Set Up Your Payment Processor

• What it works for:

  • One-time and recurring payments

  • Online checkouts (order forms, payment links, courses, stores)

  • Client invoices

  • Subscriptions and memberships

  • Calendar bookings and service menus

  • In-person payments (when using a Stripe card reader) *Please note that POS payment availability always depends on your region

• What it doesn't work for:

  • Nothing, Stripe works across all areas in Ivorey™​

• When to use Stripe:

  • If you want full flexibility, recurring payments, and support for in-person and online sales

• What it works for:

  • One-time and recurring payments (including subscriptions)

  • Online checkouts (order forms, payment links, courses, stores)

  • Invoicing​

  • Calendar bookings

  • Bump offers on one-time purchases

• What it doesn't work for:

  • Survey payments

  • Contact page payments

  • In-person payments

  • Service menus​

  • Bump offers on recurring/subscription purchases

  • Multiple recurring purchases at once (including subscriptions)

  • Auto-pay for recurring invoices

  • 100% off coupons

• When to use PayPal:

  • If you want to offer an additional payment option for clients who prefer PayPal

• What it works for:

  • One-time and recurring payments

  • Online checkouts, invoicing, subscriptions

  • In-person payments *Please note that POS payment availability always depends on your region

  • Calendar bookings and service menus​

• What it doesn't work for:

  • Nothing, Authorize.net works across all areas in Ivorey™​

• When to use Authorize.net:

  • If you already have a merchant account or prefer not to use Stripe

• What it works for:

  • Most online checkouts and invoicing

  • Recurring payments

  • In-person payments via card reader *Please note that POS payment availability always depends on your region

  • Calendar bookings​

• What it doesn't work for:

  • Service menus​

• When to use NMI:

  • If you have an existing setup with NMI or need in-person payments with flexibility

• What it works for:

  • Most online checkouts and invoicing

  • Recurring payments

  • In-person payments via Square card reader *Please note that POS payment availability always depends on your region

  • Calendar bookings​

• What it doesn't work for:

  • Service menus​

• When to use Square:

  • If you’re already using Square hardware or need easy in-person payments

1. Create your Stripe account

1. Create your Stripe account

   1. To get started, head over to Stripe's website: https://stripe.com/ and create your Stripe account
      
      Set up your Stripe account as “Buyers, LLC, Merchants,” meaning you (or your LLC) are the merchant. This setup ensures all payments and reporting are correctly linked to your business

2. Connect your Stripe account​
   To connect your new Stripe account to Ivorey, after you have signed up here:

   1. From the Ivorey™ main menu, go to Payments > then along the top menu bar, click on [Integrations]

   2. Next to Stripe, click on the [Connect] button on the right. Ensure you're logged into your Stripe account already

   3. Enter the email and password associated with your Stripe account

   4. Depending on your security settings, you might need to enter a verification code

   5. Choose the Stripe account you want to use and click [Connect]

1. Log in to your PayPal account

2. Navigate to the App Center

3. Scroll down and select [API Credentials]

4. Click on [Get Started]

5. Copy your live API credentials for Client ID and Secret Key

6. Paste these credentials into the designated fields within Ivorey™ payment settings

7. Click [Save] to connect your PayPal account

Follow the below steps to enable Google Pay & Apple Pay:

1. With Stripe connected, from the Ivorey™ main menu, go to Payments > then along the top menu bar, click on [Integrations]

2. You'll see your Stripe connection with "Live Mode" enabled. Look for the toggle that says Enable Google Pay and Apple Pay

3. Simply turn the toggle on and click [Yes]

Now, Google Pay and Apple Pay will be available as payment options on your checkout page, provided they're supported in your customer's region.

Yes. You can have multiple providers connected, and customers can choose from the options you enable on each order form or checkout page.

Yes, PayPal supports both one-time and recurring products inside Ivorey™, including subscriptions. However, PayPal does not support bump offers when they’re combined with a subscription product in the same checkout. If you're only selling a one-time product, you can include a bump offer alongside it.
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PayPal also doesn't support selling multiple recurring products at once, and recurring invoices must be paid manually (auto-pay isn’t supported). For more advanced checkout flows like subscriptions with bump offers, upsells, or auto-renewals, Stripe is the recommended option.

This usually means the provider wasn’t fully connected in Settings > Integrations > Payments. Reconnect the account and ensure the correct business profile or API keys are selected.

