Integrating a payment provider streamlines payment processing, automates financial workflows, and enhances business efficiency. With this integration, you can manage transactions effortlessly, track payments in real-time, and reduce manual admin work.
Click Here To Set Up ☝️
SOP
SOP
1. Setting up your payment provider is an important step to start using your account! This will allow you to start taking payments through your various different methods.
2. Navigate to the left side bar under "Payments & Contracts" and select "Payments".
3. Next, select "Integrations" on the top navigation bar.
4. These are the options of payment providers that you can choose from. If you can not find the payment provider that you wish to use, contact our team for help!
5. If you are just starting out, we recommend using Stripe, as it is the most popular option!
6. Once chosen, select "Connect" on the right side of the provider you wish to use.
7. Next, select "Connect with Stripe".
8. As the last step, follow the steps to integrate!
Overview
Overview
Why Integrate a Payment Provider?
✅ Frictionless Payment Processing – Accept both one-time and subscription payments directly within your platform, eliminating manual processing.
✅ All-in-One Product Management – Manage order forms, invoices, online stores, and memberships with ease.
✅ Real-Time Financial Tracking – Monitor payments, track transactions, and streamline order management—all in one place.
✅ Automated Workflows – Use triggers to automate invoices, payment reminders, and other financial workflows, reducing admin tasks.
Step-by-Step: How to Integrate Your Payment Provider
1️⃣ Access Payment Settings
Log in to your account and navigate to Payments > Integrations to begin setup.
2️⃣ Select Your Payment Provider
Choose your preferred payment provider from the list of available options.
A new panel will open for managing your integration.
Sign in to your payment provider account using your email and password.
3️⃣ Review & Confirm Permissions
Review the required permissions for integration.
Click “Allow” to proceed.
4️⃣ Finalize the Connection
Choose between Live or Test Mode for your integration.
📌 Pro Tip: To connect a test account, launch it from your provider’s Developer Dashboard before proceeding.
🎉 Success! Your payment provider is now connected! You can set it as your default payment method or remove it anytime.
✅ Test Your Integration
Before going live, run a test transaction:
Process a small payment to confirm the system is receiving and reflecting the data correctly.
Verify that the payment appears in both your OS and your payment provider’s dashboard.
By integrating your payment provider, you unlock a fully automated payment system that streamlines transactions, improves efficiency, and enhances the customer experience.
Troubleshooting & FAQs
Troubleshooting & FAQs
🛠 Troubleshooting Tips
⚠️ Having integration issues?
Double-check for typos in your account credentials.
Ensure you’re using the correct login details for your provider.
⚠️ Payment processing errors?
Confirm your payment provider account is active and properly configured.
Check for any restrictions or verification requirements within your provider’s dashboard.
🙋♀️ FAQs
What payment methods are supported?
What payment methods are supported?
Your payment provider may support credit/debit cards, Apple Pay, Google Pay, and other digital wallets.
Where can I track payments and manage orders?
Where can I track payments and manage orders?
All transactions are visible under Payments > Orders & Transactions in your dashboard.