Manual Payment Methods in E-commerce Stores

Manual Payment Methods in E-commerce Stores

Manual payment options offer customers the flexibility to make purchases online and pay directly to the store owner during pickup or delivery. This is particularly useful in regions where online payments may not always be feasible or preferred. It allows for face-to-face transactions, providing an alternative to digital payment systems. Here's a step-by-step guide on setting up and using manual payment methods in your Advisor's Growth e-commerce store.

How to Use Manual Payment Methods

Setting Up Manual Payment Options

1. Access Payment Integrations: Go to the 'Payments' section and select 'Integrations.'

2. Select Manual Payment Methods: Choose 'Cash on Delivery' (COD) or create a custom payment method tailored to your needs.

3. Add Payment Instructions: Although optional, you can include instructions or messages to guide customers through the payment process.

4. Enable at Checkout: Ensure that the manual payment option is enabled for your order form or e-commerce store.

5. Save Changes: Click 'Save' to finalize your settings.

Using COD and Manual Payment Methods Exclusively
To enable COD or manual payment methods exclusively, disconnect the default online payment providers. This setup is ideal for stores that only wish to accept in-person payments.

Steps to Set Up COD and Manual Payments

1. Disconnect Default Providers: Go to 'Payments > Integrations' and disconnect any online payment providers.

2. Select Manual Payment Methods: Choose 'Cash on Delivery' or create a custom manual payment option.

3. Enable for Checkout: Make sure these options are enabled for your order form or e-commerce store.

4. Save Your Settings: Finalize your setup by saving your changes.

Collecting Payments

1. Receive the Order: Navigate to the orders section once an order is placed.

2. Collect Payment: Select the order and click on "Collect Payment."

3. Record Payment Details: Choose the payment mode from the dropdown and add notes if necessary.

4. Mark as Paid: Once payment is received, mark the order as paid. This will update the transaction status and payment method.

Important Notes

• Payment Integration Requirement: You must have at least one payment integration set up to enable manual payment options.

• Recurring Products: Manual payment methods are not available for orders containing recurring products.

• Irreversible Action: Once an order is marked as paid, it cannot be undone.

• Visibility at Checkout: Manual payment methods will only appear if enabled for the e-commerce store or order form.

Pro Tips

• Clear Instructions: Provide detailed instructions during setup to ensure customers fully understand the manual payment process.

• Custom Payment Methods: If COD doesn’t suit your business, consider creating a custom payment method that aligns with your operations.

• Simultaneous Setup: You can offer both COD and custom payment options, giving customers more flexibility.

Use Cases

• Local Deliveries: Perfect for businesses that deliver locally and prefer face-to-face payment handling.

• Building Customer Trust: Ideal for regions where customers may prefer paying in cash due to hesitations about online payments.

• Custom Payment Arrangements: Suited for businesses that offer unique payment terms, like deferred payments or installments.