How to remove payment at checkout and replace it with draft to manual invoice.

[KevinMalmberg]

We are a B2B print profiling business and don't want to take payment at checkout.

We want that when customers place an order it will come to us as a draft where I manually look at the order and send an invoice to the customer email address of the exact cost of their print, items for their specific needs and after accepting we can fulfill the order.

Customers will receive an estimated price at checkout.

How do I do this through Shopify? Since I can't seem to get rid of the normal "pay at checkout" function.

To be clear, we still want to collect contact information at checkout!

Help with this would be greatly appreciated!

[BlackCro]

You can achieve this by following the steps below to enable manual payment and disable the buy buttons. 

Manual Payment 

Navigate to store Settings and select Payments. Under Manual Payment Methods click +Manual Payment Method and select Create Custom Payment Method. This will enable a new payment option during checkout, with the customer still being required to input their information. 

Remove buy button 

Go to Online Store, Customize and select Products from the drop down menu at the top of the screen. Click Buy buttons in the left hand menu and over on the right deselect Show dynamic checkout buttons. This will disable the buy now buttons, leaving only the add to cart option. 

The order will still be created as normal, but you wil have the option to invoice the customer, and mark as payment received/dispatched etc accordingly. 

Hope this helps

Simon 

[KevinMalmberg]

Thank you.

Do I need to deactivate Shopify payments?

Says if I do it wont support any other currencies then the store currency.

I did as you described but it still offers google pay, VISA etc.

And when i deselect all payment methods it demands that i pick at least one.

Is it something I'm missing?

[KevinMalmberg]

I solved the issue! I replied to early.

A bonus question, is there a already existing function on shopify for sending invoices? or do i need a 3rd party application?

[BlackCro]

You may need to use a 3rd party application for invoicing as Shopify's default functionality is limited. 

[KevinMalmberg]

Alright, might need to look into that.

Meanwhile, when i send my invoices manually through Shopify's own system, it redirects to the first checkout page where I disabled payments.

Is it possible to administrate, so payments are working on manually sent invoices through Shopify even if they are turned off at the first checkout on the website where customers send in their request for quotation?

[RLJackson]

Can I ask how you solved the problem?

When I look at the settings for payment methods, I see the section for manual payments, but no option to add a manual payment method.

[KevinMalmberg]

When you disable the default payment methods you per default will need to send manual payment by invoice since there is no other way to take payments.

How I did was just to disable all payment methods through settings