Overview
With Treez Ecommerce, you are able to offer online shoppers multiple ways to pay, including by debit card for pickup orders and by ACH or cash for all order types, including pickup and delivery.
Customizing Payment Method Availability
You can choose which payment method(s) show at checkout depending on whether the customer is ordering for pickup or delivery.
How to Edit Available Payment Methods by Order Type
Navigate to Checkout settings in Treez Ecommerce Admin (Settings → Checkout)
Scroll down to the Payment Settings section and find the payment type you wish to edit (i.e. cash, ACH, or debit)
Under the Actions column, click the "..." icon for that payment type, then click Update to edit
Scroll down to the Update Payments section to edit. Configure the reservation mode (aka order type), payment type, and applicable store(s) as desired, then click Save to save your changes
Click Update in the upper right corner to save all Checkout settings changes
Using the Store Status dropdown menu, click Purge Cache to refresh your site and ensure your new payment settings are visible
How to Delete an Existing Payment Method Order Type Configuration
Navigate to Checkout settings in Treez Ecommerce Admin (Settings → Checkout)
Scroll down to the Payment Settings section and find the payment type by reservation mode you wish to delete
Under the Actions column, click the "..." icon for that payment type, then click Delete
In the popup modal that appears, click Confirm
Click Save to save your changes
Click Update in the upper right corner to save all Checkout settings changes
Using the Store Status dropdown menu, click Purge Cache to refresh your site and ensure your new payment settings are visible
Adding New Payment Options
If you have recently made changes to your available payment methods or to the stores using Treez Ecommerce, you will need to verify that your payment options are configured correctly in Treez Ecomm Admin. This may include adding a new payment type<>order type configuration.
💡 Pro Tip: Offering pay ahead expedites order pickup and delivery times and reduces order cancelations.
Not currently offering online shoppers the option to pay online at the time of their order? There are multiple integrated pay-ahead options available via TreezPay. Check out how easy it is to get started!
How to Add a New Payment Method by Order Type
Navigate to Checkout settings in Treez Ecommerce Admin (Settings → Checkout)
Scroll down to the Payment Settings section and click Add Item → Payment
Find the new Add Payments section that has opened and configure the reservation mode (pickup, delivery, or all) and payment type (ACH, debit, or cash) as desired, then select which store(s) this new configuration should apply to
Click Save to save your changes
Click Update in the upper right corner to save all Checkout settings changes
Using the Store Status dropdown menu, click Purge Cache to refresh your site and ensure your new payment settings are visible
Customize Payments Guidance Text
Add your own payment instructions to the checkout page for pickup and delivery orders.
How to configure:
Log in to Admin Dashboard
Go to Settings → Customizations → Checkout Header
Enter your custom text in Payment Detail Note Pickup and/or Payment Detail Note Delivery (75 character limit each)
Your note will display on the checkout page next to your accepted payment types. If you leave a field blank, checkout falls back to the default message for that fulfillment type.
Example: "Payment Types Accepted Pickup" / "Payment Types Accepted Delivery"
