How to Add Offline as a Payment Method
Give customers an offline option
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.
Bank transfers are sometimes seen as an offline payment option. We described the bank transfer option in a separate article.
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.
Scroll down the page and add details.
- Enter a display name.
- Add currencies (optional).
- Enter payment instructions.
- 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.
Updated 7 months ago