Payment Methods, Offline Receipts & Order Verification
Practical manual for online checkout payments, customer receipt uploads, and merchant financial approvals
Trust and flexibility in payment processing are essential for both customers and store owners. Insight Commerce supports simulated instant online payment flows as well as direct offline bank transfers with dedicated customer receipt uploads (JPG, PNG, WEBP, PDF up to 10MB) and a streamlined administrative verification console.
Instant & Offline Options
Provide shoppers with online sandbox payment simulation and offline manual bank wire settlements.
Self-Service Receipts
Customers easily upload payment slips and transaction notes directly from their order portal.
Merchant Verification
Review receipts in the admin order dashboard and advance statuses with built-in audit safety.
Customer User Manual: Paying & Managing Receipts
How customers execute payments and submit verification slips:
Choose Payment Option
On the checkout payment screen, choose between sandbox card simulation or offline bank transfer. Review the final total before submitting.
Open "My Orders"
Navigate to /my-orders to see all placed purchases. Click View Details on your newly generated order (status will be Pending).
Attach Bank Slip
Click Upload Receipt, select your screenshot or PDF slip (max 10MB), enter your transaction reference notes, and click Submit.
Merchant Management Guide: Order Verification & Statuses
Operating the administrative order desk in Commerce → Orders:
Order Status Lifecycle Matrix
| Status | Meaning | Action Needed |
|---|---|---|
| Pending | Order placed; payment unconfirmed | Awaiting card or receipt |
| Payment Received | Receipt/card verified by store | Ready for packaging |
| Shipped | Package dispatched with courier | Provide tracking ID |
| Delivered | Customer received parcel | Order completed |
| Cancelled/Refund | Order terminated by mutual consent | Inventory restocked |
Receipt Verification Procedure
- Go to Commerce → Orders and filter status by Pending.
- Click on the Order ID to view line items, delivery address, and uploaded file.
- Click the receipt preview link to open the customer's payment slip in a new tab.
- Cross-reference the transaction reference number with your banking statement.
- Change status dropdown to Payment Received or Processing and save.
Bank Transfer Workflow from Order to Approval
1. Order Placed
Customer chooses wire transfer and receives order reference number.
2. Upload Slip
Buyer transfers funds via banking app and uploads receipt image.
3. Audit Statement
Store accountant confirms funds received in official store account.
4. Fulfill & Dispatch
Status switched to Payment Received; warehouse receives dispatch slip.