[Australia only] How to Edit the Payment Method Settings

Once you’ve set up online payments, you can edit your payment method settings.

Watch this video tutorial to see how to edit your payment method settings:

Payment method settings allow you to customise your preferred payment methods, so you control when credit card payments are available to clients, depending on the transaction volume and transaction fee.

Edit the payment method settings at the project level

Editing the payment method settings at the project level will only edit the settings for the specific project you are on. To edit the payment method settings for all projects, edit the settings at the account level (as shown in the next section). All team members can edit the payment method settings at the project level.

How to edit the payment method settings at the project level:

1. Open an existing project or create a new one.
 

2. Existing projects: Click the Edit button on the top right of the Project Details section on the right of the Overview tab. Set the Online Payment Methods. New projects: Set the payment method settings when you create the project. 

3. Use the drop-down arrows to mark the acceptability for each payment method as either “Always,” “Never,” or “For range,” which sets a cap per transaction. In the case of “For range,” type in the monetary value next to the words “Up to” and click the blue checkmark.

Edit the payment method settings at the account level

Editing the payment method settings at the account level will set default settings for all future projects. To edit the payment method settings for an existing or specific project, edit the settings at the project level (as shown above). Currently only admins can edit the payment method settings at the account level.

How to edit the payment method settings at the account level:

1. Click the gear icon in the top right corner or click here to skip to Step 3.

2. Select “Online Payments.”

3. Use the drop-down arrows to mark the acceptability for each payment method as either “Always,” “Never,” or “For range,” which sets a cap per transaction. In the case of “For range,” type in the monetary value next to the words “Up to” and click the blue checkmark.