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Manual Payment Methods

A custom manual method is any payment arrangement you settle outside TakeTheme: bank transfer, Instapay, Vodafone Cash, cheque, pay-in-store. You define the name, the instructions the shopper sees, and the commercial rules.

You can create as many as you like — one per bank account or wallet is normal.

Manual methods share COD's flow: the order is created at checkout, unpaid, and you record the money when it arrives.

Creating a method​

Settings → Payments → Add custom payment method.

FieldRequiredWhat it does
Payment Method TitleYesThe name at checkout — "Bank Transfer", "Vodafone Cash"
Payment Instructions—Shown to the shopper at checkout and on the thank-you page. Put your account number, IBAN, or wallet number here.
Logo—Image URL shown next to the method
Handling fee0Added to the order total
Fee typefixedfixed adds a flat amount; percentage adds a percentage of items + shipping + tax
Minimum order amountnoneBlocks checkout below this total
Maximum order amountnoneBlocks checkout above this total
Send order confirmation emailonEmails the customer when the order is placed
Require payment screenshotoffAsks the shopper to upload proof of payment — see below

Limits are checked against items + shipping + tax, before the handling fee. A shopper outside the range cannot complete checkout with that method.

Percentage fees

percentage charges a percentage of the pre-fee total, not of the item subtotal alone — shipping and tax are included in the base.

Payment screenshots​

Turn on Require payment screenshot when you want proof before you treat an order as good.

How it works:

  1. The shopper places the order and pays you directly (transfer, wallet).
  2. They upload a screenshot — either during checkout, or afterwards from the order-tracking page.
  3. The payment lands as Authorized, not Paid. The order is visibly awaiting your approval.
  4. You look at the screenshot and either mark the order paid or cancel it.

Cancelling an order whose payment is Authorized automatically voids the authorization, so the record can't drift out of sync.

Uploads are protected. A screenshot can only be attached by someone who knows both the order's tracking number and the buyer's checkout email or phone — a tracking number alone is not enough. Each order accepts one screenshot; a second upload is rejected (SCREENSHOT_ALREADY_UPLOADED), so a customer cannot quietly replace their proof after you've reviewed it.

If the method doesn't have screenshots enabled, uploads are rejected outright (SCREENSHOT_NOT_ALLOWED).

Recording payment​

When the money lands, open the order and mark it as paid. You can record it against the original method or a different one — handy when a customer switched from bank transfer to cash on delivery at the last moment.

This sets the payment to Paid, writes a timeline entry, and issues digital download links if the order has any.

Refunds on manual methods​

A refund on a manual order is a record only — TakeTheme has no way to move money for a method it never processed. Send the money back yourself, then record the refund so your reporting and analytics match. The usual guards still apply: never more than was collected, never twice for the same item.