Offline Payments

Offline payment methods are ways  that do not require customers to use a credit card or perform any other real-time transactions. If you want money to change hands after placing orders rather than at checkout, you may want to use those options.  For example, if your customers are supposed to pay via offline bank transfer (wire transfer), this workflow would work for your business. In this case, a customer would get all the information they need at checkouts, such as their bank account details and the total order cost, and then make the payment.

Offline Payment Workflow

When an offline payment is used, there shouldn't be any actual payment at checkout. Instead, a customer is told how to send money to a seller and who and how to contact after the payment is made. They go through all of the checkout steps and place an order by clicking "Place order."

After that, the customer sees the order confirmation page, the order is saved in your store, and email notifications are sent. It shows up right away in your control panel, along with all the necessary information about the customer and the items they ordered. Orders like this get the "Queued" status, which means that the order was placed successfully but you haven't received the money yet. 

Again, when a customer uses an offline payment method, they are not charged at the checkout, and nothing in your store requires them to submit a credit card payment or any other real-time payment transaction. After the order is placed, the payment should be made outside of Website Builder. Once the customer pays for it and you get the money, you can change the order status to "Accepted" and ship the ordered items to the customer.

Supported Offline Payment Options

You can set up any offline payment in your store by using the built-in offline payment options. There are three types of offline methods. All of them work the same way as described above, except that they ask customers to fill in different information. You can use them to make offline payment options for your store. Below is a list of them.

When this payment processor is used, the only payment information a customer is asked for at checkout is their address. Offline basic can be used for any custom offline payment method you want. It can be used to set up the following payment methods in your store, for example:



• Wire transfer
• Cash on delivery
• Phone ordering
• Fax ordering
• Money ordering
• etc.

Offline Check

Offline check payment options require the check owner's full name, checking account number, and bank routing number. You can use it for any type of check payment you want:

• Personal check
• Business Check
• etc.

Purchase Order

Customers can use a purchase order to purchase your items using this type of offline payment. At checkout, a customer is asked for a PO number, the name of their company, their full name, and their job title.

Set up a way to pay offline.

1. Open your control panel and go to System settings > Payment > Payment methods.
2. Select one of the available offline payment methods from the list (they all have Offline Basic, Offline Check or Purchase Order in the payment processor column).
3. If you don't want to use an offline payment option, choose one of the existing Offline basic options, which you can customise.
4. Name the option what you want (for example, cash on delivery) - to do so, click on the payment method name and enter the text you want.
5. (Optional) Set instructions for the customer to see at checkout if they choose this payment method.  To do this, click on the "Instruction for Customer" link and enter enter instruction text.
6. Click the "Enable" link in the right column to turn on the payment method.
7. Save the changes.