Can Customers Use Other Payment Methods (check, cash, Venmo, PayPal, etc.) With Castiron?
Previously, Castiron was only able to accept payment for orders via credit card.
However, today your customers can pay their invoices with any payment method of their choosing!
Here’s how:
- Send your quotes & invoices as normal through Castiron. This will keep all of your customer’s request details and all of your order information still in one place. It’s crucial that you have a completely accurate system of record to work off of. No Venmo, CashApp, or PayPal can replace that.
- If your customer requests to pay in a different method, say “Yes!”.
- Once you receive payment, navigate to your “Quotes & Invoices” tab and select the quote that was just paid outside of Castiron.
- From there, select the "Actions button in the upper right-hand corner, and choose "Mark as Paid"
- Fill out the corresponding information to keep things clean and updated.
- Choose to send a payment confirmation email through Castiron, if you'd like. Then press "update!" Your invoice is now paid in full in Castiron.
Other questions:
- “But what about my instant check-out products?”
- We’re working on it! Stay tuned, friends. For now, instant check-out products must be paid for via credit card on your Castiron site.
- “Do you integrate with Venmo, Paypal, etc.?”
- Nope! There’s no integration today. But, by marking your orders as “paid” and filling out the corresponding information accurately, it still gets the job done.
Tips & Tricks:
- If most of your clientele prefers paying in another method, consider adding a note on your “About” page or in your customer order form.
- If you prefer to accept other payment methods, consider adding a field in your customer order form asking about your customer’s preferred method of payment. This could save you time going forward!