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Regentra keeps at most one active payment processor and one active accounting sync for your organization. The processor collects money; the accounting sync records invoices and payments in your books. For setup, see Stripe, QuickBooks, and Alternative Payments.

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The two roles

QuickBooks and Zoho Books can hold both roles. Stripe and Alternative Payments hold the processor role. Xero holds the accounting role. Availability of an integration can depend on your organization’s enabled features. Typical setups include Stripe alone; Stripe with QuickBooks, Zoho Books or Xero; QuickBooks or Zoho Books handling collection and accounting; and AP collecting with a separate accounting connection.

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See which connection is active

In Settings → Integrations, the connected cards show Active payment processor and Active accounting sync badges. One connection can show both when it holds both roles.

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Connect a second processor

Regentra asks before replacing an active payment processor. Canceling leaves the current connection in place. If your accounting system currently holds the processor role, confirming a Stripe or AP takeover moves collection to the new processor while keeping that accounting connection. If a different dedicated processor is active, review the disconnect warning before confirming its replacement. Connecting an accounting system does not replace an already active dedicated processor. A conflict with another accounting connection requires its own replacement flow.

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Review existing invoices before switching

Disconnecting a processor does not close invoices at that provider. Existing hosted links may remain payable, including AP autopay. Regentra stops polling an inactive provider connection, so payments made there after disconnecting may need to be recorded manually. Before switching, review open invoices at the previous provider. Archive or otherwise stop collection there when appropriate, and reconcile any payments already taken. Read the switch warning and verify which connections remain active afterward.

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Alternative Payments

Alternative Payments supports Demo and Production connections, connection testing, and direct invoice sending in Regentra. You can also use AP to collect invoices imported through your accounting system.

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Connect and test

  1. Open Settings → Integrations → Alternative Payments → Configure.
  2. Select Production or Demo and enter the Client ID and Client Secret issued for that environment in AP’s Partner Dashboard → Team Preferences → API Keys.
  3. Click Test Connection, then Save Credentials. Testing does not save the values. A timed-out test or failed save keeps your entries available.
The saved environment stays selected after saving, reopening and reloading. Saved keys are encrypted and are not shown again; blank fields marked configured mean the keys are stored. Leave them blank to keep the saved keys. Test Connection can use those saved values. Test Connection verifies authentication and read access. Direct sending also needs write and webhook-management permissions; see the API permissions checklist.

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Choose the invoice route

AP can import invoices through its own accounting-system connection, or Regentra can send them directly. Use one route for the same invoices to avoid duplicate collection.
  • Through accounting: keep direct sending off, send invoices to your accounting system, and configure AP to import them and record payments there. Regentra learns payment status from the accounting integration.
  • Direct: enable Send invoices to Alternative Payments in AP’s Invoice settings, after turning off the overlapping accounting import in AP. Regentra sends USD invoices on Send, registers payment notifications, reconciles receipts, and records settled payments in the connected books when possible.

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Payments and notifications

Regentra checks direct AP invoice payments every 15 minutes and uses authenticated notifications to request fresh AP API reads. Refund requests must be confirmed successful before their payment records are marked Refunded; refunds, disputes and later ACH failures do not automatically reopen invoices. In Invoice settings, use Check payments now for a payment/reversal check, Subscribe again to repair subscriptions, or Resume notifications after fixing a delivery problem. AP can pause notifications for the entire account after delivery retries are exhausted. The Alternative Payments guide includes the complete permissions checklist, existing-customer linking, both invoice routes, refund confirmation, and notification troubleshooting.