⚙️Configuring Stripe and PayPal

How to configure online Payment Gateways

Requirements

To configure Stripe and PayPal, you need to meet the following requirements:

1. Developer Accounts:

   • Create developer accounts on both Stripe and PayPal.

   • These accounts allow you to access the necessary credentials for integration.

2. Access to Parameters:

   • For Stripe: Obtain the Publishable Key and Secret Key.

   • For PayPal: Obtain the Client ID, Client Secret, App ID, and set the appropriate Mode (Live or Sandbox).

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Setting up Stripe

1. Log in to your Stripe Developer Dashboard:

   • Navigate to Stripe Dashboard.
   • Create or access an existing project to generate your API keys.

2. Generate Keys:

   • Go to the API Keys section.

   • Copy the following:

     • Publishable Key: This is your public API key.

     • Secret Key: This is your private API key (keep it secure).

3. Enter Stripe Credentials in the Module:

   • Navigate to the Invoices section in Concord CRM.

   • Locate the Stripe Settings panel.

   • Paste the Publishable Key and Secret Key in their respective fields.

4. Save Changes:

   • Click the Save button to save your Stripe configuration.

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Setting up PayPal

1. Log in to your PayPal Developer Dashboard:

   • Navigate to PayPal Developer Dashboard.

   • Create or access an existing application under My Apps & Credentials.

2. Obtain Credentials:

   • Copy the following:

     • Client ID: This identifies your PayPal application.

     • Client Secret: This is your private key (keep it secure).

     • App ID: This is required for PayPal API calls.

3. Select Mode:

   • Choose between Live or Sandbox mode depending on your environment:

     • Live: For real transactions.

     • Sandbox: For testing purposes.

4. Enter PayPal Credentials in the Module:

   • Navigate to the Invoices section in Concord CRM.

   • Locate the PayPal Settings panel.

   • Paste the Client ID, Client Secret, and App ID in their respective fields.

   • Select the appropriate Mode (Live or Sandbox) from the dropdown menu.

5. Save Changes:

   • Click the Save button to save your PayPal configuration.

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Once you are done with both configurations (or the one you prefer), you will need to enter the respective settings at the settings of Invoicing module, inside Concord CRM's admin area:

Notes

• Security: Ensure that your Secret Key (Stripe) and Client Secret (PayPal) are stored securely and not shared publicly.

• Testing Environment: Use Sandbox mode during testing and switch to Live mode when you're ready for production.

• Validation: After saving your settings, ensure the integration is working correctly by issuing a test invoice and completing a payment.

• If your country supports Google Pay/Apple Pay, features will be automatically enabled, unless you disable them. Those servives are provided by Stripe.

By completing the configuration for both Stripe and PayPal (or one of them), you can now accept online payments for your invoices seamlessly within the Invoicing Module and have them automatically set to Paid status.