# Payments AI > Hi, how can we help you? ## Getting Started - [Government ID Types](https://docs.payments.ai/en/articles/12747443-government-id-types.md) - [Requirements for Document Uploads - US & CA Merchants](https://docs.payments.ai/en/articles/12735367-requirements-for-document-uploads-us-ca-merchants.md): Learn what documents US and Canadian merchants may need to submit for KYC verification in Payments AI, including acceptable photo IDs, business registration documents, and bank account proofs with ... - [Privacy Policy and Terms & Conditions](https://docs.payments.ai/en/articles/12735431-privacy-policy-and-terms-conditions.md): Access the Payments AI Privacy Policy and Terms & Conditions documents directly from this article. - [Getting Started: Connecting Stripe](https://docs.payments.ai/en/articles/12735445-getting-started-connecting-stripe.md): Learn how to connect your Stripe account as a payment gateway in Payments AI by logging in through the Gateways tab and selecting an existing Stripe account or creating a new one. - [Getting Started: Connecting additional Payment Gateways](https://docs.payments.ai/en/articles/12735446-getting-started-connecting-additional-payment-gateways.md): Learn which additional payment gateways can be connected to Payments AI — including Stripe, PayPal, NMI, Coinbase, and Klarna — and how to request a gateway that isn't currently listed. - [Getting Started: Connecting PayPal](https://docs.payments.ai/en/articles/12735448-getting-started-connecting-paypal.md): Learn how to connect your PayPal account as a payment gateway in Payments AI, including the step-by-step connection process and what to expect during the up to 5-business-day verification period. - [Getting Started: Connecting NMI](https://docs.payments.ai/en/articles/12735450-getting-started-connecting-nmi.md): Learn how to connect your NMI account as a payment gateway in Payments AI by logging in through the Gateways tab and following the prompts to complete the integration. - [Getting Started: Seamless Integration with ClickFunnels](https://docs.payments.ai/en/articles/12735451-getting-started-seamless-integration-with-clickfunnels.md): Learn what you can manage directly from ClickFunnels versus what requires logging into Payments AI, including orders, subscriptions, gateways, dunning rules, disputes, and reporting. - [How to Access Your Payments AI Account](https://docs.payments.ai/en/articles/12735453-how-to-access-your-payments-ai-account.md): Learn how to log in to your Payments AI account from your ClickFunnels dashboard or directly from payments.ai, including how to reset your password if you've forgotten it. - [Payments AI Gateway Application - US & CA Applicants \(Businesses\)](https://docs.payments.ai/en/articles/12735454-payments-ai-gateway-application-us-ca-applicants-businesses.md): Learn how to complete the Payments AI gateway application as a registered business in the US or Canada, including adding company details, decision-makers, banking info, and signing the required agr... - [Payments AI Gateway Application - US & CA Applicants \(Sole Proprietorship\)](https://docs.payments.ai/en/articles/12735455-payments-ai-gateway-application-us-ca-applicants-sole-proprietorship.md): Learn how to complete the Payments AI gateway application as a sole proprietor in the US or Canada, including personal details, SSN requirements, banking info, and signing the required agreements. - [Getting Started with Payments AI](https://docs.payments.ai/en/articles/12735461-getting-started-with-payments-ai.md): Learn how to set up Payments AI from within your ClickFunnels 2.0 workspace, including creating a user account, completing the onboarding form, connecting a payment gateway, and understanding works... - [Payments AI Gateway Application - UK & EU Applicants \(Businesses\)](https://docs.payments.ai/en/articles/12735482-payments-ai-gateway-application-uk-eu-applicants-businesses.md): Learn how to complete the Payments AI gateway application as a registered business in the UK, Germany, Italy, or Spain, including how to fill out company details, add decision-makers, verify bankin... - [Payments AI Gateway Application - UK + EU Applicants \(Sole Proprietorship\)](https://docs.payments.ai/en/articles/12735483-payments-ai-gateway-application-uk-eu-applicants-sole-proprietorship.md): Learn how