Setting up a custom payment method

If you want to accept manual payments that aren't processed by Shopify, such as checks, store credit, or third-party terminals, then you can set up a custom payment method.

Tip

For better payment tracking, when you set up a third-party terminal, you can create one custom payment option for the terminal itself (for example, TD terminal), or you can create custom payment options for each of the card types that is accepted by the terminal (for example, Visa or Mastercard).

Shopify tracks the following order details for custom payment methods:

• Order number
• Associated customer information
• Line items
• Order total, including taxes
• Order date/timestamps
• Custom payment type used

Steps:

iOS

1. From Shopify POS, tap ≡ > Settings > Payment settings.

2. Under Custom Payment Types, tap Add custom payment type.

3. Type a payment type name into the field and tap Save.

4. Tap the toggle to enable or disable the custom payment type.

Android

1. From Shopify POS, tap ≡ > Settings > Payment settings.

2. Under Custom Payment Types, tap Add custom payment type.

3. Type a payment type name into the field and tap Save.

4. Tap the toggle to enable or disable the custom payment type.