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.
Access
From your SHOPLINE admin panel, select Settings > Payment > Custom payment method.
Adding Custom Payment Method
To add a custom payment method, perform the following steps:
- In Custom payment method, click Add custom payment method, and click Custom Payment to open the Add custom payment page.
| Note: When you click Add custom payment method, Custom Payment and Cash On Delivery are available. If you need to add the method of cash on delivery, click Cash On Delivery and complete the configurations. If you need to add a method other than cash on delivery, click Custom Payment and complete custom configurations. |
| Note: If you have suspended a custom payment method, the name of the history custom payment method that is suspended will be displayed for you to add again (such Custom Payment, TNG(manual) in the following image). |
- In the Payment method name, enter the name.
- In Payment method instructions, enter the information that will be displayed under the payment name displayed during payment.
Click Preview how this displays to preview the configured payment methods that will be shown when a customer chooses the payment methods. See the following image. - Select whether the customer needs to enter the billing address.
- Select whether the customer needs to upload payment proof or a voucher.
- If the customer needs to upload it, it is recommended that you enter the additional instructions and upload additional images.
Click Preview how this displays to preview the configured certificate upload module that will be shown after the customer submits the order. See the following image. - Click Activate custom payment.
Editing Custom Payment Method
- To edit a custom payment method you have added, go to Custom payment method and click Edit.
- On the editing page, you can edit the custom payment instructions and modify the configurations of whether the customer needs to enter the billing address and upload payment proof or voucher.
| Note: In the editing page, you cannot edit the custom payment method name. |
- You can click Deactivate on the editing page to deactivate the added custom payment method.
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:
- From your SHOPLINE admin panel, click Orders to open the order list. Click the required orders to open the editing page.
- Click Paid and click Save to mark the order.