to complete the Payments AI gateway application as a sole proprietor in the UK, Germany, Italy, or Spain, including how to fill out business information, verify banking details, and sign ... - [Getting Started: Test Mode](https://docs.payments.ai/en/articles/12735488-getting-started-test-mode.md): Learn how to use Test Mode in Payments AI to simulate transactions before going live, including how to enable it, what tabs are accessible during testing, and how to toggle between test and live data. - [Managing Your Support Tickets](https://docs.payments.ai/en/articles/12735491-managing-your-support-tickets.md): Learn how to set up and log in to the Payments AI Support Portal to submit tickets, track the status of open requests, and manage your support history. Note that Support Portal login credentials ar... - [Connecting Klarna and Coinbase](https://docs.payments.ai/en/articles/12735386-connecting-klarna-and-coinbase.md): Learn how to connect Klarna and Coinbase as payment gateways in Payments AI. Note that these are currently only available for manual orders and invoice payments in ClickFunnels 2.0, not as checkout... - [Approval Restrictions for Nutraceuticals and Supplements](https://docs.payments.ai/en/articles/13779250-approval-restrictions-for-nutraceuticals-and-supplements.md): The ability to sell nutraceuticals and supplement using Payments AI comes with some restrictions and requirements. You'll need to fulfill all the requirements below before your site can have final ... ## Gateways - [How To Connect PayPal To Your Funnel](https://docs.payments.ai/en/articles/12735370-how-to-connect-paypal-to-your-funnel.md): Learn how to enable PayPal as a payment option on your ClickFunnels order pages after connecting it in Payments AI, including enabling it in both your account settings and individual funnel settings. - [Why Are Transactions Declining?](https://docs.payments.ai/en/articles/12735371-why-are-transactions-declining.md): Learn how to find the reason a transaction declined in Payments AI, including how to read decline codes from the transaction logs, common bank response codes, authentication failures, and currency ... - [How to Enable 3D Secure Authentication \(3DS\)](https://docs.payments.ai/en/articles/12735372-how-to-enable-3d-secure-authentication-3ds.md): Learn what 3D Secure Authentication \(3DS\) is, how to enable it for your payment gateway in Payments AI to reduce chargebacks, and the additional steps required to activate it for the Payments AI ga... - [India Merchants Accepting Payments Using Stripe](https://docs.payments.ai/en/articles/12735373-india-merchants-accepting-payments-using-stripe.md): Learn what India-based merchants need to know when accepting international payments through Stripe, including 3DS authentication requirements and the mandatory billing fields needed to avoid declin... - [Retrieving Customer Invoices from your ClickFunnels Workspace](https://docs.payments.ai/en/articles/12735374-retrieving-customer-invoices-from-your-clickfunnels-workspace.md): Learn how to find and download a customer invoice directly from your ClickFunnels 2.0 workspace by locating the order and clicking the PDF icon in the Invoices section. - ["Request Cannot be Fulfilled by Current Shopper"](https://docs.payments.ai/en/articles/12735375-request-cannot-be-fulfilled-by-current-shopper.md): Learn what the "Request Cannot be Fulfilled by Current Shopper" decline error means in Payments AI and how to request a customer email whitelist if the transaction was flagged by fraud tools. - [Declined Transactions](https://docs.payments.ai/en/articles/12735377-declined-transactions.md): Learn how to locate the reason for a declined transaction in Payments AI by finding the failure code in the transaction logs, and what steps to take when a customer's payment is rejected by their b... - [Unable to Process a Refund](https://docs.payments.ai/en/articles/12735378-unable-to-process-a-refund.md): Learn why a refund may fail in Payments AI, including insufficient account balance or funds tied up in a pending payout, and what steps to take to resolve it or fund your account. - [Decline Codes](https://docs.payments.ai/en/articles/12735379-decline-codes.md): Learn what each transaction decline code means in Payments AI, including codes in the 200 series \(rejects\) and 300 series and above \(issuer declines\), to help diagnose why a payment did not go thro... - [ClickFunnels 2.0: Enabling PayPal In Funnel Settings](https://docs.payments.ai/en/articles/12735381-clickfunnels-2-0-enabling-paypal-in-funnel-settings.md): Learn how to enable PayPal as a payment option in your ClickFunnels 2.0 funnel settings after successfully connecting PayPal through Payments AI. - [NMI Connected Processors](https://docs.payments.ai/en/articles/12735382-nmi-connected-processors.md): Find the full list of payment processors that are compatible with the NMI gateway in Payments AI, including Elavon, Global Payments, Heartland, Paysafe, Worldpay, and many more. - [Steps for Connecting Coinbase](https://docs.payments.ai/en/articles/12735384-steps-for-connecting-coinbase.md): Learn how to connect your Coinbase Commerce account to Payments AI by generating an API key, adding a webhook endpoint, and setting a tolerance percentage to accept cryptocurrency payments. - [Updating Sticky Gateway For a Specific Customer Card](https://docs.payments.ai/en/articles/12735387-updating-sticky-gateway-for-a-specific-customer-card.md): Learn how to change the sticky gateway assigned to a specific customer's card in Payments AI so that future payments are processed through a different connected gateway. - [Gateway Status: Waiting for Connection](https://docs.payments.ai/en/articles/12735388-gateway-status-waiting-for-connection.md): Learn what to do when your Payments AI gateway status shows "Waiting for Connection," including common causes like an incomplete onboarding process or a missed step during PayPal setup, and how to ... - [Setting Gateway Currencies and Your ClickFunnels Workspace](https://docs.payments.ai/en/articles/12735389-setting-gateway-currencies-and-your-clickfunnels-workspace.md): Learn how to set your gateway currency in Payments AI and align it with your ClickFunnels workspace currency settings to ensure payments process correctly. - [Multiple Gateways: How Does It Work?](https://docs.payments.ai/en/articles/12735390-multiple-gateways-how-does-it-work.md): Learn how connecting multiple payment gateways works in Payments AI, including how processing is distributed 50/50 between gateways, how PayPal differs, and how Sticky Gateway and routing rules aff... - [Selecting a Payments AI Gateway Currency](https://docs.payments.ai/en/articles/12735392-selecting-a-payments-ai-gateway-currency.md): Learn how to select and enable a currency for your Payments AI Gateway. Note that each ClickFunnels workspace is assigned one currency and cannot be changed once payments begin processing. - [Merchant Account Supported Countries](https://docs.payments.ai/en/articles/12735393-merchant-account-supported-countries.md): Learn which countries are currently supported for the Payments AI Gateway merchant account — currently US, Canada, UK, Germany, Italy, and Spain — and what options are available if your country isn... - [Gateway Reports](https://docs.payments.ai/en/articles/12735395-gateway-reports.md): Learn how to access and download Gateway Reports in Payments AI, including payout details, transaction details, declined transactions, running balance, and account balance reports for reconciliatio... - [What is the Sticky Gateway Setting?](https://docs.payments.ai/en/articles/12735397-what-is-the-sticky-gateway-setting.md): Learn what the Sticky Gateway setting does in Payments AI, how it ensures a customer's payment method stays tied to the same gateway for future charges, and how to enable or disable it per gateway. - [How to Change Your Card Statement Descriptor](https://docs.payments.ai/en/articles/12735398-how-to-change-your-card-statement-descriptor.md): Learn how to update the card statement descriptor in Payments AI so customers can clearly identify your business on their credit card statements, including character limits and Stripe-specific cons... - [Selecting Gateway Currencies](https://docs.payments.ai/en/articles/12735462-selecting-gateway-currencies.md): Learn how to add and enable currencies on any connected gateway in Payments AI. Note that ClickFunnels workspaces support only one currency and it cannot be changed after the first transaction. - [Unlocking Seamless Transactions: Why Payments AI Gateway is Your Ultimate