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Settings Merchant Account Setup Merchant Account Setup
Adam Fried avatar
Written by Adam Fried
Updated over a week ago

If you have an account, you can sync it to ShootQ so that your clients can pay their invoices via credit card. The client will enter their card information on the invoice, will charge the card, and then the invoice will be marked paid automatically in ShootQ. It's a very seamless experience for both you and your clients.

To connect your account to ShootQ, go to Settings > Payments, Invoices, & Taxes > Collections Types. Then follow these steps.

  1. Click on

  2. Enter your API Login ID and Transaction Key in the appropriate fields. This support article explains where to locate these credentials.

  3. Enter your Public Client Key. This can be found or created in your merchant interface under Account > Settings > Security Settings > General Security Settings > Manage Public Client Key. In the area called Create New Public Client Key, enter your secret answer to the secret question and click Submit.

  4. Save your changes.

You can now use as the payment method on your proposals and invoices.

Note - Refunds: Just like all ShootQ integrated merchant accounts, if you need to refund a client for a payment collect via it's best to do it on the invoice in ShootQ. Navigate to the invoice and click the Refund button next to the payment you would like to refund. will then process the refund and the transaction will be recorded on the ShootQ invoice.

To remove from your ShootQ account, just mouse over it under the Settings tab and click the red X. After that, will no longer be a payment option in ShootQ. Any invoices that were using will revert to 'Collect Manually' as the payment method.


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