Setting Up Stripe as a Payment Gateway in ClickFunnels

Stripe can be seamlessly integrated with ClickFunnels, enabling you to connect your Stripe account directly to your workspace. This integration allows you to process payments for your products and services efficiently. In this article, you will learn how to integrate your Stripe account with ClickFunnels and enable it as a payment gateway.

Requirements

• An active ClickFunnels account

• A Stripe account

Note:

The Stripe integration is currently available to a small set of users as part of a phased rollout. We’re actively working toward broader availability in an upcoming release. In the meantime, Payments AI remains a fully supported option for collecting payments in ClickFunnels.

Connecting Your Stripe Account to ClickFunnels

Step 1 - Add the Stripe App to Your Workspace

1. Log in to your ClickFunnels account and navigate to the Apps section from the left-hand menu.

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

3. Locate the Stripe app in the list of available integrations.
   

4. Click Add App to proceed to the installation page.

Step 2 - Connect Your Stripe Account

1. After clicking Add App, you will be redirected to the Stripe installation page.

2. Enter your Stripe account Username and Password to log in to the account. If you are already signed into your preferred Stripe account in the browser, ClickFunnels will automatically recognize the session, so you won’t need to log in again.

3. Choose one of the following options:

   Select an Existing Business Account:

   If you have more than one Stripe business, you can select an existing business from the list provided. Once you have selected, click the Connect button to proceed with the installation. As soon as you do this, your Stripe business account will be seamlessly linked to your ClickFunnels account, allowing for a smooth integration between the two platforms.
   

   Note:

   1. Your Stripe business must be verified in the Stripe account prior to integration.

   2. If Stripe tax was not previously enabled in the existing business, you need to activate it in your Stripe account to collect sales tax during the checkout.

   Create a New Business in the Stripe Account:

   If you choose not to link an existing Stripe business with your ClickFunnels workspace, you may select “Create a New Account” to establish a new business within your Stripe account. Creating a new account indicates that you are setting up a new business in your existing Stripe account.

   1. Business Type:
      Choose the business location (country) where you intend to operate, as well as the type of business entity (sole proprietorship, limited company, or any other relevant classification) you wish to establish on the Business Type page. It is essential to carefully consider both the geographical location and the legal structure of your business, as these factors can significantly impact tax obligations and overall success.
      
      

   2. Personal Details:
      On the Personal Details page, provide your personal information, including your name, email address, residential address, date of birth, and phone number.

   3. Business Details:

      On the Business Details page, you may input pertinent information regarding your business, including the VAT number (optional), industry type (e.g., consulting, retail, software, training, etc.), website URL, and product description. It is essential to provide this information accurately, so please ensure careful entry.
      

   4. Provide Bank Details:

      On the Bank Details page, provide your banking information, including your account number, IBAN, and other relevant details. The bank details page will display the supported currencies and banks based on the country selected on the Business Type page.

   5. Add Public Descriptor Details:

      Provide the information regarding your business that will be publicly displayed, such as on order receipts.

   6. Opt-in for Stripe Tax (Optional):

      You may opt in for the Stripe tax to facilitate the sales tax collection during the ClickFunnels checkout process. Select the appropriate options (e.g., digital goods, services, or physical goods) and click Opt-in to Stripe Tax, if applicable.  If you are uncertain about tax collection, you have the option to configure Stripe tax at a later time within your Stripe account.

   7. Review and Submit:

      Review all the information you have submitted regarding your business on this page, and click Agree and Submit to establish a new business within your Stripe account.
      

4. Upon completing any of the options in step 3, the system will redirect to the Stripe installation page within ClickFunnels. Verify the integration status. A successful integration is indicated by the Green Markers confirming the setup is complete.
   

