Configuring Payment Options for Order Form Products
Accepting Payments on Your Order Forms
You can sell both one-time and recurring products using the one-step and two-step order forms available in the latest version of the Funnel Builder. This article explains the different payment providers you can use and important considerations for setting up your sales process.
Supported Payment Providers
Your CRM integrates with several payment gateways to process transactions on your order forms. The available providers are:
- Stripe
- Authorize.net
- NMI
- PayPal
- Square
- Custom Payment Providers (which can be installed from the Marketplace)
Product Sales Options
When building your order form, you have several ways to present products to your customers:
- Primary Products: This is the main product or service being sold on the form.
- Bump Products: These are additional, often lower-priced, items that a customer can add to their cart while purchasing the primary product.
- Upsell Products: These are offers presented to a customer immediately after they have completed the purchase of a primary product.
Important Considerations
When configuring your payment setup, keep the following points in mind:
- Digital Wallets: Support for Apple Pay and Google Pay is exclusively available through Stripe. To enable Apple Pay, you must toggle it on within your Stripe connection settings, located under Payments > Integrations. Google Pay will appear automatically for eligible customers if you are connected to Stripe.
- Recurring Products: You cannot sell two different recurring products within a single checkout process with any payment provider. To sell multiple subscription products in one flow, you must use an upsell sequence after the initial purchase.
- PayPal Limitations: If a customer is buying a recurring product, they cannot simultaneously purchase a bump product when using PayPal as the payment method.
- Product Configuration: Settings for setup fees, trial periods, and the number of payments for a recurring product are configured when you create the product under Payments > Products. These settings are automatically applied when a customer purchases the product.
- Order Management: You can review all customer orders under Payments > Orders, manage active subscriptions under Payments > Subscriptions, and process refunds from the Transactions table.
- Trial Periods: If a product has a trial period with no setup fee, the customer will not be charged at the time of purchase. The order total will show as $0, and the first charge will occur when the trial period ends.