Manual Payments

UA	US	RU

UA	US	RU

The "Manual Payments" Feature allows you to register and track transactions made outside the platform, such as cash payments or transfers via third-party systems.

"Manual Payments" are processed through a special payment system. To create it, go to Settings → Integrations → Payment Systems → Merchant for Manual Payments:

After clicking the "+ New Payment System" button, a menu will appear as shown in the screenshot below. Here, you need to select "Manual Payments Merchan" 

In the new window, enter the name of the payment system. Providing an image and description for the payment system is optional. Open the additional parameters of the payment system and enter the following:

1. Payment fee percentage - Percentage of the payment system transaction fee

2. Fixed payment fee amount (if applicable) and select the fee's currency.

3. Transaction currency - The currency that will be used to display the payment information.

4. Income currency - The currency in which the merchant receives payment

5. Supported currencies - of the payment system. This must include both the "income currency" and the "transaction currency."

6. Merchant name.

7. Label for Offers - This text will be displayed on offer page, if you will leave it empty, field “Name” will be shown for customers.

8. Merchant description.

9. Comment tooltip text - User will see this text as hint for "Comment" field on offer payment page if this payment credit is used

10. Merchant image upload.

11. Button to create a merchant for manual payments.

Go to the offer's settings, and in the "Payment System" field, select the payment system you created earlier.

Send a message to the client with a "Buy" button linked to the offer or a direct link to the offer.

When paying for the offer, the client can select the payment date — by default, it will be today's date — and leave a comment for the payment:

After clicking "Pay," the payment will be processed, and the client will see the corresponding confirmation screen.

The order will appear in the Orders and Sales section with the status "Open":

As a manager, you can confirm or reject an order payment by updating its status:

• Change the status to "Approved" if you confirm the payment.

• Change the status to "Rejected" if you do not confirm the payment.
  
  To do this, go to the “Invoces” tab and either approve or reject the order:

When confirming or rejecting an order, you can adjust the price, currency, and payment date, as well as leave a comment:

If you are refunding the payment to the client, update the order status to "Refund." To do this, click the "Refund" button:

When the order status changes, an indicator will appear in the chat with the client who placed the order, showing order details. These indicators are visible only in the platform's chats and are not visible to the client.

If you want to process a payment without involving the client, follow these steps:

1. Click the "Add Manual Payment" button.
   
   

2. Enter the client's name to associate the payment and specify the name of the offer being paid for.

   • The list of offers will only display those with a manual payment system configured in their settings. Make sure to add this system beforehand.
     
     

3. The process then follows the same steps as a manual payment initiated by the client:

   • Go to Orders and Sales → Payments and confirm the payment.

You can also process a manual payment through the client’s card. To do this: 

Open the user card and navigate to the Order History section.

Click the "Add Manual Payment" button. In the window that appears, the client’s name and a field to select the offer will be displayed.

Ensure the offer includes a manual payment merchant. Then select the offer and click "Create Manual Payment".

A window with the offer will appear, where you need to enter the client's email and phone number. After completing the details, click "Pay."

After these steps, you need to confirm the manual payment. This can also be done from the client’s card. To do this:

1. Return to the Order History section.

2. Click the "+" icon to expand the order, which will have the status "Open."

3. Hover over the payment name, and a popup window will appear where you can select an action. Then confirm or reject the order.

4. After clicking "Confirm," a window will appear where you need to fill in the order details and click "Confirm" again.
   
   

The order you added will then receive the status "Completed."