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.