Crypto Payment

Agency Handy’s Crypto Payment option lets you accept cryptocurrency from clients using simple wallet-based transfers. With customizable instructions, manual confirmation, and optional proof of payment, it’s ideal for agencies working with crypto-preferred clients.

What You Can Do

  • Enable Crypto Payment as a checkout option

  • Add wallet details and network-specific instructions

  • Choose whether to require proof of payment

  • Accept Bitcoin, Ethereum, USDT, USDC, and more. (Right now, only USDC is acceptable.)

  • Display instructions in email and invoice views

  • Manually confirm payment before progressing the order

  • Control visibility by workspace and service group

Why It Matters

  • Offer flexible, modern payment options

  • Customize instructions for each wallet or currency

  • Avoid missed payments with optional file uploads

  • Keep invoices and orders aligned with payment verification

  • Maintain control with manual confirmation flow

Who Can Use This

To set up or manage crypto payments, users must:

  • Have a SuperAdmin or Admin role

  • Access Integrations and Workspace Settings

  • Have permission to edit service payment options

Getting Started

1. Enable Crypto Payment

  • Go to Integrations

  • Click Crypto Payment

  • A wallet setup screen opens with a rich text editor

2. Enter Wallet Details

Admins can enter:

  • Cryptocurrency Type (e.g., Bitcoin, Ethereum, USDT, USDC. Right now, only USDC is acceptable.)

  • Wallet Address

  • Network Type (e.g., ERC-20, TRC-20, BTC)

  • Additional Instructions (e.g., memo, tag, support contact, minimum amount)

  • Require Proof of Payment toggle

    • If enabled: Clients must upload a file

    • If disabled: Payment can proceed without proof

  • Click Save to store the setup

  • Crypto Payment can be edited or disconnected anytime

  • Input is XSS and HTML sanitized for safety

Client Checkout Flow

When Clients Choose Crypto Payment

  • The system creates:

    • Order with status: Pending

    • Invoice with status: Open

  • Clients are shown wallet info and instructions

  • A file upload button appears in the invoice (if proof is required)

  • In the Catalog, clients can upload payment proof

    • If required and no file is uploaded → no order/invoice

    • If not required → order and invoice are created regardless

Manual Confirmation

Admins must manually verify off-platform payment.

  • Once confirmed, mark the Invoice as Paid

  • If invoice is marked Paid and order is Pending → order updates to Ongoing

  • If order is already Completed or Canceled → no changes occur

Email Notifications

After Order Creation

  • Clients receive wallet transfer instructions via email

  • Based on rich text editor content from crypto setup

Proposal Integration

  • If crypto is configured, “Pay with Crypto” will appear on accepted proposals

  • Clients can pay in crypto from proposal invoice view

Additional Notes

  • Crypto Payment appears at checkout only if enabled in:

    • Workspace Settings → Payment Methods

    • Service Grouping → Payment Availability

  • If disabled in Workspace Settings, crypto won’t appear—regardless of other settings

  • USDC is now a supported currency

  • If a service does not support USDC, crypto payment is hidden for that service

  • File uploads are required only if “proof of payment” toggle is on

  • Clients can view wallet details again from the invoice at any time

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