Preparing Your ClickFunnels Workspace to Accept Payments

To start accepting payments in your ClickFunnels workspace, ensure the following settings are configured in the workspace settings:

Set the Default Payment Processor and Currency

1. Navigate to Workspace Settings from the left-hand menu and select the General tab.

2. In the Payment Settings section, locate the Default Payment Processor dropdown.

3. Select your Stripe account from the list to set it as the default processor for handling transactions.

4. Set the workspace currency under the Currency dropdown.

Note:

The "Default Payment Processor" selector will be displayed only if your workspace has multiple payment processor accounts connected, such as two Stripe accounts or a combination of one Stripe account and the Payments AI account.

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

Once your product is created, you can make it available in your ClickFunnels store:

1. Enable ‘Sales Channel Visibility’: In the product settings, enable the Online Store option to make the product available in your store.

   

2. In the Store app, access the store editor by clicking the Customize Store option.

3. In the left-side navigation, expand the Store Front menu and select the Product page. When customers click on a product in the storefront, they will be redirected to the product page.

4. Ensure the product page contains a Checkout Element to enable payment collection.

   

Once these steps are complete, customers can visit the store and purchase your product using the connected Stripe account.

Learn more about the ClickFunnels Store in the article Getting Started with ClickFunnels Store.

Note:

The Store app in ClickFunnels uses the default payment processor configured within the workspace settings.

Accepting Payments in a Funnel

Payments can also be collected through funnels:

1. Access to a Funnel:

   • Navigate to the Funnels menu in the ClickFunnels dashboard.

   • Create a new funnel or access an existing one.

2. Select a Payment Processor:

   • In the Funnel Settings, select Stripe as a payment processor. If Stripe is already designated as the default processor in the workspace settings, you do not need to select it again here manually.
     

     Note:

     The "Payment Processor" selector will be displayed only if your workspace has multiple payment processor accounts connected, such as two Stripe accounts or a combination of one Stripe account and the Payments AI account.

3. Add a Page to the Funnel:

   • You can use a pre-built Order Page Template with a Checkout element.

   • Alternatively, you can add a Checkout element manually using the page editor. Do not use the Legacy Checkout element.

4. Attach a Product to the Funnel Page:

   • Click the three-dot icon on the funnel page, select Add Products, and link an existing product from your workspace.

     

5. Set Funnel to Live Mode:

   • In the funnel settings, switch Test Mode to “No” to make the funnel live.

Once these steps are complete, you can share your funnel, and users can make purchases.

Supported Payment Methods with Stripe

The Checkout element in ClickFunnels allows you to accept payments directly on your order page using Stripe as your payment processor. When Stripe is connected, customers can complete their purchase using a Credit Card, Apple Pay, or Link.

Credit Card:

Credit card payments are enabled by default and require no additional setup. Customers can pay using most major credit or debit cards, including MasterCard, Visa, AMEX, etc.

Apple Pay:

Apple Pay is automatically offered as a payment option for customers using Apple devices during checkout. No manual setup is required within your funnel or Checkout element. However, to ensure Apple Pay functions correctly, the domain used for your checkout page must be linked to your Stripe account. For further information on Apple Pay, please refer to the article "Enable Apple Pay in ClickFunnels Checkout."

Link Payment:

Link is Stripe’s fast checkout option. It allows users to pay securely using saved payment information. This method is also enabled by default when Stripe is active—no additional configuration is required.

If a customer has a Link account, they can pay by clicking the Pay with Link button. You can customize the visibility of this button within the Checkout element settings.

To manage the “Pay with Link” button:

1. Open the Checkout page in the ClickFunnels editor.

2. Add the Checkout element to the page.
   

3. Click the Gear ⚙️ icon on the Checkout element to access its settings.

4. Select the Payment Method option.

5. Use the toggle to control the visibility of the “Pay with Link” button:
   

   • Toggle On: The “Pay with Link” button is visible immediately when the Checkout element loads.

   • Toggle Off: The “Pay with Link” button will only appear after the user enters their email address and the email is associated with a Link account. Stripe will send a verification code to their email or phone. Upon successful verification, they can complete the purchase with their Link account.

   Tips:

   Ensure ‘Pay with Link’ option is enabled if you want the button to appear by default and offer Link as a payment method.

6. Click Save to save changes in the editor.

Payment Gateway Options

Frequently Asked Questions