Selling Products on Order Forms with Available Payment Providers

This help article addresses several use cases of selling products on order forms and limitations to keep in mind while designing your checkout flow.

Available Payment Providers

The following payment providers are available for selling products on order forms:

  • Stripe 

  • Authorize.net

  • NMI

  • PayPal 


There are Several Ways to Sell on Order Forms

  • Main/Primary products - This is the main product you sell on the order form. 

  • Bump products - These can be added as available options to check while the contact/leader purchases a primary product.

  • Upsell - Upsells are used when the lead has purchased a primary product and it is necessary to offer a service/product at the click of a button after checkout.

Here are a Few Points to Consider

  1. Stripe supports Apple Pay and Google Pay. To display Apple Pay as a payment method, businesses would need to turn the toggle on the Stripe connection card under "Payments" > "Integrations".

  2. Google Pay will be displayed by default (if applicable in the buyer's country) if the business is connected to Stripe

  3. Different recurring products cannot be sold at a single checkout with any payment provider. Businesses can use upsell purchases for selling two different recurring products within a single flow

  4. PayPal does not support purchasing bump products while the lead purchases a recurring product. 

  5. Businesses can configure the setup fees, trial period and number of payments while creating a recurring product under "Payments" > "Products". These settings will be applied automatically when the lead purchases that product

  6. Businesses can track all orders submitted under "Payments" > "Orders", subscriptions created under "Payments" > Subscriptions and manage refunds under the Transactions table.

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