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

Note

Shopify doesn’t process any funds with custom payment methods. Custom payment methods are for payment tracking purposes. Please ensure any external payment solutions are fully set up with their respective processors before processing custom payment methods.

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.

Tip

Shopify doesn't charge any additional fees when you process payments using custom payment methods.