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Hot Local Business

Payment processing

Accept cards and wallets through Stripe, PayPal and other providers.

Why it matters

Get paid online, in person or over the phone.

The HLB difference

Payments attach to contacts, invoices and reports.

How it works

Connect Stripe, PayPal or another provider to take card and wallet payments online or in person.

Payment processing connects your HLB account to a payment provider so customers can pay you online with cards, wallets and other methods. Providers include Stripe, PayPal and Mercado Pago, plus others such as Square and NMI.

To connect a provider, go to Payments, open the Integrations tab and select the provider. Stripe uses a sign-in and authorize step. PayPal needs a Client ID and Secret Key, and Mercado Pago needs production credentials, including a Public Key and Access Token.

Options to set up:

  • Payment methods: open Manage Payment Methods in your provider settings to turn methods on or off.
  • Test and Live mode: run sample transactions in Test mode, then switch to Live for real payments. Each mode can have different providers assigned to each channel.
  • Providers by channel: under Configure Providers, assign providers to channels such as order forms, forms, stores, calendars, invoices, payment links, courses, communities and surveys. A channel setting overrides your default provider, and if that provider is disconnected, the channel falls back to the default. You can use PayPal plus one other provider, but not two non-PayPal providers together.
  • PayPal: customers can pay with PayPal or, if eligible, Pay Later. Buttons show only in preview or live mode, not in the builder.
  • Apple Pay and Google Pay: with Stripe Connect, turn on these wallets for one-step and two-step order forms in Version 2 funnels. Apple Pay also needs the funnel's domain added in Stripe, which should happen automatically.

Customers see wallet options only when their browser supports them and they have a payment method saved in their wallet. The credit card option stays available either way. Mercado Pago does not allow two checkout elements on one page.

Ready to put this to work in your business?

Start onboarding with the Max Digital Edge team and get set up on Hot Local Business.

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