Manual Payment Method in E-commerce Stores & Order Forms

How to Use

Manual Payment Method Setup

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

   

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

   

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

   

4. 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.
   

   

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

Collect Payment Flow (for Manual Payment Method Orders)

1. Record Collected Payment:

   1. After receiving an order, go to Revenue > Orders.
      

      

   2. Select the relevant order and click the "Collect Payment" button.
      

      

2. Define Payment Details:

   1. Choose the Payment Mode from the dropdown menu.

   2. Optionally, add notes about the payment.
      

      

3. Update Transaction Status: Mark the order as paid. The transaction status will be updated to reflect the mode of payment.
   
   

   

Important Notes:

• Integration setup: Manual payment methods can be set up independently from any other Online Payment method.

• Recurring Products: Manual payment methods will not appear at checkout if a recurring product is part of the order.

• Payment Collection: The collect order flow is applicable only for manual payment method orders. Once an order is marked as paid, this status cannot be reverted.

• Visibility of Payment Methods: If the payment method is not enabled for either E-commerce Stores or Order Forms, it will not be visible at checkout.

• Simultaneous Setup: Both Cash on Delivery and Custom Payment Methods can be set up simultaneously.