How do I integrate and manage the online bank transfer payment option at my web store?
To integrate the online bank transfer payment option with your web store, do the following:
- Log in to the 'Anywhere Commerce Control Panel' by using your User Name (Email Address) and Password.
- You will be navigated to the Dashboard page.
- Click the
icon. The Dashboard & Setup section will be displayed as shown in the figure.
- Click Checkout Options and select Offline Payment Options. You will be navigated to the Checkout Options > Offline Checkout Options page.
- You can find out the available checkout options in the Offline Checkout options - Status section. The payment options with
tag (if any) are activated or selected for your store and the payment options with 
tag (if any) are available for your store. - To integrate 'Online Bank Transfer' payment option, click
icon of that payment option under the Action column. You will be navigated to the Checkout Options > Online Bank Transfer Checkout Configuration page.
- If you have configured the 'Enable customizable offline payment options for this location' checkbox in the Store Information » Add/Edit Locations page, you will be displayed the Location Selection section here.
- Please Refer: Adding a Stock Location
- Select a location for which you want to customize 'Online Bank Transfer' payment configuration, from the Location drop-down (if this drop-down is displayed).
- Note: If you select a location and do the configuration, then that configuration will be applied for that location only.
- If you configure only for the 'Default Location', the customizations will be applicable to your entire store.
- If you configure for the 'Default Location', and few other locations, the respective customizations will be applied for those configured locations and the customizations of the 'Default Location' will be applied for the rest of the locations.
- If you have not configured for the 'Default Location,' and configure for few other locations, the respective customizations will be applied for those configured locations and the default content without any customization will be applied for the rest of the locations.
- Enter the 'Bank Account number' to which the order amount is to be transferred to the Account No text box.
- Enter the 'Name of the Account Holder as in Bank records (for the said Account)' to which the order amount is to be transferred in the Account Name text box.
- Enter the 'Name of the Bank' to which the order amount is to be transferred in the Bank Name text box.
- Enter the 'Name of the Bank Branch' to which the order amount is to be transferred in the Branch Name text box.
- Enter the 'Name of the City at which the said Bank Account is held' for transferring the order amount through the Online Bank Transfer in the City Name text box.
Store front content:
- Enter the name of the tab for Online Bank Transfer Payment option in the Tab Name text box. The same name will be displayed in Step-4 of single page checkout page against Online Bank Transfer as shown in the above figure.
- Enter the title for checkout information in the Title for checkout info text box. The same will be displayed as shown in the above figure.
- The Checkout information describes the Online Bank Transfer payment option at your storefront and it helps for the easy understanding of end-user. This checkout information will be displayed as shown in the above figure. To customize this content, click the link Formatting Options.
- This will open Payment Options dialogue box containing a word editor, where you can edit the content to be displayed on the payment page.
- This is a WYSIWYG (What You See Is What You Get) editor and whatever the style of text you enter here, the same style will be displayed at your storefront while checkout through the Online Bank Transfer option. You can also insert the HTML content, links , and images here.
- To save this 'User Content,' click Submit. The dialog box will be closed.
- To save the changes, click Save. The configuration will be saved and you will be displayed a success message.
i) Modifying Online Bank Transfer Payment Option
- To modify this payment option, click icon of that payment option under the Action column. You will be navigated to the Checkout Options > Online Bank Transfer Checkout Configuration page.
- Do the required changes and click Save. The configuration will be saved and you will be displayed a success message.
ii) Deactivating Online Bank Transfer Payment Option
- Note: You can deactivate 'Online Bank Transfer' payment option if it is not associated with any product or any orders are placed using this option.
- To deactivate this payment option, click
icon under the Action column. You will be asked for a confirmation through a dialog box.
- Click OK in the dialog box. The dialog box will be closed and the Online Bank Transfer payment option will be deactivated if it is not associated with any product or any orders are placed using this option. You will be displayed a suitable message.
- Note: If you have configured multiple customized Online Bank Transfer payment options, then all will be deactivated by doing this activity.
- If any products are configured or any orders are placed using this payment option, then you will be displayed a message as: “You cannot deactivate 'Online Bank Transfer' payment option if it is associated to any product or any orders are placed using this option.”
iii) Deleting Online Bank Transfer Payment Option
- To delete this payment option, click the icon of that payment option under the Action column. You will be navigated to the Checkout Options > Online Bank Transfer Checkout Configuration page.
- Select the location of which you want to delete the Online Bank Transfer payment configuration from the Location drop-down.
- Click Delete. You will be asked for confirmation through a dialog box.
- Click OK on the dialog box. The dialog box will be closed, the Online Bank Transfer payment customization option for that location will be deleted if it is not associated to any product or any orders are placed using this option and you will be displayed a success message.
iv) Customizing Email Template
- Note: You can customize the email template that is used for sending emails to end user, to you, and the persons specified by you, after placing the order through the Online Bank Transfer payment option.
- To do so, click
icon of that payment option under the Action column. You will be navigated to the Mail Manager page, and the Order Alert - Bank Transfer tab is opened here.
- For customization, please refer Order Alert - Bank Transfer
