How to Process Manual Payments in Your Online Store

Managing payments in an online store can be tricky, especially when customers prefer options like cash or bank transfers instead of digital payments. While online transactions are the norm for e-commerce, some buyers may request alternative payment methods, such as paying in cash upon delivery or completing a large order via a bank transfer. Unlike traditional retail stores, there's no physical register to accept these payments, but you can still offer them by setting up Manual Payments in your store. This feature allows you to process payments outside of the usual online checkout system and track them effectively.

Enabling Manual Payment Options

To start accepting Manual Payments, head over to the Payments section of your store's settings. Navigate to the Integrations tab, then scroll down until you find Manual Payment Methods. Click on Connect to get started. 

You'll see two options for configuring Manual Payments: Cash on Delivery and Custom Payment Method. The setup process is the same for both options. Click on +Add to bring up the configuration settings.

Configuring the Manual Payment

1. Payment Name: Choose a name for the payment option that will appear to your customers at checkout.

2. Payment Instructions: Provide any instructions or additional details that customers need when selecting this payment method.

3. Customer Message: Enter a message that will be sent to customers when they complete an order using this payment method.

4. Location Selection: Specify which regions or areas this payment method should be available in.

After filling in the necessary details, click Save to apply your changes.

Processing Orders with Manual Payments

When a customer places an order using one of the Manual Payment options, you can track and record the payment in the Orders tab under the Payments section. Select View Order to review the specifics of the order. 

Initially, the payment will be marked as Pending. Once you receive the payment, click on Collect Payment to record the transaction details.

After you mark the payment as received, the order's status will be updated to Paid, and the payment method will be noted. Keep in mind that once you confirm the payment, this action cannot be undone.

With this setup, you can now accept alternative payment methods like cash on delivery or even cryptocurrencies, giving your customers more flexibility and improving your overall service. This feature expands your payment options beyond just cards and digital wallets, enhancing convenience for both you and your customers.

Note: If the order includes a subscription or recurring product, the Manual Payment option will not be available at checkout.