In the admin area we can record a payment sent in by check or some other offline method.
On the web site there is Payment Methods for Credit/Debit Card, PayPal and Gift Certificate.
Is there a way we can add Bank Transfer to this radio button list.
1. So that if the user selects Bank Transfer.
2. The order is placed in the admin area.
3. User transfers money to our bank for the goods
4. We despatch order
Thanks
Mark
Buy a product using Bank Transfer
Re: Buy a product using Bank Transfer
I believe you can accomplish this by simply creating a new payment method in system of type Check. Just name this new payment method as Bank Transfer and that's it. You can create new payment method from Administration > Configure > Payments > Methods
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Thistle3408
- Lieutenant (LT)
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- Joined: Mon Apr 19, 2010 4:52 pm
Re: Buy a product using Bank Transfer
markc
We do that all the time.
Yes, set up a payment "Wire Transfer" or whatever you want to call it.
When we get an order with that as the payment option it's typically either a PO we have received or a Quote we have issued.
If it is a Quote we send a Pro Forma Invoice (essentially a customization of the normal invoice with our banking information included) to the customer via email (print the PI to pdf and attach it to an email.) Then we set the order status to "awaiting payment".
If it is a PO we also have a "payment method" of "Purchase Order" which allows us (or the customer directly if in the User Group we allow to self-enter POs) to enter their PO number. Their PO number has been added to our email notifications, shipping documents, and invoices. We do not "complete" the Purchase Order payment.
Then when the WT arrives, go to the order payment screen enter a new payment using the Wire Transfer payment method. Because you did not "complete" the PO payment, the amount of the WT you just received and the amount due ought to be the same. Complete the WT payment which in our system sets the order to "ready for fulfillment" (in other words into the warehouse for shipping.
Hope this helps as it took some real thought to make sure the accounting at the back end of all this works out correctly
We do that all the time.
Yes, set up a payment "Wire Transfer" or whatever you want to call it.
When we get an order with that as the payment option it's typically either a PO we have received or a Quote we have issued.
If it is a Quote we send a Pro Forma Invoice (essentially a customization of the normal invoice with our banking information included) to the customer via email (print the PI to pdf and attach it to an email.) Then we set the order status to "awaiting payment".
If it is a PO we also have a "payment method" of "Purchase Order" which allows us (or the customer directly if in the User Group we allow to self-enter POs) to enter their PO number. Their PO number has been added to our email notifications, shipping documents, and invoices. We do not "complete" the Purchase Order payment.
Then when the WT arrives, go to the order payment screen enter a new payment using the Wire Transfer payment method. Because you did not "complete" the PO payment, the amount of the WT you just received and the amount due ought to be the same. Complete the WT payment which in our system sets the order to "ready for fulfillment" (in other words into the warehouse for shipping.
Hope this helps as it took some real thought to make sure the accounting at the back end of all this works out correctly
Re: Buy a product using Bank Transfer
Thanks for the replies.
Mark
Mark