Offline Payment Methods Configuration - Bank Transfer, Check and Money Order
In order to configure Offline Payment , navigate to Settings **> **Plugins **> **Payment Processors.
The following are offline payment options you can use: Bank Transfer, Check, and **Money Order.
Note: These plugins are not a real processor, but a placeholder for specifying customer billing types used for offline processing.
**Field Name ** | **Description ** |
|---|---|
In Signup | Enabling this will allow the client to choose one of the Offline Payment methods. |
One-Time Payments | Enabling this will allow a client to submit a one time payment via the methods. Offline Payment methods. |
Available in Profile Billing Tab | By enabling this, admins can see the offline payment option in the client's "Billing" tab. |
Invoice After Signup | Enabling this will send an invoice to the customer after the order has been placed. |
Signup Name | Choose the name of the payment method, such as "Check" or "Money Order", "Bank Transfer," etc. |
In order to add additional information required for the payment like bank name, swift code, receiver account number, etc, you can use the following fields. Go to: Settings > Billing > Invoices
There, you can fill these fields:
**Field Name ** | **Description ** |
|---|---|
Additional Notes For Invoices | Additional information to provide for those clients that make payments via checks. This text will be provided as well in the PDF invoices if the field is not left blank. |
Invoice Footer | Content to add to the footer of your PDF invoices visible by your customer. |
Invoice Disclaimer | Privacy disclaimer added to the bottom of invoices. |
Updated on: 08/03/2023
Thank you!