Boxify supports both automated and manual payment flows.
It is important to understand the difference:
💳 If You Use a Payment Gateway
When a customer pays via an integrated Payment Gateway:
✔ The system automatically detects the payment
✔ Payment reconciliation is done automatically
✔ Item status will automatically be updated to Paid
✔ The payment will be reflected in Analytics and reports
No manual reconciliation is required.
🏦 If You Use Offline Payment (Bank Transfer)
When a customer pays via offline bank transfer and uploads a payment receipt:
⚠ The system does NOT automatically reconcile the payment.
The merchant must:
- Verify the payment against bank records
- Click Reconcile in Boxify
- Toggle the item status to Paid
Only after these steps will the system recognise the payment as completed.
🔎 Why This Difference Exists
Payment Gateway transactions are verified in real time by the payment provider.
Offline bank transfers require manual confirmation because:
- The system cannot verify bank deposits automatically
- The uploaded receipt must be checked by the merchant
This ensures accurate and secure payment tracking.
📌 Important Reminder
If you are using offline payment and forget to:
✔ Reconcile
✔ Toggle item status to Paid
The order will:
- Not be counted in Revenue
- Still appear in Collection Report
- Not reflect in Analytics payment charts
🔐 Quick Comparison
| Payment Method | Reconcile Needed? | Toggle to Paid Needed? |
|---|---|---|
| Payment Gateway | No (Automatic) | No (Automatic) |
| Offline Bank Transfer | Yes (Manual) | Yes (Manual) |