Agiled Docs

Payment gateways let clients pay invoices, estimates, checkout links, and other payment-enabled finance documents online.

Configure gateways before sharing any public payment link. A payment page can be correctly built but still fail if the provider account is incomplete.

Connect Stripe

Open Settings.
Go to Finance.
Find Stripe in payment gateways.
Select Connect Stripe.
Complete the Stripe Connect onboarding flow.
Return to Agiled and confirm the Stripe status is connected.

After connecting, check the Stripe dashboard for account requirements, verification status, payout setup, and live-mode readiness.

Connect PayPal Or Mollie

Open Settings.
Go to Finance.
Find the gateway.
Enter the required credentials or connection details.
Save the gateway.

Use live credentials only when the workspace is ready to accept real payments.

Use provider test credentials only for testing. Replace them before sending live invoices, checkout links, or storefronts.

Use a provider account owned by the business, not a personal account that may leave the company. Make sure finance knows who can access the provider dashboard for refunds, disputes, payouts, and failed-payment investigation.

Record who owns provider access and who handles refunds or disputes. Payment gateway setup is not complete until finance knows where to reconcile and who can act on provider issues.

Disconnect A Gateway

Disconnect a gateway when the payment account changes or the workspace should no longer accept payments through that provider. Confirm outstanding payment links before disconnecting.

After disconnecting, test public invoices, checkout links, storefronts, and recurring invoice delivery so customers are not left with broken payment options.

If a gateway is used by recurring invoices, checkout links, storefronts, or paid booking pages, update those flows before disconnecting. A disabled gateway can leave public pages visible but unable to collect payment.

Test A Gateway

Create a small internal invoice or checkout link and open it in a private browser window. Confirm the payment method appears, the provider handoff works, the success page returns to Agiled, and the payment record is created.

Also compare the payment in the provider dashboard. Confirm amount, currency, customer, fee/payout expectations, status, and metadata before using the gateway with customers.

Test Each Public Flow

If you accept payments in several places, test each one:

invoice public payment page
checkout link
storefront checkout
paid booking page when used
recurring invoice flow when used

One successful invoice test does not prove every public payment flow is ready.

Live Readiness Checklist

provider account is verified for live payments
payout and bank details are complete
supported currencies match your finance documents
public payment pages show the correct methods
failed and refunded payment behavior is understood
finance users know where to reconcile provider payments

After Going Live

Review the first real payment in both Agiled and the provider dashboard. Confirm the invoice, order, or booking updated as expected before sending more payment links broadly.

Also review the first failed or refunded payment when it happens. Your team should know the recovery path before customers are waiting for an answer.

Gateway Review Checklist

Before sharing live payment links:

confirm live mode and business-owned provider account
test each payment surface
verify webhooks or status updates
confirm supported currencies
document refund, dispute, and payout ownership

Configure Payment Gateways