SettingsPayment Methods
Payment Methods List
How the Payment Methods list works, what each column means, and where to create, inspect, or delete a method.
Open Settings > Payment Methods when you need to control the payment options your team can record against jobs and transactions. This is the master list for names, fee rules, website visibility, and the details that appear in payment selectors elsewhere in Work Planner.
What You See First
- Search payment methods: Searches by payment method name only, which is usually enough because the list is normally short and each method should already have a distinct name.
- Filters: Only there when you have more than one business selected. The funnel button beside the search slides the Filters panel out from the right, where Business narrows the list to one or more of them. The list changes as soon as you pick, the number on the button says how many filters are set, and Show with the number of payment methods, such as Show 4 payment methods, closes the panel.
- Filter chips: The businesses you filter to show as a chip beside the search, such as Business: Bright Windows. Click the chip to open the panel again, or its × to take the filter off.
- Clear all: At the foot of the Filters panel while a business is picked. It puts the list back to every business you have selected.
- New Payment Method: Opens the create popup from the list header.
- Badge and description: The list header shows the total number of payment methods currently in view and a plain-language summary of the current page range.
Columns in the List
- Name: The label your team sees in selectors when recording payments.
- Color: The saved colour value for the method. This is mainly there for quick visual recognition.
- Fees: Shows the fixed fee, percentage fee, or No fees when neither rule is set.
- Website: Shows whether the method is visible or hidden on the website payment options side.
- Created: The date the method was first added to Work Planner.
Working From a Row
- Click the row: Opens the payment method details popup in read-only mode.
- Delete icon: Opens a confirmation step before permanent deletion.
What Changes Elsewhere
Changes made from this list feed into payment selectors on jobs, debts, worksheets, and transaction forms. Fee settings matter later because Work Planner uses them when it creates payment-fee expenses during payment recording.
Related articles
- Creating a Payment Method: The next step when you need to add a new option to the list.
- Payment Method Details: Shows what you can review after opening one row.
- Taking a Payment: Useful when you want to see how these methods are used in a real payment flow.