Getting Started
Are you about to sign up or have a newly created account? Read more about the initial account set up process.
18 articles
- Government ID Types
- Requirements for Document Uploads - US & CA MerchantsLearn what documents US and Canadian merchants may need to submit for KYC verification in Payments AI, including acceptable photo IDs, business registration documents, and bank account proofs with file…
- Privacy Policy and Terms & ConditionsAccess the Payments AI Privacy Policy and Terms & Conditions documents directly from this article.
- Getting Started: Connecting StripeLearn how to connect your Stripe account as a payment gateway in Payments AI by logging in through the Gateways tab and selecting an existing Stripe account or creating a…
- Getting Started: Connecting additional Payment GatewaysLearn which additional payment gateways can be connected to Payments AI — including Stripe, PayPal, NMI, Coinbase, and Klarna — and how to request a gateway that isn't currently listed.
- Getting Started: Connecting PayPalLearn how to connect your PayPal account as a payment gateway in Payments AI, including the step-by-step connection process and what to expect during the up to 5-business-day verification period.
- Getting Started: Connecting NMILearn how to connect your NMI account as a payment gateway in Payments AI by logging in through the Gateways tab and following the prompts to complete the integration.
- Getting Started: Seamless Integration with ClickFunnelsLearn what you can manage directly from ClickFunnels versus what requires logging into Payments AI, including orders, subscriptions, gateways, dunning rules, disputes, and reporting.
- How to Access Your Payments AI AccountLearn how to log in to your Payments AI account from your ClickFunnels dashboard or directly from payments.ai, including how to reset your password if you've forgotten it.
- Payments AI Gateway Application - US & CA Applicants (Businesses)Learn how to complete the Payments AI gateway application as a registered business in the US or Canada, including adding company details, decision-makers, banking info, and signing the required agreements.
- Payments AI Gateway Application - US & CA Applicants (Sole Proprietorship)Learn how to complete the Payments AI gateway application as a sole proprietor in the US or Canada, including personal details, SSN requirements, banking info, and signing the required agreements.
- Getting Started with Payments AILearn how to set up Payments AI from within your ClickFunnels 2.0 workspace, including creating a user account, completing the onboarding form, connecting a payment gateway, and understanding workspace currency…
- Payments AI Gateway Application - UK & EU Applicants (Businesses)Learn how to complete the Payments AI gateway application as a registered business in the UK, Germany, Italy, or Spain, including how to fill out company details, add decision-makers, verify…
- Payments AI Gateway Application - UK + EU Applicants (Sole Proprietorship)Learn how to complete the Payments AI gateway application as a sole proprietor in the UK, Germany, Italy, or Spain, including how to fill out business information, verify banking details,…
- Getting Started: Test ModeLearn how to use Test Mode in Payments AI to simulate transactions before going live, including how to enable it, what tabs are accessible during testing, and how to toggle…
- Managing Your Support TicketsLearn how to set up and log in to the Payments AI Support Portal to submit tickets, track the status of open requests, and manage your support history. Note that…
- Connecting Klarna and CoinbaseLearn how to connect Klarna and Coinbase as payment gateways in Payments AI. Note that these are currently only available for manual orders and invoice payments in ClickFunnels 2.0, not…
- Approval Restrictions for Nutraceuticals and SupplementsThe ability to sell nutraceuticals and supplement using Payments AI comes with some restrictions and requirements. You'll need to fulfill all the requirements below before your site can have final…