Pankkisiirron, kryptovaluutan ja Wise-maksutapojen käyttöönotto
Ota käyttöön manuaaliset maksuvaihtoehdot — pankkisiirto, kryptovaluutta ja Wise — jotta kortittomat asiakkaat voivat maksaa laskusi.
AgencyHandy tukee kolmea manuaalista maksutapaa Stripen ja PayPalin lisäksi: pankkisiirto, krypto ja Wise. Jokainen on suunniteltu tietynlaiselle asiakkaalle tai työnkululle. Kaikkien kolmen osalta sinun on merkittävä lasku manuaalisesti tilaan Paid varojen vastaanottamisen jälkeen, koska AgencyHandy ei pysty automaattisesti vahvistamaan alustan ulkopuolisia siirtoja.
Ainoastaan SuperAdmin- ja Admin-roolit voivat ottaa käyttöön tai määrittää näitä maksutapoja.
Pankkisiirto-menetelmällä voit ottaa vastaan manuaalisia siirto- tai ACH-maksuja asiakkailta. Annat pankkitietosi rich text -editorin kautta, ja AgencyHandy näyttää nämä ohjeet asiakkaille kassalla ja laskun sisällä.
Siirry vasemmassa sivupalkissa kohtaan Integrations → Bank Payment Method.
2
Täytä siirto-ohjeet
Syötä pankkitietosi rich text -editorilla. Sisällytä kaikki kentät, joita asiakkaat tarvitsevat siirron suorittamiseen:
Saajan nimi
Tilinumero
Pankin nimi
Reittinumero
Tilityyppi (esim. käyttötili, säästötili)
Pankin osoite
Voit lisätä myös muistiinpanoja, huomautuksia tai tukiyhteystiedot. Merkkimäärää ei ole rajoitettu, ja editori tukee lihavointia, alleviivausta, luetteloita, linkkejä ja kuvien muotoilua.
3
Aseta maksutodisteen vaatimus (valinnainen)
Ota käyttöön Payment Screenshot is Required, jos haluat asiakkaiden lataavan kuvakaappauksen ennen tilauksen käsittelyä.
Käytössä — asiakkaiden on ladattava voimassa oleva kuvakaappaus kassalla. Tilausta ei luoda ennen tiedoston lataamista.
Pois käytöstä — asiakkaat voivat jatkaa ilman todisteen lataamista. Tilaus ja lasku luodaan välittömästi.
4
Tallenna
Tallenna asetuksesi napsauttamalla Update. Hylkää muutokset napsauttamalla Cancel.
Kun asiakas valitsee kassalla pankkisiirron, hän näkee mukautetut siirto-ohjeesi. Jos todiste vaaditaan, näyttöön ilmestyy tiedostonlatausvinkki ja tilaus pidätetään, kunnes he lataavat kuvakaappauksen.Saatuasi varat pankkitilillesi, avaa lasku AgencyHandyssa ja merkitse se manuaalisesti tilaan Paid tilauksen vapauttamiseksi.
Sisällytä ohjeisiin yksilöllinen viitekoodi (esim. laskun numero), jotta voit yhdistää saapuvat siirrot tiettyihin tilauksiin ilman sekaannusta.
Kryptomaksu-menetelmällä voit ottaa vastaan kryptovaluuttaa asiakkailta lompakkopohjaisen siirron avulla. Määrität lompakkotietosi ja ohjeet kerran; asiakkaat näkevät ne kassalla ja laskussa. Tällä hetkellä tuettuna kryptovaluuttana on USDC.
Luodaan tilaus (tila: Pending) ja lasku (tila: Open).
Asiakkaalle näytetään lompakko-osoitteesi ja ohjeet.
Jos todiste vaaditaan, näyttöön ilmestyy tiedostonlatamispainike. Asiakkaan on ladattava tapahtumakaappaus ennen tilauksen etenemistä.
Siirron valmistuttua ja vahvistettuasi varat ketjussa, avaa lasku AgencyHandyssa ja merkitse se tilaan Paid.
Kun lasku merkitään tilaan Paid ja tilaus on Pending-tilassa, tilauksen tila päivittyy automaattisesti tilaan Ongoing.
Kryptomaksu näkyy kassalla vain, jos se on käytössä sekä Workspace Settings → Payment Methods -kohdassa ETTÄ kyseisen Service Group → Payment Availability -asetuksissa. Sen poistaminen käytöstä työtilan asetuksissa piilottaa sen kaikkialta palvelutason asetuksista riippumatta.
Jos palvelu ei tue USDC:tä, kryptomaksuvaihtoehto piilotetaan automaattisesti kyseiseltä palvelulta. Varmista, että USDC on käytössä palveluasetuksissasi, jos haluat asiakkaiden maksavan kryptolla.
Wise-maksumenetelmä antaa asiakkaiden maksaa Wise-maksulinkin kautta. Lisäät linkin kerran laskun sisään, ja se sisällytetään automaattisesti kaikkiin tuleviin tilauslaskuihin. Wise sopii erinomaisesti kansainvälisille asiakkaille, jotka suosivat pankki-pankki-siirtoja perinteisiä pankkisiirtoja pienemmillä kuluilla.
Wise-linkki näkyy napsautettavana painikkeena asiakkaan laskussa. Asiakas avaa linkin, suorittaa siirron Wise-tilinsä kautta ja lähettää sinulle vahvistuksen. Koska AgencyHandy ei saa automaattista vahvistusta Wiseltä, sinun on merkittävä lasku manuaalisesti tilaan Paid varojen vastaanottamisen jälkeen.
Wisea ei voida käyttää automaattisiin lisämyynti- tai markkinapaiksamaksuihin. Yhdelle laskulle voidaan lisätä vain yksi Wise-maksulinkki. Tarkista linkki ennen lähettämistä — väärä linkki tarkoittaa, että asiakkaan maksu menee väärään tiliin.
Kun Wise-linkki on lisätty, se näkyy automaattisesti kaikissa tulevissa tilauslaskuissa, ellei sitä päivitetä tai poisteta.
AgencyHandy ei suorita automaattista valuuttamuunnosta. Asiakas siirtää siinä valuutassa, joksi Wise-linkkisi on määritetty.
Olet vastuussa maksujen seurannasta ja laskujen merkitsemisestä maksetuiksi vahvistettuasi vastaanoton.
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