The Ox Gold Help Center

How to Access the Payments Help Docs in Ox Gold šŸ’° Set up products, take payments, offer trials, and create custom plans—all from one place.

Start Here

To explore all step-by-step guides for setting up payments inside Ox Gold, scroll to the bottom of this article and click the ā€œRead Moreā€ button. This will take you directly to the Payments Help Docs, where you’ll find everything from integrating Stripe or PayPal to building purchase forms, creating coupons, and setting up subscriptions.

What You’ll Learn in the Payments Help Docs

The Payments section walks you through everything you need to sell your services, products, or subscriptions directly from the Ox Gold platform. Whether you’re creating one-time offers, charging monthly, or offering trials, it’s all here.

Here's what’s included:

🧾 How to Integrate Stripe or PayPal

Step-by-step setup instructions for connecting your payment processor securely using API keys. You’ll also learn why Ox Gold doesn’t rely on Stripe Connect and how to avoid losing stored customer data.

šŸ”— Connect Gateways from Settings

Instructions for enabling your chosen payment processor under Settings → Integrations → Payments, using secure API credentials.

šŸ“¦ Create a Product

Learn how to add products to your system with pricing, descriptions, and custom settings—ready to attach to forms or automations.

šŸ” Set Up Subscriptions and Payment Plans

Create recurring charges and custom payment plans using built-in tools. Includes details on how to add billing cycles, trial periods, and payment terms.

šŸŽŸļø Create and Manage Coupons

Use the coupon builder to offer discounts, special promotions, and limited-time offers—complete with expiration dates and redemption tracking.

šŸ“ Create a Purchase or Order Form

Connect products to forms using the ā€œPurchaseā€ field. Walks you through dragging in payment options, customizing fields, and styling your form.

šŸ†“ Offer Free Trials

Configure products to include free trial periods before payments begin, with full control over frequency and duration.

🧾 Create Invoices

Issue invoices to clients manually or automatically, depending on your preferred billing style.

🧠 Advanced: Integrate External Payment Processors

If you're working with custom payment systems, you’ll find guidance on building hosted payment pages or making API calls—recommended only if you have development experience.

Tips & Troubleshooting

āœ… Pro Tip: Use product IDs and smart automation flows to track purchases, trigger fulfillment sequences, or unlock access to member-only content.

āš ļø Watch Out: When setting up recurring plans or trials, always double-check your pricing frequency and billing terms before publishing.

What to Do Next

After reviewing the Payments Help Docs:

  • Head to Payments in the left-hand menu to create a product or connect your gateway.
  • Use the Forms tool to attach your product to an order or purchase form.
  • Combine with Automations to trigger post-purchase follow-ups or onboarding sequences.

ā–¶ļø Scroll to the bottom of this article and click the ā€œRead Moreā€ button to go directly to the full Payments Help Docs and start selling inside Ox Gold today.

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