Getting Started w/ Payments

31 guides covering getting started w/ payments on the Sparkforge platform.

• Adding Processing Charges or Additional Fees to Customer Payments Sparkforge can add a processing or convenience fee to customer payments as a separate line item. Set the percentage and label, pick which payment sources it app
• Assigning User Permissions for Payments Module Sparkforge replaces the single "Payments" permission block with six modules so you can grant precise access. Configure each module per staff member from <strong
• Configure Payment Providers by Channel Channel-level payment configuration lets you assign different providers to funnels, forms, stores, and invoices instead of relying on one global default. Channe
• Configure your Stripe account for Nacha compliance Effective March 20, 2026, Stripe requires ACH merchants to classify transactions for Nacha. Open Stripe Dashboard > Settings > Payment > Link, find the Nacha co
• Coupon Application on Subscription Products When you create or edit a coupon, choose how long the discount applies to a subscription: once, forever, or for a set number of months. The duration is independ
• Coupon Targeting by Product, Price, and Variant Coupon targeting in Sparkforge lets you apply discounts to a full product, specific prices, or specific variants. Configuration is enforced at checkout across F
• Custom Values and Partial Quantity Support for Estimates Sparkforge estimates support custom values at both the editor and settings level, plus fractional quantities for time-based services or partial-unit products.
• Customize Email and SMS notifications for invoicing Sparkforge lets you replace the default invoice email and SMS notifications with custom templates that include your branding, invoice details, and merge fields.
• Domain Redemption Period and Redemption Fee Explained After a domain expires it usually enters a redemption period — a short window when you can recover it for an extra fee set by the registrar or registry. Act fas
• How to Add Recurring Products to Your Products List in Documents and Contracts Sparkforge documents and contracts now support recurring products and setup fees. Schedule invoices to send on document completion so contracts and billing stay
• How to Configure International Automatic Taxes in Sparkforge International Automatic Taxes calculates VAT and local taxes at checkout based on the customer’s address and your nexus locations. Set it up once in Payments →
• How to Enable Editable Quantities in Payment Links Sparkforge payment links can let customers edit the quantity before paying. Enable the toggle when you build the link and set minimum and maximum values.
• How to Implement Direct Checkout in Email Campaigns Direct checkout in Sparkforge email campaigns lets you generate a unique payment link for each product and customize its checkout page. Purchases flow back into
• How to Manage Stripe Payment Methods inside Sparkforge Sparkforge lets you toggle Stripe payment methods (cards, wallets, bank debits) per product area — invoices, funnels, stores, subscriptions — without touching t
• How to Send Confirmations After a Purchase/Order Sparkforge can email a sales receipt automatically after any order, calendar payment, or invoice. Pair it with the Order Submitted workflow trigger to fire cust
• How to Streamline Payments with Automated Invoice Reminders Sparkforge sends automated invoice reminders directly from invoice settings — no workflow needed. Add multiple reminders, set frequency relative to due date or
• How to Use BNPL in Order Forms and Payment Links Sparkforge supports Klarna, Affirm, and Afterpay/Clearpay on 1-step and 2-step order forms and payment links. BNPL is available for one-time products only and r
• How to Use the Manual Payment Method in Your Ecommerce Store Manual Payment Methods let buyers check out without paying online and pay you at pickup or delivery instead. Set up Cash on Delivery or a custom method, then ma
• How to add and manage your customer's cards on file Sparkforge fetches cards on file from your payment provider in real time so you can view, add, or delete them per contact. Card data is never stored on the plat
• How to enable Sales Receipts for Order Form & Subscription Payments Automatic Sales Receipts in Sparkforge email a PDF receipt to the buyer for every successful payment — order forms, subscriptions, calendar bookings, and invoic
• How to manage Refunds within the CRM? Sparkforge processes full or partial refunds for transactions made through Stripe, Authorize.net, NMI, and PayPal. Refunds work for card, Apple Pay, and Google
• How-to add Taxes Overview Sparkforge's Tax Settings let you create multiple tax rates and apply them to products, invoices, and checkouts. SaaS agencies billing recurring subscriptions c
• Manage payment methods displayed with Stripe integration Sparkforge uses four Stripe configurations — Invoice, InvoiceWithAutopayment, Store, and Default — to control which payment methods show across channels. Manage
• Multiple recipient support on Proposals and Estimates Sparkforge proposals and estimates support multiple signers, including the sending business user. Each Signer gets a unique link to sign their assigned fields;
• Selling products on order forms with available payment providers Sparkforge order forms (Funnels v2) sell one-time and recurring products through Stripe, Authorize.net, NMI, PayPal, Square, or a custom provider. Add bumps and
• Tap to Pay on Square for POS and Mobile Payments Tap to Pay on Square inside the Sparkforge iPhone app accepts contactless cards, Apple Pay, and Google Pay without a Square reader. Connect Square, update the a
• Tax Inclusive or Exclusive Pricing Set the default tax model under Payments > Settings > Taxes, or override per product when you create or edit it. Tax-exclusive is the default if you skip the gl
• Using Apple Pay and Google Pay Sparkforge supports Apple Pay and Google Pay on V2 funnel order forms via Stripe Connect. Toggle the option in Payments Integrations and register your domain wi
• Using Square as a Payment Provider for POS and Mobile Payments The Sparkforge mobile app supports Square for in-person payments — cards on file, manual card entry, Bluetooth Square Reader (iOS), and Tap to Pay. Available in
• What Happens If a Subscription Payment Fails in Sparkforge? When a subscription payment fails in Sparkforge, an invoice is created and emailed to the customer, and the system retries the charge on a configurable schedule
• Why Sparkforge Charges VAT, GST, or HST on Your Invoice Sparkforge charges VAT, GST, or HST on invoices for non-U.S. customers to comply with international tax law. A valid Tax ID in your billing profile may exempt y