Introducing Manual Payment Method for E-commerce Stores

Manual Payment Method in E-commerce Stores

About

We’re excited to announce that 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.

How to Use

Manual Payment Method Setup:

  1. Store owners can set up 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.

Screenshot of CRM software payment integrations page

 

Screenshot of payment integration settings in SMB software

Screenshot of payment integration settings panel

 

Screenshot of payment integration settings in a web application

Collect Payment Flow (for Manual Payment Method Orders):

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

Screenshot of an online CRM payment details page

Screenshot of CRM software showing order details page

Screenshot of SMB payment portal displaying order details

Checkout Page Preview:

E-commerce checkout screen with payment options displayed

 

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.

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