Selling online doesn't mean you have to limit your business and exclude cash, bank transfers, or other forms of manual payment. When accepting those payment methods, it's easy to lose track of money movements if they aren't properly recorded. Here's how to handle customer payments that include alternative payment methods while keeping transaction recording integrated in the CRM.

Enabling Manual Payment

Start by navigating to the Integrations tab inside the Payments section, then locate the Manual Payments option and click Connect.

Inside the configurator, you'll have two options: Cash On Delivery and Custom Payment. The setup is the same for both, with the only difference being the name field (which you can type in for the Custom Payment method). Click + Add under the method you wish to configure.

Fill out the payment fields. These will be:

  1. Name: For internal identification.
  2. Payment Instructions: These additional notes will be displayed to the customers when choosing a payment method.
  3. Message: Here, you can add any special notes directed to customers who select this payment option.
  4. Enable for: These check boxes help you define in which products customers can select the Manual Payment option.
  5. Once you've filled out the details, click Save to add the payment method.

Once the payment method is enabled, customers can select it during checkout for orders without recurring products.

Order Processing

When a user submits a purchase with manual payment selected, the "Unfulfilled" status will be automatically assigned to it. You can view these by navigating to the Orders tab inside the Payments section, clicking the three-dot icon next to the order, and selecting View.

In the Order Summary, you'll see a Payment Pending banner. To record the payment, click Collect Payment.

Select the Payment mode you used to collect the payment (when using Cash on Delivery, cash will be automatically selected).

Enter any additional details, then click Mark as Paid. Once an order is marked as paid, this status cannot be reverted.

This gives you more flexibility when collecting payments, so you can meet customers' needs without the risk of losing track of transaction information. Any automation you have that triggers on completed order payment will start upon clicking Mark as Paid.