What is the Entities section about?

In the Entities section, users can create the Entities which are one of the required information to fully configure Payment Providers in the Payment>Providers section.

Where the Entities section is located?

• Log in to the CRM instance and go to the left-side menu

• Scroll down until the Payment section

• Then click on Entities.

Set up a new Entity

In order to create an Entity for your payment provider in CRM, the user should follow the below steps.

• From the Entities page, on the top right, click on the + Create new button

• A small tab will pop up, where the user can add the Description, the Company Code, and if this entity is for PayPal add the PayPal Email Descriptor
  
  

  Open

  

• Once done, please hit the Save button and the new entity will be saved into the system.