How do I integrate and manage the online bank transfer payment option at my web store?

  • The Online Bank Transfer checkout allows your customers to order desired products without paying order amount while raising the orders. These customers prefer to do the payment for their purchases through the orthodox/traditional methods like the Online Bank Transfer.

  • If you properly configure this checkout option to a product, the end-user will be given an option to complete the order by choosing the Deposit in Bank A/C checkout option (i.e. Online Bank Transfer checkout) in the Payment Options section of Checkout page for that product.

  • If the end-users opt the Deposit in Bank A/C (i.e. Online Bank Transfer) option, they will be asked to deposit the money for the ordered product(s) in the Bank Account as per the details mentioned by you.

  • You need to carefully fill the details like the Name as in Bank AccountAccount No.Bank NameBranch NameCity Name, etc… which are required for your end-user while registering you as Payee to do Online Bank transfer.

  • A particular group of customers may feel more secure with this checkout and it builds more confidence on your transactions. You can configure the 'Online Bank Transfer' checkout to your web store from here and change the help content for end-user about this checkout option.

  • You can use the default Online Bank Transfer payment option for your store or you can customize the Online Bank Transfer payment option as per stock location if you deal with location-based products.
    • That means, you can vary the payment information for 'Online Bank Transfer' as per stock location.


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.


 Offline Payment Options

  • You will be navigated to the Dashboard page.


 Offline Payment Options

  • Click the  Offline Payment Options icon. The Dashboard & Setup section will be displayed as shown in the figure.


 Offline Payment Options

  • Click Checkout Options and select Offline Payment Options. You will be navigated to the Checkout Options > Offline Checkout Options page.


 Offline Payment Options

  • You can find out the available checkout options in the Offline Checkout options - Status section. The payment options with  Offline Payment Options tag (if any) are activated or selected for your store and the payment options with  Offline Payment Options tag (if any) are available for your store.
  • To integrate 'Online Bank Transfer' payment option, click  Offline Payment Options icon of that payment option under the Action column. You will be navigated to the Checkout Options > Online Bank Transfer Checkout Configuration page.


 Offline Payment Options

  • 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.
  • 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:

 Offline Payment Options

  • 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.


 Offline Payment Options

  • 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.


 Offline Payment Options

  • Note: By this way, you can customize all the information of 'Online Bank Transfer' such as Account No., Account Name, Bank Name, Branch Name, City Name, Tab Name, Title for checkout info, and Checkout information for each stock location as per your requirement.

i) Modifying Online Bank Transfer Payment Option


 Offline Payment Options

  • To modify this payment option, click  Offline Payment Options icon of that payment option under the Action column. You will be navigated to the Checkout Options > Online Bank Transfer Checkout Configuration page.


 Offline Payment Options

  • Do the required changes and click Save. The configuration will be saved and you will be displayed a success message.


 Offline Payment Options

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.


 Offline Payment Options

  • To deactivate this payment option, click  Offline Payment Options icon under the Action column. You will be asked for a confirmation through a dialog box.


 Offline Payment Options

  • 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.


 Offline Payment Options

  • 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

  • You can delete the customized Online Bank Transfer Payment Options that are configured for different locations provided there are no products mapped to them, but you can't delete entire Online Bank Transfer Payment Option.

  • As it is a default option, you can only deactivate it through the delete option (that too if it is not associated with any product or any orders are placed using this option.)


 Offline Payment Options

  • To delete this payment option, click the  Offline Payment Options icon of that payment option under the Action column. You will be navigated to the Checkout Options > Online Bank Transfer Checkout Configuration page.


 Offline Payment Options

  • 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.


 Offline Payment Options

  • 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.


 Offline Payment Options

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.


 Offline Payment Options

  • To do so, click  Offline Payment Options 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.


 Offline Payment Options

Learn More:


learnmore2.jpg
1. You can also integrate the Online Bank Transfer through the Checkout Options tab of the Settings module.
Please Refer: Enable Payment through Online Bank Transfer

2. This Checkout option is available for all the products of your store, but to apply this checkout option to any product (i.e. to make the Online Bank Transfer (Deposit in Bank A/C) option visible while checkout in the 'Payment Options' page of a product), you need to select the 'Online Bank Transfer' checkbox at Payment Information section of the Add/Edit Product Page of that product.