Choice!](https://docs.payments.ai/en/articles/12735463-unlocking-seamless-transactions-why-payments-ai-gateway-is-your-ultimate-choice.md): Learn why Payments AI Gateway stands out as a payment processor, including its competitive fees, Pro Features bundle, multi-gateway routing, and built-in subscription dunning tools. - [Disconnecting a Gateway](https://docs.payments.ai/en/articles/12735465-disconnecting-a-gateway.md): Learn how to disconnect a payment gateway in Payments AI and why caution is advised — disconnecting breaks the connection to past transactions, making refunds only possible directly through the gat... - [Understanding Risk Reviews with Payments AI Gateway](https://docs.payments.ai/en/articles/12735474-understanding-risk-reviews-with-payments-ai-gateway.md): Learn what triggers a risk review in Payments AI — including high chargeback rates, fraud notifications, and non-compliant website language — and what to expect while payouts are temporarily disabl... - [I Completed the Gateway Application, but it won't Connect](https://docs.payments.ai/en/articles/12735480-i-completed-the-gateway-application-but-it-won-t-connect.md): Learn how to fix a Payments AI gateway that shows as "not connected" after completing the application, including how to verify all decision-makers in the onboarding form to complete the connection. - [Payments AI Gateway - Manual Review](https://docs.payments.ai/en/articles/12735481-payments-ai-gateway-manual-review.md): Learn what the "Manual Review Needed" status means after completing your Payments AI gateway application, how long the review typically takes, and what to do if your website is incomplete or your o... - [PayPal Waiting Period: Enabling Referenced Transactions](https://docs.payments.ai/en/articles/12735486-paypal-waiting-period-enabling-referenced-transactions.md): Learn why PayPal requires a waiting period after connecting to Payments AI, how referenced transactions are enabled, and what to do if your PayPal gateway remains in a waiting state beyond 7 busine... - [Automation Rules: Backup Gateway](https://docs.payments.ai/en/articles/12735495-automation-rules-backup-gateway.md): Learn how to set up a Backup Gateway in Payments AI to automatically switch to a secondary payment processor if your primary gateway fails. This feature applies to subscription products only and ca... - [Payments AI Gateway: Uploading Documents](https://docs.payments.ai/en/articles/12735498-payments-ai-gateway-uploading-documents.md): Learn how to upload or update documents in your Payments AI Gateway onboarding form, including how to fix verification errors and update company or banking information after your initial application. - [Payments AI Gateway - KYC Period Reviews](https://docs.payments.ai/en/articles/12735499-payments-ai-gateway-kyc-period-reviews.md): Learn what a Payments AI Gateway KYC periodic review is, why it may be triggered, how to submit the required verification documents, and the importance of completing the review within 30 or 60 days... - [Retrieving Invoice Payment Links in ClickFunnels 2.0](https://docs.payments.ai/en/articles/12735385-retrieving-invoice-payment-links-in-clickfunnels-2-0.md): Learn how to retrieve and share an invoice payment link from a ClickFunnels 2.0 order, including how Klarna and Coinbase appear as payment options on invoice links even when not available at checkout. - [Updating Payments AI Gateway Bank Information](https://docs.payments.ai/en/articles/12735394-updating-payments-ai-gateway-bank-information.md): Learn how to update the bank account used for payouts in your Payments AI Gateway by adding a new payout account through the Documents Verification section and removing the old one once verified. - [Payments AI Gateway: Understanding Rolling Reserves](https://docs.payments.ai/en/articles/13779325-payments-ai-gateway-understanding-rolling-reserves.md): In some cases, accounts are approved with a rolling reserve. This article explains what a rolling reserve is, why it may be required, how it works, and what to expect over time. - [Getting Started: Connecting Splitit Gateway](https://docs.payments.ai/en/articles/14113286-getting-started-connecting-splitit-gateway.md): Learn how to connect Splitit as a payment gateway in Payments AI to offer customers interest-free installment plans using their existing credit card, including merchant eligibility requirements, ho... ## Account