Manual payment methods give you flexibility by handling payments outside of TWICE. This means TWICE does not issue receipts or charge transaction fees for these payments, making them ideal for in-person or alternative payment options. This guide covers how to create manual payment methods, enable them for customer orders, and manage them within the TWICE Admin.
What Are Manual Payment Methods?
Manual payment methods are payments that occur outside the TWICE platform, where money is exchanged through methods such as cash, bank transfers, or external payment apps. Key aspects of manual payments include:
No Fees: TWICE does not charge transaction fees for manual payments.
No Automatic Receipts: TWICE does not generate payment receipts for these transactions.
No Integration in Accounting Reports: Manual payments are not recorded in TWICE's accounting reports.
Creating Manual Payment Methods
To set up a custom payment methods, follow these steps:
Navigate to Manual Payment Settings
Go to Settings > Payment Methods in your TWICE Admin. Select Manual Payment Methods.Add a New Payment Method
Click Add Payment Method and enter the Payment Method Name and any Additional Details:Example 1: For a Bank Transfer, add the IBAN or bank account information in the details.
Example 2: For PayPal, you might note that customers will receive a PayPal link via email for payment completion.
Enable the newly created Payment Method
Use the toggle to enable or disable your custom payment methods.
Save Changes
Click Save to add the new manual payment method.
Using Manual Payment Methods in TWICE
Once created, manual payment methods can be used both by customers in the online store checkout and by your staff within the TWICE Admin for direct orders.
Here’s how to track and manage these orders:
Tracking Unpaid Orders
Orders with a manual payment method are labeled as Unpaid in the payment section of an individual order.Marking Orders as Paid
Once payment is received, click Mark as Paid to update the order status.Changing the Payment Method (if applicable)
If multiple manual payment options are offered and you need to adjust the method for a specific order:Click on the current payment method (next to "Unpaid") and select the new payment option.
Confirm your selection to save changes.