How Do I Set Up An Offline Payment Method?

How to Set Up Offline Payment Methods in PhotoBiz ECommerce

Overview

PhotoBiz allows you to accept offline payment methods in addition to standard online credit and debit card payments. This includes options like cash, Zelle, Venmo, in-person payments, or mailed checks.

Using offline payments gives your clients flexibility to place orders through your website or client galleries while completing payment outside of the online checkout system. This guide will walk you through how to set up an offline payment method and customize the instructions your clients will see.

By the end of this article, you will have an offline payment option available at checkout for your customers.

Important Notes

Offline payment methods are available for ECommerce and Client Galleries only
Offline payments cannot be used with Forms or Invoicing
Orders placed with offline payments will show as Pending until you manually update the payment status
Clients will not receive digital downloads or products until the order is marked as Paid

If you need help updating an order after receiving payment, see:
How to Update the Payment Status on an Order

STEP ONE

This will open your ECommerce dashboard where all payment and order settings are managed.

STEP TWO

At the top center of the ECommerce dashboard, hover over PAYMENT, then click MERCHANTS from the dropdown menu.

This section is where you manage all payment methods available in your account.

STEP THREE

Click the NEW MERCHANT button.

This allows you to create a new payment option that will be available during checkout.

FINAL STEP

From the merchant type dropdown, select OFFLINE PAYMENT and complete the setup fields.

You will customize how this payment option appears to your clients and what instructions they receive after placing an order.

Payment Name

Enter a clear and recognizable name for the payment method. This is what your client will see at checkout.

Examples include:

Pay with Cash
Pay with Zelle
Pay with Venmo
Mail a Check

Special Instructions

Provide detailed instructions explaining how your client should complete the payment.

Include any relevant information such as:

Your Zelle email or phone number
Your Venmo username
Who checks should be made payable to
Instructions for in-person payments, including time and location

Make this section as clear as possible to avoid confusion or delays.

Thank You Message

Add a confirmation message that your client will see after placing their order.

This is a good place to:

Thank them for their order
Remind them that payment must be completed offline
Explain that their order will not be processed until payment is received

Once all fields are complete, click ADD MERCHANT to save your offline payment method.

Your new payment option will now appear during checkout alongside any other payment methods you have enabled.

What Your Clients Will See

When your client selects an offline payment method at checkout:

Their order will be successfully submitted
The payment status will be marked as Pending
They will see your custom instructions explaining how to complete payment
They will receive your Thank You message with any additional details

Additional Options or Helpful Notes

Using Multiple Offline Methods

You can create multiple offline payment options if needed. For example, you may want to offer both Venmo and cash as separate choices.

Managing Pending Orders

Since offline payments are not automatically processed, you will need to manually update the payment status once payment is received.

When to Use Offline Payments

Offline payments are helpful when:

You prefer in-person transactions
You want to avoid processing fees
Your clients request alternative payment methods

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