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.
6

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?