Settings - [Tax Jar Integration](https://docs.payments.ai/en/articles/12735404-tax-jar-integration.md): Learn how to connect TaxJar to Payments AI using your API key to automate sales tax calculations. Available for US merchants only — products must also be set as taxable in ClickFunnels 2.0. - [Setting Up Payment Gateway Routing Rules](https://docs.payments.ai/en/articles/12735405-setting-up-payment-gateway-routing-rules.md): Learn how to set up gateway routing rules in Payments AI to automatically direct transactions between multiple gateways based on conditions like country, transaction amount, or card type to minimiz... - [Settings: Customize Email/Report, Recipients](https://docs.payments.ai/en/articles/12735406-settings-customize-email-report-recipients.md): Learn how to add additional email recipients in Payments AI and control which system emails or reports each recipient receives from your organization. - [Settings: Add Your Logo for Customer Emails](https://docs.payments.ai/en/articles/12735407-settings-add-your-logo-for-customer-emails.md): Learn how to upload your company logo in Payments AI so it appears on customer-facing emails like payment reminders, receipts, and subscription notices. - [Closing your Payments AI Account](https://docs.payments.ai/en/articles/12735408-closing-your-payments-ai-account.md): Learn what happens to your Payments AI account when you cancel ClickFunnels 2.0, how to handle active subscriptions before canceling, and how to request closure of your Payments AI merchant account. - [How to Enable Gateway Automation Rules](https://docs.payments.ai/en/articles/12735409-how-to-enable-gateway-automation-rules.md): Learn how to activate or deactivate gateway and subscription automation rules in Payments AI from the Billing section under account settings. - [Where do I Set Tax Locations?](https://docs.payments.ai/en/articles/12735410-where-do-i-set-tax-locations.md): Learn how to set up tax locations in Payments AI by manually adding addresses or connecting TaxJar. US taxes only — non-US merchants must set products as taxable in ClickFunnels 2.0 separately. - [Billing - Retrieving Invoices for Usage Fees](https://docs.payments.ai/en/articles/12735411-billing-retrieving-invoices-for-usage-fees.md): Learn how to find and download your Payments AI usage fee invoices from the Billing section in Settings, including how to view your account balance, upcoming charge dates, and what happens if a pay... - [How to Update Your Billing Payment Method](https://docs.payments.ai/en/articles/12735412-how-to-update-your-billing-payment-method.md): Learn how to update the billing payment method on your Payments AI account from the Billing section in Settings. - [How to Update Company Details](https://docs.payments.ai/en/articles/12735414-how-to-update-company-details.md): Learn how to update your company details in Payments AI, including website name, URL, customer service email, and phone number, from the Settings menu. - [Account Settings Overview](https://docs.payments.ai/en/articles/12735415-account-settings-overview.md): Learn what each section of the Payments AI Account Settings tab does, including organization info, business address, website details, billing, tax settings, system emails, team members, and gateway... - [Settings: Email Notifications](https://docs.payments.ai/en/articles/12735456-settings-email-notifications.md): Learn how to enable or disable email notifications in Payments AI so you receive an alert each time a customer pays an invoice. - [Creating a User Account](https://docs.payments.ai/en/articles/12735459-creating-a-user-account.md): Learn how to create a standalone Payments AI user account to log in independently of ClickFunnels 2.0, manage multiple organizations under one login, invite team members, and switch between organiz... - [Pro Feature: Customer Invoices](https://docs.payments.ai/en/articles/12735464-pro-feature-customer-invoices.md): Learn how to access, download, and email customer invoices in Payments AI using Pro Features, including how to edit unpaid invoices and disable ClickFunnels 2.0 invoice emails if preferred. - [Switching Between Multiple Payments AI Organizations](https://docs.payments.ai/en/articles/12735466-switching-between-multiple-payments-ai-organizations.md): Learn how to manage multiple Payments AI