---
title: "Configure customer payment methods"
description: "Set up card and bank-transfer options on the Interlinked Payments page and resolve the readiness state shown for your workspace."
section: "Customer payments"
url: https://interlinked-ai.com/en/resources/docs/configure-customer-payment-methods
lang: en
lastUpdated: 2026-08-13
reviewedAt: 2026-08-13
---

# Configure customer payment methods

## 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.

<div class="docs-media-placeholder">
  <p class="mono-label">Screenshot: Payments page showing Card and Bank transfer cards with their current statuses</p>
</div>

## 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](/en/resources/docs/payment-verification-and-security) for receipts and manual confirmation. Use [Billing and subscription management](/en/resources/docs/billing-and-subscription-management) only for the Interlinked subscription; it is not the customer-payment setup.

<div class="docs-callout docs-callout-warning">
  <p><strong>NEEDS VALIDATION</strong></p>
  <p>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.</p>
</div>