Navigate to Payment Integrations: Go to the payments> integration section of your platform.
Select Manual Payment Methods: Choose either 'Cash on Delivery' or create a custom payment method.
Add Payment Instructions and Messages: These fields are optional but can provide valuable information to your customers regarding the payment process.
Enable for Checkout: Ensure that the manual payment method is enabled for either the order form or the e-commerce store.
Save Changes: Click Save to apply the changes.
To be able to use COD and manual payments independently for COD-only stores, you will need to remove or disconnect the default online payment providers and only keep manual payment methods.
Disconnect Default Providers: Navigate to Payments > Integrations and disconnect the default online payment providers to enable the use of manual payment methods exclusively.
Select COD and Manual Payment: Select the option to add manual payment methods. Choose Cash on Delivery and Custom Payment Method from the list.
Enable for Checkout: Ensure that the manual payment method is enabled for either the order form or the e-commerce store.
Save Changes: Ensure that you save your settings to apply the changes.
Receive the Order: Once an order is placed, go to the orders section.
Collect Payment: Select the order and click on the "Collect Payment" button.
Record Payment Details: Choose the mode of payment from the dropdown menu and add any notes if necessary.
Mark as Paid: Once the payment is collected, mark the order as paid. The transaction status will be updated along with the mode of payment.
Payment Integration Requirement: A manual payment method can only be set up if a payment integration is already connected.
Recurring Products: If a recurring product is part of the order, the manual payment method will not be available at checkout.
Irreversible Action: Once an order is marked as paid, it cannot be reverted.
Checkout Visibility: The manual payment method will only appear at checkout if it has been enabled for the e-commerce store or order form.
Clear Communication: Provide detailed instructions and messages during the setup to ensure customers understand the manual payment process.
Custom Payment Methods: If 'Cash on Delivery' doesn't fit your business model, create a custom payment method that suits your needs.
Simultaneous Setup: Store owners can set up both 'Cash on Delivery' and custom payment methods simultaneously, offering multiple manual payment options to customers.
Local Deliveries: Ideal for businesses that deliver locally and prefer to handle payments in person.
Customer Trust: Useful in regions where customers may be hesitant to pay online and prefer cash transactions.
Custom Payment Arrangements: Beneficial for businesses that have unique payment arrangements with their customers, such as deferred payments or installments.
