📝 Overview

Your account supports online payment collection through Stripe and GoCardless, and each processor handles payments differently.

This guide covers how to connect each processor, how to control which purchase types each one handles, and what to do if you need to make changes to your setup.

⚠️ Please note: As of October 2024, PayPal, Braintree, Authorize.net, PaySimple, CreditPass, and Versapay are no longer supported.

💳 Stripe

Stripe allows you to accept credit and debit card payments from your customers. Once connected, customers can pay by card at checkout and save their card details for future purchases.

Click the arrow to learn how to connect Stripe

From your dashboard, navigate to Settings ➜ Collect Payments ➜ Manage Payment Methods.
Click Integrate next to Stripe.
Click Enable Stripe.
You will be redirected to Stripe to sign in to an existing account or create a new one.

Once connected, customers will be able to select Stripe as a payment method at checkout.

💡 For more information on Stripe, including security, fees, and troubleshooting, check our relevant guide here.

🏦 GoCardless

GoCardless is a direct debit and ACH payment provider that integrates with your dashboard. It allows customers to pay via their bank account.

Click the arrow to learn how to connect GoCardless

From your dashboard, navigate to Settings ➜ Collect Payments ➜ Manage Payment Methods.
Click Integrate next to GoCardless.
Click Connect with GoCardless.
You will be redirected to GoCardless to create a new account or sign in to an existing one.

Once connected, customers will be able to add their bank details and pay via GoCardless at checkout.

💡 For more information on GoCardless, including setup, fees, and day-to-day management tips, check our relevant guide here.

💵 Cash & Offline Payments

Offline payment methods allow you to record and track payments that are collected outside of the platform (without using an integrated payment processor like Stripe or GoCardless) such as cash, bank transfer, or cheque.

Unlike Stripe or GoCardless, offline payments are not processed automatically. Instead, they are created as pending entries that you confirm manually once you have received the payment.

No integration is required to use offline payment methods, they are available to all accounts by default, and you simply need to enable them in order to select which purchase types they're available for.

Click the arrow to learn how offline payments work

When a customer is set up with an offline payment method, a pending payment entry is created and must be confirmed once you receive the funds. All pending offline payments can be found under To-Dos ➜ Offline Payments.

From the Offline Payments view, you can take the following actions on each pending entry:

Confirm	Mark the payment as received. You can also amend the confirmation date if the payment was received on a different day
Void	Remove the pending payment if it is no longer required
Edit	Adjust the payment amount
Convert to bill	Change the pending offline payment to an online bill the customer can pay via Stripe or GoCardless. This option is available for recurring memberships only

You can confirm or void payments individually, or in bulk.

💡 For full details on managing pending offline payments, including bulk confirmation, voiding, and converting to online bills, check our relevant guide here

⚙️ Configuring Purchase Types for Each Processor

Once a payment processor is connected, you can control which purchase types it handles. For example, you may want GoCardless to apply only to recurring memberships, while Stripe handles all other purchases.

Click the arrow to learn how to configure purchase types

Navigate to Settings ➜ Collect Payments.
Click Edit next to the payment processor you want to configure.
Select Enabled or Disabled under each purchase type as needed, then save your changes.

💡 A common setup is to enable GoCardless for recurring memberships only, and Stripe for both recurring and non-recurring purchases. For a full comparison, see the GoCardless vs Stripe guide here.

🔧 Making Changes to Your Setup

Whether you want to disable a processor for new purchases, switch customers to a different processor, or fully disconnect an integration, our support team can help you do this safely.

The right approach depends on what you are trying to achieve and whether you have active recurring memberships on the processor in question.

Click the arrow to understand what happens when you disable or disconnect a processor

Disabling a processor for future purchases

You can disable a processor for future purchases from Settings ➜ Collect Payments ➜ Edit next to the relevant processor. When a processor is disabled for future purchases, customers will no longer be able to use it at checkout, but any existing recurring memberships already using that processor will continue to bill as normal.

🧠 Example: If you disable Stripe for future purchases, customers with existing Stripe recurring memberships will continue to be billed via Stripe.

New customers will not have Stripe available at checkout.

Fully disconnecting a processor

Fully disconnecting a payment processor, removing the integration entirely, is a more significant change that can affect your customers' active memberships and their saved payment details. We recommend contacting our support team before taking this step so we can advise on the safest approach for your specific setup.

💡Full disconnection is typically only needed when replacing your existing Stripe or GoCardless account with a different one.

Before doing this, we recommend first exploring whether any required changes can be made within your existing account, for example, updating bank details or company information, as this avoids disruption to your customers' active memberships and payments.

Switching customers to a different processor

If you want to move existing customers from one processor to another, for example, from GoCardless to Stripe, this involves updating the payment method on each affected membership. Our support team can advise on the best way to approach this for your account.

💡 Before contacting support, it helps to have the following ready:

• What you are trying to achieve (disable, disconnect, or switch)
• Which processor is affected
• Whether you have active recurring memberships on that processor
• Whether you want existing customers to stay on their current processor or move to a new one

The more context you can share, the faster we can help. Reach out through the chat widget on your dashboard.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.