Dashboard reference
Payment methods · controls and screen
Consult each field, button and tab of Payment Methods, with screenshots of the system and explanation of their effects.
Reviewed October 23, 2026 · Customer guide
Navigation was checked and controls were checked against the panel code. Save, import, delete, and activate operations were not run on production data for this screenshot.
Control by control
| Control | How to use | Effect |
|---|---|---|
| 1SITIOselect | Change the store or active site. Check this selector before saving, importing, or syncing. | data entryLocated in the actual interface |
| 2Notifications: 18 unreadbutton | Opens account context notices and its unread counter. A historical warning does not confirm a current failure. | ReadingLocated in the actual interface |
| 3inboxbutton | Open the account’s messages and notifications inbox. | NavigationLocated in the actual interface |
| 4MY ACCOUNT ↗to | Open account, sites or subscription management; It is not the editor of the search engine. | NavigationLocated in the actual interface |
| 5Administration ↗to | Open global administration if your account has that permission. It should not be shared with a client without authorization. | Browsing with permissionLocated in the actual interface |
| 6Activate dark modebutton | Toggle the visual theme and retain the browser preference. It does not modify content or commercial data. | Local preferenceLocated in the actual interface |
| 7Previewbutton | Open the associated site to check the published experience. It does not confirm that unsaved changes are published. | NavigationLocated in the actual interface |
| 8I authorize the agent to share these payment methods and data when the client askscheckbox | Authorizes sharing the configured charging data. Disable it if they should not be published. | Selection; requires saving according to the formLocated in the actual interface |
| 9Cashcheckbox | Select a payment method that the company actually accepts. Selection does not connect a gateway or verify deposits. | Selection; requires saving according to the formLocated in the actual interface |
| 10Bank transfercheckbox | Select a payment method that the company actually accepts. Selection does not connect a gateway or verify deposits. | Selection; requires saving according to the formLocated in the actual interface |
| 11Bank depositcheckbox | Select a payment method that the company actually accepts. Selection does not connect a gateway or verify deposits. | Selection; requires saving according to the formLocated in the actual interface |
| 12Deposit in OXXOcheckbox | Select a payment method that the company actually accepts. Selection does not connect a gateway or verify deposits. | Selection; requires saving according to the formLocated in the actual interface |
| 13Cardcheckbox | Select a payment method that the company actually accepts. Selection does not connect a gateway or verify deposits. | Selection; requires saving according to the formLocated in the actual interface |
| 14PayPalcheckbox | Select a payment method that the company actually accepts. Selection does not connect a gateway or verify deposits. | Selection; requires saving according to the formLocated in the actual interface |
| 15Banktext | Receiving bank approved by the company. | data entryLocated in the actual interface |
| 16Account holdertext | Name of the receiving owner. Check that it matches the approved account. | data entryLocated in the actual interface |
| 17CLABE (18 digits)text | CLABE receiving 18 digits. Review each digit before authorizing its publication. | data entryLocated in the actual interface |
| 18Account numbertext | Authorized receiving bank account. Never enter banking credentials. | data entryLocated in the actual interface |
| 19Receiving card for deposits (number only)text | Deposit receiving card number authorized by the company. Never CVV, PIN or expiration. | data entryLocated in the actual interface |
| 20Reference or concepttext | Reference or concept that the client must use when paying. | data entryLocated in the actual interface |
| 21Instructions to pay (OXXO, transfer or others)textarea | Approved payment steps: method, reference and conditions. Do not claim that a payment was credited. | data entryLocated in the actual interface |
| 22Save payment methodsbutton | Submit the form fields in this section. Review the data and context before confirming. A validation error requires correcting the fields; a conflict notice requires reloading. | Persistent changeLocated; not run in production |
Steps
- Select the correct store or site in the header.
- Locate the control by its label in the capture and in the table.
- Check if its effect is read, local selection or persistent change before using it.
Before changing data
Check permissions and context. A snapshot documents the observed interface, it does not guarantee that all states, plans or integrations have the same controls. Hidden fields protect real data; They are not example information.
After using a control
In a save, review the confirmation and consult the data again. In a sync, it checks for completion and a sample of the result. Don’t interpret opening a form or copying code as a completed post.
How to verify it worked
The control produces the documented effect and preserves the correct context data and constraints.