Payment Settings & Integrations
How to configure receipts, taxes, notifications, subscription retry settings, and connect your payment provider.
Payment Settings & Integrations
This is where you fine-tune how your payment system works — from the receipts your clients receive to the taxes you charge and the payment provider processing your transactions.
Receipts
Every time a client makes a payment, they can automatically receive a receipt by email. This is enabled in the receipt settings section. Watch this step (0:14)
The system uses a default email template for receipts. If you'd like a more branded, polished receipt, we can create a custom email template for you — just ask on Slack.
We recommend keeping receipts enabled. It gives your clients a professional experience and a record of their payment for their own bookkeeping.
Taxes
The tax settings control how sales tax or VAT is applied to your products. Watch this step (1:00)
Here's what you can configure:
- Include taxes in all prices — when enabled, the price your clients see already includes tax (e.g., EUR 150 includes 21% BTW). When disabled, tax is added at checkout.
- Tax rates — add your specific tax rate (e.g., 21% for Belgium, 21% for Netherlands). This is the global default for all products.
- Automatic tax — the system can calculate tax automatically based on your client's location. Useful if you sell to people in different countries.
Individual products can have their own tax rate if needed. For example, digital products might have a different rate than in-person services. You can override the global tax on a per-product basis when creating a product.
Make sure your tax settings comply with your country's regulations. If you're not sure what rates to use, check with your accountant. We can help configure it once you know the right numbers.
Notifications
The notifications section controls the automated emails that go out around payments. Watch this step (1:39)
You can set up:
- Abandoned cart emails — if someone starts checkout but doesn't finish, they automatically get a reminder email. You can customise the template, subject line, and timing.
- Order confirmation — sent immediately after a successful purchase
- Fulfilment emails — sent when you mark an order as fulfilled (more relevant if you sell physical products)
- Team notifications — get an email every time someone makes a purchase so you're always in the loop
Abandoned cart emails can recover a surprising number of lost sales. Even a simple "Did you forget something?" email brings people back. We set these up during onboarding, but you can adjust the timing and messaging here.
Subscription settings
If you offer recurring payments, this section lets you control what happens when a client's payment fails. Watch this step (2:38)
You can configure:
- How many times the system retries a failed payment (e.g., 3 attempts)
- How often it retries (e.g., every 3 days)
- What happens after all retries fail (cancel the subscription or leave it active for manual follow-up)
Most failed payments are caused by expired cards or insufficient funds — not clients trying to avoid payment. The automatic retry system handles this quietly so you don't have to chase anyone for money. If all retries fail, you'll be notified so you can reach out personally.
Processing fees
You can choose whether to absorb payment processing fees yourself or pass them on to your clients. Watch this step (3:02)
When enabled, a small percentage is added to each transaction total. The client sees this as a separate line item (e.g., "Processing fee: EUR 2.50"). You can label it however you like.
Most of our clients absorb the processing fees — it feels more premium and clients don't notice the difference when it's built into the price. But if you're selling high-ticket items (like retreats), passing the fee through is perfectly acceptable.
Payment link appearance
You can customise how your payment links look — your brand colours, logo, and button styling. This creates a consistent, professional experience when clients click through to pay. Watch this step (3:16)
Integrations
The integrations section is where your payment provider (the service that actually processes card payments) is connected. Watch this step (3:26)
We set up your payment integration during onboarding — in most cases, this is Stripe. It handles all the card processing, security, and payouts to your bank account.
You generally don't need to touch anything here. But good to know:
- Stripe — the most common option. Supports credit/debit cards, Apple Pay, Google Pay, and bank transfers (SEPA for European clients)
- PayPal — can be added as an additional option if your clients prefer it
Your payment integration is already set up and working. If you want to add PayPal as a second option, or if you need to update your bank details, send Korneel a message on Slack and we'll handle it.
Quick reference
| What you want to configure | Where to find it |
|---|---|
| Enable/disable receipts | Settings → Receipts |
| Set tax rates | Settings → Taxes |
| Abandoned cart emails | Settings → Notifications |
| Failed payment retries | Settings → Subscription Settings |
| Pass processing fees to clients | Settings → Processing Fees |
| Customise payment link look | Settings → Payment Link Appearance |
| Connect payment provider | Integrations |
What to read next
Payments Dashboard
Track orders, subscriptions, and transactions.
Products & Payment Links
Create products, generate payment links, and set up coupons.
This feature is part of our Growth Tools package. Interested in adding it to your setup? Send Korneel a message on Slack and we'll walk through whether it's a good fit for your business.
Need help? If you get stuck, send Korneel a message on Slack and we'll sort it out together.
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