Specify the default gateway for order forms and invoices in case multiple payment gateways are connected
Access Integrations: Navigate to the Payments > Integrations section within your account settings.
Select Your Preferred Gateway: Choose your desired payment gateway (Stripe, Authorize.net, or NMI) based on your business needs.
Confirm Default Status: When adding a new gateway, you'll be prompted to set it as your Default Payment Gateway.
Clicking 'Cancel' integrates the gateway without making it the default.
Clicking 'Confirm' integrates the gateway and designates it as the Default Payment Gateway.
Please Note: One default choice must be made.
When saving a new gateway it will show you a quick prompt asking whether you want to make the gateway your Default Payment Gateway.
Clicking on Cancel will still integrate the gateway but will not make it the Default Gateway.
Clicking on Confirm will integrate the gateway and make it the Default Payment Gateway.
Our recent enhancements bring two more membership-focused gateways into play:
Stripe: Your trusted payment partner, ensuring secure transactions and streamlined payment processing.
NMI: Empowering diversity in payment options, seamlessly integrating with invoices, text2pay links, and order form payments.
Authorize.net: A robust gateway choice for memberships, providing reliability and efficiency in transaction processing.
You are not required to disconnect Stripe to connect to other integrations. You can connect to multiple gateways on the integrations page. However, since you have connected to different gateways for processing payments, you will need to define a default gateway for processing payments. PayPal will continue to function alongside Stripe/Authorize.net/NMI in order forms, whichever is set as the default
You can connect both PayPal and Stripe simultaneously, utilizing them independently or together.
Define the default choice
Existing subscriptions running through Stripe or PayPal will continue as usual until changes are made.
You can connect to Paypal and use it as a payment method alongside a credit card payment method using Stripe/Authorize.net/NMI. This means that the default must be chosen among Stripe/Authorize.net/NMI when connected. PayPal can be used independently and alongside credit card payment methods on order forms.
If there are recurring subscriptions/pending transactions with Stripe, they will continue to run as is until the Stripe connection is in place. We encourage you not to disconnect any gateway. Defining the default gateway will run new transactions through the desired choice and keep the existing subscriptions running through Stripe and PayPal integrations in place.
Ensure existing subscriptions through Stripe and PayPal remain functional. New transactions will align with the default gateway choice.
If Authorize.net is your default gateway, areas like membership payment links will be used for processing payments.
No, You are not required to disconnect Stripe to connect to NMI. You can connect multiple gateways on the integrations page. However, since you have connected multiple gateways for processing payments, you must define a default gateway for processing order form payments.
Connect NMI without disconnecting Stripe. Both can coexist for diverse payment options.
NMI integrates seamlessly with invoices, text2pay links, and order form payments.
Ongoing subscriptions with Stripe, PayPal, or Authorize.net will persist. Defining a default gateway affects new transactions, preserving existing subscriptions.
The NMI integration is available only for invoices, text2pay links, and order form payments. This means that if NMI is connected and is set as the default gateway, only these payments will be processed through NMI. Other payment areas like calendars, SaaS, or memberships will continue to process payments using Stripe.
Please Note: If there are any recurring subscriptions/pending transactions with Stripe, they will continue to run as is till the time the Stripe connection is in place. We encourage you to keep the connections in place and not disconnect any gateway, defining the default gateway will run new transactions through the desired choice and will keep in place the existing subscriptions running through Stripe, PayPal, and Authorize.net.
Unfortunately, this cannot be the case. Google Pay and Apple Pay can be provided using Stripe only for now, and only one gateway has to have defaulted for order form payments among Stripe, Authorize.net, or NMI. So using both simultaneously is not possible.
Currently, only Stripe supports Google Pay and Apple Pay functionalities.
Choose a single default gateway among Stripe, Authorize.net, or NMI for order form payments, ensuring a smooth customer experience.
For ongoing subscriptions, maintaining existing connections is crucial. Changing gateways impacts new transactions, not existing subscriptions.
Custom values and If/Else filters in workflows offer flexibility when working with different payment gateways, enhancing your automation capabilities.
Please Note: If the business disconnected the gateway account and there is an ongoing subscription, the transaction cannot be processed, and hence the subscription will move to unpaid. The retry attempts will continue according to the retry logic.
Note: Custom Values and If/Else filters exist for payment gateway within workflows when using the Order Submitted trigger
What is a default payment gateway, and why do I need to set one?
A default payment gateway is the primary gateway used to process payments across your business when multiple gateways are connected. Setting a default gateway simplifies transactions, ensures smooth payment processing, and avoids ambiguity by designating a clear choice for order forms, invoices, and other payment-related activities.
How do I set a default payment gateway?
To set a default payment gateway:
Go to Payments > Integrations in your account settings.
Select your preferred payment gateway (Stripe, Authorize.net, or NMI).
When adding the gateway, you will be prompted to set it as the default. Click Confirm to make it the default or Cancel to integrate without setting it as the default.
Can I connect multiple payment gateways simultaneously?
Yes, you can connect multiple payment gateways like Stripe, Authorize.net, NMI, and PayPal simultaneously. However, you must define a default gateway among Stripe, Authorize.net, or NMI for processing order form payments.
What happens if I don’t select a default payment gateway?
You must select one default gateway when integrating multiple payment gateways. Without a default, the platform will not have a clear directive for processing new transactions, potentially causing disruptions in payment processing.
Can I use PayPal as my default payment gateway?
No, PayPal cannot be set as the default payment gateway. PayPal can be used alongside credit card gateways like Stripe, Authorize.net, or NMI, but the default must be chosen among these credit card gateways.
Do I need to disconnect Stripe to connect NMI or Authorize.net?
No, you do not need to disconnect Stripe to connect NMI or Authorize.net. You can have multiple gateways connected at the same time. Defining a default gateway is necessary to ensure that new transactions are processed through the preferred gateway while existing subscriptions continue with their respective original gateways.
What will happen to my existing subscriptions if I change the default payment gateway?
Existing subscriptions running through Stripe, PayPal, or Authorize.net will continue unaffected. Changing the default gateway will only impact new transactions. Therefore, it is recommended to keep all existing connections in place to ensure continuity of ongoing subscriptions.
Can I use Google Pay and Apple Pay with NMI or Authorize.net?
Currently, only Stripe supports Google Pay and Apple Pay functionalities. You can only have one default gateway for order form payments among Stripe, Authorize.net, or NMI, so using Stripe for Google Pay and Apple Pay alongside NMI or Authorize.net for other transactions is not supported.
What types of payments does NMI support when set as the default gateway?
When NMI is set as the default gateway, it supports processing payments for invoices, text2pay links, and order forms. Other payment areas, like calendars, SaaS, or memberships, will continue to use Stripe for processing.
What should I do if there are ongoing subscriptions and the gateway is disconnected?
If a gateway is disconnected while ongoing subscriptions are still active, the transactions cannot be processed, leading to unpaid statuses for those subscriptions. It is important to maintain existing connections and not disconnect gateways to ensure smooth processing of all active subscriptions.
How can I ensure my transactions are processed correctly when using multiple gateways?
To manage multiple gateways effectively:
Define a default gateway to handle new transactions.
Maintain existing connections for ongoing subscriptions.
Use custom values and If/Else filters in workflows with the Order Submitted trigger to manage payments across different gateways.
What should I know about changing the default gateway with custom workflows?
Custom values and If/Else filters within workflows offer flexibility when working with different payment gateways, especially when using the Order Submitted trigger. These tools allow you to automate and customize payment processing based on specific conditions set in your workflows.
