17.2 Connecting Payment Gateways (Stripe, PayPal, etc. - View Status)

(Recap - See also 14.1 / 22.13)

  • Purpose: Essential for processing any online payments through Close Master (via Invoices, Order Forms, paid Calendars, paid Memberships).
  • Setup: Connection to gateways like Stripe (recommended for full features), PayPal, Authorize.Net, NMI, etc., is typically handled by The Close Agency during account setup.
  • Verify Status: You can view the connection status in SettingsIntegrations. Look for your gateway provider (e.g., Stripe) and check if it shows as "Connected."
  • Contact Agency if Needed: If no gateway is connected and you require payment processing features, contact The Close Agency support.