Controlling payment method types (Stripe)

Overview:
In Pool Queue, managing the types of payment methods you accept is straightforward. Whether you're looking to accept credit cards, pre-authorized debits, or other forms, our platform provides the flexibility you need. This guide will walk you through the steps to enable or disable your preferred payment methods.

Prerequisites:
To make changes to the payment method types, your account must have one of the following roles:

• System Administrator
• Accounting

If you don't have the appropriate permissions, please contact your organization's Pool Queue administrator.

Steps to Control Payment Method Types:

1. Access Financial Integration Settings:

   • Navigate to Setup from the main dashboard.
   • Select the Accounting option.
   • Click on the Financial Integration tab.

2. View Current Payment Methods:
   Within this tab, you'll see a list of all available payment methods for your account. Each method will have a checkbox indicating its active status.

3. Enable or Disable a Payment Method:

   • Find the payment method you wish to modify.
   • Click on its corresponding checkbox to activate or deactivate it.

4. Apply Changes:
   After making your desired adjustments, click the button titled "Apply Stripe Changes" to save and apply your settings.

Note on Canadian Banking Debits:
If Canadian Banking Debits is enabled, remember that transactions using this method might experience a delay due to bank processing times. Informing your customers about this potential delay would be beneficial.