This article will help you get started with Payments AI. Below is a video to help you get started!
Prior to getting started, you will need the following:
A ClickFunnels 2.0 account.
Information about your business.
Payments.AI is a new payment processor in ClickFunnels 2.0. You can accept payments by using Payment AI on your ClickFunnels 2.0 account. Payment Gateways such as Stripe or Paypal can be used along with Payments.AI.
Important note: For subscription products, you must use PaymentsAI as a primary payment gateway. Subscription products are not available using Stripe or PayPal at this moment.
Payments.AI will allow you to:
Create, manage and edit subscriptions
Create, manage and edit trials
Create and edit products
Process payments and refunds
Signing Up For Your Payments AI Account
From your left side menu, click on Payments.
You will receive a pop-up that will tell you to prepare all your business information. Click on Continue.
Add Business Information and Business Address
Add your business information.
Business email address
Business phone number
Employer identification Number (EIN)
Credit card statement name
Annual sales volume
Description of products and services
Add your business address. You can use your personal address if you don’t have a physical address for your business.
Address 2 (optional)
Add Owner Information and Address
Add the Business Owner information.
Date of birth
Government ID number
Add the Business Owner's address. In this step, you can select the address provided in step 5 or add a different one.
Add Billing Information
Add your Billing information.
Bank account number
Type of bank account
Bank address state
Minimal Payout amount
Refund reserve amount
Upload the requested documents. This is optional at this time and can be completed later.
Important Note. The system will verify the information; this process can take up to two days. Once the information is verified, you will be ready. If the information is not verified, you will receive an email showing the information that needs to be re-submitted.
If you have any questions about this, please contact Payments.ai support at firstname.lastname@example.org or visit their help center here.