Step 1: Navigate to Payment Methods in Taskip
- Open Taskip Dashboard.
- Go to Settings > Payment Methods.
- Click on Manual Payment from the available payment gateways.
Step 2: Set Up Basic Details
- In Manual Payment Settings:
- Enter a Label (e.g., “Bank Transfer” or “Manual Payment”).
- Upload an Image representing the payment method (recommended size: 200x80 px).
- Write a Description with instructions for customers on how to complete the payment.
Example:
“Transfer the total amount to bank account XXXX. Include your Order ID in the reference. Upload a screenshot or receipt once done.”
Step 3: Configure Additional Options
- Toggle Is Default if you want Manual Payment as the primary option for customers.
- Toggle Require Attachment if you want customers to upload proof of payment (like a receipt).
- Optionally, enable Transaction ID field if you want customers to provide a reference number.
Step 4: Save Settings in Taskip
- After entering all the details, click Save Changes to store your Manual Payment settings.
Step 5: Test & Activate Manual Payment
- Test the payment method to ensure instructions are clear and attachments are working.
- Once verified, Manual Payment is ready for customers to use.