Payment Method Details
How to read the Payment Method details popup, including fee rules, website visibility, business ownership, and dates.
Open a payment method from the list or from a selector when you want to inspect it without editing anything first. The details popup is the quickest place to confirm the method's fee rules, website visibility, and ownership.
What the Popup Shows
- The top bar: The method's name, with On website beside it when your website shows it, and Payment method under it, followed by its business when you have more than one selected.
- Name: The saved internal label for the method.
- Business: Appears on multi-business setups so you can see which business owns the method.
- Color: Shows both the saved colour value and the swatch.
- Fees: Split into Fixed Fee and Percentage Fee so you can check exactly what Work Planner will use later.
- Website: Shows whether the method is visible on the website and what the public description says.
- Dates: Displays created and updated dates so you can tell how old the setup is and whether it was changed recently.
When To Use the Details View
- Before editing: Good for checking the current setup before you change anything.
- From a selector: Useful when you are in the middle of a payment flow and want to confirm the method you are about to use.
- After an update: Handy for checking that a recent edit saved the values you expected.
Edit or Delete from the Popup
Use Edit payment method, down the right of the popup, when the information needs changing. After save, the popup reloads the latest data so you can see the updated result immediately.
Delete payment method, in red at the foot of that side bar, asks the same question as the bin on the list, and the popup closes once the method is gone. When the window is too narrow for it down the side, the side bar sits above the details instead.
Related articles
- Payment Methods List: The main list view you usually come from before opening one method.
- Editing a Payment Method: Covers what each editable field changes.
- Taking a Payment: Useful when you want to see how the chosen method is used during real payment entry.