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
Open Bank Payment Setup
Go to the left sidebar
Navigate to Integrations → Bank Payment Method
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
You may also include memos, notes, or support details
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
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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