Pay Later Options in Vend Ecommerce


Latest update: - Mikey Jarvis

Pay Later Options in Vend Ecommerce

The pay later (offline) payment option in Vend Ecommerce is a payment option that doesn't require a credit card or online payment authorization. The pay later option work great if you'd like to offer bank transfers, payment on delivery or payment on pickup.

Setting up a Pay Later option in your store

1. Login to your Vend Ecommerce Admin page

2. Click on Settings in the sidebar and select Payment Methods.

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3. Type in a payment name (Bank Transfer for example).

4. Choose a Vend Payment Type that you'd like this payment to be associated with when the sale is created in Vend (Cash for example).

5. Choose Offline Payment under Gateway.

6. In the Payment Instructions field enter the instructions that you want to appear on both the thank you page and on the order confirmation email. These should be detailed enough so that the customer knows what they need to do to pay for the item(s) they've ordered.

7. Finally, make sure enabled is switched on and save your changes.

How to order using the Pay Later option

To process a Pay Later payment your customer will need to go through all the checkout steps as usual but, when at the payment screen, select an offline payment (i.e Bank Transfer).

Once your customer has clicked the 'Place Order' button they will see a thank you/order confirmation page which contains the instructions they need for making the payment. The order and payment instructions will also be sent out to the customer's email for their reference.

Note: No payments are taken during this process as the transaction will take place outside of Vend Ecommerce.

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This order will now be viewable on your Ecommerce orders page and an on account sale will be created in Vend with all necessary details about the customer and their ordered items.

The order will be listed as Pending in Vend Ecommerce (or on account in Vend) which means that the order has been successfully placed but that you are still awaiting payment.

How do I complete this order?

If you are ready to take payment for this order or you have already recieved payment, you will need to close off the sale. There are a few ways to do this:

If you have already recieved payment for this order , head to the Orders page in Vend Ecommerce.

On the "Order Summary" page, change the order status to 'Confirmed' by selecting the "Mark as paid" button.

This will also update the corresponding sale record in Vend to 'Account sale, paid'. If you wish to close this off in your Vend store instead, follow the instructions below:

If your customer wishes to pay for the order in store , navigate to your sales history in Vend.

add this order to the sell screen by clicking continue sale.

And take the payment as normal. This will change the sale status to 'Account sale, paid' in Vend and update the corresponding order in Vend Ecommerce to "Confirmed".

If your customer has paid to your Xero account you can complete the sale by navigating to the Vend sales history, locating the sale and selecting "Check for Xero Payments".

This will change the sale status to 'Account sale, paid' in Vend and update the corresponding order in Vend Ecommerce to "Confirmed".

Shipping the order

Once the order status has been changed to 'Confirmed' you can follow the link here to learn how to ship the order.

Questions

Can I format the payment instructions using HTML?

You are only able to add line breaks at this stage, we don't support html formatting for payment instructions.

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