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How to display a Customer the Bank Transfer Details?


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Hey 🙂


How can we display the Bank Transfer Details to a Customer.
We currently only want them to be able with Bank Transfer.

We have Bank Transfer as payment provider, all data filled it.

But Customers do not have/see this as payment options.

They only get something like:
"We do not currently support the creation of new stored payment methods. Instead, you can securely submit your payment details when placing a new order or paying an existing invoice."


We also can not add "Bank Transfer" as payment method to existing customers.

I am sure we are missing something, so what's the trick here? 😉


Thanks.

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So that error you see is when they are going to payment methods in the client area -- they can't 'store' a bank transfer method because they have to do it manually 

But on the invoice itself, they can choose bank transfer ('offline' payment) which you can add text to under settings -> payment providers

Adding actual text to the invoice will be coming soon as we roll out client area templates.

 

 

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Nah, it's not like that.

I can not even add a payment method to customers in the Admin-Interface.
Bank Transfer is enabled under payment-providers with all text filled in,
but when I try to add a payment method to the client under clients->customer->billing->payment methods.
The list is empty and it says:
"Payment details cannot be added at this time. Please first enable or configure a payment provider which supports stored payment methods. You can manage payment providers by clicking here."

image.png.a4f2688a3fbb220e88d23ebfd1bfee39.png

image.thumb.png.550febd26d5312124ad7ad71a1551e85.png

Also the customer sees nothing in his Customer-Panel, can not select anything and get the message from my 1st porting in this thread.

Hope that feedback helps a bit.

Thanks.

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I don't understand what you want to add to the stored methods? Bank transfer is not something you can store. 

The customer can go to an unpaid invoice and see the bank transfer payment details if they select that as a payment method

But you (or the customer) can't add a 'bank transfer' method which can be automatically charged? That would only be possible through Direct Debit - which you could offer through GoCardless

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Okay, Let's keep it simple.

My customers are not able to see the Bank Details anywhere.
So they have no idea where to send the money to.

So basically we create an order and invoice for a customer.
And then they ask us, how/where can we pay.

I guess that should be a mandatory thing to see for the customer.
So if we only have Bank Transfer set as Payment provider, the Bank Details should be shown somewhere,
which is currently not the case for us, so how can we fix this, maybe we are missing something?

Thanks.
 

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