> ## Documentation Index
> Fetch the complete documentation index at: https://docs.y.uno/llms.txt
> Use this file to discover all available pages before exploring further.

# Checkout Builder: the new Payment method settings

> What changes when your Checkout Builder switches to the redesigned Payment method settings: one page per payment method, display logic, Review & publish, and what stays the same.

The **Payment method settings** section of the Checkout Builder has been rebuilt. It is rolling out gradually, account by account, so for a while two versions coexist. This page describes what changes for you when your account is moved to the new version. **Styling settings** stays exactly as it is, and the live preview keeps working the same way, with one addition described below.

<Note>
  **How to tell which version you have.** The new version shows one row per payment method with an **Edit** button, and the header button reads **Review & publish**. The current version shows two lists (**Enrolled** and **Non-enrolled payment methods**), a **three dots (⋯)** menu on each row, and a **Publish settings** button. If you see the second one, nothing on this page applies to you yet: keep using the [Checkout Builder](/docs/using-yuno/dashboard-overview/checkout-builder) page.
</Note>

## What changed at a glance

| Area | Before | Now |
| :- | :- | :- |
| Payment method list | Two lists, **Enrolled** and **Non-enrolled payment methods**. | One list for every payment method. Card and direct-debit methods (ACH, Bacs, PAD, SEPA) are one item that covers both the new and the saved flow; their saved flow is switched from the method page. |
| Editing a method | A **three dots (⋯)** menu per row opened a different drawer for each setting: **Edit name and logo**, **Set Conditions**, **Set Required fields**. | **Edit** opens one page per method with two tabs, **General** and **Required fields**. |
| Display conditions | Named condition sets created from a pop-up (**Add new condition**), several sets per method. | **Display logic** on the General tab: one rule per method, written as a plain-language sentence. |
| Installments | A toggle inside the **Required fields** drawer. | **Payment options** on the Card page, with its own display rule. |
| Express buttons | Decided by the SDK and the list style. | A **Render as express button** switch per wallet. Up to three, ordered by your list. |
| Address fields | Billing address only, or billing and shipping. | Shipping address can also be requested on its own. |
| Document types | A drawer reached from each method. | One global **Document types** modal reached from the Document field. |
| Copy to other accounts | In the **three dots (⋯)** menu. | **Manage \[method] on other accounts** on the General tab. |
| Publishing | **Publish settings** applied every pending change at once. | **Review & publish** lists every change, before and after, and you confirm from there. |
| Preview | Showed the payment flow only. | A **Payment** / **Save payment method** switch above the preview shows either flow. |

## One list for every payment method

Enrolled and non-enrolled methods now share a single list. Each row has an enable switch, a drag handle and an **Edit** button.

<Frame>
  <img src="https://mintcdn.com/yuno-3979e326/QzI0zPy2rXv_sQB_/images/reference/checkout-builder/new-settings-list.png?fit=max&auto=format&n=QzI0zPy2rXv_sQB_&q=85&s=773fa666ac53efffc52c850ec9204e0a" alt="Payment method settings with one list of payment methods on the left, each row with a drag handle, an Edit button and a switch, the live preview on the right with the Payment and Save payment method switch, and Review & publish in the header" width="2000" height="997" data-path="images/reference/checkout-builder/new-settings-list.png" />
</Frame>

* **Order.** Drag rows to reorder. The order is what your shoppers see, and it also decides which wallets become express buttons when more than three are switched on.
* **One item for new and saved.** **Card** and the direct-debit methods (**ACH**, **Bacs**, **PAD**, **SEPA**) no longer have a separate enrolled row. Each is one item that covers both flows, and the saved flow is switched on or off from the method page, with **Show shoppers their saved cards** or **Show shoppers their saved bank accounts** on the General tab. Other methods that can be saved, such as wallets, keep their own saved item in the list, as before.
* **Saved methods at checkout.** The methods a returning shopper has saved still render above the rest of the list, whatever the order in the Builder. This is unchanged.
* **Enable or disable.** The switch on each row replaces the switches of the two previous lists. A method still needs a published route to appear here.

