Account Settings
Learn about your account settings with Payments AI
22 articles
Tax Jar Integration
Setting Up Payment Gateway Routing Rules
Settings: Customize Email/Report Recipients
Settings: Add Your Logo for Customer Emails
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 Rules
Where do I Set Tax Locations?
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 Method
How to Update Company Details
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 Notifications
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 Invoices
Switching Between Multiple Payments AI Organizations
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 Reporting
How to Set Products as Taxable in ClickFunnels 2.0
Subscriptions: Why can't I see them in Stripe?
Warning: You are not Assigned to any Organization
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…