How to Add Offline as a Payment Method

Customers make an offline payment via cash, check, postal order, or any other offline method. Unlike online payments, which are usually processed in real-time, offline methods experience a delay between payment and account reconciliation.

An offline payment method is good for business because it can extend the reach of your e-commerce platform to areas that lack online payment options.

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Note

Bank transfers are sometimes seen as an offline payment option. We described the bank transfer option in a separate article.

Suggested process

Configure your store to automatically send an order number with detailed information when a customer chooses this payment method at the checkout and completes the transaction. At a minimum, the order would include your:

• name of company and mailing address
• bank account number and SWIFT code

Once you confirm receipt of payment, mark the invoice paid and process the order.

Adding a payment provider

In Upmind, navigate to Settings > Payment providers. Then click Add payment provider. Choose Offline on the next page.

Adding details

Scroll down the page and add details.

1. Enter a display name.
2. Add currencies (optional).
3. Enter payment instructions.
4. Click Create.

What the customer sees

Upmind displays payment instructions on the checkout page if the customer chooses this method.

Editing the payment method

You can change or update the payment method. Go to the Payment providers page, click the gear icon, and select Edit.