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

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.

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