Payments & Products

Configure payment providers by channel

Assign a connected payment provider to each payment channel from Payments > Integrations > Configure Providers, instead of relying on the global default for everything. Channel-level settings override the global default, and you can set different providers per channel for Live and Test modes.

Supported channels

You can configure providers for each of the following channels separately:

  • Funnels — One Step Order Forms

  • Funnels — Two Step Order Forms

  • Forms

  • Stores

  • Calendars

  • Invoices

  • Invoice Auto Payment

  • Payment Links

  • Courses

  • Communities

  • Surveys

How provider selection works

A provider assigned to a channel overrides the global default for that channel. Channels without an assignment use the global default provider, and the selection dropdown lists only providers already connected to your account.

A channel can use PayPal plus one additional provider, such as Stripe or NMI. Multiple non-PayPal providers together, such as Stripe plus NMI, are not supported on the same channel.

PayPal can be added or removed alongside another provider, but it cannot be directly replaced by another provider. To switch from PayPal to a different provider, remove PayPal first, then add the new provider.

Live and test modes

Live Mode processes real customer transactions, while Test Mode lets you test payment flows without processing real payments. Each mode can have different providers assigned per channel, so a channel can use one provider in Test Mode and another in Live Mode.

Configure providers for a channel

Connect the providers you want to use before configuring channels — the dropdown only shows providers already connected to your account.

  1. Open Payments.

  2. Click Integrations.

  3. Click Configure Providers.

  4. Toggle between Live and Test mode.

  5. Click the + next to a channel, then select a connected provider from the dropdown, such as Stripe, PayPal, or Square.

  6. To remove a provider, click the X next to it and confirm the removal.

  7. Reset a provider to remove its custom channel configuration; the channel then uses the global default provider.

Frequently asked questions

What happens if a provider assigned to a channel is disconnected?

The channel automatically falls back to the default provider. After you reconnect the provider, it must be selected again for the channel.

Does removing all providers from a channel disable payments there?

No. Removing all providers from a channel does not disable payments — the channel reverts to the global default provider. Payments are hidden only when no providers are connected at all.

Can I set a provider for an individual store, funnel, or asset?

No. Configuration is set per channel only; you cannot configure providers at a more granular level such as an individual store, funnel, or asset.

When do customers see more than one payment option at checkout?

If both a default provider and PayPal are configured, customers see both payment options. Without PayPal, customers see only the default provider. To control which payment methods appear when Stripe is the provider, see Manage payment methods displayed with Stripe.

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