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Payments

Customer Success Team

Last updated on Apr 09, 2024

Payment configuration ensures a secure and easy checkout process for your customers. You can choose a payment method to get paid for online orders by enabling the relevant method according to your customer’s location and availability. Payment methods may vary according to the product you sell; for example, for digital products, you can set up online payment methods (credit cards, mobile payments, etc.), and for physical products, you can set up both online and manual payment methods (Cash on Delivery, Money Transfer, POS on Delivery), etc.

When you set up a payment method, it is displayed on your store and the customers can choose the payment method they prefer during the checkout (see Payment Methods).

While configuring the payment methods make sure to consider the transaction fees, fraud protection, and chargeback policies.

Configuring Manual Payment Methods

To set up manual payment methods:

  1. Go to Settings > Payments.

  2. Select the manual payment method you prefer: Cash on Delivery, POS on Delivery, or Money Transfer.

  3. Click Setup on the right-side of the payment method you prefer.

  4. Make the necessary configurations:

  • Activate the toggle to automatically generate the invoice after placing an order.

  • Set the invoice status: Paid or Pending Payment.

  • Set the order payment status: Unpaid or Paid.

  • Enable the Billing Address toggle to collect billing information from your customers.

  • Upload a custom logo of the payment method

  • Enter the name of the payment method displayed to the customer in Appearance Options.

  • Activate the Special payment notes toggle to enable your customers to add specific instructions or information related to their payment during the checkout.

  • Tick the This field is required checkbox to make the field mandatory.

  • Provide your customers with a set of instructions they can follow to successfully make payments using this method.

5. Click Activate.

Configuring Online Payment Methods

To set up online payment methods:

  1. Create a business account for the payment method you prefer. For example, you can have a business account in your preferred bank.

  2. Go to Settings > Payments.

  3. Click Setup on the right-side of the payment method you prefer.

  4. Make the necessary configurations:

  • Indicate the corresponding credentials, such as your username, password, and other related information given by the payment provider. \ Note: The required credentials may vary depending on the online payment method.

  • Enable the Billing Address toggle to collect billing information from your customers.

  • Upload a custom logo of the payment method.

  • Enter the name of the payment method displayed to the customer in Appearance Options.

  • Provide your customers with a set of instructions they can follow to successfully make payments using this method.

5. Click Activate.

Tip: To deactivate the payment method, go to the corresponding payment method page and click Deactivate.

Note: Payment methods are available depending on your business location. Those that are not available to set up, do not operate in your business country (see Payment Methods).

Managing a Payment Method

To manage a payment method:

  1. Go to Settings > Payments on the Dashboard.

  2. Click Manage on the right side of the corresponding payment method.

  3. Make the necessary changes in the form that opens.

  4. Click Save.

If your website is available in more than one language, select the corresponding language from the language drop-down list (see Settings > Languages) and enter payment-related information in the selected language.

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