Set up Offline Payment in Boxify

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This article shows you how to enable offline payment (bank transfer) in Boxify.

Offline payment lets customers transfer money directly to your bank account and upload a payment receipt during checkout. Use this method if you prefer bank transfer over an online payment gateway.

Enable offline payment

1. Go to Profile › Setting › Payment Methods.

   

2. Turn on Offline Payment / Bank Transfer.

3. Enter your bank details:

   • Account Number
   • Account Name
   • Bank Name

4. Click Save.

How offline payment works for customers

1. Customer selects Offline Payment at checkout.
2. Customer transfers the payment to your bank account.
3. Customer uploads a photo or PDF of the payment receipt.
4. The receipt appears in your Payments menu.
5. You check your bank statement to confirm the transfer.
6. You reconcile the payment in the system and change the item status to Paid.

Verify before marking an order as paid

Caution

Customers can upload any image as a receipt. You must verify the actual transfer in your bank statement before marking an order as paid.

Before marking an order Paid:

1. Confirm the payment amount in your bank statement.
2. Make sure the amount matches the outstanding balance.
3. Reconcile the payment in the system.
4. Change the item status to Paid.

When to use offline payment

Use offline payment if you:

• Prefer direct bank transfer from customers.
• Do not use a payment gateway.
• Are comfortable verifying payments manually.

See also:

• Set Up Online Payment Methods in Boxify
• Payment Gateway vs Offline Payment
• Payment Message
• Payment Confirmed Message