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How To Configure Payment Methods In Magento 2? (10 minutes) – Part 1

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HOW MANY TYPES OF PAYMENT METHOD IN MAGENTO 2?

Overall, there are two types of payment methods in Magento 2: Online and Offline payments. However, the Offline payment methods include Check/ Money Order and Cash On Delivery (COD). Meanwhile, the Online payment methods consist of Bank Transfer, PayPal and other credit card payments through payment gateways. In this Magento tutorial, we will show you how to configure Offline payment methods first and leave the online ones for the next lesson.

HOW TO CONFIGURE CHECK/ MONEY ORDER PAYMENT METHOD IN MAGENTO 2?

For whom don’t understand thoroughly what check and money order are, we will summarize their basic definition as following:

What is Check payment?

Check is a document used to write against your own checking account. The stores receiving the check then will be able to take it to a bank to cash it, or the check can deposited into their checking account. The amount of money the check was written out as will stay in the account until the store receiving the document cashes/ deposits it. Nowadays, using check payment is more and more popular.

What is a Money Order payment?

Money order is a prepaid financial instrument which is used when personal checks and cash are not accepted. An individual can purchase a money order at their personal bank, post, etc. Since these financial instruments are prepaid, the funds are always guaranteed.

  • Step 1: Go to admin panel, navigate to STORES and click on Configuration (under Settings)

(Admin panel => STORES => Configuration)

check money order payment methods in magento 2

 

  • Step 2: Expand SALES and choose Payment Methods in the dropdown

In the left menu, you must expand the SALES section and click on the Payment Methods field.

configure check money payments magento 2

 

  • Step 3: Set up check and money order payment

First, expand the Check/ Money section to start the configuration.

Second, you must enable this type of payment.

Third, set a title for this payment method which will appeared in checkout.

Fourth, choose countries in which these payment methods are allowed. You can select specific countries or all.

Fifth, enter name of the party to whom the check is payable.

Sixth, add specific address or post office box where the check is mailed.

Seventh, set min and max order total required to process these payment methods.

Finally, set the display priority for these payment methods in the checkout page. (E.g.: if you set the sort order to 0, the Check/Money Order payment method will appear in the first place)

set up check money order payment magento 2

Click on Save Config to complete all settings.


HOW TO CONFIGURE CASH ON DELIVERY PAYMENT METHOD IN MAGENTO 2?

Besides Check and Money Order, Cash On Delivery (COD) is also a common payment method in Magento e-commerce store. Most of the online customers prefer this method since they have to pay only after receiving the goods in hand.

  • Step 1: Go to admin panel, navigate to STORES and click on Configuration (under Settings)

(Admin panel => STORES => Configuration)
check money order payment methods in magento 2

 

  • Step 2: Expand SALES and choose Payment Methods in the dropdown

In the left menu, you must expand the SALES section and click on the Payment Methods field.

configure check money payments magento 2

 

  • Step 3: Set up COD payment

First, expand the Cash On Delivery section to start the configuration.

Second, you must enable this type of payment.

Third, set a title for this payment method which will appeared in checkout.

Fourth, choose countries in which these payment methods are allowed. You can select specific countries or all.

Fifth, add a detailed instruction for customers who want to use COD payment method.

Sixth, set min and max order total required to process this payment methods.

Finally, set the display priority for these payment methods in the checkout page. (E.g.: if you set the sort order to 0, the COD payment method will appear in the first place)

set up cash on delivery payment magento 2

Click on Save Config to complete all settings.

We have shown you how to configure 2 common types of Offline payment: Check/ Money Order and Cash On Delivery in Magento 2. If you have any problems when following this tutorial, be free to ask us by leaving a comment below.

In the next Magento tutorial, we will continue to show the popular Online payment methods (Bank transfer and Purchase Order). See you!


See More Our Magento “How To” Series:

How To Config Sitemap in Magento 2?

How To Use Flat Catalog In Magento 2?

How To Create And Manage Coupon Codes In Magento 2

How To Create New Cart Price Rule In Magento 2

How To Create New Catalog Price Rule In Magento 2

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April LeeHow To Configure Payment Methods In Magento 2? (10 minutes) – Part 1

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