Setting up manual payment methods

What Are Manual Payment Methods?

Manual payment methods allow you to process payments outside the TWICE Commerce platform, providing flexibility for both your business and customers. These transactions are handled outside of Twice Commerce's automated payment processing system, including:

• Cash payments during pickup
• Bank transfers
• External payment apps
• Invoicing

Unlike automated payments, manual methods:

• Don't incur transaction fees
• Don't generate automatic receipts
• Aren't included in Twice Commerce accounting reports
• Require manual tracking and updating of payment status

When to Use Manual Payment Methods

Manual payment methods are useful in various situations. These include:

• Customers prefer to pay in person during pickup
• You need to offer invoice-based payments
• Automated payment processing via TWICE is not available in your region
• You want to avoid transaction fees
• Dealing with large corporate purchases requiring specific payment processes

Setting Up Manual Payment Methods

1. Navigate to Settings > Payments in TWICE Admin
2. Find the "Manual Payment Methods" section
3. Click "Add Payment Method"
4. Configure the following:
5. Payment method name (e.g., "Cash on Pickup", "Bank Transfer")
6. Additional instructions (e.g., bank account details, payment process)
7. Enable/disable the payment method
8. Click "Save" to activate

Managing Manual Payments

For Customers

Customers can select available manual payment methods during checkout. They will receive any specified payment instructions in their order confirmation.

For Administrators

When creating an order manually in TWICE Admin, you can choose the payment method from the manual payment options you have configured.

To manage manual payments:

1. Track unpaid orders in the Orders dashboard.
2. Mark orders as paid once payment is received.
3. Update payment method if needed.
4. Monitor payment statuses through the admin dashboard.

Best Practices

• Communicate payment instructions clearly to your customers.
• Regularly review and update unpaid orders.
• Maintain detailed records of manual transactions.
• Set clear payment deadlines and follow-up procedures.
• Consider offering multiple manual payment options for flexibility.

Troubleshooting

Common issues and solutions:

• Missing payments: Double-check payment instructions and follow up with customers.
• Payment status confusion: Ensure proper documentation of received payments.
• Order fulfillment delays: Establish clear procedures for verifying manual payments before processing orders.

Need help? Contact our support team through the in-app chat for assistance with manual payment methods.