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Manage payment methods

A payment method is a way a customer can pay, such as on account or with iDEAL. On this page you add your payment methods and decide with a rule which of them a customer can pick for an order.

Payment Methods page on the Payment Method List tab with four payment methods

Before you begin​

  • You need Backoffice access and the Shop & channel role. To create or delete a payment method you need Owner access.
  • For the payment method rules you need the Configuration role, with Owner access to make a rule and Editor or Owner access to change one.

Add a payment method​

  1. Go to Shops & Channels > Payment Methods and click New Payment Method.
  2. Fill in the dialog and click Save.

New Payment Method dialog with the logo address, the External Code and the name

FieldWhat it isRequired
NameThe name customers see, per languageYes
External CodeThe code of this payment method, in capitals with underscores between words. For example IDEAL or BANK_TRANSFER. Rules and connected systems know the payment method by this codeYes
Logo urlThe web address of the logoNo

Choose the External Code with care. The transaction cost rules use it, and so does the connection with your payment provider.

warning

A new payment method cannot be picked yet. It only shows on a quote, an order or in the webshop when a payment method rule makes it selectable.

Decide which payment methods a customer can pick​

  1. Click the Payment Method Rules tab and open the rule.
  2. Click Add subrule and name it after the payment method.
  3. Add the conditions under which it may be picked, for example the delivery country.
  4. Under THEN, choose Set payment method to selectable and the payment method.
  5. Make sure the switch at the top stands on all, so several payment methods can be offered together.
  6. Click Save.

Payment method rule with four subrules, one per payment method

Subrule opened to show its IF condition on the delivery country and its THEN action

The name of a subrule is only a label. The action under THEN decides which payment method it offers.

To charge a fee for a payment method, see Transaction Costs.

Change or delete a payment method​

Click a row on the Payment Method List tab to change it. To delete payment methods, tick them, click Delete and confirm.

A deleted payment method cannot be brought back. Take it out of the rules as well.