## One page per method

**Edit** opens the method's page. The **General** tab groups every setting that used to live in separate drawers:

<Frame>
  <img src="https://mintcdn.com/yuno-3979e326/QzI0zPy2rXv_sQB_/images/reference/checkout-builder/new-settings-method-page.png?fit=max&auto=format&n=QzI0zPy2rXv_sQB_&q=85&s=945ef40ad705f631922e4d2adb648902" alt="The Card method page on the General tab, with the Customization, Display logic and Payment options sections: Edit name and logo, When to show / hide this method with 1 rule, Installments, Co-badged cards default network and Credit card only processing" width="1022" height="1446" data-path="images/reference/checkout-builder/new-settings-method-page.png" />
</Frame>

| Section | What it holds | Shown for |
| :- | :- | :- |
| **Customization** | **Edit name and logo**, as before. **Render as express button** for wallets that support it. | Every method; the express switch only for express-capable wallets. |
| **Display logic** | When to show or hide this method. See [Display logic](#display-logic). | Every method. |
| **Payment options** | **Installments** (moved here from Required fields), **Co-badged cards default network** (Domestic or International) and credit-only processing for dual-network cards. | Card. |
| **Consent management** | The **Debit authorization text** switch documented in [Authorization text](/docs/using-yuno/dashboard-overview/checkout-builder#authorization-text). | Direct-debit methods. |
| **Saved cards** / **Saved bank accounts** | **Show shoppers their saved cards** (or bank accounts). Returning shoppers can pay with what they saved before. Whether shoppers are offered to save during a payment is set in your SDK integration, not here. | Card and the direct-debit methods (ACH, Bacs, PAD, SEPA). |
| **Accounts** | **Manage \[method] on other accounts**, the former **Copy to other accounts**. | Organizations with more than one account. |

The **Required fields** tab keeps the same fields as before, with three changes:

* Fields a provider makes mandatory show the provider's logo next to the switch, with a **Required by …** tooltip. They cannot be switched off from the Builder.
* Each field can carry its own display rule. Open the field and click **Add condition** to show or hide it by country, currency, amount or metadata.
* **Document** opens the global **Document types** modal. It applies to every payment method in the checkout, and it is the only global setting in this version.

<Note>
  **Card and saved cards.** The Card page has a second block, **When this method is saved**, for the fields shoppers fill in when paying with a saved card. Tick **Apply these settings when shoppers save this method** to reuse the main configuration, or untick it to configure the saved-card fields separately. Display rules on Card required fields apply to both flows.
</Note>

## Display logic

Conditions are now written as a sentence: **If** an attribute **is** or **is not** some values, **Then** **Show** or **Hide** this method. The Builder keeps the sentence updated as you edit, for example *Card shows only when Country is Brazil, Mexico. Hidden in all other cases.*

<Frame>
  <img src="https://mintcdn.com/yuno-3979e326/QzI0zPy2rXv_sQB_/images/reference/checkout-builder/new-settings-display-logic.png?fit=max&auto=format&n=QzI0zPy2rXv_sQB_&q=85&s=faccc1a7242590bce835da67f9e07434" alt="The When to show / hide this method page for Card, with the sentence Card shows only when Country is AR, BO, AD, and a Show rule reading If Country is Argentina, Bolivia, Andorra, then Show this method" width="1030" height="1340" data-path="images/reference/checkout-builder/new-settings-display-logic.png" />
</Frame>

* **Attributes:** Country, Currency, Amount and Metadata. Country and Currency accept several values. Amount accepts greater than, less than, between and equal to. Metadata takes a key and a value, compared with **is** or **is not** only, and a rule can hold several metadata conditions.
* **One rule per method, and one per required field.** Attributes inside a rule are combined with AND.
* **Amount needs one currency.** The Amount attribute is not offered while two or more currencies are selected in the same rule.
* **Outcome.** Each rule is either **Show** or **Hide**. A method with no rule is always shown while it is switched on.

