Enabling and Recording Offline Payments
Note: External Payment Method is not available with Acorn subscriptions.
The external payment option allows your team to mark orders as paid and generate receipts for payments handled outside the software (eg Square, student accounts, DAF etc).
To add External to Check Out and Orders payment options:
Go to Site Settings > Customize Your Site Payment/Credit Card > Custom and External Payments
Note: Only users with Chair role can make changes to this page.
Dropdown Payment Option menu with External Enabled (and Credit Card remaining as the default)
Remove CC payment options and update default methods as needed
Enabling the External Payment option will add it to each of the payment dropdown menus that your team will use to record payments for your supporters. If you are NOT setting up a gateway to process credit cards thru the software - remove the "credit card" option from each feature you'll be accepting transactions on - and update the default payment methods at:
- Self Check-out Settings
- Gala Payment Options
- Online Payment Options
- Ticket Payment Options
- Campaigns Payment Options
If you want to allow external payments for online transactions, update your Custom Payment option with instructions for making their payment.
