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how to accept payment over the phone

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Bobbysgirl
Excursionist
15 1 4

I've always had the ability to process a phone order from a customer, as I used Authorize.net. I just moved to Shopify payments, to not be dinged on refunds and the 2% fee. Thinking that was a mistake, as I have no way to take my customer's payment info and process their order.
What do y'all use that have customers that phone in orders?
(I'm sure there is an app for this problem.......another money sucker)

I advertise in a huge national magazine, and believe me there are alot of folks out there that do NOT do internet shopping. They purchase by making a phone call. We need to keep them happy.

What is the solution?

 

Accepted Solution (1)

Accepted Solutions
Dani
Shopify Staff
Shopify Staff
223 43 107

This is an accepted solution.

Hi @Bobbysgirl,

 

Dani here from Shopify!

 

You can actually do this using our Draft Order feature. This feature is available with all our Shopify plans. When your customers call in to place their order, you can create an order in the admin by adding their desired products, any discounts or shipping, their customer information, and finally - select "pay with credit card".

 

 

Here, you can enter in the mandatory credit card fields and add in as much additional information as necessary. This just prevents the order from being flagged as high risk of fraud.

 

 

That's awesome that you're able to market to those that don't use online shopping! I'm curious, what type of products are you selling? And would you say a large portion of your orders come from your magazine ads?

 

Let me know if you have any further questions!

 

All the best,

 

Dani

Dani | Social Care @ Shopify
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Replies 18 (18)
Dani
Shopify Staff
Shopify Staff
223 43 107

This is an accepted solution.

Hi @Bobbysgirl,

 

Dani here from Shopify!

 

You can actually do this using our Draft Order feature. This feature is available with all our Shopify plans. When your customers call in to place their order, you can create an order in the admin by adding their desired products, any discounts or shipping, their customer information, and finally - select "pay with credit card".

 

 

Here, you can enter in the mandatory credit card fields and add in as much additional information as necessary. This just prevents the order from being flagged as high risk of fraud.

 

 

That's awesome that you're able to market to those that don't use online shopping! I'm curious, what type of products are you selling? And would you say a large portion of your orders come from your magazine ads?

 

Let me know if you have any further questions!

 

All the best,

 

Dani

Dani | Social Care @ Shopify
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 - Was your question answered? Click Accept as Solution 

Bobbysgirl
Excursionist
15 1 4

Dani,

OMG!! I am so glad I asked this question!!!!!

Thank you for the guidance. This is just exactly what I needed.


We sell the following: Early American, Civil War, and Primitive Country home decor. https://www.farmhouse-primitives.com 

As for the question on what portion of our sales comes from the magazine ads......we do several ads. But the bulk of our sales comes from our web site.

I have been with Shopify since mid June, and I have seen a drastic drop in sales. I am thinking perhaps it's due to bookmarked pages with the old web site? and folks find dead pages? or it's slow everywhere and I'm worrying needlessly. Historically (I've had a web site since 2000), and when school starts it's always a bit slower, but this Aug. was more slow than normal. 

 

Thanks again for the help. And I'm sure it will help another newby down the line as well. Take care.

 

GlennPayne
New Member
1 0 0
So this feature is great except for one problem. I have 5000 items and they are arranged neatly in categories on my Shopify web page. When I go to use this feature to create an order for a phone in customer I have to search for each item and pick through the search results to add item to order. How can I use this feature and have the same easy choices and groups like on the web page?
arno1
New Member
3 0 0
Why can’t I pay with credit card on a phone ,I use PayPal express on my store ,but with my pc I can see the credit card option 😣😰
Dani
Shopify Staff
Shopify Staff
223 43 107

Hey, @arno1!

 

To confirm, you're not seeing the option to pay with a credit card in the draft orders section on your mobile app, or on the storefront? 

 

If you can provide a screenshot of what you're seeing, that would be very useful in finding a solution for you!

 

All the best,

 

Dani

Dani | Social Care @ Shopify
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bibaboi
New Member
4 0 0

Hi Dani,

 

When I tried to process an order for a customer, the "Pay with credit card" button is grayed out and a notification shows that I need to activate a direct credit card gateway. However, I am based in the Philippines and don't have any ways to directly add a credit card gateway, I only have the indirect gateway. Is there any way that we can still create an order for a customer and activating the button?

 

Thanks!

