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- Compatibility Guide
How to Create Manual Payment Methods
Manual payment methods are crucial for e-commerce, especially when online payments aren’t an option or when you want to offer Cash on Delivery, Local Pickup, Mail-In Payments, or other manual payment options.
With SureCart, you can create as many manual payment methods as you need.
In this article, we’ll guide you through the process of creating manual payments, making it easy to collect payments from your customers while selling on SureCart.
Let’s get started!
How to Add Manual Payment
To add manual payments, you can simply follow these steps.
- Open SureCart Settings > Payment Processors.
- Click on the “Add New” button under Manual Payment Methods.
- In the popup window, provide the following details for your Manual Payment.
- Custom Payment Method Name: This is the payment method’s name appearing on the list during checkout.
- Description: This text serves as an instruction when customers select manual payment during checkout
- Payment Instructions: This text appears in a popup window after an order is placed.
- Reusable: Customers can use manual payments when buying subscriptions, installments, or upsells.
- Finally, click the “Create” button to save your Manual Payment method.
That’s it! You’ve successfully added manual payment methods. You can follow these steps to add as many manual payments as needed.
SureCart also has the option to enable or disable Manual payment methods using a toggle
Now, let’s see how the Manual Payment method appears for both buyers and merchants.
How Does It Appear to Buyers?
Buyers can see the Manual Payment method on the checkout form, listed among the payment options.
After purchasing, buyers will be directed to their customer dashboard where they’ll find the manual payment instructions provided earlier.
Buyers will also receive an email with the link to their customer dashboard portal.
How Does It Appear for Merchants?
You can find orders at SureCart > Orders. Here, you can view all the orders placed under Manual Payment.
Orders placed under Manual Payment methods are set as unfulfilled by default. When a product is delivered, you can fulfill the orders easily.
Subscriptions made through manual payment methods will also receive email notifications. They function exactly the same as standard payment methods.
We’ve covered everything you need to know about this payment method. Hope this was helpful.
If you have questions or encounter any issues, please don’t hesitate to contact us!
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