Manage manual payment methods

Manual payment methods are payments such as payment in advance, invoice, or cash. Unlike online payment methods, you handle the entire payment process on your own.

Topic overview:

• How to activate manual payment methods
• How to edit the details of manual payment methods
• How to change the order of payment methods
• How to deactivate manual payment methods

How to activate a manual payment method

1. In the sidebar of the cockpit, navigate to Settings → Shop.
2. Select Payment.
   A list of payment methods appears at the top of the page or underneath the instructions.

   Note

   Payment methods that have already been activated have the status activated in checkout. This means that these payment methods are already available for your customers at checkout.
3. In the upper right corner, select Add payment method.
   A list appears that shows available payment methods that have not yet been activated.

   Note

   If the Add payment method button is greyed out, you have already added all payment methods that are currently available to you. If you want to add further methods, contact your provider.
4. Select Activate next to your desired payment method.
5. Optionally, you can edit the details of the payment method. For further information, refer to the section How to edit the details of manual payment methods.
6. Select Activate in the upper or lower right corner.

You have activated the payment method. It can now be used by your customers to pay for their order.

To activate more payment methods, repeat the steps above.

Info

When offering the payment method Payment in advance, you might want to adapt your order-related emails, e.g. the order confirmation or the invoice email, and add your bank data to the email text.

How to edit the details of manual payment methods

1. In the sidebar of the cockpit, navigate to Settings → Shop.
2. Select Payment.
   A list of payment methods appears at the top of the page or underneath the instructions.
3. Select the name of the payment method you would like to edit.
4. Make the desired changes. You can edit the payment method‘s name, description and/or payment-related information. If you do not make any changes, the current name will be kept, and no description or payment-related information will be displayed.
   
   • Name
     This name is displayed in the checkout process when customers select a payment method. It will also appear on the order confirmation page and in order-related emails.
   • Description shown in checkout
     If you enter a text here, it will be displayed underneath the name of the payment method as an additional information for your customers.
   • Payment-related information on invoice
     If you enter a text here, it will be displayed along with the name of the payment method on invoices.

   This is where the name and the description are shown in the checkout:
   

5. Select Save.

You have edited the details of the payment method.

Info

Currently, it is not possible to add fees or discounts for payment methods.

How to change the order of payment methods

All activated payment methods are displayed to your customers in the order you see in your cockpit. You can change the order as follows:

1. In the sidebar of the cockpit, navigate to Settings → Shop.
2. Select Payment.
   A list of payment methods appears at the top of the page or underneath the instructions.
3. Use drag-and-drop to adjust the order of the payment methods.

You have changed the order of your payment methods.

How to deactivate manual payment methods

1. In the sidebar of the cockpit, navigate to Settings → Shop.
2. Select Payment.
   A list of payment methods appears at the top of the page or underneath the instructions.
3. Select the payment method you no longer want to offer.
4. In the lower left corner, select Deactivate.

Note

You will need to keep at least one activated manual or online payment method to ensure that your customers are able to pay for their orders. If you do not want to allow your customers to make purchases on your website, you can deactivate the cart functionality instead. For further information, refer to Show the cart functionality.