Pengaturan Metode Pembayaran Transfer Bank, Kripto, dan Wise
Aktifkan alternatif pembayaran manual — transfer bank, mata uang kripto, dan Wise — sehingga klien yang memilih metode non-kartu dapat membayar tagihan Anda.
AgencyHandy mendukung tiga metode pembayaran manual selain Stripe dan PayPal: Transfer Bank, Kripto, dan Wise. Masing-masing dirancang untuk jenis klien atau alur kerja tertentu. Ketiga metode ini mengharuskan Anda menandai tagihan secara manual sebagai Paid setelah menerima dana, karena AgencyHandy tidak dapat mengonfirmasi transfer di luar platform secara otomatis.
Hanya peran SuperAdmin dan Admin yang dapat mengaktifkan atau mengonfigurasi metode pembayaran ini.
Metode Transfer Bank memungkinkan Anda menerima pembayaran wire atau ACH manual dari klien. Anda memberikan detail perbankan melalui editor teks kaya, dan AgencyHandy menampilkan instruksi tersebut kepada klien saat checkout dan di dalam tagihan.
Di bilah sisi kiri, pergi ke Integrations → Bank Payment Method.
2
Isi instruksi transfer Anda
Gunakan editor teks kaya untuk memasukkan detail perbankan Anda. Sertakan semua kolom yang dibutuhkan klien untuk menyelesaikan transfer:
Nama Penerima
Nomor Rekening
Nama Bank
Nomor Routing
Jenis Rekening (misalnya, Giro, Tabungan)
Alamat Bank
Anda juga dapat menambahkan memo, catatan, atau kontak dukungan. Tidak ada batas karakter, dan editor mendukung format tebal, garis bawah, daftar, tautan, dan gambar.
3
Atur persyaratan bukti pembayaran (opsional)
Aktifkan Payment Screenshot is Required jika Anda ingin klien mengunggah tangkapan layar sebelum pesanan mereka diproses.
Diaktifkan — klien harus mengunggah tangkapan layar yang valid saat checkout. Tidak ada pesanan yang dibuat sampai file diunggah.
Dinonaktifkan — klien dapat melanjutkan tanpa mengunggah bukti. Pesanan dan tagihan dibuat segera.
4
Simpan
Klik Update untuk menyimpan pengaturan Anda. Klik Cancel untuk membatalkan perubahan.
Ketika klien memilih Transfer Bank saat checkout, mereka melihat instruksi transfer kustom Anda. Jika bukti diperlukan, prompt pengunggahan file muncul dan pesanan ditahan sampai mereka mengunggah tangkapan layar.Setelah menerima dana di rekening bank Anda, buka tagihan di AgencyHandy dan tandai secara manual sebagai Paid untuk merilis pesanan.
Sertakan kode referensi unik dalam instruksi Anda (misalnya, nomor tagihan) sehingga Anda dapat mencocokkan transfer masuk dengan pesanan tertentu tanpa kebingungan.
Metode Pembayaran Kripto memungkinkan Anda menerima mata uang kripto dari klien menggunakan transfer berbasis dompet. Anda mengonfigurasi detail dompet dan instruksi sekali saja; klien melihatnya saat checkout dan di dalam tagihan. Saat ini, USDC adalah mata uang kripto yang didukung.
Sebuah Pesanan (status: Pending) dan sebuah Tagihan (status: Open) dibuat.
Klien ditampilkan alamat dompet dan instruksi Anda.
Jika bukti diperlukan, tombol pengunggahan file muncul. Klien harus mengunggah tangkapan layar transaksi mereka sebelum pesanan dilanjutkan.
Setelah transfer selesai dan Anda telah memverifikasi dana secara on-chain, buka tagihan di AgencyHandy dan tandai sebagai Paid.
Ketika tagihan ditandai Paid dan pesanan berstatus Pending, status pesanan secara otomatis diperbarui menjadi Ongoing.
Pembayaran Kripto hanya muncul saat checkout jika diaktifkan di Workspace Settings → Payment Methods DAN di pengaturan Service Group → Payment Availability yang relevan. Menonaktifkannya di Workspace Settings menyembunyikannya di mana saja, terlepas dari pengaturan tingkat layanan.
Jika suatu layanan tidak mendukung USDC, opsi pembayaran Kripto secara otomatis disembunyikan untuk layanan tersebut. Pastikan USDC diaktifkan di pengaturan layanan Anda jika Anda ingin klien membayar dengan kripto.
Metode Pembayaran Wise memungkinkan klien membayar melalui tautan pembayaran Wise. Anda menambahkan tautan sekali di dalam tagihan, dan tautan tersebut secara otomatis disertakan dalam semua tagihan langganan di masa mendatang. Wise ideal untuk klien internasional yang lebih menyukai transfer bank-ke-bank dengan biaya lebih rendah dibandingkan transfer wire tradisional.
Tautan Wise muncul sebagai tombol yang dapat diklik pada tagihan klien. Klien membuka tautan, menyelesaikan transfer melalui akun Wise mereka, dan mengirimkan konfirmasi kepada Anda. Karena AgencyHandy tidak menerima konfirmasi otomatis dari Wise, Anda harus menandai tagihan secara manual sebagai Paid setelah menerima dana.
Wise tidak dapat digunakan untuk pembayaran upsell atau marketplace otomatis. Hanya satu tautan pembayaran Wise yang dapat ditambahkan per tagihan. Periksa ulang tautan sebelum mengirim — tautan yang salah berarti pembayaran klien masuk ke akun yang salah.
Setelah tautan Wise ditambahkan, tautan tersebut secara otomatis muncul di semua tagihan langganan di masa mendatang kecuali Anda memperbaruinya atau menghapusnya.
AgencyHandy tidak melakukan konversi mata uang secara otomatis. Klien melakukan transfer dalam mata uang apa pun yang dikonfigurasi oleh tautan Wise Anda.
Anda bertanggung jawab untuk melacak pembayaran dan menandai tagihan sebagai Paid setelah mengonfirmasi penerimaan.
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