Getting Started with PayWhirl

Simple instructions for getting the basics setup on PayWhirl.

Larry Brager avatar Brandon Swift avatar Ryan Pfleger avatar
46 articles in this collection
Written by Larry Brager, Brandon Swift, and Ryan Pfleger
Quick Start Tutorials & How To Guides

How to create a PayWhirl account

To create a PayWhirl account click here and select the plan that suits your business best. We offer plans ranging from free
Brandon Swift avatar
Written by Brandon Swift
Updated over a week ago

How to create payment plans

Setup plans in PayWhirl to automatically bill your customers & place orders as needed. Create subscription plans, pre-orders, layaway & more
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated yesterday

How to create custom profile questions

PayWhirl's profile questions feature allows you to ask your customers different question(s) based on the plan(s) they select to purchase.
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

PayWhirl widgets & embed codes

PayWhirl's embeddable payment widgets allow you to display payment plan(s) to customers, provide a secure in-page checkout and much more.
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to create payment plans with a fixed number of installments

Offer layaway plans or payment plans to customers so they can select a payment schedule that works for their budget and timeline.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to bill customers on specific day(s) of the year with "random" billing dates.

How to automatically bill your customers on specific day(s) of the year, rather than using a set (daily, monthly, weekly) type of schedule.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to automatically transition customers from one plan to another (aka "chained plans")

You can create completely custom billing schedules for your customers by chaining payment plans together on PayWhirl.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to offer upsells to customers during checkout (recurring or one-time)

The upsell widget can be chained to other widgets to create a checkout funnel on PayWhirl. Upsell payments can be recurring and/or one time.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to integrate PayWhirl's customer portal login with your website.

PayWhirl offers a few options for seamlessly integrating your website's login functionality with PayWhirl's customer portal / login widget
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to run test charges using PayWhirl's Test Gateway

PayWhirl supports having multiple gateways connected to one account. When you first register and create your new account
Brandon Swift avatar
Written by Brandon Swift
Updated over a week ago

How to add account managers to my account?

With PayWhirl you can add account managers to your account
Brandon Swift avatar
Written by Brandon Swift
Updated over a week ago
Configuring PayWhirl Settings For Your Business

How to import customers and migrate credit card data from other payment platforms.

You can import customers, billing information and credit card numbers from any payment gateway supported by PayWhirl.
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to setup promo codes, coupons or discounts

Promo codes can be configured to apply to one, or multiple payments or invoices. You can manage discount codes from your paywhirl account.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to enable or disable promo codes

If you are not using the Promo Codes and want to remove it from your Customer Portal you can turn off the Promo Codes in Account Settings
Brandon Swift avatar
Written by Brandon Swift
Updated this week

How to add shipping charges based on the total price of the order

On the new version of PayWhirl you can add shipping charges to every purchase, based on the customers location or total price of the order
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to add shipping charges based on location

On the new version of PayWhirl you can add shipping charges to every purchase, based on the customers location or total price of the order
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

Can I translate my widget into another language?

Of course you can! The wording in your widget is customizable and can be changed directly in the widget itself.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to add transaction fees based on the type of payment method used (cards or ACH)

You can pass along transaction fees to customers by adding payment method type fees to transactions. Enable these in your gateway settings.
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to forward an existing customer a to a specific widget using a direct link

If you have an existing customer you can send them a link to a specific widget immediately after they login
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to charge sales tax for specific locations

On PayWhirl you can charge taxes based on your customers location. For example, in the United States you are required to charge sales tax
Brandon Swift avatar
Written by Brandon Swift
Updated over a week ago

How to add a recurring donation widget to your website with PayWhirl

Setup a recurring donation widget on your website so users can select the frequency and amount of their automated donations.
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to offer custom subscription packages to customers

Widgets can be chained together to create a custom subscription checkout funnel. This allows your customers to order exactly what they want.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to connect to the Stripe gateway

Connecting to the Stripe payment gateway is quick and easy. Connect your existing account or setup a new one.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to connect to the PayPal or Braintree Gateway

If you'd like to connect your Braintree account or PayPal account to PayWhirl, you can do so by navigating to "Payment Gateways"
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to setup ACH payments with Stripe

With PayWhirl you can not only take credit cards but we also support ACH banking transfers
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to connect PayWhirl to Authorize.net for recurring payments

You can connect Authorize.net as a payment gateway in your PayWhirl account to process recurring payments and store customer credit cards.
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to accept Authorize.net eCheck ACH Payments with PayWhirl

You can enable eCheck for customers in your gateway settings. Customers will be able to save bank accounts & make ACH payments once enabled.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to override widget layouts with custom CSS

PayWhirl comes with several different types of payment widgets that can be embedded into your website
Brandon Swift avatar
Written by Brandon Swift
Updated over a week ago

How to use custom fonts with PayWhirl

This article will show you how to import a custom font so it can be used in both payment widgets and/or customer portals.
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to add a link in a profile question

When you are creating a profile question you might want to include a link to an additional page (eg. T&C's)
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to use custom scripts to limit the max quantity of plans on payment widgets

You can use the custom scripts integration to modify your widget(s) using javascript and jQuery before they are shown to your customers
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to enable or disable autoscrolling on widgets

You may have noticed that PayWhirl widgets auto scroll to be in view sometimes
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to create a pre-paid plan that generates orders on a different frequency

How to setup a payment plan to place orders on a different schedule then it bills. This is very helpful for setting up pre-paid plans.
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago

How to link directly to a hosted widget in your account.

If you don't have a website you can send customers directly to a widget securely hosted by PayWhirl using a direct link.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to attach a digital download to a subscription plan and email the customer a link to the file after purchase.

You can attach digital download files to plans in PayWhirl and we will automatically email a link to customers who subscribe.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago

How to prevent or allow checkouts from different countries and/or regions of the world.

If you need to prevent customers from checking out in specific countries, regions and/or zip codes PayWhirl can help.
Ryan Pfleger avatar
Written by Ryan Pfleger
Updated over a week ago