Understanding the Manual Payment Processor

Updated on 14 Sep 2022

How does the Manual Payment Processor work?

The "Manual" payment processor is for any form of payment that Simplero can't handle automatically for you. That would include payment by check, by wire transfer, by cash in hand, sheep, Western Union, or whatever else you could think of.

Follow the steps below to add a Manual payment processor:

  1. Select Settings from your Simplero Dashboard

  2. Select the Payment processors tab

  3. The Default processors will be listed (Bank TransferCash, and Store credit)

  4. In the upper right corner select +Add a payment process button if you'd like to add another


  5. Select the Manual from the options and click the Add manual payment process button


  6. Give this manual payment a Name and enter Other info and then click the Create payment process to save
    We have two by default: "Cash" and "Bank transfer". They're not enabled. If you want to offer manual payment, then you need to enable them first, but before you do, please go edit them to add the relevant instructions for how to pay, eg. your routing number and account numbers, or any other necessary information.


How It Works

If you enable a manual payment processor, your customers will see it as an option on the checkout screen, eg. "Bank transfer".

On the next screen, they'll see a notice informing them of the amount to pay, the ID number to reference with their payment, and the instructions from the payment processor.

The purchase will now be listed on your Dashboard, so you can remember to keep an eye out for their payment. 


Once you see the payment come through, click the correct purchase on the Dashboard. The purchase will say how much money we're expecting and through which channel. If you received the money, click the "Register payment" button on the purchase screen, and enter the amount they paid and any additional information. You can also change the payment processor if they happened to pay some other way.


After you complete the dialog, assuming they paid enough, the purchase will be activated, and the normal activation sequence will run (auto-responses, access to content, receipt, login info, etc.).


Why We Don't Send an Receipt Right Away

If this was a "normal" business, you'd be sending a receipt to the company, and their accounting department would pay the receipt. We don't do that here, because online shoppers are flakier. They might just be thinking about buying, and not be serious.

The problem with issuing a formal receipt is that, for most accounting purposes, that's considered booked revenue, even if the money isn't there yet. And in this case, it may never arrive. In which case, if you have issued a receipt, you need to issue a credit note and argue for why the money never showed. It's just an additional, unnecessary hassle.

So we don't send a receipt. If people want the stuff, they'll pay, and we'll give it to them.

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