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Work with payment methods

If your user Role includes the Payment method/Create permission, you can create payment methods. With the Payment method/Edit permission, you can modify existing ones.

Payment methods describe the way store customers pay for their orders during the checkout process.

Payment method limitations

By default, you can only create payment methods of type "Offline". If your organization needs other payment method types, contact your administrator or development team about creating a custom payment method type.

Payment methods created in legacy Commerce cannot be migrated when you upgrade. You have to define them from scratch.

Create new payment method

1. In the left panel, go to Commerce -> Payment methods, and click Create.

2. Select the language for the new payment method and its type.

New payment method

3. In the next screen provide information about the new payment method.

Creating a new payment method

4. Toggle the Availability switch on, so that store customers can select this shipping method during checkout.

5. Click Create to save your changes.

Edit existing payment method

1. In the left panel, go to Commerce -> Payment methods.

Payment methods list

2. Find the payment method that you want to edit by using the search field and filters.

3. Click the Edit button next to the method in the list.

4. Edit the necessary details.

5. Click Update to save your changes.

Delete existing payment method

1. In the left panel, go to Commerce -> Payment methods.

2. Find the payment method that you want to delete by using the search field and filters.

3. Select a box next to its name and click Delete.

Payment methods for existing orders

You cannot delete a payment method if it is active or if it is used by unpaid orders. You must first deactivate the method that you want to delete by toggling the Availability switch off.

Filter payment methods

  1. In the left panel, go to Commerce -> Payment methods.
  2. Narrow down the list of displayed payment methods in one of the following ways:

    • search for payment method by typing part of its name or identifier in the search box
    • filter payment methods by selecting one or more filters

    Available filters are:

    • Method type - method of the payment
    • Availability - payment method availability: Active, Inactive
  3. Click Apply to confirm.