About:
Connectly now allows store owners to manually collect payments from buyers for any order. Buyers can finish the checkout process by selecting a manual payment method and then paying the store owner at the time of pickup or delivery, using whatever payment mode they prefer.
How to use
Manual Payment Method setup:
- Store owners can set up manual payment methods for their e-commerce stores at: Payment > Integrations > Manual Payment Methods.
- To begin with, store owners can choose either Cash on Delivery or create their own Custom Payment Method.
- Once a payment method is added, Payment Instructions and Messages are optional fields during setup.
- Store owners can enable manual payment methods for either the Order Form or E-commerce Stores. These options will become available at checkout only if enabled at this stage.
- Store owners need to click Save to implement the changes.
Collect Payment flow (for manual payment method orders):
- After receiving the order, store owners can record collected payment at: Payment > Orders > Select the Order > “Collect Payment” CTA.
- Store owners can collect a payment and define the Payment Mode from a dropdown. Optional notes can be also added.
- Once marked as paid, the transaction status will be updated along with the mode of payment.
Notes:
- A manual payment method can be set up when a payment integration is already connected in the current version.
- If a recurring product is part of the order, manual payment methods won’t show up at checkout.
- The Collect order flow is applicable only for Manual Payment Method orders. Once it’s marked as paid, it can’t be reverted.
- If the payment method isn’t enabled for either the E-commerce stores or Order Forms, it won’t show up on the checkout page.
- Store owners can set up both Cash on Delivery and Custom Payment Method at the same time.