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Manual Payment Methods for E-commerce Stores, Order Forms, and Forms/Surveys

Manual payment methods allow customers to place orders online and complete payment in person at pickup or delivery.

Updated over 2 months ago

Who This Is For / When to Use

This article is for Kyrios users who want to:

  • Accept payments offline (cash, in-person, or custom methods)

  • Use Cash on Delivery (COD) or other manual payment options

  • Offer checkout without requiring online payment completion

  • Manage payment status manually after an order is placed


What Are Manual Payment Methods

Manual payment methods let customers complete checkout without paying online.

Key characteristics:

  • Orders are created with a Pending payment status

  • Payment is collected outside Kyrios (cash, terminal, transfer, etc.)

  • Payment is manually marked as paid by a user

  • No online transaction is processed at checkout

Supported use cases:

  • E-commerce stores

  • Order forms

  • Forms and surveys that sell products


Supported Manual Payment Types

Kyrios supports the following manual payment options:

  • Cash on Delivery (COD)

  • Custom Manual Payment Methods (e.g., Pay at Pickup, Bank Transfer, Invoice on Delivery)

Each manual payment method can include:

  • Custom display name

  • Optional payment instructions

  • Optional checkout message


How to Set Up Manual Payment Methods

Step 1: Open Payment Integrations

  1. Navigate to Payments in the left sidebar

  2. Click Integrations at the top


Step 2: Add Manual Payment Methods

  1. Select Cash on Delivery
    or

  2. Create a Custom Manual Payment Method

Optional fields:

  • Payment instructions

  • Customer-facing message at checkout


Step 3: Enable for Checkout

Enable the manual payment method for:

  • E-commerce store checkout

  • Order forms

  • Forms or surveys (product-based only)


Step 4: Save Changes

Click Save to apply the configuration.

The manual payment option will now appear during checkout if enabled.


What Customers See at Checkout

When manual payment is enabled:

  • Customers complete checkout without paying online

  • The selected manual payment method appears as a payment option

  • Any instructions or messages you added are displayed


Collecting and Recording Manual Payments

Step 1: Locate the Order

  1. Go to Payments

  2. Open Orders

  3. Find the order with Pending status


Step 2: Collect Payment Offline

Collect payment outside Kyrios (cash, terminal, transfer, etc.).


Step 3: Record the Payment in Kyrios

  1. Open the order

  2. Click Collect Payment

  3. Select the payment mode

  4. Add optional notes

  5. Mark the order as Paid

The order status updates immediately.


Forms and Surveys Payment Sync

For Forms and Surveys:

  • Updating payment status in Orders

  • Automatically syncs with the Form or Survey Submissions section

No manual reconciliation is required.


Using Only COD and Manual Payments

If you want to disable all online payments and use only manual methods:

Step 1: Disconnect Online Payment Providers

  1. Go to Payments

  2. Open Integrations

  3. Disconnect all online payment providers


Step 2: Enable Manual Payment Methods Only

  1. Add Cash on Delivery

  2. Add any Custom Manual Payment Methods

  3. Enable them for checkout

  4. Save changes

Only manual payment options will appear at checkout.


Limitations and Important Notes

  • A payment integration must already exist to enable manual payment methods

  • Manual payments are not supported for:

    • Recurring products

    • Subscription products

    • Variable or donation-style amounts

  • Manual payments are supported only for selling products

  • Once an order is marked as Paid, the action cannot be reversed

  • Manual payment methods appear at checkout only if enabled


Best Practices

  • Add clear payment instructions to avoid customer confusion

  • Use custom payment methods if COD does not match your workflow

  • Offer multiple manual payment options when appropriate

  • Train staff on properly marking orders as paid to prevent errors


FAQ

What happens to an order when a customer selects a manual payment method?

The order is created with a Pending payment status until payment is manually collected and recorded.


Can customers pay online after selecting a manual payment method?

No. Manual payment methods require payment to be collected outside Kyrios.


Can I switch an order from manual payment to online payment?

No. Once checkout is completed with a manual payment method, the payment must be handled manually.


Can I use manual payments with subscriptions or recurring charges?

No. Manual payment methods are not supported for subscriptions or recurring products.


Why don’t manual payment methods appear at checkout?

Common reasons:

  • The method is not enabled for the form or store

  • Online payment providers are overriding checkout options

  • The product type is not supporte12

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