How to set up payment methods

How to set up payment methods

Overview

As an admin, you can add and configure payment options that work best for your organization—whether it’s credit cards, bank transfers, or other supported methods. Once set up, these options become available to your users, allowing them to make secure online payments.

Before you begin

✅ User must be an owner in order to add or change a payment method.
✅ Setup is done in the NG dashboard.

Description of steps

Navigate to the NG dashboard > Settings > Payment methods.


There are currently two online payment methods, plus an option for offline payments. Clicking the Connect button for each method will take you to the service’s website to complete the setup. The screenshot below shows the steps for connecting to Stripe.


Here is how you can connect PayPal to your account:




You can manage offline payments in several ways. You may accept cash or checks, receive bank transfers, or offer scholarships and financial aid. In the sidebar, choose the type of method you want to add (Cash and check, Financial aid and scholarships, Bank transfer or custom), give it a name and add online/offline help text if needed.

Note:
  1. The online help text appears during checkout when this payment method is selected.
  2. The offline help text appears in the confirmation email when this method is selected.


Notes
Note: You can have one or multiple ways of offline methods at the same time.


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