E-Commerce & Order Forms: Manual Payment Methods
When you operate a local bakery offering online ordering, customers can select the manual payment option to pay for their orders when they pick up their baked goods, making the process smoother for both you and your customers.
E-Commerce & Order Forms: Manual Payment Methods: This feature allows customers to complete purchases online and pay manually at the time of pickup or delivery, enhancing flexibility in payment methods.
⭐️ Why Does It Matter To Your Business?
Increase Payment Flexibility: Allow your customers to choose a manual payment method, accommodating various payment preferences.
Improve Customer Convenience: Facilitate in-person payments, which can be more convenient for customers who prefer not to pay online.
Enhance Store Operations: Streamline the process of managing manual payments, ensuring accurate transaction records and updates.
⭐️ How To Use E-Commerce & Order Forms: Manual Payment Methods:
Access the “Payments” tab from the left navigation menu. Click on Integrations from the upper navigation menu and click on “Connect” Button in Manual Payment Method Card.
Add the payment method by clicking on “+ Add Cash on delivery” & “+ Add Custom payment” buttons.
Fill the required details and Check the boxes for order form & E-Commerce Store and hit on Save button.
Here in the preview you can see the added manual payment method on your order form.
Collect Payment flow (for manual payment method orders)
Once the order form is submitted, click on the Orders from the Upper navigation menu and click on three dots > View order.
For manual payments you can see the Payment is Pending and to collect the payment click on the collect payment button.
Select the Payment Mode and hit the “Mark as Paid” button.
Here you can see the order summary is paid and the transaction status is succeeded.
This update to the CRM enhances payment flexibility, providing a more convenient checkout experience for both store owners and customers.
