How to Use the Manual Payment Method in Your Online Store

Store owners can now offer manual payment methods, such as Cash on Delivery (COD) or Custom Payment Methods, allowing buyers to pay using any mode of payment at the time of pickup or delivery. This feature enables more flexible payment options for store transactions.


TABLE OF CONTENTS

How to Use

Manual Payment Method Setup:

  1. Navigate to Manual Payment Methods: Go to Payment —> Integrations —> Manual Payment Methods.

  1. Choose a Payment Method: You can either select Cash on Delivery or create a Custom Payment Method.

  1. Configure Payment Method: After adding a payment method, configure optional fields such as Payment Instructions and Messages.

  1. Enable Payment Methods: Choose whether to enable the manual payment method for Order Forms or E-commerce Stores. These options will appear at checkout only if enabled.

  1. Save Changes: Click Save to apply your changes.

  • Important Note: If a recurring product is part of the order, manual payment methods won't show up at checkout.

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.


What the Customer Will See at Checkout


Notes

  • A manual payment method can be set up when a payment integration is already connected in the current version.

  • 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 or Order Forms, it won't appear on the checkout page.

  • Store owners can set up both Cash on Delivery and Custom Payment Method simultaneously.