organizations under a single user login and switch between them from the top menu bar in your account. - [Adding Members to your Organization](https://docs.payments.ai/en/articles/12735467-adding-members-to-your-organization.md): Learn how to invite members to your Payments AI organization, accept or deny access requests, assign roles \(Admin, Editor, or Reader\), and manage or remove member access from your account settings. - [Account Settings: Updating User Login 2FA and Password](https://docs.payments.ai/en/articles/12735468-account-settings-updating-user-login-2fa-and-password.md): Learn how to update your Payments AI user login details, including personal information, password, and two-factor authentication settings via SMS or a TOTP app like Google Authenticator. - [Pro Feature: Taxes and Tax Reporting](https://docs.payments.ai/en/articles/12735469-pro-feature-taxes-and-tax-reporting.md): Learn how to access tax reports, set up tax locations, and integrate TaxJar in Payments AI using Pro Features. Available for US merchants only — products must also be set as taxable in ClickFunnels... - [How to Set Products as Taxable in ClickFunnels 2.0](https://docs.payments.ai/en/articles/12735470-how-to-set-products-as-taxable-in-clickfunnels-2-0.md): Learn how to mark a product as taxable in ClickFunnels 2.0, select the appropriate tax category, and save the settings. Tax calculations are available for US, Canada, Australia, and EU locations only. - [Subscriptions: Why can't I see them in Stripe?](https://docs.payments.ai/en/articles/12735471-subscriptions-why-can-t-i-see-them-in-stripe.md): Learn why ClickFunnels 2.0 subscriptions don't appear in Stripe. Subscriptions are fully managed inside ClickFunnels 2.0, and Stripe will only show individual transactions as one-time payments. - [Warning: You are not Assigned to any Organization](https://docs.payments.ai/en/articles/12735472-warning-you-are-not-assigned-to-any-organization.md): Learn how to fix the "You are not Assigned to any Organization" error in Payments AI by clearing your browser cache and logging in through your ClickFunnels 2.0 dashboard instead. - [Currency Settings](https://docs.payments.ai/en/articles/12735473-currency-settings.md): Learn how currency settings work in Payments AI, including the difference between reporting currency, gateway currency, and ClickFunnels 2.0 workspace currency — and why they must be aligned to avo... ## Accepting Payments 101 - [Pricing Policy](https://docs.payments.ai/en/articles/12735432-pricing-policy.md): Learn how Payments AI pricing works, including pro feature fees for subscriptions and automation rules, and gateway fees for Stripe, PayPal, Coinbase, Klarna, and the Payments AI Gateway. - [Credit Card Details FAQs](https://docs.payments.ai/en/articles/12735433-credit-card-details-faqs.md): Learn how Payments AI handles expiring credit cards, including automatic card updates, customer expiration reminder emails, and how to customize the timing and tone of those reminders. - [Subscription Order Status](https://docs.payments.ai/en/articles/12735434-subscription-order-status.md): Learn what each subscription status means in Payments AI — including Active, Canceled, Churned, Paused, and more — and how subscription status differs from billing order status. - [Payments AI Gateway Transactions Fees](https://docs.payments.ai/en/articles/12735435-payments-ai-gateway-transactions-fees.md): Find a full breakdown of Payments AI Gateway transaction fees by region, including rates for the US, Canada, UK, and Europe, plus fees for chargebacks, refunds, payouts, and non-local issued cards. - [How to Update/Add Customer Payment Methods](https://docs.payments.ai/en/articles/12735436-how-to-update-add-customer-payment-methods.md): Learn how to update or add a payment method for a customer in Payments AI, including editing card details, setting a primary card, updating the sticky gateway, or adding a new card or bank account ... - [Billing Order Status](https://docs.payments.ai/en/articles/12735437-billing-order-status.md): Learn what each billing order status means in Payments AI — including Unpaid, Past-due, Paid, Voided, Disputed, Refunded, and more — and how billing status differs from subscription status. - [Tips for Preventing Chargebacks](https://docs.payments.ai/en/articles/12735438-tips-for-preventing-chargebacks.md): Learn