When using the CRM to take payments, whether in a store, calendar, or other products, the payment provider you've set as default will be used to bill your customers. When managing multiple products and providers, though, things can get more complex. Follow along to learn how to override the Default configuration for a specific channel.
Provider Configurations
Head to the Integrations tab inside the Payments section and click "Configure providers" in the top right corner.
Select whether you want to set the provider for Live or Test payments.
Click the plus sign icon next to the payment provider to add alternatives.
Select the payment methods you want to include. You can tell one has been selected by the check mark next to it.
Click the X next to a payment provider to remove it. If only one is selected, the system will reset to the default.
Changes are saved automatically, making it straightforward to route payments through the right provider based on how the channel is used.
FAQs
Q: How many payment providers can I add at once?
A: You can select PayPal and one other provider of your choice. Multiple non-PayPal providers on the same checkout aren't supported at the moment. For example, you cannot set PayPal, Stripe, and NMI on a single checkout page.
Q: Can I remove all payment providers from a channel while keeping them connected, and hide the checkout or payment button on that channel?
A: If you try to remove all providers from the Provider Selection for a channel, the system will automatically revert to the Default provider setting. This is to prevent accidental removal of payment options for active services.