Manual payment methods
Some customers don't want to pay for their orders using a credit card. These customers can still place their orders online if you set up a manual payment method. When your customers use a manual payment method, you can arrange to receive their payment in a way that works best for them. You can send an invoice to your customer. After you receive the payment, you can then manually approve the order.
Common types of manual payments include cash on delivery (COD), money orders, and bank transfers. If your store and your customers are based in Canada, then you can accept email money transfers.
Orders that accept manual payments are marked as unpaid on the Orders page. After you receive payment for a customer's order, you can mark the order as paid on the order details page and fulfill the order as you would if they had made an online payment.
To begin using manual payments, you have two options: you can either utilize a suggested manual payment method or create a custom manual payment method.
On this page
Use a suggested manual payment method
You can choose from a list of suggested manual payment methods on the Payment providers settings page in your Shopify admin.
Steps:
Create a custom manual payment method
If your business has unique needs for collecting payment or if you want to offer your customers alternative ways to pay, such as booking a service and paying in person, then you can create a custom manual payment method.
Steps:
A customer using a manual payment method displays the name of the payment method and the instructions to complete the payment on the order confirmation screen.
Deactivate a manual payment method
If you don't want to support a certain type of manual payment any longer, then you can deactivate the manual payment method at any time.
Steps:
After you deactivate a payment method, you can reactivate it at any time from the Manual payment methods drop-down menu in the Manual payments section.
Mark a manual payment as paid
When a customer makes an order using a manual payment method, the order is marked as Pending on the Orders page. After you receive payment for the order, you need to manually mark the order as paid. Refer to accepting payment for steps to mark an order as paid.
Manual payment methods in B2B
You can set up manual payment methods for your B2B checkout. Manual payments methods are available for all your B2B and Direct to Customer (DTC) sales.
If you want to display manual payment methods only for specific customers or restrict manual payment methods to specific regions, then you need to use the Payment Customization Function API or a third-party app. Payment customizations don't work with draft orders in B2B.