Integrate your Payment Processor
There are many payment processors available with the CRM. Your payment processor managers the payout to your bank.
Which Payment Processor is Best?
Only you may answer this question. Below are what payment features work with each Processor.
| Processor | Invoices | Order Forms | Calendars | Courses / Community | Text2Pay & Payment Links | Process Refunds |
| Stripe | Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| Authorize.Net | Yes |
Yes |
No |
Yes |
No |
Use Processor Portal |
| PayPal | Yes |
Yes |
No |
Yes |
No |
Use Processor Portal |
| NMI | Yes |
Yes |
No |
Yes |
No |
Use Processor Portal |
Set Up your Payment Processor
- Go to Payments >> Integrations
- Click Connect for the Processors you want to connect
- Each Processor will take you through their connection processor
- You may connect more than one Processor
- When you connect Stripe and Authorize.net or NMI, you will need to select a DEFAULT Processor
- PayPal may not be selected as the default processor