collect payments. The integration also provides a link to manage the connected Stripe account and a disconnect action.

ACH Payments

The Stripe integration has an ACH payment switch. It becomes available when the connected account has charges enabled and the required ACH capability. Pending capability is shown in the settings. Availability during checkout also depends on the supported payment flow.

PayPal

1. Open the PayPal configuration in Payment Integrations.
2. Enter the Client ID and Client Secret.
3. Choose Sandbox for testing or Production for live payments. Add the optional webhook ID if you have configured it.
4. Save/connect the integration.
5. Test the intended checkout with that environment's credentials.

PayPal supports one-time and recurring purchases in supported flows. Manage its configuration or disconnect it from the integration card.

Payment Confirmation

A return to the portal does not always mean a payment is complete. Some methods remain pending or processing while confirmation arrives. Check the invoice or payment status before treating an order as paid. Offline methods also require the applicable payment confirmation workflow.

Troubleshooting

• Stripe shows setup required: Complete onboarding, then refresh its status.
• ACH switch disabled: Check charges and account capability.
• PayPal fails: Check credentials, mode, and webhook configuration for the same environment.
• Checkout method missing: Check that the provider and that payment method are enabled for the workspace.