Bankzahlungen¶
Siehe auch
Wire transfer¶
The Wire Transfer payment method allows you to provide payment instructions to customers, such as your bank details and a reference to include with the payment. These instructions are displayed after the customer selects Wire Transfer as the payment method and clicks the Pay now button at the end of the checkout process on your ecommerce website or on the customer portal.
Bemerkung
Diese Methode ist zwar sehr zugänglich und erfordert nur eine minimale Einrichtung, ist aber vom Prozess her sehr ineffizient. Wir empfehlen, stattdessen einen Zahlungsanbieter einzurichten.
Online-Bestellungen bleiben in der Phase Angebot gesendet (d .h. unbezahlter Auftrag), bis Sie die Zahlung erhalten und den Auftrag manuell Bestätigen.
To configure Wire Transfer, follow these steps:
In the Configuration tab, select whether the memo or Communication to be displayed alongside the payment instructions should be:
Based on Document Reference: the sales order or invoice number
Based on Customer ID: the customer identifier
Aktivieren Sie QR-Codes aktivieren, um Zahlungen per QR-Code zu aktivieren.
Bemerkung
Additional accounting setup is required to use QR codes.
Legen Sie die Zahlungsanweisungen im Reiter Nachrichten fest. Wenn Sie bereits ein Bankkonto festgelegt haben, wird die Kontonummer automatisch zu der von Odoo generierten Standardmitteilung hinzugefügt. Sie können sie auch nachträglich hinzufügen und die Nachricht aktualisieren, indem Sie auf Ausstehende Nachricht neu laden klicken.
Setzen Sie das Feld Status auf Aktiviert.
Tipp
The Wire transfer payment method can serve as a template for other payment methods that are processed manually, such as checks. Access the Wire Transfer payment method, then duplicate it if needed and rename it accordingly.
SEPA-Lastschrift¶
SEPA (Single Euro Payments Area) is a payment-integration initiative of the European Union that facilitates standardized and simplified electronic payments in euros across participating countries.
SEPA Direct Debit (SDD) is a payment provider that allows future payments to be collected from customers‘ bank accounts based on a signed SEPA Direct Debit mandate. This is particularly useful for recurring payments based on a subscription.
Wichtig
To use the SEPA Direct Debit (SDD) payment provider and create SEPA Direct Debit mandates:
The invoice being paid must be for an amount in euros.
The SEPA Direct Deposit (SDD) feature must be enabled, and the company’s Creditor Identifier must be defined in the Accounting or Invoicing settings.
Konfiguration¶
To configure SEPA Direct Debit, follow these steps:
In the Configuration tab, select whether the memo or Communication to be displayed alongside the payment instructions should be:
Based on Document Reference: the sales order or invoice number
Based on Customer ID: the customer identifier
Select the Enable QR codes check box to activate QR code payments.
Bemerkung
Additional accounting setup is required to use QR codes.
Edit the default payment instructions in the Messages tab to include your bank account number. These instructions are displayed at the end of the checkout process on your ecommerce website or on the customer portal.
Setzen Sie das Feld Status auf Aktiviert.
Wichtig
Leave the Currencies field set to the default EUR tag to ensure SDD is only available for payments in euros.
The Bank Account defined for the Payment Journal must be a valid IBAN.
Tipp
You can also test SEPA direct debit payments using the Testmodus.
Online payments with SDD¶
Customers selecting SDD as a payment method are prompted to enter their IBAN to complete the SEPA Direct Debit mandate.
The SDD mandate is then automatically created in Draft based on the provided IBAN. To validate the information, customers must confirm each new mandate with a successful bank transfer of the expected amount using the specified payment reference (communication) defined in the SEPA Direct Debit payment provider’s form. Once this initial payment is received and reconciled, the mandate is automatically validated and updated to the Active status. Once a mandate is active, it is reused for all subsequent payments made with the SDD payment method. You can then collect them by uploading them to your online banking interface.