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Payments.AI: Choosing Accepted Payment Method Types

Modified on Fri, 17 Nov 2023 at 01:57 PM

This article will provide instructions for choosing which payment method types you will accept in your ClickFunnels account and Funnels.

Important Note: The settings in your Payments.AI account determine the options available within ClickFunnels.

Requirements: 

  • An active ClickFunnels 2.0 account
  • A connected Payments.AI account
  • A Funnel

Table of Contents:


Workspace:

Setting the Workspace’s payment method types will determine the options available for your Funnels. Any payment method types disabled on the Workspace will not be available on any Funnels.

  1. Access Workspace settings from the left menu.


  2. Ensure that the General submenu is selected.


  3. Find the Payment Settings section.


  4. Click on any Enabled Billing Payment Method Types to toggle them on or off.
    1. Enabled example:


    2. Disabled example:

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Funnel:

Each Funnel can have its own payment method types that are accepted. The Enabled Billing Payment Method Types in your Workspace determine the options available here.

  1. Access the Funnels Dashboard from the left menu.


  2. Click on the gear icon next to the Funnel you wish to set to access its settings.


  3. Within the General section, find the Enabled Billing Payment Method Types setting.


  4. Click on any Enabled Billing Payment Method Types to toggle them on or off.
    1. Enabled example:


    2. Disabled example:

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Additional Information:

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