Choose the preferred payment method and order

Mark one payment method as the organization's preferred one and drag the active methods into the order customers and staff see them.

In the sidebar, open Settings, then choose Payment Methods You Accept under Sales & Billing. The page address is /settings/org/billing/payment-methods.

Before you start

• Only one method can be preferred at a time. Choosing a new one clears the old one.
• Only Active methods that are Enabled by default can be preferred.
• Your role needs the permission to update payment method definitions.

Steps

To choose the preferred method:

1. Find the method in the list and open its Actions menu.
2. Choose Make org preferred. The row's Defaults badges now include Org preferred.
3. To remove it later, open the menu again and choose Clear org preferred.

You can also open the method, turn on Org preferred method in the panel and press Save definition.

To change the order:

1. Press Manage order at the top of the page. A panel titled Manage payment method order lists the active methods.
2. Drag a method by its handle to where you want it. Nova saves the new order as soon as you drop it.
3. Close the panel. The list and every payment screen now follow the new order.

What you see

• The preferred method is the one Nova suggests first when an account has not chosen its own.
• Archived methods do not appear in the order panel and always sit after the active ones.
• The panel says Saving payment method order... while a drop is being saved.

If something looks different

• Make org preferred is greyed out: the method is archived or not enabled by default. Open it, set Status to Active and turn on Enabled by default first.
• Manage order is greyed out: you need at least two active methods, or your role cannot update payment methods.
• The order panel says to add and activate a method first: there are no active methods to arrange yet. See Add a payment method customers can use.

Open Payment Methods You Accept