How to Add Bank Transfer as a Payment Method
Let customers wire money to your account
Last updated 4 months ago
Bank Transfer let customers pay by moving funds directly between bank accounts, either online or at a branch. This is a preferred option for those who do not wish to use cards online.
Recommended process
When a customer selects bank transfer at checkout, your store should automatically send an order confirmation with your bank details. The order should include:
Your bank name and address.
Account number.
SWIFT code.
After confirming the funds, manually mark the invoice as paid and process the order.
Adding the Bank Transfer provider
Go to Settings > Payment Providers in Upmind.
Click Add Payment Provider.
Select
Bank Transfer.
Configuring details
Enter a display name.
(Optional) Add supported currencies.
Enter payment instructions.
Click Create.
What the customer sees
Customers see your bank transfer instructions at checkout.
Editing the payment method
Go to Settings > Payment Providers, click the three dots next to Bank Transfer, and select Edit.
