Setting up the Rapyd Payments extension

Setting up the Rapyd Payments extension

This guide shows you how to switch on the Rapyd Payments extension so customers can pay invoices by scanning a QR code. For what the extension does and why you'd use it, see Rapyd Payments extension: what it does.

Before you start

You'll need a Rapyd account and your API credentials (an access key and a secret key) from your Rapyd dashboard. You'll also need a settlement account — an active asset (GL) account in your chart of accounts — where Rapyd payments will be recorded. Have these ready before you enable the extension.

Install and enable

  1. Go to Settings → Marketplace Extensions.
  2. Find the Rapyd Payments card (search for "rapyd" if it's quicker), and click it to review the details and required permissions.
  3. Click Install to add it to your system.
  4. Click Enable. A configuration drawer opens on the right — fill in the required fields (marked *), then click Enable.

Settings

These settings are available in the configuration drawer when you enable the extension and any time afterwards via Configure:

  • Access Key * — your Rapyd API access key from your Rapyd dashboard. This is sensitive: it's stored securely and shown masked. Leave it blank when reconfiguring to keep the current value.
  • Secret Key * — your Rapyd API secret key from your Rapyd dashboard. Also sensitive: stored securely, shown masked, and left blank means "keep the current key".
  • Sandbox mode — use the Rapyd sandbox environment for testing instead of live payments. Off by default. Turn it on while you trial the flow, then turn it off to go live.
  • Settlement account * — the active asset GL account used when Rapyd payments are applied to invoices.

Using it day to day

Once enabled, Rapyd becomes available as a payment option for invoices. When an invoice is ready to be paid, a QR code is generated that links to a secure Rapyd hosted checkout page. The customer scans it and pays with their preferred method, and the payment is then applied to the invoice automatically and recorded against your settlement account.

Tip: turn on Sandbox mode first and run a full test payment end to end. Once you've confirmed it works, switch sandbox off and update your keys to your live Rapyd credentials before taking real payments.

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