Set Up Payment Providers for Different Sales Channels

Overview

Your CRM allows you to assign specific payment providers to different sales channels, such as funnels, forms, and invoices. This feature gives you more control over your payment processing, letting you tailor the checkout experience and potentially reduce fees by using different providers for different parts of your business. Instead of a single provider for all transactions, you can now configure which provider handles payments in each channel.

Benefits of Configuring Providers by Channel

• Increased Flexibility: Match the payment provider to the specific sales experience, such as using one provider for online stores and another for invoices.
• Cost and Performance Optimization: Route payments based on factors like transaction fees or regional availability of the provider.
• Safe Testing: Experiment with new payment integrations in Test Mode without disrupting your live transactions.
• Simplified Management: Avoid the need to constantly change your account's global default payment provider.

Supported Channels

You can configure payment providers for the following channels:

• Funnels (One-Step and Two-Step Order Forms)
• Forms
• Stores
• Calendars (for accepting payments on bookings)
• Invoices and Invoice Auto-Payments
• Payment Links
• Courses
• Communities
• Surveys

How Provider Selection Works

The system follows a specific order of priority when determining which provider to use for a transaction.

• Channel-Level Settings Take Precedence: If you assign a provider to a specific channel, it will be used for all transactions originating from that channel.
• Fallback to Default: If you have not assigned a provider to a channel, the system will use your account's global default payment provider.
• Provider Availability: You can only select from payment providers that you have already connected to your CRM account.

Supported Provider Combinations

• You can use PayPal alongside one other provider, such as Stripe or NMI.
• Using multiple non-PayPal providers together (e.g., Stripe and NMI) on the same checkout is not supported.

Live Mode vs. Test Mode

You can configure payment providers separately for live transactions and for testing purposes.

• Live Mode: This configuration is used for actual customer payments. The transactions processed here are real.
• Test Mode: This mode allows you to simulate payment flows and test your setup without charging real money. It is essential for validating your integration before going live.

How to Configure Payment Providers by Channel

Follow these steps to assign providers to your sales channels.

1. Navigate to the main menu and click on Payments.
2. Click on Integrations.
3. Click on Configure Providers.
4. Use the toggle at the top of the page to switch between Live and Test mode, depending on which configuration you wish to edit.
5. For each channel listed, you will see the currently assigned provider(s).

Adding a Provider to a Channel

• Click the + (plus) icon next to the channel name.
• A dropdown menu will appear, showing all the payment providers you have connected to your account.
• Select the provider you wish to add. Remember, you can add PayPal and one other provider.

Removing a Provider from a Channel

• Click the X icon next to the provider you want to remove.
• Confirm the removal when prompted.

Resetting a Channel's Provider

If you reset a channel, it will remove your custom provider selection and revert to using your account's global default provider.

Frequently Asked Questions

What happens if a provider I've assigned to a channel gets disconnected?

If a provider you selected for a channel is later disconnected from your account's integrations, the system will automatically fall back to using your global default provider for that channel. If you reconnect the provider later, you will need to manually select it again for the channel.

Can I set up a provider for a specific store or funnel, rather than the entire channel type?

Currently, provider configuration is applied at the channel level (e.g., for all stores). More granular control, such as assigning a provider to an individual store or funnel, is planned for a future update.

Can I remove all providers from a channel to disable payments?

No. If you attempt to remove all providers from a channel, the CRM will automatically revert that channel to use your global default provider. This safeguard prevents you from accidentally disabling payment functionality for an active service. Payments will only be unavailable if you have no payment providers connected to your account at all.

How many payment options can a customer see at checkout?

You can offer PayPal plus one other provider. Using multiple non-PayPal providers together on a single checkout page is not supported.

How does the default provider interact with channel settings?

The default provider acts as a fallback. If you set a specific provider for a channel, it overrides the default. If a channel has no specific provider assigned, the default provider is used.