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Showing or Hiding Payment Methods

Show or hide configured payments method for your IdeaRoom checkout

Updated this week

When checkout is enabled on your IdeaRoom site, one or more payment methods are configured. In SalesView, you can show or hide payment methods and arrange the order in which they are shown during checkout.

Note This capability is supported in the new SalesView layout only. To enable this layout, go to your SalesView Settings (by clicking on your name in the upper-left corner) and select Try New SalesView Look.

To Enable or Disable Payment Methods

  1. Login to SalesView with an user that has Admin permissions.

  2. In the left panel, select Sites. Then, select Edit for the site you want to adjust.

  3. Under Site, select Payments & Deposits.

  4. Under Payment Methods, you will see the currently-configured list of payment methods on your site.

    1. To enable a payment method, select the check box next to the name.

    2. To disable a payment method, unselect the check box.

  5. Preview your site with these changes to verify that the updated list of payment methods is shown in the checkout screens.

  6. Publish the site to apply these to your live website.

To Arrange the Order of Payment Methods

In Payments & Deposits (as shown above), click the two horizontal bars next to the payment method. Drag the payment method up or down to order it as you would like it displayed in IdeaRoom.

Additional Notes

  • Contact Support to add new payment methods or to change the name of the payment method shown on the Checkout screens

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