Subscriptions and recurring revenue
Configure online payment gateways
Configure online payment gateways in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goSetup → Settings → Payment Gateways
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for configure online payment gateways, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Settings → Payment Gateways in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Provider, Enabled status, Credentials or connection, Currency.
- Then check Test/live mode, Webhook or return settings. Use verified information and do not fill optional values with placeholders.
- Complete Configure online payment gateways using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Provider
Enabled status
Credentials or connection
Currency
Test/live mode
Webhook or return settings
Checks before you finish
- Check customer, plan, recurrence and start date.
- Verify payment gateway and currency.
- Review trial, renewal and cancellation behaviour.
- Confirm subscription state after saving.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.