What is a custom payment method and how do I set one up?

You can create various custom payment methods (called pay methods in Pulse Commerce). Some examples include:

• Pay by Check
• Pay by PO Number
• Invoice My Account
• Manual Credit Card Processing

Create a custom pay method:

1. Go to Settings > Pay Methods.
   
   
2. Click the tab Offline Custom Payment Options and scroll down to the Custom Pay Methods area.
   
   Note: This section has a default method labeled My Custom Credit Card Option which may be currently disabled.
   

Example #1 - Setting up a Pay By Check Pay Method:

1. Enter Pay By Check or a similar name in the Payment Type field.
   
   
2. Enter a Surcharge Amount if applicable.
   
   
3. Enter a brief description (e.g., Mail a Check) in the Description field.
   
   
4. Enter an Order Confirmation Message specific to the pay method.
   
   
5. Click the Add New button.
   
   
6. In the list of Custom Pay Methods click the Edit link beside the Pay Method you just created.
   
   
7. In the popup window that appears, enter Bank Name into the Input Name field with Length of 50 and Type as (text). Then, click the Add New button.
   
   
8. Create another field for Check Number with the same specifications as above and click the Add New button.
   
   
9. Click Close.

Example #2 - Setting up a Custom Credit Card Pay Method:

1. Enter Custom Credit Card or a similar name in the Payment Type field.
   
   
2. Enter a Surcharge Amount if applicable.
   
   
3. Enter a brief description in the Description field.
   
   
4. Enter an Order Confirmation Message specific to the pay method.
   
   
5. Click the Add New button.
   
   
6. In the list of Custom Pay Methods click the Edit link beside the Pay Method you just created.
   
   
7. In the popup window that appears, create custom fields for the credit card as per the requirements for the card. See the screenshot below for an example of typical field settings for a credit card: