Editing a payment method
OverviewThis article explains how to use editing a payment method in Work Planner, including the main fields that shape how the payment methods record behaves once it is saved.When to use thisUse this article when an exi
Overview
This article explains how to use editing a payment method in Work Planner, including the main fields that shape how the payment methods record behaves once it is saved.
When to use this
Use this article when an existing record needs to be updated and you want to understand which settings are safe to change and which ones affect downstream work.
How it fits into the flow
Editing a payment method sits within Settings / Payment Methods. It is designed to work alongside related articles such as Creating a payment method, Payment Method details, Payment methods list, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
Important fields
- Name: Look for input such as “Payment method name”.
- Color: Complete this value carefully before you save.
- Flat Fee: Look for input such as “0.30”.
- Percentage Fee: Look for input such as “2.5”.
- Show on website: Enable this payment method on the public payment options page.
- Public payment description: Look for input such as “Describe how customers use this payment method on your website”.
- Validation: Name: Required. Text value. Maximum 255 characters.
- Validation: Color: Required. Text value. Follow the required format.
- Validation: Fee: Optional. Numeric value. Minimum 0 characters.
- Validation: Fee Pc: Optional. Numeric value. Minimum 0 characters. Maximum 100 characters.
- Validation: Show On Website: Yes or no value.
- Validation: Public Description: Optional. Text value. Maximum 2000 characters.