Skip to content
Payments

How to Use the Manual Payment Method in Your Ecommerce Store

Store owners can now collect payments manually from buyers for any order. Buyers can complete checkout by selecting a manual payment method and then pay…

1 min read329 words8 explained imagesUpdated Mon, 26 Aug, 2024 at 10:51 PM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. How to use
  2. Manual Payment Method setup:
  3. Collect Payment flow (for manual payment method orders):
  4. Notes:
  5. Images:
  6. Manual Payment Method setup:
Video 1 Open in a new tab
Store owners can now collect payments manually from buyers for any order. Buyers can complete checkout by selecting a manual payment method and then pay the store owner at the time of pickup or delivery using any mode of payment.

TABLE OF CONTENTS

How to use

Manual Payment Method setup:

  1. Store owners can setup manual payment methods for their e-commerce stores at: Payment > Integrations > Manual Payment Methods.
  2. Initially, store owners can choose either Cash on Delivery or create their own Custom Payment Method.
  3. Once a payment method is added, Payment Instructions and Messages are optional fields during setup.
  4. Store owners can enable manual payment methods for either the Order Form or E-commerce Stores. These options will appear at checkout only if enabled at this step.
  5. Store owners must click Save to apply the changes.

Collect Payment flow (for manual payment method orders):

  1. Post receiving the order, store owners can record collected payment at: Payment > Orders > Select the Order > "Collect Payment" CTA.
  2. Store owners can collect a payment and define the Payment Mode from dropdown. Notes (optional) can be added as well.
  3. Once marked as paid, transaction status will get updated along with the mode of payment.

Notes:

  • A manual payment method can be set up when a payment integration is already connected in the current version.
  • If a recurring product is part of the order, manual payment methods won't show up at checkout.
  • Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid, it can't be reverted.
  • If the payment method isn't enabled for either the
     E-commerce stores
     and 
    Order Forms
    , it won't appear on the checkout page.
  • Store owners can set up both 
    Cash on Delivery
     and 
    Custom Payment Method
     simultaneously.

Images:

Manual Payment Method setup:

Manual Payment Method setup: (image 1 of 8) What this shows A manual payment method can be set up when a payment integration is already connected in the current version. What this shows Illustrates the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". This screenshot appears in the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". The text alongside this image reads: A manual payment method can be set up when a payment integration is already connected in the current version. If a recurring product is part of the order, manual payment methods won't show up at checkout. Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid…. Immediately after, the guide continues: Collect Payment flow in order details page. Image 1 of 8 What this coversA manual payment method can be set up when a payment integration is already connected in the current version. If a recurring product is part of the order, manual payment methods won't show up at checkout. Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid, it can't be reverted. If the payment method isn't enabled for either the E-commerce stores and Order Forms, it won't appear on the checkout page. Store owners can set up both Cash on Delivery and Custom Payment Method simultaneously. Next stepCollect Payment flow in order details page:
Manual Payment Method setup: (image 2 of 8) What this shows A manual payment method can be set up when a payment integration is already connected in the current version. What this shows Illustrates the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". This screenshot appears in the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". The text alongside this image reads: A manual payment method can be set up when a payment integration is already connected in the current version. If a recurring product is part of the order, manual payment methods won't show up at checkout. Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid…. Immediately after, the guide continues: Collect Payment flow in order details page. Image 2 of 8 What this coversA manual payment method can be set up when a payment integration is already connected in the current version. If a recurring product is part of the order, manual payment methods won't show up at checkout. Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid, it can't be reverted. If the payment method isn't enabled for either the E-commerce stores and Order Forms, it won't appear on the checkout page. Store owners can set up both Cash on Delivery and Custom Payment Method simultaneously. Next stepCollect Payment flow in order details page:
Manual Payment Method setup: (image 3 of 8) What this shows A manual payment method can be set up when a payment integration is already connected in the current version. What this shows Illustrates the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". This screenshot appears in the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". The text alongside this image reads: A manual payment method can be set up when a payment integration is already connected in the current version. If a recurring product is part of the order, manual payment methods won't show up at checkout. Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid…. Immediately after, the guide continues: Collect Payment flow in order details page. Image 3 of 8 What this coversA manual payment method can be set up when a payment integration is already connected in the current version. If a recurring product is part of the order, manual payment methods won't show up at checkout. Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid, it can't be reverted. If the payment method isn't enabled for either the E-commerce stores and Order Forms, it won't appear on the checkout page. Store owners can set up both Cash on Delivery and Custom Payment Method simultaneously. Next stepCollect Payment flow in order details page:
Manual Payment Method setup: (image 4 of 8) What this shows A manual payment method can be set up when a payment integration is already connected in the current version. What this shows Illustrates the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". This screenshot appears in the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". The text alongside this image reads: A manual payment method can be set up when a payment integration is already connected in the current version. If a recurring product is part of the order, manual payment methods won't show up at checkout. Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid…. Immediately after, the guide continues: Collect Payment flow in order details page. Image 4 of 8 What this coversA manual payment method can be set up when a payment integration is already connected in the current version. If a recurring product is part of the order, manual payment methods won't show up at checkout. Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid, it can't be reverted. If the payment method isn't enabled for either the E-commerce stores and Order Forms, it won't appear on the checkout page. Store owners can set up both Cash on Delivery and Custom Payment Method simultaneously. Next stepCollect Payment flow in order details page:
Checkout page preview:
Manual Payment Method setup: (image 5 of 8) What this shows A manual payment method can be set up when a payment integration is already connected in the current version. What this shows Illustrates the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". This screenshot appears in the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". For context, this section explains: A manual payment method can be set up when a payment integration is already connected in the current version. If a recurring product is part of the order, manual payment methods won't show up at checkout. Collect order flow is applicable for Manual Payment Method orders only. Once marked as paid…. Immediately after, the guide continues: Collect Payment flow in order details page. Image 5 of 8 Next stepCollect Payment flow in order details page:
Collect Payment flow in order details page:
Manual Payment Method setup: (image 6 of 8) What this shows Collect Payment flow in order details page: What this shows Illustrates the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". This screenshot appears in the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". The text alongside this image reads: Collect Payment flow in order details page. Image 6 of 8 What this coversCollect Payment flow in order details page:
Manual Payment Method setup: (image 7 of 8) What this shows Collect Payment flow in order details page: What this shows Illustrates the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". This screenshot appears in the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". The text alongside this image reads: Collect Payment flow in order details page. Image 7 of 8 What this coversCollect Payment flow in order details page:
Manual Payment Method setup: (image 8 of 8) What this shows Collect Payment flow in order details page: What this shows Illustrates the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". This screenshot appears in the "Manual Payment Method setup:" section of "How to Use the Manual Payment Method in Your Ecommerce Store". The text alongside this image reads: Collect Payment flow in order details page. Image 8 of 8 What this coversCollect Payment flow in order details page:

Was this guide helpful?

Related guides

How-to add Taxes Overview11 min read · 16 imagesUsing Apple Pay and Google Pay in order forms5 min read · 3 imagesCustomize Email and SMS notifications for invoicing4 min read · 5 imagesHow to manage Refunds within the CRM?6 min read · 8 images