How to Add Bank Transfer as a Payment Method
Let customers wire money to your account
A bank transfer moves funds from one banking institution to another often without the need to handle cash. Customers can send money via an app or offline. This method is often preferred by customers who are unwilling (or are unable) to enter credit card information on a website.
When a customer chooses this payment method at the checkout and completes a transaction, configure your store to automatically send an order number with detailed bank account information. At a minimum, the order would include your:
- bank name and address
- account number
- SWIFT code
Once you confirm receipt of payment, mark the invoice paid and process the order.
Adding a payment provider
In Upmind, navigate to Settings > Payment providers. Then click Add payment provider. Choose Bank Transfer on the next page.
Scroll down the page and add details.
- Enter a display name.
- Add currencies (optional).
- Enter payment instructions.
- Click Create.
What the customer sees
Upmind displays payment instructions on the checkout page if the customer chooses the bank transfer payment method.
Editing the payment method
You can change or update the payment method. Go to the Payment providers page, click the gear icon, and select Edit.
Updated 7 months ago