Multi-Platform Subscription App (Main App)
Simple instructions for getting the basics set up on PayWhirl's multi-platform subscription application. Not using Shopify? Start here!
PayWhirl setup & quick start guide
How to create a PayWhirl account
How to create payment plans
How to create custom profile questions
PayWhirl widgets & embed codes
Best practices for fulfilling and managing orders with PayWhirl
How to create payment plans with a fixed number of installments
How to bill customers on specific day(s) of the year with "random" billing dates.
How to automatically transition customers from one plan to another (aka "chained plans")
How to offer upsells to customers during checkout (recurring or one-time)
How to integrate PayWhirl's customer portal login with your website.
How to run test charges using PayWhirl's Test Gateway
How to add account managers to my account?
How to control what happens when your customers try to cancel a plan
How to import customers and migrate credit card data from other payment platforms.
How to setup promo codes, coupons or discounts
How to enable or disable promo codes
How to add shipping charges based on the total price of the order
How to add shipping charges based on location
Can I translate my widget into another language?
How to add transaction fees based on the type of payment method used (cards or ACH)
How to forward an existing customer a to a specific widget using a direct link
How to charge sales tax for specific locations
How to add a recurring donation widget to your website with PayWhirl
How to offer custom subscription packages to customers
How to connect to the Stripe gateway and configure payment methods.
How to connect to the PayPal or Braintree Gateway
How to setup ACH payments with Stripe
How to connect PayWhirl to Authorize.net for recurring payments
How to accept Authorize.net eCheck ACH Payments with PayWhirl
How to override widget layouts with custom CSS
How to use custom fonts with PayWhirl
How to add a link in a profile question
How to use custom scripts to limit the max quantity of plans on payment widgets
How to enable or disable autoscrolling on widgets
How to create a pre-paid plan that generates orders on a different frequency
How to link directly to a hosted widget in your account.
How to attach a digital download to a subscription plan and email the customer a link to the file after purchase.
How to prevent or allow checkouts from different countries and/or regions of the world.
Does PayWhirl provide any General Data Protection Regulation (GDPR) features?
How does pricing work on PayWhirl?
How do I connect my bank account to PayWhirl?
Is PayWhirl Secure?
Does PayWhirl support Strong Customer Authentication (SCA) and 3D Secure (PSD2)
How does the PayWhirl buy button work?
What is the PayWhirl Partner Program?
Does PayWhirl work with Safari on Apple devices?
What time are your regular live chat hours?
Does PayWhirl offer phone support?
How to delete a widget?
Can I continue using the one time checkout cart already in my existing platform?
How do customers purchase gifts for other people?
Does PayWhirl offer bug bounties?
Pricing table widget
How can I migrate from V1 to V2?
What payment processing gateways can I use with PayWhirl?
What types of profile questions can I ask my customers?
How to cancel/delete your PayWhirl account?
What are the main differences between version 1 & 2
Do I need a website to use PayWhirl?
How to manage customers on PayWhirl
How customers manage their own account information
How to prevent cancellations by giving customers the ability to skip installment(s) rather than cancel
How to easily resume a canceled subscription or installment plan
How to change a customer's billing cycle
How to switch payment gateways
How customers verify ACH payment methods with micro-deposits
How to create a manual charge
How to edit upcoming invoices
How do failed payments work?
How to resolve pending invoices that are held for review
How do I refund customer payments?
What's the difference between products, services & fees on invoices?
How to bill multiple customers at the same with group billing & invoicing.
How to embed a PayWhirl widget in your WIX site?
How to integrate Squarespace with PayWhirl's recurring payment widgets & buttons
Wix installation & troubleshooting
How to integrate MailChimp with PayWhirl
How to add Google Analytics to PayWhirl
How to integrate with Zapier and hundreds of other apps using webhooks
How to integrate Lead Dyno affiliate tracking with PayWhirl
How to integrate with affiliatly with PayWhirl
How to integrate ReferralCandy with PayWhirl
How to setup Refersion affiliate tracking with PayWhirl
How to install 3rd party scripts for conversion, tracking & customization
How to setup ShareASale conversion & affiliate tracking on Paywhirl
How to integrate ShipStation with PayWhirl
How to install apps and integrations on PayWhirl
BigCommerce setup checklist
How to integrate BigCommerce with PayWhirl
How to embed a PayWhirl widget into a page in BigCommerce
Adding a PayWhirl widget to an existing BigCommerce product page
How to control orders placed in BigCommerce
How to associate BigCommerce product IDs with plans in PayWhirl
How does pricing work for BigCommerce customers?
How to setup membership discounts with BigCommerce Groups
How to use stored credit cards to create manual orders in BigCommerce
Shopify setup checklist & guide (2016 Version)
How does pricing work for Shopify customers? (2016 Version)
How to sign up for a PayWhirl paid plan with Shopify Billing (2016 Version)
Does PayWhirl create orders in Shopify? (2016 Version)
How to embed a PayWhirl widget into a PAGE on Shopify (2016 Version)
Adding a PayWhirl widget to an existing Shopify product page (2016 Version)
Do plans still create hidden products on Shopify? (2016 Version)
How to connect PayWhirl to Shopify (2016 Version)
How to set up "content gating" or a members-only section using Shopify (2016 Version)
How to remove Shopify from PayWhirl (2016 Version)
How to use custom shipping rates with a 3rd party API
PayWhirl developers & experts
Where can I find the API documentation?
Where can I find information on PayWhirl webhooks?
How to generate API keys for custom development
How to customize the invoice template in PayWhirl
How to hide the price of a specific plan in your customer shopping cart using CSS
Android & iOS API development notes