How to set up email money transfers on Shopify

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If your store is based in Canada, you can allow the customers to pay the orders using email money transfer instead of a credit card. You have to provide the customers with your email address and a secret Q&A that they will use as the password for the money transfer. The customers will go to the bank to send the money to your email address then you will receive an email guiding you how to transfer money to your bank account. When you get the payment, you can mark it as paid on Shopify later. Hence, if you have an online shop in Canada, you can follow this writing to know how to set up email money transfers on Shopify.

How to set up email money transfers

To set up email money transfers on Desktop

Step 1: Head to Payment providers

Open the Shopify admin page and click on the Settings at the left end of the screen. Next, select Payment providers in the first column of the settings list.

set up email money transfers

Step 2: Choose Create custom payment method

Scroll down until you see the Manual payments section. Find the drop-down menu below the description and press on the Create custom payment method.

set up email money transfers

Step 3: Add the name

There is a blank space for you to fill in the name for the payment method. You can call it as Email money transfer for example.

Step 4: Enter the email address, secret question and answer

Because you will receive payment through email, you need to enter your email address. Moreover, when your customers use email money transfer to make payment, they will need to input the secret question and answer. Therefore, you have to provide it when you accept the payment.

Step 5: Fill in the instruction

What you enter in the Additional details is also the instruction that you just need to copy the text from this section and paste in the Payment instructions box.

set up email money transfers

Step 6: Click Activate

If you’re done, choose Activate to end the process.

To set up email money transfers on iPhone

Step 1: Select Settings

Sign in your account on the Shopify app then go to Store. After that, tap Settings.

Step 2: Choose Payments

A list of settings will appear on your screen that you have to find the Payments under the Store settings section.

Step 3: Tap Create custom payment method

In the Accept payments, look for the Manual payments part and choose the Create custom payment method in the Activate custom payment list.

Step 4: Enter the name

Like I mentioned in the writing about creating a custom manual payment, you have to name the method payment that you are going to design.

Step 5: Add the email address, secret question and answer

After entering the name, fill in the email address that the customers will send the money to. Besides it, you also need to add a secret question and its answer in the Additional details.

Step 6: Put in the instruction

The instructions are quite similar to the information that you put in the Additional details then you can copy and paste it in the space for the guideline.

Step 7: Press Activate

After completing all the needed information, you can press on the Activate button at the end to finish.

To set up email money transfers on Android

Step 1: Select Settings

Get access to your Shopify app, head to Store and Settings respectively.

set up email money transfers

Step 2: Choose Payments

In the list of settings, there are three smaller categories, App settings, Store settings and About. Click on the Payments under the Store settings part.

set up email money transfers

Step 3: Tap Create custom payment method

At the end of the Accept payments, you will find the Manual payments section with the short description and a drop-down menu. Select the Create custom payment method in that menu.

set up email money transfers

Step 4: Enter the name

As the introduction has given, this is the email money transfer method then you can use it as the name of the payment.

Step 5: Add the email address, secret question and answer

The money will be sent through email that enter your email address into the box. When the customers use this method, you need to provide them the secret question and the answer then add it in the Additional details box as well.

Step 6: Put in the instruction

Copy the text from the Additional details and paste in the instructions box.

Step 7: Press Activate

This is the final step of the process that you just need to tap on the Activate button to enable the payment method.

Conclusion

To conclude, this article talks about the steps to set up email money transfers on Shopify, both for the laptop using and smartphone using. Hope that it can support your store management and you enjoy this topic.

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