Understanding the Manual Payment Processor

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, Venmo 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 Transfer, Cash, 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. You can have a separate name for internal use compared to what's on the order form. The top name will be what you and other admins will be able to see.
   
   and then the second name will be what your users will see on the order form. If you'd like you can add a description for them:
   
   
   
   We have two by default: "Cash" and "Bank transfer". They're not enabled. If you want to offer manual payment, then you can enable them. You will want to make sure to update the information on them with the proper routing number and account number. 
   
    

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". When selecting a manual payment option, the order form will flag to them that they will be taken to the next screen:

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. For example:

You can check a list of your purchases pending payment in your Sales - Purchases page by clicking on the pending tab:

Once you see the payment come through in your bank acocunt, 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.).

For additional information about store credit, check out this in depth guide here. 

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.