How to create and deactivate the manual payment method for your Shopify store

Some consumers prefer not to use a credit card to pay for their orders. If you put up a manual payment option, these clients can still place purchases online. You can make arrangements to accept payments from your clients in a manner that suits them best when they choose a manual payment option. Your consumer may get an invoice. The order can then be manually approved when you have received the payment.

On the Orders page, orders that accept manual payments are identified as unpaid. Once a customer’s order has been paid for, you can mark it as paid on the order details page and process the transaction as if the customer had made an online payment.

Use a recommended manual payment method or design a unique manual payment method to get started with manual payments.

How to create the manual payment method?

Method 1: Use a suggested manual payment method

In your Shopify admin, you can choose one of the suggested manual payment methods on the Payment providers settings page.

Desktop

1. Go to Settings > Payments in your Shopify admin.
2. Choose a manual payment option from the list in the Payment providers section.
3. Enter any information you want to appear next to the payment method in your checkout under Additional Information.
4. Enter the payment instructions that you want your customers to follow when paying for an order in this field. After a consumer completes their order, these instructions are displayed on the order confirmation page.

iPhone & Android

1. Navigate to Store > Settings on the Shopify app.
2. Tap Payments under Store settings.
3. Choose one of the manual payment options from the Payment providers section.
4. Add any details you want to see next to the payment method in your checkout process in the Additional details field.
5. Enter the steps you want your clients to follow to pay for an order in the Payment instructions field. Following the completion of an order, a customer will see these instructions on the order confirmation page.
6. Activate the payment method.

Method 2: Create a custom manual payment method

Desktop 

1. Go to Settings > Payments in your Shopify admin.
2. Choose Create custom payment method under Payment providers.
3. Enter the name of your payment method in the Custom payment method name field.
   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. Enter any information you want to appear next to the payment method in your checkout under Additional details.

5. Enter the payment instructions that you want your customer to follow when paying for the order in this field. After the buyer completes their order, these instructions are displayed on the order confirmation page.
6. Hit “Activate”.

The name of the manual payment method and the steps to finish the payment are displayed to the consumer on the purchase confirmation screen.

iPhone & Android

1. Go to Store > Settings in the Shopify app.
2. Tap Payments from the Store settings menu.
3. Choose Create custom payment method under Payment providers.
4. Enter the name of your payment method in the Custom payment method name field.
   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

1. Enter any information you want to appear next to the payment method in your checkout under Additional details.
2. Enter the payment instructions that you want your customer to follow when paying for the order in this field. After the buyer completes their order, these instructions are displayed on the order confirmation page.
3. Hit “Activate“.

The name of the manual payment method and the steps to finish the payment are displayed to the consumer on the purchase confirmation screen.

Steps to deactivate a manual payment method

If you don’t want to support a certain type of manual payment anymore, then you can deactivate the manual payment method at any time.

Desktop 

1. Go to Settings > Payments in your Shopify admin.

2. Click Manage next to the manual payment method you want to disable in the Manual payment methods box in the Payment providers section.

3. Select “deactivate payment method” from the menu.
4. To confirm, press the disable payment method button once again.

A payment method can be reactivated at any time by selecting it from the Manual payment methods drop-down box in the Manual payments section after it has been deactivated.

iPhone & Android

1. Go to Store > Settings in the Shopify app.
2. Tap Payments from the Store settings menu.
3. Click Manage next to the Manual payment method you want to disable in the Manual payment methods box in the Payment providers section.
4. Select “deactivate payment method” from the menu.
5. To confirm, press the disable payment method button once again.

A payment method can be reactivated at any time by selecting it from the Manual payment methods drop-down box in the Manual payments section after it has been deactivated.

Mark a manual payment as paid

On the Orders page, when a customer uses a manual payment method to place an order, the order is noted as Pending. You must manually designate the order as paid after receiving money for it.

Most orders can have their payment status changed using one of the following techniques from Payment Pending to Paid:

• Mark as paid – Use when integrating a previous order from another platform into your Shopify admin or when you have previously received payment for the current order. Your payment provider does not reclaim the received sum. The customer receives an email order confirmation.
• Pay by credit card – Use this option if you already have your customer’s billing information or if they are accessible to submit it themselves. Only Shopify Payments support this form of payment.

You might not be able to designate an order as paid if the customer used a payment method other than a credit card and the order is in the Pending payment status. More information on orders that have outstanding payments

Only the exact amount of the order may be collected. The Shopify administrator will not let you receive a partial payment.

Steps:

1. Go to Orders in your Shopify admin.
2. Click the order number on the Orders page.
3. To collect payment, select Collect in the Pending area.
4. Choose from the following possibilities:
   1. If you have taken payment anywhere other than Shopify, click Mark as paid.
   2. If you are prepared with the customer’s credit card details, select Pay by credit card.
5. If you choose to pay with a credit card, you will need to enter the customer’s billing and credit card details before clicking Charge.

Conclusion

In short, we have provide you information about how to create and deactivate manual payment methods on Shopify. We hope that you find this article helpful and be able to follow the steps. If you have difficulties searching for an agency to assist you customizing your Shopify store, we are always willing to help. Our Shopify Customization Services are considered one of the best services at Magesolution. In case you want to have more details about it, CONTACT US right now!