Manage Integrations for Payment Collection

• Stripe
• PayPal

Before You Begin

• You must be a workspace admin to configure payment collection integrations for your workspace.
• Integrations for payment collection is at the workspace level.
• Contact Customer Success or Sales to turn on this workflow feature flag.

Setup Integrations for Payment Collection

1. Log in to Docubee.
2. Click the Settings button (gear icon) at the lower-left corner of your screen to access the organization settings and open the General tab.
3. In the Settings sidebar on the left, under Workspace Management, select the workspace from the list of workspaces in the organization.
4. Click Manage Integrations.
5. Click the Payment Providers tab.
6. Select a supported payment provider to add a new integration.
7. Enter the Connection Name, Publishable Key or Client ID (the identifier name varies by payment provider), and Secret Key. Note: Find these publishable ids and keys in your account with your payment provider.
8. Click Create Integration to create the new payment provider integration.

Manage Integrations for Payment Collection

• Add new payment providers - Click the Add New Integration button to add an additional integration.
• Modify existing payment providers when any information changes - Click the edit (pencil icon) to modify a payment provider and click Save Changes.
• Delete any unsupported payment provider - Click the delete (trash can icon) to delete a payment provider.

Next Steps

Related Information