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Open in TWICE Admin

settings/storefront/payments
Add a manual payment method when customers pay you somewhere TWICE Commerce does not see: on a hotel room bill, against an invoice, or at your own till. A customer who picks it at checkout places the order without paying online. How payments work explains manual methods.

Prerequisites

Required permissions: Manage payment setup, to add the method (account_settings:payment:create) and to switch it on (account_settings:payment:manage). Admin and Owner hold it. See Users & Roles.
Have ready before you start:
  • The name customers see at checkout, for example Room bill or Pay by invoice.
  • What the customer does instead of paying online, in a sentence or two, such as giving their room number at reception.

The walkthrough

1

Open Manual payment methods

Open Settings → Payments and scroll to Manual payment methods at the bottom of the page. It lists Pay on pickup and every method you added, each with a switch to the left of its name.
The Manual payment methods section at the bottom of Settings, Payments, with its heading and Pay on pickup highlighted
2

Add a method

Click Add payment method under the list. A dialog of the same name opens with two fields, Name and Additional details.
The Add payment method dialog open over Settings, Payments, with its two empty fields, and the Add payment method button behind it
3

Name and describe the method

Enter Name, which customers see on the method at checkout, for example Room bill. Under Additional details, write what the customer does instead, for example: Charged to your room. Give your room number at reception. Checkout shows it under the name.
The Add payment method dialog with Room bill in Name and the room instructions in Additional details
4

Save the method

Click Save at the bottom of the dialog. The dialog closes, and the method joins the list under Manual payment methods with its details under the name and its switch off.
Room bill added under Manual payment methods with its details under the name and its switch off
5

Switch it on

Click the switch to the left of the method’s name. Checkout offers the method once its switch is on, and staff can choose it under Payment method when they record a manual payment on an order.
Room bill under Manual payment methods with its switch on and highlighted

How do I know it worked?

  • The method’s switch is on under Manual payment methods.
  • The storefront checkout offers it. Its Payment step shows a tile with the method’s name and details, and a Confirm button.
  • An order placed with it reads Unpaid on its Payments card, until you record the payment against it with this method.

Troubleshooting / common pitfalls

The checkout offers only the methods its Payment step allows. Tick the method there, or tick the box that allows every available method. See Checkout steps.
Its switch is off, so it is missing from the Payment method list on the order. Switch it on under Manual payment methods. See Record a manual payment.

How payments work

Manual methods, receipts, and what a payment records.

Record a manual payment

Recording what the customer paid outside TWICE against the order.

Checkout steps

Which payment methods each checkout offers.

Settings - Payments

Card payments and manual methods in one place.