You have two options for specifying which payment methods your customers can use: either globally in the organisation settings or specifically for individual transactions in the payment details. In the organisation settings, select the accepted payment methods for all future transactions of your organisation under ‘Settings’ and the ‘Payment settings’ tab. For individual payments, you can make individual adjustments directly in the payment details using the pencil icon, but these will not affect other payments.
Set payment methods: Global and individual options
You can configure the available payment methods for your customers in two ways:
- In the organisation settings (global setting): To determine the payment methods for all payments sent by your organisation, navigate to ‘Settings’ in your organisation's menu and then select the ‘Payment settings’ tab. You can select the desired options in the ‘Accepted payment methods’ field. This setting will then apply by default to all new payments made by this organisation.
In the image: Organisation settings (highlighted area: selection options for accepted payment methods
- In the payment details (individual adjustment per payment): If you only want to adjust the payment methods for a specific payment, first select it to access the payment details. There you will find a pencil icon on the right-hand side under ‘Select payment method’. Click on it to activate or deactivate the desired payment methods for this specific transaction. Then confirm your selection by clicking on the green tick. Please note that changes you make here will not affect other payments within your organisation.
In the image: Open transaction (highlighted area: selection of payment methods)