Using Offline Payments gives you flexibility with the types of payments you accept. It allows Associates to create an order and pay for it at a later time using a third-party payment method, such as:
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Cash
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Paypal
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Venmo
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Apple Pay Cash
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Bank Deposits
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Any company’s accepted forms of payment
Adding Offline Payment Methods
Admin: Corporate Admin
Page: Settings > Company Settings > Payment Methods
URL: [CLIENTID].corpadmin.directscale[ENVIRONMENT].com/Corporate/Admin/CountryPaymentMap
Permission: ViewAdministration()
The Offline Payment method is already enabled by default. If you need to, you can re-add it:
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In Corporate Admin, navigate to Settings > Company Settings > Payment Methods.
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Click the + Add Payment Map button.
The Create a Map pop-up window opens.
/Managing Orders/Using Offline Payments/CA-CreateAMap-Popup.png)
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Select the necessary Regions.
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From the Merchant dropdown, select Offline Payment.
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Select the Stores for the payment method.
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Click the Save changes button.
For more information, see Mapping Payment Providers.
Offline Payment Process
When checking out an order, an Associate can select Offline Payment as a Payment Method.
/Managing Orders/Using Offline Payments/CA-NewOrder-PaymentMethods.png)
When the Associate places the order, the order status is set as "Waiting Payment". The Associate receives a message (email, text, chat, etc.) with payment instructions.
/Managing Orders/Using Offline Payments/CA-OrderHistory-WaitingPayment.png)
Following the provided Offline Payment instructions, the Associate pays for the order. Once you receive the payment, you must change the order’s status to "Paid".
/Managing Orders/Using Offline Payments/CA-OrderHistory-PaidStatus.png)
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