Account Settings
Learn about your account settings with Payments AI
22 articles
Tax Jar IntegrationLearn how to connect TaxJar to Payments AI using your API key to automate sales tax calculations. Available for US merchants only — products must also be set as taxable…
Setting Up Payment Gateway Routing RulesLearn how to set up gateway routing rules in Payments AI to automatically direct transactions between multiple gateways based on conditions like country, transaction amount, or card type to minimize…
Settings: Customize Email/Report, RecipientsLearn how to add additional email recipients in Payments AI and control which system emails or reports each recipient receives from your organization.
Settings: Add Your Logo for Customer EmailsLearn how to upload your company logo in Payments AI so it appears on customer-facing emails like payment reminders, receipts, and subscription notices.
Closing your Payments AI AccountLearn what happens to your Payments AI account when you cancel ClickFunnels 2.0, how to handle active subscriptions before canceling, and how to request closure of your Payments AI merchant…
How to Enable Gateway Automation RulesLearn how to activate or deactivate gateway and subscription automation rules in Payments AI from the Billing section under account settings.
Where do I Set Tax Locations?Learn how to set up tax locations in Payments AI by manually adding addresses or connecting TaxJar. US taxes only — non-US merchants must set products as taxable in ClickFunnels…
Billing - Retrieving Invoices for Usage FeesLearn how to find and download your Payments AI usage fee invoices from the Billing section in Settings, including how to view your account balance, upcoming charge dates, and what…
How to Update Your Billing Payment MethodLearn how to update the billing payment method on your Payments AI account from the Billing section in Settings.
How to Update Company DetailsLearn how to update your company details in Payments AI, including website name, URL, customer service email, and phone number, from the Settings menu.
Account Settings OverviewLearn what each section of the Payments AI Account Settings tab does, including organization info, business address, website details, billing, tax settings, system emails, team members, and gateway document verification.
Settings: Email NotificationsLearn how to enable or disable email notifications in Payments AI so you receive an alert each time a customer pays an invoice.
Creating a User AccountLearn how to create a standalone Payments AI user account to log in independently of ClickFunnels 2.0, manage multiple organizations under one login, invite team members, and switch between organizations.
Pro Feature: Customer InvoicesLearn how to access, download, and email customer invoices in Payments AI using Pro Features, including how to edit unpaid invoices and disable ClickFunnels 2.0 invoice emails if preferred.
Switching Between Multiple Payments AI OrganizationsLearn how to manage multiple Payments AI organizations under a single user login and switch between them from the top menu bar in your account.
Adding Members to your OrganizationLearn how to invite members to your Payments AI organization, accept or deny access requests, assign roles (Admin, Editor, or Reader), and manage or remove member access from your account…
Account Settings: Updating User Login 2FA and PasswordLearn how to update your Payments AI user login details, including personal information, password, and two-factor authentication settings via SMS or a TOTP app like Google Authenticator.
Pro Feature: Taxes and Tax ReportingLearn how to access tax reports, set up tax locations, and integrate TaxJar in Payments AI using Pro Features. Available for US merchants only — products must also be set…
How to Set Products as Taxable in ClickFunnels 2.0Learn how to mark a product as taxable in ClickFunnels 2.0, select the appropriate tax category, and save the settings. Tax calculations are available for US, Canada, Australia, and EU…
Subscriptions: Why can't I see them in Stripe?Learn why ClickFunnels 2.0 subscriptions don't appear in Stripe. Subscriptions are fully managed inside ClickFunnels 2.0, and Stripe will only show individual transactions as one-time payments.
Warning: You are not Assigned to any OrganizationLearn how to fix the "You are not Assigned to any Organization" error in Payments AI by clearing your browser cache and logging in through your ClickFunnels 2.0 dashboard instead.
Currency SettingsLearn how currency settings work in Payments AI, including the difference between reporting currency, gateway currency, and ClickFunnels 2.0 workspace currency — and why they must be aligned to avoid…