best practices for reducing chargebacks in Payments AI, including tips for checkout, fulfillment, customer communication, and refund handling to stay below the industry standard dispute ratio. - [Website Compliance for Payments AI Gateway](https://docs.payments.ai/en/articles/12735440-website-compliance-for-payments-ai-gateway.md): Learn what website compliance items are required for payouts to be enabled on the Payments AI Gateway, including a refund policy, privacy policy, terms and conditions, contact information, and a se... - [List of Supported Countries](https://docs.payments.ai/en/articles/12735441-list-of-supported-countries.md): Find the full list of countries whose shoppers are supported by Payments AI, along with their country codes. Also includes a reference for LatAm merchants using local card acquiring. - [How to Add Website Compliance Items to Your Funnel](https://docs.payments.ai/en/articles/12735442-how-to-add-website-compliance-items-to-your-funnel.md): Learn how to add required compliance items to your ClickFunnels funnel — such as privacy policies, terms, and refund policies — using footer templates in Universal Blocks or the Navigation Element ... - [List of Restricted/Prohibited Items and Business Activities](https://docs.payments.ai/en/articles/12735443-list-of-restricted-prohibited-items-and-business-activities.md): Learn which products, services, and business types are prohibited from using Payments AI, including illegal goods, adult content, gambling, weapons, cryptocurrency, and more. Review this list befor... - [List of Supported Currencies](https://docs.payments.ai/en/articles/12735444-list-of-supported-currencies.md): Find the full list of currencies supported by Payments AI, including currency codes and notes on which currencies are not compatible with American Express or are restricted to USD-only card brands. - [How to Refund a Customer Payment](https://docs.payments.ai/en/articles/12735475-how-to-refund-a-customer-payment.md): Learn how to issue a full refund for a customer transaction in Payments AI by finding the order in the Transactions tab and using the Make a Refund button. Note that refunds can take up to 10 busin... - [How to Partially Refund a Customer Payment](https://docs.payments.ai/en/articles/12735478-how-to-partially-refund-a-customer-payment.md): Learn how to issue a partial refund for a transaction in Payments AI by locating the order in the Transactions tab and entering a custom refund amount less than the original charge. - [ClickFunnels Payment Plans - How it Works](https://docs.payments.ai/en/articles/12735485-clickfunnels-payment-plans-how-it-works.md): Learn how to set up installment-based payment plans for new or existing products in ClickFunnels, including how to configure payment amounts, billing frequency, trial periods, and dunning rules to ... - [Using Apple Pay with ClickFunnels Store Checkout](https://docs.payments.ai/en/articles/12735492-using-apple-pay-with-clickfunnels-store-checkout.md): Learn how to enable Apple Pay for your ClickFunnels store checkout, including domain authorization requirements and important notes — Apple Pay only appears on Apple devices using the Safari browser. - [How to Create a Manual Order in ClickFunnels 2.0](https://docs.payments.ai/en/articles/12747444-how-to-create-a-manual-order-in-clickfunnels-2-0.md): Learn how to create a manual order in ClickFunnels 2.0 by selecting a customer, adding products, applying discounts, and processing payment — including the option to mark an order as paid if collec... ## Dashboard - [Submitting a Chargeback Representment](https://docs.payments.ai/en/articles/12735416-submitting-a-chargeback-representment.md): Learn how to submit a chargeback defense in Payments AI, accept a dispute, understand dispute statuses, and handle Notifications of Fraud \(NOFs\) from the Disputes tab. - [Dashboard Overview](https://docs.payments.ai/en/articles/12735417-dashboard-overview.md): Learn what each section of the Payments AI dashboard shows, including general metrics like revenue, refunds, and approval rate, as well as subscription metrics like churn rate, reactivations, and g... - [Blocklists](https://docs.payments.ai/en/articles/12735421-blocklists.md): Learn how to view and manage Blocklists in Payments AI to block transactions from