Advice and answers from the PayWhirl Team

Getting Started with PayWhirl

Simple instructions for getting the basics setup on PayWhirl.

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

PayWhirl setup & quick start guide

This quick start guide is intended to take you through the basics of getting setup to process payments online
Written by Larry Brager
Updated over a week ago

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
Written by Brandon Swift
Updated over a week ago

How to create payment plans

Creating subscriptions has never been easier. You can create a plan for physical products, services and even digital goods.
Written by Ryan Pfleger
Updated over a week ago

How to create custom profile questions

In PayWhirl you can find out more information about your customer by asking custom profile questions
Written by Ryan Pfleger
Updated over a week ago

PayWhirl widgets & embed codes

A widget is our term for the "front end" of PayWhirl
Written by Ryan Pfleger
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
Written by Ryan Pfleger
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.
Written by Larry Brager
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
Written by Brandon Swift
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.
Written by Larry Brager
Updated over a week ago

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

With PayWhirl, you can configure what happens 'after the last installment' bills on your plan
Written by Larry Brager
Updated over a week ago

How to add account managers to my account?

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

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
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
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.
Written by Larry Brager
Updated over a week ago

How to setup promo codes, coupons or discounts

You can setup as many promo codes, coupons or discounts on the new system as you need
Written by Larry Brager
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
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
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.
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.
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
Written by Brandon Swift
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.
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"
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.
Written by Ryan Pfleger
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
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
Written by Brandon Swift
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)
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
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
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.
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.
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.
Written by Larry Brager
Updated over a week ago