Getting Started: Setting Up Payments in ClickFunnels

ClickFunnels allows you to sell products through Funnels and the Online Store, making it easy to manage and scale your business. You can sell digital or physical products, subscriptions, and memberships while providing a seamless checkout experience. To facilitate payments, it integrates with Stripe and Payments AI gateways, ensuring secure transactions. In this article, you will get an overview of how to set up payments in ClickFunnels.

Step 1: Choose a Payment Gateway

ClickFunnels supports multiple payment gateways that include:

• Stripe – A widely used payment processor that provides businesses with a secure and scalable platform for handling online transactions. It offers seamless integration with ClickFunnels, allowing businesses to efficiently manage payments while benefiting from advanced security and fraud prevention features.

• Payments AI – A third-party payment solution designed to optimize transactions and reduce payment friction. It integrates with ClickFunnels to provide a seamless payment experience and offers fraud prevention and recurring billing features.

You must connect at least one of these gateways to your ClickFunnels account to accept payments.

Step 2: Connect Your Payment Gateway

1. Log in to your ClickFunnels Workspace.

2. Navigate to the Apps section from the left-hand menu.

3. Click on + Add Apps to navigate to the Apps page.

4. Scroll to the Payment Processor section.

5. Select a payment processor (e.g., Stripe, Payments AI, etc.) from the list.
   

6. Follow the on-screen instructions to authenticate and connect your account.

7. Once connected, you can collect payments in your ClickFunnels workspace.

Learn an in-depth explanation of connecting Payments AI and Stripe in the articles Accepting Payments - Introduction to Payments AI and Setting Up Stripe as a Payment Gateway in ClickFunnels.

Step 3: Configure Payment Settings

After connecting your payment gateway, configure key settings to ensure a smooth payment process. To access the Payment Settings, navigate to the Workspace Settings » General » Payment Settings.

• Default Payment Processor: Select a processor to set as the default for the entire workspace (e.g., Payments AI, Stripe). The selected default payment processor will be applied to the Store and will be utilized whenever a new funnel is created.

• Currency: Choose the currency in which you will accept payments. ClickFunnels allows you to set a single currency per workspace, so ensure that your chosen currency matches your business’s operational region.

• Payment Methods: Enable different payment options based on what is supported by your selected gateway. These options may include:

  • Credit/Debit Cards (Visa, MasterCard, American Express, etc.)

  • Apple Pay

  • PayPal (Payments AI only)

  • Link Payment (Stripe only)

Accepted Payment Methods

ClickFunnels supports various payment methods depending on the integrated payment gateway. Here are the primary options:

Credit/Debit Cards

• Accepted cards include Visa, MasterCard, American Express, and Discover.

• Payments can be processed through Stripe and Payments AI, depending on which gateway is integrated with ClickFunnels.

Apple Pay

• Allows customers to pay using Apple devices with stored payment details.

• Payments can be processed through Stripe and Payments AI, depending on which gateway is integrated with ClickFunnels.

Learn more about enabling Apple Pay in the Checkout in the article, Enable Apple Pay in ClickFunnels Checkout.

PayPal

• A widely used payment solution that allows customers to pay using their PayPal balance, bank accounts, or linked credit/debit cards.

• Available only through Payments AI in ClickFunnels.

Learn more about enabling PayPal in the Checkout in the article, Enable PayPal in ClickFunnels Checkout.

Link Payment

• A secure payment method that allows customers to save their payment details for faster future purchases.

• Available only through Stripe in ClickFunnels.

Creating a Product

Before you can accept payments, you need to create the products that customers will be purchasing:

1. Navigate to the Products menu and select All Products.

2. Click Create Product to create a new product, or choose Add from Zendrop to import a product from your Zendrop account.

   

3. Complete the necessary fields, such as product name, pricing, variations, etc, and save the product.

Configuring products accurately is crucial for a seamless checkout process. For more detailed guidance, refer to our existing article on Products - How to Create and Manage Products for more comprehensive guidance.

Accepting Payments in the Store and Funnels

ClickFunnels allows you to accept payments through both the Online Store and Funnels, providing flexibility in how you sell products.

Accepting Payments in the Store:

When you create a product and set its sales channel visibility as Online Store, it will automatically appear in the Storefront. This means you do not need to manually attach products to the Store app. ClickFunnels handles the display automatically with dynamic collection elements. Customers can browse the storefront and purchase products seamlessly.

To learn more about setting up and customizing the Store, refer to the article Getting Started with ClickFunnels Store.

Accepting Payments in a Funnel:

To sell a product through a funnel, you must create a Checkout Page that includes the Checkout element. Once the checkout page is set up, attach the product to the funnel step where the checkout occurs. This setup ensures that payments can be collected directly within the funnel.

After adding the checkout page and linking the product, test the process to ensure smooth transactions.

Learn more about adding funnel steps in the article, How to Add and Manage Funnel Steps.

Testing Payments

Testing your payment setup is essential to ensure smooth transactions and prevent issues before going live. ClickFunnels provides various testing options for both the Store and Funnels, allowing you to verify payment flows without processing real transactions.

Testing Payments in the Store

You can test your store checkout process by temporarily disabling a product's Sales Channel Visibility and turning off Live Mode. Once these settings are adjusted, visit the product link to complete a test purchase using the test card number (e.g.,  4111-1111-1111-1111) and validate the checkout experience.

For a detailed guide, refer to the article How to Test Store Checkout in TEST Mode.

Testing Payments in the Funnel

To test payments in a funnel, enable Test Mode in your Funnel Settings. Once activated, a Test Card number (e.g., 4111-1111-1111-1111) will be displayed at the top of the Checkout Page, allowing you to simulate transactions without using real payment information.

For step-by-step instructions, refer to the article How to Test Funnel Checkout in Test / Sandbox Mode.

Testing Payments Without a Payment Gateway

If you want to test the order flow without connecting a payment gateway, ClickFunnels offers an alternative method. This allows you to verify the checkout experience and ensure that orders are being processed correctly, even before integrating a payment provider.

For more details, refer to the article How to Test Orders in ClickFunnels Without a Payment Gateway.