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XTRF Home Portal Configuration menu

Payment Methods

In this section, you can manage payment methods for client payments.

PM1.png

  • Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.

  • Use the filters on the left to narrow down your search.

  • Click the Add button to add a payment method. For details, see the Add a payment method guide.

  • Click on a payment method to open its page. Click the Edit.png icon to open it in edit mode.

  • To delete a payment method, click the Bin.png icon next to it.

  • Select one or several checkboxes in the left-hand column and click the Wheel_CP.png icon in the header to open a dropdown menu of available actions:

    • Select or deselect all payment methods.

    • Activate or deactivate the selected payment methods.

    • Mark or unmark the selected payment methods as preferred.