"Other" Payment Type and Method
Notice: The Other Payment Gateway is not a supported Autoship Cloud Payment Gateway and therefore will not be available at checkout for Autoship products. You can override this if necessary as outlined below. The "Other" Payment Type and Payment Method enable Scheduled Orders to be completely processed without involving a payment gateway.
Please review this entire help doc to ensure you do not unexpectedly enable your customers to not pay for their Scheduled Orders.
The "Other" Payment Type can be used when processing a Scheduled Order that doesn't require automated payment processing with a payment gateway.
Common uses for the "Other" Payment Type include:
- Processing a Scheduled Order that is already paid for
- Processing a Scheduled Order you offer a "cash on delivery" (COD) option for
- Processing a Scheduled Order with a total of $0.00
- Note: payment gateways will decline processing transactions in the amount of $0.00
How To Use the "Other" Payment Type
1. Create a Payment Integration for "Other" Payment Type
- As the Wordpress Admin, visit WP-Admin > Autoship Cloud > Payment Integrations and select the "+" to Add A New Payment Integration
- For "Payment Method Type", select "Other"
2. Add the "Other" Payment Method to a Scheduled Order
- Visit WP-Admin > Autoship Cloud > Scheduled Orders and select "edit" for the Scheduled Order you wish to update
- While Editing the Scheduled Order, locate the "Payment Details" section.
- Within the "Existing Methods" tab, select "Create New" to add a new Payment Method for "Other"
- Complete any Billing Name and Billing Address info you wish to include for the "Other" Payment Method
- Note: Avoid entering any information into the Gateway Customer ID or Gateway Payment ID fields because these are only used by payment methods processed by payment gateways.
- Add a Payment Method Description as this will be displayed to the customer in My Account > Scheduled Orders (see example below).
- Submit your changes by selecting "Update"
3. How to Process a Scheduled Order with the "Other" Payment Method
Scheduled Orders will attempt to process automatically on their Next Occurrence Date regardless of their payment method, so you should always be very careful when adding an "Other" Payment Method to a Scheduled Order. Once the payment method is added to a Scheduled Order, it is available to the customer and their Scheduled Orders like any other saved payment method is.
In many cases, the "Other" Payment Method is used to process a Scheduled Order manually.
In the following example, we will manually process a Scheduled Order with an "Other" Payment Method.
- Edit the Scheduled Order and change its status to "Paused"
- Submit your changes by selecting "Update"
- Locate the "Paused" Scheduled Order that you wish to process and select the "Process Now" action.
- The Scheduled Order will process and create an Order in WooCommerce with the completed status of "Processing".
Visit WP-Admin > WooCommerce > Orders to see the result.
4. How to remove the "Other" Payment Method
In order to avoid the "Other" Payment Method being used again, you'll need to remove it from the Scheduled Order and the Customer.
This will be important to do if you do not want the Customer to be able to avoid recurring billing in future cycles.
- In WP-Admin > Autoship Cloud > Scheduled Orders, Edit the Scheduled Order and change the Payment Method
- Confirm your changes by selecting "Update"
- In WP-Admin > Autoship Cloud > Customers, locate the customer and select "Edit"
- In the Edit Customer view, locate the "Payment Methods" section and select the "Delete" action for the Other Payment Method.
- Confirm your changes by selecting "Update"
Enabling the Other Payment Method at Checkout
As a site admin, you can add and manage "Other" Payment Methods in Scheduled Orders. However, in order to offer the "Other" Payment Method when checking out with Autoship Products, you will need to add a custom code to your site.
See one way a developer may do this in the example here: Payments: Display an Unsupported Payment Gateway at Checkout