Manage Manual Payments: Cash, Bank Transfers, and Card on Delivery

Accepting offline payments without disorganized spreadsheets

Many customers prefer paying in cash upon arrival, transferring directly to your business account, or swiping a card terminal at their doorstep. Manual payment methods let you accommodate these customers while keeping every financial record organized inside your store dashboard.

Key takeaway: Recording offline payments inside your store platform ensures accurate order histories, clear customer notifications, and hassle-free accounting.

Step 1 — Record the payment details in your dashboard

When an order arrives with an offline payment method, open the order record in your Payments section:

• Enter the received amount, the customer name, and a unique reference such as a bank transfer transaction number.
• The order status begins as waiting for confirmation, letting the customer know their order was received and is undergoing quick verification.

Step 2 — Attach receipt photos and transaction proof

Keep documentation organized in one accessible place:

• Upload a photo of the bank transfer slip, receipt, or signed delivery slip directly to the payment record.
• Keeping images attached to the order eliminates scrolling through chat histories or email threads when reconciling daily accounts.

Step 3 — Confirm or decline payments with clear customer alerts

Review the transaction and update the payment state with a single click:

• Confirm payment: The order automatically advances to preparation, and the customer receives an alert letting them know their items are being packed.
• Decline payment: If a transfer is not found or details are incomplete, mark it as declined with an explanatory note so your team can assist the customer promptly.

Handle refunds cleanly without confusion

If a customer cancels an order or an item is unavailable, manage the return directly from the payment screen:

• Record the refunded amount against the original transaction record.
• The platform maintains an exact audit log showing what was received and what was returned, keeping your bookkeeping clear and reliable.

Frequently asked questions

Next step

Next week: discover how to configure distance-based local delivery fees using interactive map radius zones.