Wire transfers

通过**电汇**付款方式,您可以向客户提供付款说明,如银行详情和通讯方式。它们会显示:

  • 在结账流程结束时,客户选择 电汇 作为付款方式并点击 立即付款 按钮:

    结账时的付款说明
  • on the customer portal:

    Payment instructions on the customer portal

注解

  • While this method is very accessible and requires minimal setup, it is very inefficient process-wise. We recommend setting up a payment acquirer instead.

  • Online orders remain in the Quotation sent (i.e., unpaid order) stage until you receive the payment and Confirm the order.

小技巧

Wire transfer can be used as a template for other payment methods that are processed manually, such as checks, by renaming or duplicating it.

基础配置

Wire Transfer is installed and enabled by default.

To configure it, go to Accounting / Website ‣ Configuration ‣ Payment Acquirers, and open the Wire Transfer card. Then, in the Configuration tab:

  • Select the Communication to be used;

    • Based on Document Reference: sales order or invoice number

    • Based on Customer ID: customer identifier

  • Tick the Enable QR codes check box to activate QR code payments.

Define the payment instructions in the Messages tab:

Define payment instructions