Overview
Define non-gateway methods (cash, cheque, bank transfer) so clients can choose them at checkout.
Steps
Go to Settings > Payment Credentials.
Click the More⟩ tab, then Add Offline Payment Method.
In the popup:
Method: e.g. “Bank Transfer,” “Cash.”
Description: instructions such as account number or cheque payee.
Click Save. The new method appears in offline methods lists when recording payments.
Tips
Provide bank details in the description for clarity.
Label methods clearly (e.g. “Wire Transfer (USD)”) if you use multiple currencies.
Troubleshooting & FAQs
Q: Offline method not appearing in Add Payment form.
A: Refresh browser; ensure the method’s Status is Active.
Q: Can’t edit or delete an offline method.
A: You must have Admin rights under Roles & Permissions > Payments.