Getting Started: Connect a Payment Provider
Connecting a payment provider lets you collect payments for invoices, payment links, and order forms, and records those payments automatically.
- Go to Payments → Integrations.
- Select your payment provider and click Connect.
- You'll be taken to the provider to sign in (or create an account with them directly — for your security, create and log into payment accounts yourself rather than having anyone do it for you).
- Authorize the connection. You'll be returned to ResQEngage with the provider showing as connected.
- Send a small Test-mode transaction to confirm everything works before going Live.
Note: for your security, never share card or bank credentials with anyone. Enter payment details only on the provider's own secure screens.
Was this article helpful?
Related articles
- LeadConnector Mobile App Quick Start GuideThe mobile app gives you access to essential customer, sales, scheduling, payment, and communication tools while you are away from your computer. You can manage conversations, opportunities, invoices, reviews, appointments, contacts, and tasks directly from your phone. Table of Contents - What IQuick Start Guides
- Managing Conversations Quick Start GuideConversations gives you one place to communicate with contacts, review activity, schedule follow-ups, request payments, book appointments, and update CRM records. This quick start guide covers the core tools you need to manage day-to-day communication efficiently, including Manual Actions, templatesQuick Start Guides
- The Marketing Area Quick Start GuideThe Marketing area brings together tools for social media publishing, email campaigns, reusable message templates, tracked links, and affiliate campaigns. This guide covers the core features and the fastest way to start creating and managing marketing activity from one place. Table of Contents -Quick Start Guides
- Reputation Management Quick Start GuideReputation Management helps you request reviews, monitor feedback, respond to customers, and display reviews on your website. This guide covers the essential setup and daily tools you need to manage your online reputation. Table of Contents - What Is Reputation Management? - Connect Your Review Quick Start Guides