# Bank Payment Method

Agency Handy’s Bank Payment Method allows you to receive client payments via manual bank transfers. You can add custom instructions, optionally require a payment screenshot, and manage bank payments directly from the Integration panel.

### What You Can Do

* Add manual banking details using a rich text editor
* Provide clients with specific recipient and bank instructions
* Require a payment confirmation screenshot before processing
* Customize instructions per workspace
* Update or disable the method anytime

### Why It Matters

* Gives clients an offline payment alternative
* Ensures accurate fund transfers with structured info
* Prevents order processing without proof (if enabled)
* Avoids confusion by including all required transfer fields

### Who Can Use This

To enable or manage Bank Payment Method, users must:

* Have Super Admin or Admin role
* Access the Integration panel

### Getting Started

1. Open Bank Payment Setup

* Go to the left sidebar
* Navigate to Integrations → Bank Payment Method

2. Fill in Transfer Instructions

* Use the rich text editor to input:
  * Recipient’s Name
  * Recipient’s Account Number
  * Recipient Bank’s Name
  * Bank Routing Number
  * Account Type (e.g., Checking, Savings)
  * Bank’s Address\ <br>

    <figure><img src="/files/dFHdwrUCyQs38yAnxLDe" alt=""><figcaption></figcaption></figure>
* You may also include memos, notes, or support details

3. Require Payment Screenshot (Optional)

* Toggle the switch “Payment Screenshot is Required”
  * If enabled: Clients must upload a screenshot before their payment is processed
  * If disabled: Clients can proceed without proof

4. Save Your Setup

* Click Update to save changes
* Click Cancel to discard

### Client Experience

* During checkout, clients selecting Bank Payment will see your provided instructions.
* If proof is required, they’ll be prompted to upload a valid screenshot
* No order will be created unless proof is uploaded (when required)

### Additional Notes

* There is no character limit for the instruction field
* Formatting tools are available in the editor: bold, underline, lists, links, image, etc.
* This payment option will appear in checkout when enabled


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