Setting Up Custom Payment Methods

In SHOPLINE, you can configure custom payment methods for customers' payments made outside the online store. If a customer pays with this method, you need to approve the order before shipment.

Payment methods such as cash on delivery, checks, and bank transfers are common payment methods made outside the online store. If an order is paid with the custom payment method, it will be marked as unpaid. After receiving the payment of the order, you need to mark the order as paid and arrange the shipment in the same way as after online payment is made.

Where to Configure Custom Payment Methods

From your SHOPLINE admin panel, select Settings > Payment > Custom payment methods.

Adding Custom Payment Method

To add a custom payment method, follow these steps:

1. In Custom payment methods, click Add, then select Manual payment method to open the payment settings page.
   

   Notes: Cash on Delivery is added as an option by default. To activate it, simply click Enable. For other payment options, click Add and select the desired method from the menu. If you previously suspended a custom payment method, its name will appear in the list, allowing you to add it again.

   
2. Enter a Payment method name and optionally provide a description to display to customers at checkout.
   
3. Click Preview how this displays to see how the configured payment method will appear when a customer selects it at checkout.
   
4. Select whether customers are required to enter a billing address.
   
5. Select whether customers must upload payment proof or a voucher. If required, it is recommended to add additional instructions and upload any supporting images.
   
6. Click Preview how this displays to preview the certificate upload module that customers will see after submitting their order.
   
7. Click Activate Custom payment methods to complete the setup.

Editing Custom Payment Method

To edit a custom payment method, go to Custom payment methods, then click the option you want to edit.

• On the editing page, you can update the custom payment instructions and adjust the settings for whether the customer must enter a billing address or upload payment proof or a voucher.
  

  Note: The Payment method name cannot be edited once the method is created.

  
• To deactivate the custom payment method, click Deactivate [custom payment method] on the editing page.
  
  
  

Marking an Order as Paid

If you have received the payment through the custom payment method, you can mark the order as paid. Perform the following steps: 

1. From your SHOPLINE admin panel, click Orders to open the order list. Click the required orders to open the editing page.
   
2. Click Mark as paid and click Save to mark the order.