Assign Payment Providers Per Channel with Separate Live and Test Modes
SMBcrm now lets you assign distinct payment processors for individual channels, with separate configurations for Live and Test modes. Previously, a single default processor applied across all payment channels. This update gives you full control over how payments are routed depending on the sales channel.
Why This Matters
Different sales channels often have varying requirements around fees, transaction sizes, and refund procedures. With channel-specific defaults, you can route payments more intentionally without repeatedly adjusting global settings. For example, one processor might handle invoices while another manages funnel payments.
Test mode configurations remain fully independent from Live mode settings, so you can validate your setup safely without affecting actual transactions.
How to Set It Up
- Navigate to Payments > Integrations in your SMBcrm dashboard
- Click the gear icon labeled Configure Providers
- Use the dropdown menus to select a provider for each channel
- Toggle between Live and Test modes to configure each independently
You can select any payment provider already connected to your account.
Supported Channels
This feature currently applies to:
- Funnels (one-step and two-step order forms)
- Forms, Stores, Calendars
- Invoices and Invoice Auto Payment
- Payment Links
- Courses and Communities
- Surveys
What’s Coming Next
The team plans to expand channel coverage and is considering offering-level provider defaults, which would allow different stores within one account to use different processors.
If you need help with payment provider configuration, visit our Support page or Contact Us.