Set up InstaPay or manual transfer without confusion

Make payment details clear, request usable proof, and track manually paid orders in one place.

Conversion

Outcome

  • Understand Set up InstaPay or manual transfer without confusion as part of running the store, not as an isolated technical setting.

When to use this feature

Use this when accepting manual transfers such as InstaPay alongside COD or cards.

Quick steps

  • Show the receiver name or InstaPay address exactly as the buyer should see it.
  • Add one short post-order instruction: transfer the amount, then upload proof or transaction reference.
  • Test a small real order from mobile to confirm the instructions are clear.
  • Assign who reviews payment proof and when the order should be confirmed.
  • Do not ship before payment is documented when your internal policy requires it.

What to watch

Manual transfer can help early stores, but it needs clear ownership so confirmation is not delayed.

Common mistakes

  • Enabling the feature without testing a full buyer journey.
  • Reading the page name without understanding the impact on orders, payment, or shipping.

Checklist

  • You know why the feature is needed.
  • The scenario is tested before rollout.
  • A team owner is assigned for follow-up.

KPI to monitor

  • Make payment details clear, request usable proof, and track manually paid orders in one place.

Next lesson

  • Continue to the next lesson based on your store priority.