Individual and shared settings

Payment method types:

• Individual Methods: Members can add personal payment methods, such as a corporate card, and shipping address through Business settings or during checkout.
• Shared Methods: Administrators can share company payment methods with specific groups.
• Shared and individual settings: Administrators have to set up shared payment methods for their groups, and requisitioners to use their own payment methods.
• Backup Payment Methods: You can designate backup payment methods that the system will automatically use if your primary payment method fails. This helps prevent payment-related delays and order cancellations.

Administrator controls:

• Manage payment methods for the entire organization or specific groups.
• Enable both shared and individual payment methods within the same group.
• Share payment methods with up to 1,000 groups, adding them in batches of 20 at a time.

Important notes:

• Only administrators can add, update, or remove shared payment methods.
• When you share a payment method with a group, any administrator in that group can modify or remove it.
• Group members can use but not modify shared payment methods.
• Administrators can view all order details, while members can only see their own orders.
• Individual gift cards may not be visible at checkout when purchasing from a shared pay group.

To set up shared payment settings, administrators can:

1. From your Business settings, select Shared settings under Billing & shipping.
2. Select your preferred payment methods and select Update.