Set Up Offline Payment Methods
Setting up offline payments will allow you to accept checks, money orders, purchase orders, store pickups, etc. All offline payments will have to be manually processed once the order comes through. You can set the offline payment methods to go to the 'Unpaid' status automatically until the funds have been processed. This section will be broken into each method of payment and show you a step-by-step process of how to set up the more common offline methods.
Check
Your Shift4Shop store comes with a Check payment option pre-installed for you. All you need to do is turn it on:
Go to Settings > Payment.
Look for the "Payment Methods" section and click on the Select Payment button. You will be presented with a page where your payment options will reside. This includes several pre-installed modules at the very top of the page.
Look for the payment option labeled "Check." To the far right of the Check option, you will see a toggle switch. Clicking on the switch will turn the payment option "On" (Green) or "Off" (White).
Turn the module ON.
Click on the Save button at the top right to commit your changes.
Settings
There are also additional settings that you can configure on this Check payment method. If you look to the far right of the option, you will see a link labeled "Settings." Clicking on this link will expand the module to display the following settings for you.
Caption: This is the label of the payment option as it will appear on your store's checkout page.
Input Fields: Below the caption field you will see a series of input fields that will appear along with the check option. These will be used by your shopper to let you know the check number of the payment that they'll be sending.
Name: The name of the input field
Type: The type of input for the field. This will always be set to "Text"
Length: The character length (number of digits) of the input field
Order: The sorting number used for the input field. Not used in this situation
Required: Mark this checkbox if you require the shopper to input the check number. They will not be allowed to check out if there is no information added to the input field when they attempt to use it.
Hidden: Mark this checkbox if you don't need to collect check numbers. It will hide this from the storefront.
Advanced Settings
While viewing the regular settings of the payment module, you will also see a button labeled "Advanced Settings." Clicking on this button will let you further customize the payment option to meet your particular needs. Your settings are as follows:
Order Amount Min: & Order Amount Max: Use these fields to set the price range that needs to be on the order for the payment method to display.
Customer Group: Use this to specify whether the customer needs to belong to a certain customer group in order for the payment method to display
Order Status: Use this to specify which status the order will go into once it is completed. For something like a check or money order, you would likely want this to be set for the "Unpaid" status so that the order is not processed as "New" while you wait for the payment to arrive/clear.
Country/State: This pre-built payment method is set for all countries and all states. However, you can use the Exclude list if there are certain locations that you would like to block from using this payment option.
Confirmation Msg: Type the message that you'd like to display when the order is complete.
Description: Anything typed in here will display on the checkout page when the shopper selects this payment option.
Once you have configured your settings, be sure to click Save at the top right of the page to commit your changes.
Money Order
To add an offline method of payment for Money Orders:
Go to Settings > Payment.
Click the Select Payment button under the Payment Methods section.
At the top right of the page, click on the +Add New button.
In the Add New Payment Type section, select the country and state you would like this payment method available.
In the "Payment Method" drop-down menu, select Money Order (it's all the way toward the bottom of the list).
Enter the minimum and maximum value orders can be to use this payment method.
Select the customer group you would like this payment method applicable.
Then click on the +Add button to continue. These steps will have created the payment method, but you will have additional settings that can be further configured.
Locate your newly created Money Order Payment method on the list of Payment methods (It will be listed under "Offline Payment Methods" at the bottom of the page).
Click on the Settings link to the far right of Money Order.
Once there, you may change the "Caption" of the payment method to whatever you'd like it to read on the storefront. Below the caption field, you will see a button labeled "Advanced Settings" which will give you the following configuration options:
Order Amount Min; & Order Amount Max: These were set during the initial creation of the payment method (see step 6 above). Here you can edit them as needed.
Customer Group: This was set during the initial creation of the method (See step 7 above). Here you can edit the setting as needed.
"All": Will make the method available to all of your shoppers - regardless of the pricing group they belong to
"None": Will make the method available to shoppers who do not yet belong to a customer group
"Phone Orders": Will make the method available only when using the Phone Orders function.
Individual Group: Or you may limit the use of the payment method so that it applies only to one of your existing customer groups
Order Status: This setting will determine which order status that orders using this method will automatically go into. Your choices are New or Unpaid.
Since it is an offline payment method, you will likely want it to go to unpaid, since you'll be waiting for payment to arrive.Country/State Exclude List: When you initially added the payment method, you set the country and state that it would apply to (See step 4 above)
With the "Edit Exclude List" link, you can further limit which countries and/or states that are excluded from using the method.Confirmation message: This will display to the customer once the purchase has been completed – Example: Thank you for your business!
Description: This is Optional. The description will display next to the payment method – Example: Make money orders payable to ABC Company.
Once your advanced settings are configured, click the OK button to set them. Finally, click on the Save button at the top right to commit all of your changes.