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How to Edit an Existing Payment Method

Overview​

You may need to update a payment method to correct a name, change its category, or deactivate it if it is temporarily unavailable.

Prerequisites​

  • User Permission Required: manage_payment_methods

Step-by-Step Guide​

  1. Locate the Payment Method Navigate to Platform Settings > Payment Methods and find the method you wish to change in the list. You can use the search bar if needed.

  2. Open Edit Mode Click the Blue "Pencil" (Edit) icon in the Actions column.

  3. Update Details Update the necessary fields in the popup window (e.g., change Status from Active to Inactive).

  4. Save Changes Click Save to apply the changes.

Outcome​

The payment method is updated immediately. If you changed the status to Inactive, it will no longer appear on the POS.