We just connected our Shopify POS today and had a customer wish to pay via etransfer. Would we call this method of payment cash?
Thanks, Jenna
Topic summary
A merchant asks whether e-transfer payments should be classified as “cash” in Shopify POS after a customer requested to pay via bank transfer.
Suggested Solutions:
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Custom Payment Type: Shopify POS allows creating custom payment options through Admin → Settings → Payments. This provides clearer tracking and avoids confusion with actual cash transactions.
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Decision Factor: If multiple customers will use this payment method regularly, creating a dedicated custom payment type is recommended for easier tracking. If it’s a one-time occurrence, recording it as “cash” with a manual note may suffice.
Key Consideration:
Classifying e-transfers as “cash” could interfere with cash tracking and reconciliation, especially if the business also accepts physical cash payments.
1 Like
Hi @veryvoila ,
My understanding is he/she wants to do a bank deposit transfer? Like Zelle for Bank of America? You might want to ask him/she. Shopify does allow custom options.
To see this options:
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From you Admin page, go to Settings on left hand bottom corner
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Go to Payments, and you should see the option for custom payment. See image below
Hi @veryvoila ,
You could. But this might interfere with the cash tracking, if you are also receiving cash.
Maybe can consider this, would this payment method be a norm (more than 1 customer will be using this?)
- If yes, just create a custom Payment Type for easier tracking.
- If no, then you can just use Cash this time, but just make a note somewhere.
(though either way, option 1 should be the correct way to go)