How to create a custom manual payment method on Shopify

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If your customers don’t want to make payment using the credit cards, you can set up the manual payments to help them make purchases. The pros of using this payment method is that you won’t be charged transaction fees and you can approve the orders after you receive the payment. There are two common approaches to manual payment, use a suggested manual payment method or create a custom payment method on Shopify. I have shown the first one before that I will focus on how to create a custom manual payment method in this writing.

How to create a custom payment method

To create a custom payment method on Desktop

Step 1: Click on Payment providers

At the end of the admin page, press on the gear icon which is Settings and go to Payment providers.

create a custom manual payment method

Step 2: Choose Create custom payment method

There are two parts in the Payment providers, Accept payments and Payment authorization. Drag down to the Manual payments section and select the Create custom payment method in the drop-down Activate custom payment list.

create a custom manual payment method

Step 3: Add the name and instructions

Detailed settings for the payment method will appear, including the Name of the custom payment method, Additional details and Payment instructions. You have to fill in the spaces below it, especially, the name and the guideline cannot be skipped. The instructions should be given in a clear and easy-to-understand way to help your customers know how to pay for their orders using this method.

create a custom manual payment method

Moreover, the name you use for the payment cannot be the same as the following ones:

  • Bank deposit
  • Cash
  • Cash On Delivery (COD)
  • Custom
  • External Credit
  • External Debit
  • Gift Card
  • Money Order
  • Store Credit

Step 4: Press on Activate

If you have completed all the above steps, click on the Activate button at the end of the settings to finish.

To create a custom payment method on iPhone

Step 1: Select Settings

Get access to the Shopify app and head to Store. Next, press on the Settings right above the Support.

Step 2: Choose Payments

Look for the Payments under the Store settings section.

Step 3: Tap on Create custom payment method

Find the Manual payments at the end of the Accept payments. There is a short introduction of this payments method and a Activate custom payment method box. Click on this box and select Create custom payment method at the second place of the list.

Step 4: Enter the name and guideline

Add the needed information into the spaces. You can leave the Additional details blank but you have to complete the others, which are Name of the custom payment method and the Payment instructions.

Step 5: Click on Activate

To end the process, press on the blue Activate button.

To create a custom payment method on Android

Step 1: Select Settings

Log-in to your account on Shopify app and select Store at the bottom bar. After that, tap on the Settings.

create a custom manual payment method

Step 2: Choose Payments

If you have clicked on the Settings, a list of options will appear on your screen that you have to press on the Payments in the Store settings section.

create a custom manual payment method

Step 3: Tap on Create custom payment method

Under the Payment providers title, you will see the Accept payments then scroll down until you find the Manual payments section. After that, select the Create custom payment method in the drop-down menu Activate custom payment.

create a custom manual payment method

Step 4: Enter the name and guideline

Put in the information for name and instructions for the payment method. Remember to check with the bank or the delivery services to ensure your writing for instruction is correct that the customers can follow it to complete the orders.

create a custom manual payment method

Step 5: Click on Activate

To record all changes and allow the use of the payment method, tap on the Activate.

Conclusion

To sum up, I have given you the step-by-step process and the illustration images of how to create a custom payment method on Shopify. I also add some notes about the name and instructions that you should pay attention to when setup the custom manual payment. Hope that you will appreciate my effort and enjoy the writing.

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