Screenshot_55.png

Alicia_Anderson
New Member
3 0 0

I see you can add discounts at the item level and order level, but can you manually apply coupon codes (either unique or generic) and can you apply a gift card as the payment option to draft orders?

 

 

Dani
Shopify Staff
Shopify Staff
223 43 107

Hey @bibaboi,

 

Thanks for following up. You should be able to set one of these payment gateways in the Philippines. Once you do, you'll be able to pay with a credit card in the draft order section.

 

If you're unable to, you would need to email the invoice to the customer. Once the customer receives the invoice by email, they'll be able to complete their checkout online as normal. 

 

I hope this helps you! 

 

Dani

Dani | Social Care @ Shopify
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bibaboi
New Member
4 0 0

Hi Dani,

 

Thank you for your response, I already added Paypal and Paymongo. Both can accept debit/credit cards, but still not showing in the draft orders. I think we really need to email them the invoice instead.

Dani
Shopify Staff
Shopify Staff
223 43 107

Hey @Alicia_Anderson,

 

That's a great question! You're right in that you can apply item or order level discounts by percentage or dollar value. However, you won't be able to apply a specific discount code to orders created in draft orders.

 

If you decide to email the invoice to your customer, your customer will receive a checkout link to their email. Here, they can apply any gift cards that they have to their order. However, you wouldn't be able to apply the discount in the admin in the draft order stage. 

 

Let me know if you have any further questions!

 

Dani

Dani | Social Care @ Shopify
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Christopherr
Excursionist
20 0 4

thanks for your question, it also helped for me.

 

Here you mentioned about some dead pages on your site, can you please share how're you overcoming those problems related to your website?

Providing all types of PayPal Solution. For PayPal VCC, VBA, Stealth account, Account limitation simply visit my profile.
Alicia_Anderson
New Member
3 0 0

Thanks Dani,

 

Just to confirm, you cannot use gift cards as a payment method on draft orders?

 

Is this in the works or customizable. 

 

Thanks,

Dani
Shopify Staff
Shopify Staff
223 43 107

Hi @Alicia_Anderson,

 

That's correct. You can't accept gift cards in the draft orders section of the admin. Instead, once you create the draft order you can email the invoice to the customer. This will email them a checkout link to complete the payment of the order, and here they can enter in a gift card to redeem.

 

Currently, we're not able to do this but we are constantly looking for ways to improve the platform to meet our merchant's needs. I'd be happy to send this up to our product team as a feature request for you! If they require more information, our Product team may reach out to you directly.

 

Thanks for asking this question, and sharing a little more about what we can do for you!

 

All the best,

 

Dani

Dani | Social Care @ Shopify
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Globalwatches10
New Member
1 0 1

thanks, this one tip grew sales 100k

RebecaMojica
Tourist
4 0 1

@Dani In a related question - I just had my first phone order (yipee!) and took down the customer's info and processed the payment. However, they already had a customer account (I didn't realize this as they'd never ordered before; they must've set it up earlier in the morning when they began checkout. I didn't realize there was a way to add existing customers, but now I know for future reference). This means the new order was created under a separate account, and I am unable to add the email address since it is "taken" by the original account.

What can I do to connect this order to the customer's email address so they receive shipping updates and can log in to see their order history?

Thanks so much!

RebecaMojica
Tourist
4 0 1

Um - somehow I fixed it! I think it perhaps just took a few moments to update, because when I gave up the email wasn't connected, but when I came back to my computer, it was. No idea which of my attempts to fix it actually worked, but eventually something did!

NathanV
New Member
1 0 0

Hi @RebecaMojica !

 

Two questions:

How did the accounts merge/update?

How do you get your website on your community profile?

Kind regards,

Nathan Valdes

RebecaMojica
Tourist
4 0 1

Hi @NathanV - thanks for your questions.


Unfortunately it's been so long I can't remember how I was able to merge/update the accounts. Actually, in looking at my customer list, I can see the accounts didn't merge. There are still 2 accounts - but the one with the email address associated with it also has the order. The other account is just blank.

Your second question is easier to answer. 🙂 From a desktop browser:
Click on your profile pic (or the default icon) at upper right, just to the left of the hamburger menu
Then click My Settings > Personal > Personal Information 
and scroll down to website

once you enter and save your website here, it should appear beneath your name when you post in the forums.

Hope this helps!