Manual Payment Methods for E-commerce stores, Order Forms & Forms/Surveys

The manual payment method lets customers complete their purchases online and pay at pickup or delivery. This can be particularly useful for businesses that operate in regions where online payment is only sometimes feasible or preferred. With this method, the payment transaction is completed face-to-face, providing an alternative to the traditional online payment systems. Here's a comprehensive guide on how to set up and use manual payment methods in your forms, surveys, and e-commerce store.

How to Use the Manual Payment Method

Setting Up the Manual Payment Method

1. Navigate to Payment Integrations: Go to Marketing & Sales > Payments on the left > Integrations at the top.

2. Select Manual Payment Methods: Choose either 'Cash on Delivery' or create a custom payment method.

Add Payment Instructions and Messages: These fields are optional but can provide valuable information to your customers regarding the payment process.

Enable for Checkout: Ensure that the preferred manual payment method is enabled for the order form/e-commerce store/Forms/Surveys.

Save Changes: Click Save to apply the changes.

Checkout page preview:

image

Collecting Payments

1. Receive the Order: Once an order is placed, go to the Orders section within the Payments tab. The order appears with a “Pending” status.

2. Collect Payment: Select the order and click on the "Collect Payment" button.

3. Record Payment Details: Choose the mode of payment from the dropdown menu and add any notes if necessary.

4. Mark as Paid: Once the payment is collected, mark the order as paid. The transaction status will be updated along with the mode of payment.

For Forms/Surveys: The Payment status updates in Orders will sync with the Form/Surveys Submissions section.

Using COD and manual payment methods exclusively

To be able to use COD and manual payments independently, you will need to remove or disconnect the default online payment providers and only keep manual payment methods.

 Set Up COD and Manual Payment Methods

  • Disconnect Default Providers: Navigate to Payments > Integrations and disconnect the default online payment providers to enable the use of manual payment methods exclusively.
  • Select COD and Manual Payment: Select the option to add manual payment methods. Choose Cash on Delivery and Custom Payment Method from the list.
  • Enable for Checkout: Ensure that the manual payment method is enabled for either the order form or the e-commerce store.
  • Save Changes: Ensure that you save your settings to apply the changes.


Notes

  • Payment Integration Requirement: A manual payment method can only be set up if a payment integration is already connected.
  • Not available for: Recurring or subscription-based products and Collecting specific amounts (e.g., donations).
  • Irreversible Action: Once an order is marked as paid, it cannot be reverted.
  • Checkout Visibility: The manual payment method will only appear at checkout if it has been enabled
  • Manual Payments are supported only for selling products.

Pro Tips

  • Clear Communication: Provide detailed instructions and messages during the setup to ensure customers understand the manual payment process.
  • Custom Payment Methods: If 'Cash on Delivery' doesn't fit your business model, create a custom payment method that suits your needs.
  • Simultaneous Setup: Set up both 'Cash on Delivery' and custom payment methods simultaneously, offering multiple manual payment options to customers.

Use Cases

  1. Local Deliveries: Ideal for businesses that deliver locally and prefer to handle payments in person.
  2. Customer Trust: Useful in regions where customers may be hesitant to pay online and prefer cash transactions.
  3. Custom Payment Arrangements: Beneficial for businesses that have unique payment arrangements with their customers, such as deferred payments or installments.

FAQs on Manual Payment Methods

Q. What is the manual payment method?

Question: How is the Profile Health Score calculated?

Answer: The score is based on the completeness of key profile details, including business information, contact details, images, and other essential data points.

Question: Does completing optional fields improve my score?

Answer: Yes, filling in optional fields contributes to a higher score and enhances your business’s discoverability.

Question: How often should I check my Profile Health Score?

Answer: It’s recommended to check periodically, especially when making updates or expanding your business presence.

Question: What happens if I leave sections incomplete?

Answer: Incomplete profiles may have reduced visibility and engagement potential, as essential information helps customers find and trust your business.

Question: Can multiple locations have different Profile Health Scores?

Answer: Yes, each business location has its own profile, and therefore its own individual health score based on the completeness of its specific information.

Question: How do I access the Profile Progress Tracker?

Answer: To access the Profile Progress Tracker, navigate to Reputation on the left side of your Mastermind account, then click on Listings at the top section. From there, you can view the Profile Health Score indicator and check the current completion percentage of your profile.

Question: Is there a specific requirement to use the Profile Health Score feature?

Answer: Yes. A prerequisite for using this feature is having an Online Listings Subscription. Without this active subscription, the health score and tracker will not be available.