Offline Payments are 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 allows a customer to make an order and pay for it at a later time.
What We’ll Cover
Offline Payment Process For a Customer
When a customer is in the Order Checkout page, at the point of payment, they can choose Offline Payment as an option by selecting it in the Add a Payment Method menu.
The customer will proceed to place the order, which will internally mark it as a pending order, and it will be paid for at a later time.
With their preferred method of communication, a company will need to reach out to the customer to give instructions on how to submit payment for their placed order.
Following the company’s payment instructions, the customer pays the Offline Payment. Once the payment is received, an admin will then need to manually mark the order as paid.
When the order is marked as paid, the shipping process begins for the customer’s order.
Changing an Offline Payment Order Status to Paid
In Corporate Office, To find an order’s Detail page, there are several methods:
- In the Find Associate’s page, you can click the dropdown next to the search bar and select Orders. The page becomes the Find Orders page, where you can search by order number.
- If you are on an associate’s Detail page, you can click the Order History tab. Select the period, if necessary, and find the order in the list.
- Alternatively, you can find orders from the Sales section. Click the Orders tab. In the Orders page, you can select the period, country; and search by order number, name, and associate ID.
Whichever method you use to find the order, in order to navigate to the order’s Detail page, you click the Order Number link.
In an order’s Detail page, click the Pay Now button.
The Pay Order pop-up window opens.
In the pop-up, update the Payment Amount, if necessary.
Select Cash Deposit.
In the Notes field, it’s recommended to type the name and transaction number of the third-party used for record keeping in the system.
Once all details are complete, click the Pay Now button.
The pop-up closes and the order’s status changes to Paid.