Fiscal Host Settings UI#

The fiscal host dashboard contains two distinct settings sections that are easily confused because both deal with "payment details":

Both live under the Settings group in the dashboard sidebar 1 and are rendered via the legacy AccountSettings → EditCollectiveForm path 2.

Routing Architecture#

Both sections are declared as LEGACY_SETTINGS_SECTIONS in dashboard/constants.ts:

• RECEIVING_MONEY = 'receiving-money'
• PAYMENT_METHODS = 'payment-methods'

DashboardSection matches these section keys against LEGACY_SECTIONS and wraps them in <AccountSettings account={...} section={section} />. From there, EditCollectiveForm.renderSection() dispatches via a switch statement:

• PAYMENT_METHODS → <PaymentInformation account={collective} /> 3
• RECEIVING_MONEY → <ReceivingMoney collective={collective} /> 4

Receiving Money Section#

Entry point: components/edit-collective/sections/ReceivingMoney.tsx

This section is only visible to fiscal hosts: it renders <FeatureNotSupported /> when hasAccountMoneyManagement is false or RECEIVE_FINANCIAL_CONTRIBUTIONS is 'UNSUPPORTED' 5.

The section has two sub-sections 6:

Automatic Payments

• Stripe — always shown; rendered by EditStripeAccount 7
• PayPal — shown only when FEATURES.PAYPAL_DONATIONS is enabled; rendered by EditPayPalAccount with variation="RECEIVING" 8

Manual Payments

• Bank Transfers — rendered by BankTransferMethods 9
• Custom Payment Methods — rendered by CustomPaymentMethods 10
• Editing both is gated by host.plan.manualPayments; accounts without this plan see an upgrade prompt

Data is loaded via editCollectiveBankTransferHostQuery 12.

Menu visibility: Shown when hasMoneyManagement && !isAccountantOnly && isReceiveContributionsSupported 13.

Payment Methods Section#

Entry point: components/edit-collective/sections/payment-info/index.tsx

This is an account-level section (not host-only) that manages stored payment credentials in two sub-sections rendered by a single PaymentInfoDashboard component 14:

For Contributions / Sending Money 15

• Credit cards stored for outgoing payments: contributions, ticket purchases, platform billing
• Add cards via CreateCreditCardModal
• Displayed in PaymentMethodsTable

For Expenses / Receiving Money 16

• Payout methods (bank accounts, PayPal, etc.) used to receive expense reimbursements, invoices, and grants
• Add methods via CreatePayoutMethodModal
• Displayed in PayoutMethodsTable

Section headings adapt to account type: ORGANIZATION accounts see "Sending Money" / "Receiving Money"; all others see "For Contributions" / "For Expenses" .

Data is fetched via managePaymentMethodsQuery from ./gql 18. A ?successType=payment query param triggers a success banner after a payment method confirmation redirect 19.

Menu visibility: Shown when account.features.USE_PAYMENT_METHODS is 'ACTIVE' or 'AVAILABLE' and !isAccountantOnly 20.