Selling online does not mean you have to limit your business and exclude cash, bank transfers, or other forms of manual payment. When accepting those payment methods, it is easy to lose track of money movements if they are not properly registered. Let’s learn how to handle customer payments using alternative payment methods while keeping transaction recording integrated in your CRM.

Enabling Manual Payment #

Start by navigating to the Integrations tab inside the Payments section, then locate the Manual Payments option and click Connect.

Inside the configurator, you will have two options: Cash On Delivery and Custom Payment. The setup is the same for both, with the only difference being the name field (which you can type in for the Custom Payment method). Click + Add under the method you wish to configure.

Fill out the payment fields:

• Name: For internal identification.
• Payment Instructions: Additional notes that will be displayed to customers when choosing a payment method.
• Message: Any special notes directed to customers who select this payment option.
• Enable for: These checkboxes help you define in which products customers can select the Manual Payment option.

Once you have filled out the details, click Save to add the payment method. Once enabled, customers can select it during checkout for orders without recurring products.

Order Processing #

When a user submits a purchase with manual payment selected, the order is automatically assigned the Unfulfilled status. You can view these orders by navigating to the Orders tab inside the Payments section, clicking the three-dot icon next to the order, and selecting View.

In the Order Summary, you will see a Payment Pending banner. To record the payment, click Collect Payment.

Select the payment mode you used to collect the payment (when using Cash on Delivery, cash is automatically selected). Enter any additional details, then click Mark as Paid. Once an order is marked as paid, this status cannot be reverted.

This feature provides enhanced flexibility when collecting payments, allowing you to meet customers’ needs without risking misplaced transaction information. Any automation that triggers on completed order payment will start upon clicking Mark as Paid.

Frequently Asked Questions #

How do I enable manual payment methods? #

Go to the Integrations tab in the Payments section, locate Manual Payments, click Connect, choose Cash On Delivery or Custom Payment, click + Add, fill out the fields, and click Save.

What is the difference between Cash On Delivery and Custom Payment? #

The setup is identical for both; the only difference is that Custom Payment lets you type in your own name for the method, while Cash On Delivery uses a fixed name.

Can manual payments be used for recurring products? #

No. Customers can select a manual payment method during checkout only for orders that do not contain recurring products.

How do I record a manual payment once an order comes in? #

Open the order from the Orders tab, click Collect Payment on the Payment Pending banner, select the payment mode, enter any details, and click Mark as Paid.

Can I undo marking an order as paid? #

No. Once an order is marked as paid, the status cannot be reverted, so confirm the payment before recording it.

Will my automations run after a manual payment is recorded? #

Yes. Any automation that triggers on completed order payment will start as soon as you click Mark as Paid.