Configure payment provider by channel ⚙️

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  • You can now set a default payment provider/processor for each channel, separately for Live mode and Test mode, at the subaccount level.
  • This channel-level configuration overrides the subaccount default payment provider, giving you greater control over where each payment processor is used.
  1. Log in to the Clixio dashboard
  2. Go to Payments from the left navigation
  3. Open the Integrations page
  4. Click the gear icon in the top right that says Configure Providers
  5. Use the dropdowns to select a provider for each channel in Live and Test mode

Notes

– The dropdown only displays providers that are already connected in the subaccount. See Help article and FAQs.

  • More flexibility and control: You can choose which payment processor is used per channel without altering your global default.
  • Cleaner operations: Route payments through the most suitable provider based on pricing, ticket size, and the intended use of that channel.
  • Safer testing: Keep the provider choices for Test mode separate from those in Live mode, allowing you to validate setups without affecting real transactions.
  • More channel options are on the way. Currently supported channels include: Funnels One Step Order Forms, Funnels Two Step Order Forms, Forms, Stores, Calendars, Invoices, Invoice Auto Payment, Payment Links, Courses, Communities, and Surveys.
  • Specific channels will soon have the capability to configure providers per offering. For example, Store 1 could use Stripe while Store 2 could utilise Square. This is under discussion and is planned for future expansion.
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Checkout on Funnel with PayPal and Square both active

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Checkout on Funnel when PayPal is removed from Configure Providers

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