Yes. If you're using Stripe, you can sell multiple products in a single checkout, including a main product, bump offer, and upsells. With PayPal, you can sell a main product and a bump offer only if both are one-time products. PayPal does not support combining a bump offer with a subscription product, and no provider supports selling multiple recurring products in a single checkout. For the most flexibility in your sales flows, we recommend using Stripe.

Yes. Inside Ivorey™, you can set up payment plans by splitting an invoice into multiple instalments. Stripe fully supports this and can charge each instalment automatically. PayPal can be used for payment plans too, but each instalment may need to be paid manually by your client - automatic charging isn't guaranteed. If you need a smoother experience with recurring or split payments, we recommend using Stripe.

All transactions synced through Stripe, PayPal, or NMI appear under Payments > Transactions. You can view purchase details, customer info, status, and subscription history.

Yes, Ivorey™ lets you refund payments directly from the Payments > Transactions tab for supported providers. Refunds work with Stripe, PayPal, Authorize.net and NMI.
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However, if you use PayPal, automated workflows around refunds (e.g. “refund trigger” for notifications) are not yet supported - so refunds may require manual handling or separate action. For the smoothest refund experience (including automation and reliability), Stripe is still the most fully supported option inside Ivorey™.

Stripe automatically functions as your merchant account. NMI requires an external merchant setup. PayPal uses your existing PayPal business account.

Yes, these digital wallets are available through Stripe and appear automatically when enabled in your Stripe dashboard and supported by the customer’s device.

Yes. Stripe syncs failed payments, cancellations, and renewal attempts back into Ivorey™ so you can automate email reminders or dunning workflows.

Absolutely. You can trigger workflows when an invoice is paid, a product is purchased, a subscription renews, or a payment fails.

You might see a blank screen or “Square OAuth flow” error message when trying to connect to Square in Test Mode inside Ivorey™. This usually happens if you’re not signed in to your Square Sandbox (Test) account before connecting. Please log in to your main Square account, open your Sandbox (Test) account and make sure you stay signed in as the sandbox user, before trying the connection inside Ivorey™ again.

If your checkout form is showing the error message: "No Valid Payment Method Available" and your payment fields are missing, this is usually because the connection needs to be refreshed or there may be an issue with your provider (e.g. Stripe). First, please try to reconnect your payment processor in the Integration settings.

If the payment fields are still not showing in Live mode, your account with your provider may be currently paused or restricted. Please log in to your payment processor's dashboard (e.g. Stripe) and contact their support directly. They will let you know what is required to reactivate your account.

Yes, ACH Direct Debit is available through Stripe, and will appear when enabled in your Stripe dashboard and when supported by the customer's device. Note that ACH Direct Debit in Stripe is limited to specific regions, and you will need to ensure that you meet all necessary compliance.

Existing subscriptions and multi-installment invoices stay with the original provider (e.g., Square); the new default (e.g., Stripe) only applies to newly created invoices or new sign-ups.

This usually happens when the Preferred Location in your Square integration is set incorrectly. For example, it might be set to LeadConnector (by default) instead of your actual sub-account location. If the Preferred Location is misconfigured, transactions may process successfully in Square but appear as Pending in Ivorey™.

To resolve this, please go to your Square integration settings and ensure the Preferred Location is set to the correct sub-account location. Once updated, future transactions should sync and display correctly.

Yes, this is possible. If you don’t want PayPal to appear as a payment option for your customers, you can remove it as a payment provider in your account:

• Go to Payments > Integrations > Configure Providers

• Remove or disable PayPal as a payment provider

This ensures PayPal won’t show up during checkout in your funnels, while still allowing you to use it separately for affiliate payments if needed.

If you’re using a third-party app like PagoLocal to connect Mercado Pago to your account, but the payment option isn’t displaying on your checkouts, the issue is typically related to the app's specific connection settings. Marketplace apps are developed and managed by external providers, so you will need to contact the PagoLocal support team directly for assistance. They will be able to investigate their API connection and ensure the Mercado Pago button is appearing correctly for your customers.

Payfast is available as a third-party Marketplace integration rather than a native integration. To install it, go to Marketplace > search for PayFast by Southern Cross Technologies > and install. Once added, you will be able to select it as a payment option.

It is important to note that Ivorey™ does not bill you for those integrations or assume any responsibility for them at all, as they are a Marketplace integration. You will need to reach out to the app developer directly for any troubleshooting with their integration.

Yes, Square requires the option to save payment details to be enabled in order to proceed with checkout. This requirement comes from the Square payment flow and cannot currently be disabled within Ivorey™. It applies regardless of the product type being purchased or booked through Square, meaning customers must agree to save their payment method before completing any checkout.