You can control the payment methods provided to your customers flexibly: either globally as the default for all future transactions or specifically for individual transactions. With global settings in the organisation settings, you define your standard portfolio (e.g. bank transfer, direct payment or instalment purchase). If an individual business case differs – for example, due to creditworthiness requirements or transaction amounts –, you can adjust the payment methods directly in the relevant payment details without changing your general company standards.
💡 The most important points at a glance:
- Global standards: Set once for all newly created transactions in your organisation.
- Transaction-specific flexibility: Specifically activate or deactivate individual payment methods for each payment using the pencil icon.
- Isolated adjustments: Manual changes to an individual transaction have no effect whatsoever on existing or future transactions.
- Quick approval: Individual selections take effect directly in the transaction by clicking the green tick.
Step-by-step guide
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Set up global payment methods (organisation level): In your organisation's left-hand menu, navigate to “Settings” and select the “Payment settings” tab. In the “Accepted payment methods” section, select the options that should apply by default to all future transactions.
- Open a customer transaction (individual adjustment): If you only want to adjust the payment methods for a specific transaction, open it from the transaction list to access the Payment details.
- Activate editing mode: In the payment details, find the “Select payment method” section and click the pencil icon on the right.
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Set the payment methods for the transaction: Activate or deactivate the desired payment methods specifically for this transaction.
- Save your selection: Confirm your configuration by clicking the green tick. The change takes effect immediately for this customer without changing any other payments in the system.
📌 Important note / Pro tip: Changes in the global organisation settings only affect newly created transactions. Payment transactions that have already been sent or already exist remain unchanged. If you want to change the payment methods for an already active transaction, always adjust them directly in the relevant payment details using the pencil icon.