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

Payments + Shipping & Fulfilment

Topic summary

Goal: B2B merchant wants to collect contact info and submit orders without taking payment at checkout, then review and send a manual invoice for exact costs (customers only see an estimate).

Suggested setup:

  • Enable a Manual Payment Method (Settings > Payments > Manual payment methods > Create custom payment) so orders are placed as unpaid and can be invoiced/marked paid later.
  • Disable “dynamic checkout buttons” (Online Store > Customize > Products > Buy buttons) to remove Buy Now/express wallets, leaving only Add to Cart.

Updates/constraints:

  • Initial issue: Google Pay/Visa still appeared and Shopify required at least one payment method. OP later “solved” it by disabling default payment methods in Settings and relying on manual invoicing. Note: deactivating Shopify Payments impacts multi‑currency (limited to store currency).

Invoices:

  • Shopify’s built‑in invoicing is limited; a third‑party invoicing app may be needed.
  • Open question: Can invoices sent via Shopify allow payment even if checkout payments are disabled for the main site flow? No confirmed solution provided.

Other notes:

  • The proposed approach creates normal unpaid orders, not draft orders; no method to auto‑create drafts at submission was shared.
  • Another user couldn’t find “add manual payment method”; no step‑by‑step resolution beyond “disable default payment methods.”

Attachments: Screenshots of payment settings/gateways were provided.

Summarized with AI on December 18. AI used: gpt-5.
2

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