Agencies manage their client accounts here. Paid-traffic sellers use it when the click has to turn into a text. The homepage lists the CRM, websites, funnels and landing pages, missed-call text-back, and inbound SMS in the same set of tools. The checkout is the weak part of that stack.
The three plans are in the table below, and the wallet rates sit under it. If the form's payment limit is the problem, the alternatives page lists the other checkouts we rank.
Sub-accounts, funnels and texts
Each client gets a sub-account, with its own contacts, pipeline and calendar. The entry plan includes three. The two higher plans drop that limit. An agency that adds clients moves off the entry plan.
A paid click can land on a funnel, create the contact, and start a text from that record. Missed-call text-back is on the same list as the funnel builder. Texts, email and the AI tools bill from a balance on the agency's card. Those charges can hit during the trial, before the subscription starts.
Where the checkout stops
A form can sell a main product and more than one order bump. The bump can use the Classic style or the Modern style. Only one product on the form can be recurring. That product is either the main offer or a single bump, and PayPal will not attach a bump when the main product renews. That limit is in the order bump guide.
A one-click upsell is a button on the next funnel step. You assign the upsell product to that button, and the card saved on the first form is charged for it. According to the upsell article, this only works in a V2 funnel built on HighLevel's own form. On a V1 funnel or a website page, the buyer has to enter their card details again. The gateways named for the step are Stripe, Authorize.net, NMI, PayPal, Square and approved marketplace providers.
A seller who splits one checkout across merchant accounts runs into the channel rule. HighLevel's channel guide lets you add PayPal and either Stripe or NMI, but Stripe and NMI cannot both be used on the same form. Each client workspace can connect only one Stripe account. The form charges PayPal and that one card gateway.
Read the pricing breakdown before a trial, because the wallet can charge while the subscription is still free. If the offer needs Stripe and another gateway on the same form, use the alternatives link above.