Creating Payment Methods

How it looks like in the front end #

The front-end payment selection interface is designed to provide a clean and user-friendly experience for completing payments.

The payment will go directly to the accounts that you have entered.

1. Navigate to Payment Methods

• On the left-hand menu, click on “Payment Methods” under the Management section.
• This will open a page displaying your existing payment methods.

2. Click “Add Payment Method” #

• Locate the “Add Payment Method” button in the top-right corner of the page.
• Click the button to start the process of adding a new payment method.

Add Payment Method #

1. Enter the Payment Method Name

• In the “Payment Method Name” field, type the name of the payment method.
  • Examples: “Bank Transfer,” “Cash Payment,” or “QR Code Payment.”

2. Provide Instructions

• In the “Instruction” field, write clear and concise steps for the user to make the payment.
  • Example for Bank Transfer: Please make the payment to the following account: Bank Name: First National Bank Account Number: 12345677 Account Name: Flowclass Center

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3. Require Receipt Upload (Optional)

• Toggle the “User must provide receipt when paying?” switch to ON if you require users to upload proof of payment.
  • This is useful for verifying bank transfers or manual payments.

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4. Add Image Guidance or QR Code

• Use the “Image guidance / QR code” upload section to provide additional visual instructions:
  • Drag and drop an image file or click to upload it.
  • Examples:
    • Upload a QR code for mobile payment.
    • Upload a sample receipt with instructions for users.

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5. Set a Success Message (Optional)

• In the “Success Message” field, write a custom message to confirm successful payment registration.
  • Example: “Thank you! Your payment has been registered successfully. We’ll process it shortly.”

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6. Write a Custom Success Message

• Use the “Success Message” field to write a personalized confirmation message that will display to users after successful payment registration.
  • Example Messages:
    • “Your payment has been successfully recorded. Thank you!”
    • “Payment received! We’ll process your request shortly.”

Edit or Remove Payment Method #

1. Edit a Payment Method

• Locate the payment method you want to edit in the list.
• Click the three-dot menu (...) next to the payment method.
• Select “Edit payment method” from the dropdown.
• Update the details in the modal that appears (e.g., payment method name, instructions, or success message).
• Click “Save” to apply the changes.

Tip: Use this to update account details or improve instructions for users.

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2. Delete a Payment Method

• Find the payment method you want to remove from the list.
• Click the three-dot menu (...) next to the payment method.
• Select “Delete” from the dropdown.
• A confirmation prompt will appear to ensure you want to proceed.
• Confirm the deletion, and the payment method will be permanently removed.

Important: Deleting a payment method will make it unavailable for future transactions. Consider disabling it instead if you might need it later.

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3. Enable or Disable a Payment Method #

• Use the toggle switch next to each payment method to enable or disable it:
  • Enable: The toggle turns blue, making the payment method active and available to users.
  • Disable: The toggle turns gray, temporarily hiding the payment method from users.

Use Case: Temporarily disable methods during maintenance or if they’re not currently in use.