---
title: Setting Payment Method Rules for Packages and Memberships
description: payment method rules
---

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3. [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations)

# Setting Payment Method Rules for Packages and Memberships

**Overview**

You can now control which payment types clients can use when buying packages and memberships. This guide shows how to configure payment settings so checkout is faster and more accurate.

 

**Prerequisites**

• Admin access to CORE

• Packages or memberships already created (or ready to create)

 

**Step-by-Step Instructions**

 

**Configuring 'Allowed' Payment Types for Packages and Memberships**

-  Login to Core
- Navigate to **Payments \> Retail Configurations **
- Select either the **Packages or Memberships **menus. 
- Choose to **Create New** package or membership or click the **pencil icon** to edit an existing one.
- In the package or membership settings, find the **Recurring Payment Method or Pay Now Payment Method** sections.
- Choose what payment types are allowed for each.  
    - Options: 
          - **Card** (Credit/Debit cards only)
          - **Bank** (Bank account/ACH only)
          - **Any** (Either card or bank allowed)
- Review your selections and press **Edit Package** to save changes. 

 

![Article image](https://support.hapana.com/hubfs/Knowledge%20Base%20Import/1759442570710_2f3ae3c5_Multi-payments---Edit-package-1.png)

 

Tip: Make sure to clearly communicate your payment rules to clients during sales or signup!

 

The system will now enforce these payment rules at checkout — clients will only see payment options that match your settings.

 

![Article image](https://support.hapana.com/hubfs/Knowledge%20Base%20Import/1759442572214_892e9679_Multi-payments---Edit-package-1-1.png)

 

**Expected Outcome**

 

After setup, clients will only be able to complete checkout using the payment methods you allow, making the process smoother and preventing mistakes.

 

**Troubleshooting / FAQs**

 

**Q: What happens if a client tries to use a blocked payment type?**

A: The blocked option will not appear at checkout, so there’s no confusion.

 

**Q: Can I change the allowed payment types later?**

A: Yes! Just return to the same Retail Configurations screen and edit your settings.

 

**Q: Does this apply to both app and in-person checkouts?**

A: Yes, payment restrictions will apply across all checkout experiences.

---

 

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