All payment options that have been created can be managed directly from the "Online Payments" section in the Admin Control Panel. 

Activate and deactivate online payment options

Newly created online payment options will automatically be placed in an active status and will be available for members on your website to log in and pay.

By deactivating a payment option, it will no longer be available for members to pay. When a payment option is deactivated, you can still view details about the payment option and a history of payments that have been made to it from the "Online Payments" section in the Admin Control Panel. However, the payment option will no longer be visible to members and will not allow any further payments (unless reactivated).

How-to

To deactivate a payment option, click the green check in the "Active" column (shown below). If you see an "X" in the column instead, it's because the payment option is already deactivated. Clicking on the “X” again will reactivate the payment option.

Viewing payment details

To view the details of a payment option, click on the magnifying glass icon under the "Details" column. In here, you will be able to see who made a payment, when the payment was made and transferred, the amount paid, and the payment method used by the member. You can additionally issue refunds from here and export all of the payment details if you need them for your records. 

Announce the payment option

You can announce an available online payment option whenever it's most convenient for you by using the announcement feature. This is a great tool to use to prompt your members to make a payment directly on your website! You can read more about how to use this feature in the following help article: Announcing payment options

Edit existing online payment options

To edit a payment option, click on the pencil icon under the "Edit" column.  In here, you can update the title of the payment option, any notes for members, the amount type, accepted payment methods, the amount of the payment option (if applicable), and any of the optional settings.

Delete online payment options

If you haven't received any payments for an online payment option, you will have the ability to go in and delete it. You can delete a payment option by clicking the red button in the "Delete" column. If you see "N/A" in the column instead of the red "X" icon, it is because there are already payments that have been made for that payment option, so you will not be able to delete it.

Did this answer your question?