Configure customer payment methods
Set up card and bank-transfer options on the Interlinked Payments page and resolve the readiness state shown for your workspace.
NEEDS VALIDATION
This page includes product areas with mixed maturity or conditional behavior. Verify the current UI and tenant state before using it as external operating guidance.
Open Payments
Open Payments in the Operations section. The page is titled Payments and explains which customer-facing payment methods your agent can confirm.
The ability to change a method is limited to an owner or administrator. If you can only review the page, ask an authorized workspace member to complete setup.
Screenshot: Payments page showing Card and Bank transfer cards with their current statuses
Connect card payments
The Card card uses the action shown by its current state:
- Connect Stripe when no account is connected;
- Continue setup when onboarding is incomplete;
- Open Stripe when the connection needs attention; or
- Ready when the workspace can offer card payment.
The panel can also show Not connected or Setup incomplete. Follow the displayed action and complete the external account steps. Return to Payments and refresh the page before relying on the method in an order or service journey.
The Payments page describes the customer experience as a secure payment link and automatic confirmation when the card connection is ready. It does not mean that an order has shipped or a service has been delivered.
Add bank transfer
In Bank transfer, select Add account and enter the country-specific account details shown by the form. The panel can show Configured or Not configured, and can allow Edit after an account is saved.
Bank transfer is a manual-review method. The agent can share the configured details, but your team must review the customer’s receipt and confirm that the payment reached the intended account before treating it as paid.
For Mexico, the form requires an 18-digit CLABE. Other countries can ask for routing, account, or IBAN information. Use the exact fields shown for the selected country and do not paste unrelated credentials into the form.
Confirm the result in the journey
After saving a payment method, return to the service or order configuration that needs it. A paid service may also require a fixed price, accepted method, and deposit choice. An order may show a payment status that is still pending even when a method is configured.
Use Payment verification and security for receipts and manual confirmation. Use Billing and subscription management only for the Interlinked subscription; it is not the customer-payment setup.
NEEDS VALIDATION
Card onboarding and bank-account requirements can depend on country, account status, and the connected payment provider. The status and action shown in your Payments page are authoritative.
Related in Interlinked
Connect this documentation topic to the relevant product, workflow, or commercial context.