How do I accept payments in NeonCRM?

Add a Gateway

In order to accept payments via your NeonCRM forms and pages, you’ll first need to set up a payment processor. Sometimes called a payment gateway, this is a service that embeds into NeonCRM & triggers the transfer of funds from one bank to another based upon input into Neon.

Neon Payment Processing

We’ve developed our in-house payment solution, Neon Payment Processing, to address this need.

With Neon Payment Processing, you can take care of all of these common tasks directly within your Neon system:

• view your available balance and next payout date,
• issue refunds,
• respond to disputes,
• and receive support for any payment-related questions or issues you may have.

To get started, go to View More > Payment Processing > Verify Your Account. A full walkthrough of the verification process is available in this guide.

While it is not required for you to use Neon Payment Processing, we strongly encourage doing so as it has the benefit of being the only payment processor which is fully integrated into Neon.

Third-Party Gateways

If you wish to connect Neon to an external payment processor, several third-party gateways are available. See the full list of supported gateways here. To add one, navigate to Settings cog > Global Settings > Payments & Transactions > Payment Gateways.

Additional information on adding a third-party gateway can be found in the attached PDF at the end of this guide.

Canadian & Other International Organizations

Currently, Neon Payment Processing is limited to US-based organizations. If your organization is internationally-based, you’ll need to use one of our supported third-party payment gateways. More information is available in this guide.