This is Part 8 of the Initial Setup Guide:
- Part 0: Introduction
- Part 1: Setting Up Your Company Domain, Webalias and Details
- Part 2: Setting Up Users and Roles
- Part 3: Adding Branding
- Part 4: Adding Inventory Items and Pricing
- Part 5: Adding Warehouses and Shipping Methods
- Part 6: Using the Test Merchant
- Part 7: Placing Orders
- Part 8: Using the Offline Payment Method
- Part 9: Adding Integrations
- Part 10: Managing Orders
- Part 11: Editing and Testing Order Confirmation Email Templates
- Part 12: Managing Associates
Under Check Your Progress for each section, you check each box next to the task in order to keep track of your progress. If you would like to download the full checklist, click the Download Attachment link above.
Important: If you have any questions or need assistance with any of the steps, contact Customer Care.
What We’ll Cover
Using the Offline Payment Method
Offline Payment is a payment method that allows for vast flexibility regarding forms of payment used for a purchase. These can be cash, checks, Paypal, Venmo, Apple Pay Cash, Bank Deposits, or any of a company’s accepted forms of payment. This method also allows a customer to make an order and pay for it at a later time.
Read More: Offline Payment Method Explained
Step-by-step guide: How to Mark an Offline Payment as Paid
Check Your Progress
Learned about the Offline Payment Method.
Great work! Offline payments really gives you the flexibility to receive money the way you want, but now we’re going to integrate with payment providers in order to send and receive payments in the system.