In Method:CRM, a payment gateway allows you to accept credit card payments directly within Method:CRM.
NOTE: Currently, you can only have one payment gateway set up in your account.
Payments are facilitated by Shuttle, a global payments platform for software vendors and their merchants.
The Payments pop-up is PCI DSS Level 1 compliant, so you can securely:
Connect a Payment Gateway
Process Payment Transactions
NOTE: If you are using our legacy payment gateway offering, the above payment process will look different. For documentation, please download Method:CRM - Legacy Payment Gateways PDF file.
The following payment providers are supported:
*Note: ACH is supported only on Authorize.NET and QuickBooks Payments.
For information on which payment gateways are available for your region, please see our article Supported Payment Gateways.
Navigate to Payment Gateways Setup
1. Click the circular Preferences Icon in the upper right corner. Select Integrations from the menu.
2. On the Integrations page, click Payment Gateways. This will take you to the Payment Gateway screen.
3. On the Payment Gateways screen, click Create new payment gateway.
4. A Payments pop-up appears. Enter in your company's phone number, select your country, and check that you have read the terms and conditions. Click Next to continue. It will take a few seconds to activate.
5. You will be taken to a screen to connect your payment gateway.
From here, connect to the payment gateway you are with.