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All About Products and Payments: A Master Help Guide

This guide walks you through how to connect your payment processor, set up your products and taxes, and start collecting payments inside Ivorey.

Monique from Ivorey™ avatar
Written by Monique from Ivorey™
Updated over a week ago

Getting Started With Ivorey™ Products and Payments

This guide gives you a step-by-step roadmap for setting up your products, taxes, and payment systems inside Ivorey™. Whether you're selling services, digital products, memberships, or packages, this guide will help you get everything running smoothly, without the guesswork.

We’ve broken the process into three clear steps. You’ll learn how to:

  • Choose and connect your payment processor

  • Set up and manage your products, services, and taxes

  • Create and manage your payment options

Each article below includes visuals, written steps, and answers to common questions. Start with step one, and work through them in order. You’ll be ready to start selling in no time.


How To Setup Products & Payments: A Step-By-Step Guide

Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way.


Frequently Asked Questions

Do I need to connect a payment processor before creating products in Ivorey?

Yes, you must connect Stripe (and PayPal if you use it) before any products can be sold. This ensures your payments process correctly and your payouts flow to your bank.

Do I need to set everything up again for each new product?

No, once your payment processor and tax settings are configured, you only need to create new product entries as needed.

What payment methods are supported?

You can learn more about the payment methods we have available and how to set them up over here.

Is there a way to track all my sales and payments in one place?

Yes, the Payments dashboard lets you view transactions, subscriptions, refunds, and customer information all in one convenient location.


Need Help?

Hit the support chat widget inside Ivorey - we can:

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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