Understanding Payment Method Types
There are two main categories of payment methods:
Integrated Payment Providers
These are services like PayPal or Stripe that process payments automatically.
They are connected and configured via the Integrations section.
Once connected, they appear automatically on this page.
Payments made through these providers are typically marked as Completed automatically upon successful processing.
Management (connecting, disconnecting, specific settings) is done on the Integrations page, linked from the provider's card here.
Cards display the provider's logo (e.g., PayPal icon) and any associated processing fees.
Manual Payment Methods
These are methods handled outside the system, requiring manual verification and approval (e.g., Cash, Bank Transfer, Check).
You add and manage these directly on this page.
When a member selects a manual method, the associated payment is usually created with a Pending status.
You will need to manually confirm receipt of payment (e.g., check bank statement, confirm cash received) and then update the payment status in the Payments section.
Adding a Manual Payment Method
Click the Add Manual Method button to open the sheet.
Method Name: Enter a clear name (e.g., "Bank Transfer - EUR", "Cash at Reception").
Instructions: Provide necessary details for the member (e.g., bank account details, IBAN, instructions on who to pay).
Available: Toggle this switch on to make the method visible and selectable by members during checkout.
Click Add Manual Method to save.
Managing Existing Payment Methods
Manual Methods
Each manual method is displayed on a card. Use the menu icon (three dots) on the card to:
Edit Method: Modify the Name, Instructions, or Availability status.
Enable/Disable Method: Quickly toggle the Availability on or off. Note: You cannot disable the last available payment method; at least one must remain active.
Delete Method: Permanently remove the method. Note: You cannot delete the last remaining payment method. Deleting a method updates associated non-pending payments to indicate the method was removed but doesn't delete payment records.
Integrated Providers
These cards show the provider name, icon, status (Available/Unavailable), and a link to manage them.
Configuration and availability for these methods are managed within the Integrations section, not directly on this page.
⚠️ Ensure you always have at least one Available payment method (either manual or integrated) configured so members can complete purchases.