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Set Up Your Payment Processor

Written by Monique from Ivorey™
Updated over a week ago

Before You Dive In

This article is one step from our Master Help Guide: All About Products and Payments. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.

Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you're looking to:

  • Choose the right Payment Processor for your business

  • Set Up your Payment Processor
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💡 We strongly recommend using Stripe with Ivorey™

Majority of users choose to use Stripe for the most flexibility. Stripe is the most popular and recommended platform for almost all of our members due to their advanced functionalities and flexibility. We recommend PayPal if Stripe is not available in your region.

Choosing Your Payment Processor

At Ivorey™ we don't process your payments or take any fees on your transactions. Instead, we connect with leading payment processors who do this for you. We integrate directly with Stripe, PayPal, Square, Authorize.net and NMI.

Ivorey™ Payment Processors

Stripe

  • 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

PayPal

  • What it works for:

    • One-time and recurring payments

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

    • Invoicing
      ​

  • What it doesn't work for:

    • Survey payments

    • Contact page payments

    • In-person payments

    • Calendar bookings or service menus
      ​

  • When to use PayPal:

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

Authorize.net

  • 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

NMI

  • 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

Square

  • 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.

Note: Some payment features (like payouts, in-person payments, and wallets) depend on your business location. If you're outside Australia, the US, UK, or Canada - please check whether your chosen provider supports your region.
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We also have third party Marketplace apps available (such as Payfast or Paystack). However, 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.

How to Set Up Stripe with Ivorey™

Watch a visual walkthrough of how to integrate Ivorey™ and Stripe below:
​

Click here for the written steps:

1. Create your Stripe account

  1. To get started, head over to Stripe's website: https://stripe.com/ and create your Stripe account
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    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
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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]
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  2. Next to Stripe, click on the [Connect] button on the right. Ensure you're logged into your Stripe account already
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  3. Enter the email and password associated with your Stripe account
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  4. Depending on your security settings, you might need to enter a verification code
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  5. Choose the Stripe account you want to use and click [Connect]

How to Set Up PayPal with Ivorey™

If Stripe isn't available in your location, PayPal can serve as an alternative. To connect PayPal, you'll need to obtain your Client ID and Secret ID.
​

Note: While PayPal works well for one-time payments and simple offers, there are a few important limitations to keep in mind. Recurring invoices must be paid manually (auto-pay isn’t supported), and you can’t combine a recurring product with a bump offer in the same checkout. Subscription renewals also don’t track as clearly as they do with Stripe. For more advanced sales flows like subscriptions, upsells or automated billing, Stripe is generally the better option.

Click here for the written steps:

  1. Log in to your PayPal account
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  2. Navigate to the App Center
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  3. Scroll down and select [API Credentials]
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  4. Click on [Get Started]
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  5. Copy your live API credentials for Client ID and Secret Key
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  6. Paste these credentials into the designated fields within Ivorey™ payment settings
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  7. Click [Save] to connect your PayPal account

Mobile Wallets: Google Pay & Apple Pay (You must first integrate with Stripe)

Ivorey™ allows you to leverage mobile wallets like Google Pay and Apple Pay if you have Stripe connected. These options provide a seamless checkout experience for your customers on mobile devices.

Click for the written steps:

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

Note: Wallet options like Apple Pay and Google Pay are currently available only on Funnels and Order Forms. Even if you have Stripe connected as your default payment provider, calendar-based payments (Service Calendars) do not currently support these wallet options and only support standard card payments at this time.

Buy Now Pay Later

If you want to offer customers payment flexibility by letting them pay over time instead of upfront, you can use BNPL payment methods with Ivorey™, under specific conditions.

What you need to know:

  • BNPL options such as Klarna, Affirm, or AfterPay / Clearpay are supported in Ivorey™ only when your payment gateway is set to Stripe
    ​

  • BNPL is only available for one‑time products or payments, not for subscriptions or recurring payments
    ​

  • When you enable Stripe and BNPL, these payment methods will show as options at checkout - just like credit‑card payments, and order and transaction details appear under the Payments menu as usual

If you want to learn how to enable or disable Buy Now Pay Later, read this guide.
​

Frequently Asked Questions

Can I use multiple payment providers at the same time?

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

Does PayPal support order bumps or subscriptions?

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.

Why isn’t my payment provider showing up on my order form?

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.

Can I sell multiple products in one checkout?

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.

Can I use payment plans?

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.

How are payments tracked inside Ivorey™?

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

Can I issue refunds inside Ivorey™?

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™.

Do I need a separate merchant account?

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

Can I accept Apple Pay or Google Pay?

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

Can I track failed payments or subscription cancellations?

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

Can I use automations based on payments?

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

Why am I seeing a blank screen/error when connecting Square in Test Mode?

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.

Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Products and Payments to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

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 🤍

Related Articles
Refund or Cancel Subscriptions
All About Products and Payments: A Master Help Guide
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Create and Manage Payments
Create and Share a Payment Link
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