Setting up bank transfer

In this article:

Introduction
Setting up bank transfer payment method
How customers pay using bank transfer payment method

1. Introduction

Bank transfer payment method allows your customers to manually transfer the purchase amount directly to your bank account via Cash Deposit Machine, ATM, or online. Your bank account details will be displayed at checkout.

2. Setting up bank transfer payment method

Step 1 : Go to EasyStore Admin > Settings > Payments > Add payment method > select Bank Transfer



Step 2 : Fill in your preferred Display name and your bank details in Payment instruction.

📌 Tips : You also can edit / add message in Payment instruction which you would like your customers to follow to make payment



Step 3 : Save and done.

3. How customers pay using bank transfer payment method

Step 1 : Customers checkout > choose Bank Transfer payment method > Place order.



💰 This is the time when customers can proceed to manually transfer/bank in the order amount to your bank details.

Step 2 : On next page, customers can upload their payment proof ( receipt / transfer slip / bank-in slip ) and provide Reference ID to verify their payments.

💡 Tips: Customers can copy down the URL link of this page so that they can come back to upload receipt after payment.

For registered customers :

If registered customers have missed the page above to upload receipt, they also can attach their payment proof and provide Reference ID following the steps below:

Step 1 : Log into their account > go to My Account.



Step 2 : Click into the order.

Step 3 : Scroll to the bottom on the right hand side > upload payment proof and provide Reference ID > Submit > Done.



📌 Remark : Orders made through Bank Transfer payment method will not be automatically marked as paid. You need to manually confirm the payment is received. Once confirmed, you need to manually mark the order as paid



Didn't find what you were looking for? See a list of more payment options! 😉

Updated on: 05/11/2023