Your existing conditions are carried over. Values stored as *equal* or *not equal* read as **is** and **is not**.

<Note>
  Accounts that have **more than one active condition set on the same payment method** stay on the current version for now, with their configurations untouched.

  The same applies to accounts whose conditions compare **metadata with greater than or less than**: the new version only offers **is** and **is not** for metadata, so those rules cannot be edited in it. They stay on the current version until the rules are rewritten.
</Note>

## Review & publish

**Publish settings** is replaced by **Review & publish**. Nothing goes live until you confirm from the review.

1. While you edit, the header shows **Unsaved changes**. Changes are kept in the Builder, and the live checkout is untouched.
2. Click **Review & publish**. The dialog lists every pending change grouped by **Payment methods**, **Method settings**, **Required fields** and **Styling**, with the value before and after. Changes that apply to the saved-card flow are marked **When saving**.
3. Click **Publish N changes**. The header switches to **Published** with the publish date.

<Frame>
  <img src="https://mintcdn.com/yuno-3979e326/QzI0zPy2rXv_sQB_/images/reference/checkout-builder/new-settings-review-publish.png?fit=max&auto=format&n=QzI0zPy2rXv_sQB_&q=85&s=ac6c9c4f0936108b11dbc7b00e75b2ff" alt="The Review changes before publishing dialog listing two Payment methods changes for Card, the display rule before and after, including the When saving one, and one Styling change, with Keep editing and Publish 3 changes buttons" width="2000" height="1050" data-path="images/reference/checkout-builder/new-settings-review-publish.png" />
</Frame>

Leaving the Builder with unsaved changes asks you to confirm, because unpublished changes are discarded.

## Preview: payment or save payment method

The live preview gains a switch at the top with two options:

* **Payment** shows the checkout a shopper sees when paying: express buttons, saved methods such as a card ending in 1234, and the rest of the list, in the order you set.
* **Save payment method** shows the enrollment checkout, titled **Save a payment method**: only the methods a shopper can save, with a **Save payment method** button instead of **Pay**.

<Frame>
  <img src="https://mintcdn.com/yuno-3979e326/QzI0zPy2rXv_sQB_/images/reference/checkout-builder/new-settings-preview-save.png?fit=max&auto=format&n=QzI0zPy2rXv_sQB_&q=85&s=8d8190dfdaa5f413aebeceab2686a73b" alt="The live preview on Save payment method, showing the Save a payment method checkout with Card, PayPal, iDeal, NuPay and PayPal Enrollment and a Save payment method button" width="1146" height="1214" data-path="images/reference/checkout-builder/new-settings-preview-save.png" />
</Frame>

Use it to check both flows while you edit a method, in particular the **When this method is saved** fields on Card and the **Show shoppers their saved cards** and **Show shoppers their saved bank accounts** switches. The Country, Currency and Amount filters, and the interactive form, work in both.

## Shipping address on its own

The **Required fields** tab lets you request **Shipping address** without **Billing address**. Previously, shipping could only be collected together with billing. The Web SDK renders the shipping form alone in that case.

## A short tour the first time you open it

The first time you open the new version, the Builder walks you through the list, a method page, required fields, the preview and **Review & publish**. The tour runs on demo data: nothing is published and your live checkout stays as it is. You can skip it from the first step.

## What did not change

* **Styling settings**, including payment method list style, dark mode and express button stacking.
* **The live preview**, its interactive form and the Country, Currency and Amount filters, apart from the new **Payment** / **Save payment method** switch. Express buttons now follow the switches you set per wallet.
* **Custom checkouts** and the checkout selector above the preview.
* **Authorization text** for direct-debit methods, now reached from the General tab.
* **Your SDK integration.** The new section writes the same configuration the SDK already reads. No code change is needed on your side.


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