Payment Methods
The Payment Methods page lets you manage payment methods and configure rules that control which methods are available during checkout.
Before you begin
- You need the Configuration role to view this page.
- You need Owner access on the Configuration role to create or delete payment methods.
View payment methods
Go to Shops & Channels > Payment Methods. The page has two tabs: Payment Method List and Payment Method Rules.
Payment Method List tab
The Payment Method List tab shows a table of all payment methods.
| Column | Description |
|---|---|
| Logo | Payment method logo image |
| Name | Payment method name (localized) |
| Id | Payment method ID (sortable) |
| Date Created | When created (sortable) |
| Date Updated | When last modified (sortable) |
| External Code | External system code, for example AFTERPAY or BANKTRANSFER (sortable) |
Payment Method Rules tab
The Payment Method Rules tab shows a list of business rules that determine which payment methods are available during checkout. Click a rule to open the rule builder.
The rule builder shows subrules as expandable panels, each named after a payment method. Each subrule uses an IF/THEN structure with conditions and actions.
Expand a subrule to see its conditions and action. For example, a rule can check that the order subtotal meets a minimum value and the user type matches, then set the payment method to selectable.
See Business Rules for details on how to use the rule builder.
Create a payment method
- Click New Payment Method.
- Fill in the payment method details:
| Field | Required | Description |
|---|---|---|
| Logo url | No | URL to the payment method's logo (shows a preview) |
| External Code | Yes | Uppercase letters and underscores only, for example IDEAL or BANK_TRANSFER |
| Name | Yes | Display name (localized with language switcher) |
- Click Save.
Edit a payment method
Click any row to open the edit dialog. Update the fields you need and click Save.
Delete payment methods
- Select one or more payment methods using the checkboxes.
- Use the delete action.
- Confirm the deletion.
Filter payment methods
| Filter | Type | Description |
|---|---|---|
| Date Created | Date range | Filter by creation date |
| Date Updated | Date range | Filter by modification date |
| Ids | Multi-value chips (numeric) | Filter by payment method IDs |
| External Codes | Multi-value chips | Filter by external codes (uppercase and underscores) |
Related pages
- Business Rules - configure payment method selection rules
- Carriers - manage shipping carriers