The payment integrations area is where you can connect third-party payment provider platforms. Once connected, you'll be able to use your connected integration to accept payments.
When connecting a payment platform, you'll either be redirected to login into the platform and give the CRM permissions to access your account, or will be asked to provide login details and a signature key to provide access.
We recommend using Stripe, as most of our automations were built with that in mind. However, you are able to use other platforms, but it is suggested that if you do so, to reach out to [email protected] so that Lucas can ensure all automations are continuing to function as intended with your connected platform.
If you have multiple platforms connected, you can use the manage button on any of your connected platforms to view more details, including being able to set which platform is used by default to accept payments.
In addition to connecting payment platforms, from here, you can also set up manual payments.
When setting up the manual payment (or custom payment) method, you'll be asked to provide payment instructions, a message left once an order is made, and to set where in the system this method is able to be used.