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ClickFunnels 2.0 – Guides

Guide to Accepting Live Payments

This guide will provide the requirements for setting up a page that accepts live payments so you can start making money! Use this to help ensure you can process live payments before sending traffic to your Funnel or Order page.


  • An active ClickFunnels 2.0 account

Set Up Payments.AI:

To start accepting payments, you must create a Payments.AI account and connect it to your ClickFunnels 2.0 Workspace. You’ll also want to make sure you have selected a currency for your Workspace and choose which payment methods you will accept.

  1. Getting Started With Payments.AI
  2. Selecting the Type of Currency for a Workspace
  3. Choosing Accepted Payment Method Types

Set Up a Product:

Product must be created with a Price and settings to suit your needs.

  1. How to Create a New Product
  2. How to Add a New Price Option to a Product

Set Up a Page:

There must be a page where you can offer the product to your visitor and collect their payment information. The Page can be cloned into your Funnels and must have a Checkout element.

  1. How to Create a New Page
  2. How to Add a New Element to a Page

Set Up a Funnel:

Funnels provide direct control over your visitor’s experience. You must have a Funnel with a Step for your Order Page.

  1. How to Create a New Funnel
  2. How to Add a New Funnel Step
  3. How to Attach a Product to a Funnel Step

Publish The Funnel:

Once all of the previous steps have been completed and you have finished any further customizations or testing that you would like, you are ready to direct traffic to the Funnel. First, ensure Test Mode is disabled, then copy your Funnel URL and share it.

  1. How to Toggle Test Mode
  2. How to Find and Copy Your Funnel URL