specific email addresses, IP addresses, countries, Bank ID numbers, and more to protect your account from fraudulen... - [Customers Tab](https://docs.payments.ai/en/articles/12735422-customers-tab.md): Learn how to use the Customers Tab in Payments AI to search, filter, and manage customer profiles — including editing details, viewing subscriptions and disputes, assigning VIP status, and adding c... - [Gateway Tab](https://docs.payments.ai/en/articles/12735423-gateway-tab.md): Learn how to use the Gateway Tab in Payments AI to connect and manage payment gateways like Stripe, PayPal, and NMI — including configuring sticky gateway settings and customizing your card stateme... - [Subscription Tab](https://docs.payments.ai/en/articles/12735425-subscription-tab.md): Learn how to use the Subscription Tab in Payments AI to view, search, and filter customer subscriptions by status, price, currency, and next charge date — and how to cancel a subscription from with... - [Transactions Tab](https://docs.payments.ai/en/articles/12735426-transactions-tab.md): Learn how to use the Transactions Tab in Payments AI to search, filter, and view all customer transactions by name, email, date, or card number — and how to issue refunds directly from a transactio... ## Payouts - [Payments AI Gateway Settings: Payouts](https://docs.payments.ai/en/articles/12735400-payments-ai-gateway-settings-payouts.md): Learn how to view your payout history and configure payout settings in Payments AI, including how to set your payout schedule to daily, weekly, or monthly and adjust your minimum balance threshold. - [Issuance of 1099-K Forms](https://docs.payments.ai/en/articles/12735401-issuance-of-1099-k-forms.md): Learn how Payments AI handles the annual issuance of IRS 1099-K forms, which report gross transaction totals for the calendar year and are sent to eligible merchants by January 31st. - [Where is my Payout?](https://docs.payments.ai/en/articles/12735402-where-is-my-payout.md): Learn why your Payments AI payout may be delayed, including the 7-business-day initial delay, minimum payout trigger amount, and common reasons payouts may be disabled on your account. - [Chargeback Defense Requirements](https://docs.payments.ai/en/articles/12735457-chargeback-defense-requirements.md): Learn what documents are required to defend against chargebacks in Payments AI, broken down by dispute type — including fraud, services not received, canceled transactions, and Visa Compelling Evid... ## Dunning - [Customized Subscription Dunning](https://docs.payments.ai/en/articles/12735427-customized-subscription-dunning.md): Learn how to build a custom subscription dunning rule in Payments AI, including setting conditions by product or customer type, configuring retry attempts and timing, and defining what happens afte... - [What is Churn Rate?](https://docs.payments.ai/en/articles/12735428-what-is-churn-rate.md): Learn what churn rate means in Payments AI, how it is calculated for recurring subscriptions, and which features like Automation Rules and Dunning can help reduce it. - [Automation Rules: Subscriptions](https://docs.payments.ai/en/articles/12735429-automation-rules-subscriptions.md): Learn how to configure Subscription Automation Rules in Payments AI, including trial reminders, credit card expiration reminders, and dunning rules to automatically retry failed subscription paymen... - [Dunning FAQs](https://docs.payments.ai/en/articles/12735430-dunning-faqs.md): Find answers to common questions about subscription dunning in Payments AI, including how it works, the default retry schedule, how to customize rules by product or customer type, and how trial rem... - [Subscription Automation Rules: Retry with Partial Payment](https://docs.payments.ai/en/articles/12735487-subscription-automation-rules-retry-with-partial-payment.md): Learn how to configure a custom dunning rule in Payments AI that retries failed subscription payments at a reduced partial amount, with the option to limit the discount to once per customer. - [Subscription Renewal Reminders](https://docs.payments.ai/en/articles/12735497-subscription-renewal-reminders.md): Learn how to set up automated subscription renewal reminder emails in Payments AI, including how to configure conditions by product or price and schedule multiple reminders before the renewal date.