How does the bank transfer option work on my website?
If you've enabled bank transfer, it'll appear as a payment method to the customer during checkout. If they choose to pay with this method, the order is immediately added when they click Place order. The order has a payment status of Unpaid and Awaiting payment method is Bank transfer. They are then shown an order confirmation screen which displays the Payment instructions you've entered for their chosen currency / country.
Once you've received payment, you should record a payment against the order.
How do I show bank transfer as a payment option on my website?
In the admin area
Go to Commerce > Settings > Website payment methods.
Under Website payment methods make sure the Bank transfer option is selected.
Click Update.
Note, it won't show unless you have added bank transfer accounts for the currencies / countries you want to offer it for.
How do I add bank transfer accounts?
In the admin area
Go to Commerce > Settings > Bank transfer accounts.
Click Add top right.
Select a Currency.
Optionally select a Country (if you want specific instructions for different currency/country combinations).
Complete your Payment instructions, we show this to the customer on the order confirmation screen and email they get sent. We've pre-filled it with some suggested instructions, but don't forget to replace your bank account details!
Click Add.
Repeat for every currency / country combination you want to support.
Can a customer pay by bank transfer on the POS?
Yes. We show Bank transfer as an option on the payment screen.
You can choose whether the customer 'Has paid' or 'Will pay'.
If you choose 'Has paid', we're assuming you've checked your bank that payment has been successfully received before adding the payment.
If you choose 'Will pay', the order goes through as Unpaid and the Awaiting payment method is Bank transfer. You can send them an email receipt which includes the Payment instructions from a matched bank transfer account (if it exists).