Some customers just don't like paying for their orders with a credit or debit card. But no worries, for customers like this it is possible to enable a manual payment option for placing orders online.
When your customers opt for a manual payment method at checkout, you can arrange to receive payment in a way that suits them best.
When an online order is placed, the platform will automatically send them an invoice via email, and once you get the payment, you can give the thumbs-up and then manually approve the order in your shop admin. Easy peasy!
Orders that come in and that accept manual payments are marked as unpaid. After you receive payment for a customer's order, you can mark the order as paid on the order details page. You can then just fulfil the order as you would if they had made an online payment.
Set up Manual Payments
To get started with manual payments, visit Settings > Payments and scroll down to where is says 'Manual Payments' and then turn on and customise what options you want to show at checkout.
When initially going to the Payments page within your shop, Settings > Payments, you will see the option to set up Manual Payments. You have the option to enable or disable:
Offline Card Payment (MOTO)
Cash
Bank Transfer
Cheque/Postal Order
Purchase Order (PO)
For each option, you may select the Edit button and toggle the status from Enabled or Disabled. You can also include a Basket Label that will display the message to your customers at checkout payment selection.
An example of this for 'Cash on Collection' could be:
Label: Cash on Collection
Description: Collect from our shop Mon-Fri and pay with cash.
Bank Transfer
Enable customers to pay for products using a manual direct bank transfer.
Head to Settings > Payments you can configure your website to payments by bank transfer.
Simply select Edit in the Bank Transfer panel and fill in the relevant information.
Once you’re done change the status to Enabled and hit Save.
Cash
Enable customers to pay for products where payment is made on delivery (or collection) rather than in advance.
Head to Settings > Payments and click the Edit button in the Cash panel.
Change the status to Enabled and choose how you would like this displayed at checkout e.g., "Cash on collection from our shop."
Click Save.
Cheque/Postal Order
Enable customers to pay for products where payment is made via cheque, rather than in advance.
Head to Settings > Payments and click the Edit button in the Cheque/Money Order panel.
Change the status of this option to Enabled and hit Save.
You can also add a checkout message that will be shown on the footer of the Order confirmation email that's sent to the customer e.g. "Please make cheque payable to…"
Purchase Order (PO)
Enable customers to pay for products with purchase orders. Easily track outstanding orders and accounts payable for your business.
As with the other methods of payment:
Simply set this to Enabled, enter the relevant information in the Checkout Message box and click Save.
If you have any queries about this, feel free to get in touch with our Support team on Live Chat or via email.