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. Manual payments aren't supported in B2B checkout.

Note

You aren't charged third-party transaction fees for manual payments. The Advanced Cash on Delivery app, which offers additional features, is installed automatically to shops based in India using Indian rupees (INR) as their default currency. Unlike the Manual Payments Cash on Delivery option, there is a transaction fee applied to purchases made using this app. You can deactivate the app and resume the standard Cash on Delivery option in your payment settings.

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.

Note

Manual payment methods in B2B are available only to certain merchants.

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:

Desktop

1. From your Shopify admin, go to Settings > Payments.
2. In the Payment providers section, select one of the available manual payment methods.
3. In Additional details, enter any information that you want displayed next to the payment method in your checkout.
4. In Payment instructions, enter the instructions that you want your customers to follow to pay for an order. These instructions display on the order confirmation page after a customer completes their order. When you enter this information, check with your bank or delivery service to find out exactly what a customer must do to complete the payment.
5. Click the activate payment method button.

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:

Desktop

1. From your Shopify admin, go to Settings > Payments.
2. In the Manual payment methods section, select Create custom payment method.
3. In Custom payment method name, enter the name of your payment method. The following names are reserved by Shopify and can't be used:
   • Bank Deposit
   • Cash
   • Cash on Delivery (COD)
   • custom
   • External Credit
   • External Debit
   • Gift Card
   • Money Order
   • Store Credit
4. In Additional details, enter any information that you want shown next to the payment method in your checkout.
5. In Payment instructions, enter the instructions that you want your customer to follow to pay for the order. These instructions are shown on the order confirmation page after the customer completes their order.
6. Click Activate.

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:

Desktop

1. From your Shopify admin, go to Settings > Payments.
2. In the Manual payment methods box in the Payment providers area, click Manage next to the manual payment method that you want to deactivate.
3. Click the deactivate payment method button.
4. Click the deactivate payment method button again to confirm.

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

Early access

This feature is in early access and is available only to certain merchants. To get access to this feature in B2B, contact Shopify Plus Support.

You can set up manual payment methods for your B2B checkout. Manual payments methods are available for all your B2B and D2C customers.

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.

In this section

• Email money transfers