Identify the ClickFunnels version and payment configuration

ClickFunnels Classic and newer workspaces use different documentation and payment setup. Start with the version you run, then inspect the payment gateway configured for the workspace and the exact funnel and product the buyer uses.

Map every payment the buyer may authorize

A funnel can combine an initial order with an order bump, later offer, or subscription. Identify which steps collect payment and what the buyer sees before each charge. Ask the proposed provider to review the complete sales flow, product catalog, and account eligibility.

Check the effect of changing a workspace default

List the funnels and checkout pages that use the workspace default and those that specify a different gateway. Before a switch, test both types. Review whether existing subscriptions remain attached to the original gateway and confirm which system can update the payment method or issue a refund for an old order.

Check both the funnel and the provider’s records

  • Review the price, order description, and gateway used on every relevant funnel step.
  • Test accepted, skipped, and interrupted additional offers in the supported test environment.
  • Verify order references and customer receipts for each transaction.
  • Determine where refunds and subscription changes are managed after a gateway switch.

Sources and further reading

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