Payments · 1 min read
Set Up a Payment Provider
A payment provider processes the payments you take through funnels, websites, forms, invoices, and stores.
1. Choose a provider
Think about:
- The countries and currencies you sell in
- The payment methods your customers want, like cards, wallets, or bank transfers
- Fees and payout timing
- Features you need, like subscriptions and payment plans
Supported providers include Stripe, PayPal, Authorize.net, NMI, Square, Razorpay, and Mercado Pago.
2. Connect it
- Go to Payments > Integrations.
- Find your provider and click Connect.
- Sign in or enter the credentials from your provider account.
3. Set methods and mode
- Turn on the payment methods you want, such as Apple Pay and Google Pay.
- Pick your default provider, and set providers by channel if needed.
- Use test mode while you set up, then switch to live mode.
4. Test before going live
Place a test order or pay a test invoice to make sure payments, receipts, and automations work.