The payment settings decide what appears on your invoices, how your checkout looks and which ways your buyers can pay. Setting them up once before your first sale saves you from changing them while orders are already coming in.
From there, go to Payments > Settings. The settings are grouped into Billing, Selling and checkout and Developers. This article covers the four pages you will use most. If Payments is off in your workspace, switch it on under Settings > Features first.
Who can change what
Every payments page, including the settings, needs View Payments. With that alone you can look at the settings but not save them. Saving Business information, Checkout, Payment methods, Subscriptions, Documents and Dunning needs Update Orders / Customers. Shipping settings need Manage Catalog (Products, Prices, Coupons) to save changes. You assign these permissions under Settings > Team & Roles.
Business information
This page holds the details used on your invoices and by payment providers like Stripe.
- Company: the Legal business name, an optional Brand name (optional) and a Business description.
- Business address: street, postal code, city and Country. When you connect Stripe, this country is used for your new Stripe account. Which taxes apply is set under Payments > Settings > Taxes.
- Payments & taxes: your Default currency, your Tax number and your VAT ID. The currency list offers EUR, USD, GBP, CHF, SEK, NOK, DKK, PLN, CZK, HUF, RON, BGN, TRY and AED.
- Invoice contact: the Email and Phone printed on invoices.
Checkout
The Checkout page controls how your hosted checkout looks. A live preview next to the form shows every change before you save it.
On the Design tab you set the Highlight color, which colors the pay button and selected plans, a background and the logo size. Under Arrangement you choose between Classic, Stacked and Steps. Steps splits the checkout into account, billing address and payment. You also pick where the order summary sits and a Card style.
The Content tab switches optional elements on or off: Express payment buttons, the Language switcher, a Countdown with a price lock duration between 1 and 240 minutes, and the Order bump. Here you also add up to six Trust badges, a new checkout starts without any, and set up the footer with an optional tagline and the Secured by Stripe badge, a lock with a Secured by Stripe line. Links to your imprint, terms and privacy policy appear in the footer once you have set up those legal pages. The right of withdrawal link is always there.
The Custom CSS tab lets you add your own styles to the checkout and the pages after it, such as the thank-you page. It is available on plans that include custom code. Without it, you see an Upgrade button instead.
Payment methods
This page has three tabs.
Online payments run through Stripe. In Automatic mode, which is recommended, the checkout offers every payment method you have activated in your Stripe Dashboard. With Custom selection you pick the methods yourself. Methods marked Not for subscriptions only appear for one-time purchases. Apple Pay & Google Pay is a switch of its own, on from the start, that appears once Stripe is connected and cards are offered.
PayPal works with your own PayPal business account. Connect it under Settings > Integrations, where the Connect PayPal button takes you, then turn on Enabled to offer PayPal for one-time purchases and subscriptions. With automatic tax on net prices, PayPal adds the buyer's tax rate to each subscription payment. A net subscription price with an upfront fee cannot be paid with PayPal while automatic tax is on. Gross prices and one-time purchases are not affected. See Connecting PayPal.
Offline payments work for one-time purchases only:
- Cash is meant for in-person sales. You mark the order as paid at handover.
- Payment by invoice comes in two forms. Grant access on payment received is the recommended choice: the buyer pays by bank transfer before getting access. Grant access on purchase gives the buyer access right away and issues an invoice to be paid within your payment terms.
- Bank details holds the Account holder, Bank name, IBAN, BIC and optional payment instructions. Invoice and bank transfer stay hidden in the checkout until account holder and IBAN are filled in.
- Deadlines & reminders sets the Payment terms (days). With Grant access on payment received it also shows Reminder before due date (days) and Cancel unpaid orders after (days), where 0 turns the reminder off and keeps unpaid orders open.
You can sell with offline methods even without Stripe, as long as Stripe Tax is switched off. Taxes for offline orders are calculated by Stripe Tax as well. Buyers can only pay once at least one online or offline method is available.
Subscriptions
These are the defaults for all products. Each product can set its own rules under its prices.
Under Pausing, Members can pause their subscription lets members pause a subscription themselves. It is on from the start, so switch it off if you do not want that. Pausing works for active Stripe subscriptions billed monthly or more often, but not for payment plans or subscriptions already set to cancel. You set the Maximum pause length and choose the Access during a pause: Keep access, or Suspend access, which removes courses, hubs and groups until the subscription continues. One-time add-ons from the same order stay.
The Win-back offer appears in the cancellation dialog before the member confirms. Offer a discount gives them a coupon once per subscription, and Offer a pause suggests pausing instead of cancelling, if members can pause that subscription. What members see when they pause or cancel is described in What members see on their billing page.
The other settings pages
Taxes, Shipping, Documents and Dunning have their own pages under Payments > Settings. The delivery note and the commercial invoice are covered in Shipping physical orders, reminders for unpaid invoices and failed renewals in Dunning and overdue payments. Under Developers, Widgets gives you the code to sell on other websites and Webhooks sends payment events to other systems, see Webhooks for payment events.