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AgencyHandy supports three manual payment methods in addition to Stripe and PayPal: Bank Transfer, Crypto, and Wise. Each is designed for a specific type of client or workflow. All three require you to manually mark an invoice as Paid after you receive the funds, since AgencyHandy cannot automatically confirm off-platform transfers.
Only SuperAdmin and Admin roles can enable or configure these payment methods.

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Bank Transfer

The Bank Transfer method lets you accept manual wire or ACH payments from clients. You provide your banking details through a rich-text editor, and AgencyHandy displays those instructions to clients during checkout and inside the invoice.

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Enable Bank Transfer

1

Open Bank Payment settings

In the left sidebar, go to Integrations → Bank Payment Method.
2

Fill in your transfer instructions

Use the rich-text editor to enter your banking details. Include all fields your clients need to complete the transfer:
  • Recipient’s Name
  • Account Number
  • Bank Name
  • Routing Number
  • Account Type (e.g., Checking, Savings)
  • Bank Address
You can also add memos, notes, or a support contact. There is no character limit, and the editor supports bold, underline, lists, links, and image formatting.
3

Set proof of payment requirement (optional)

Toggle Payment Screenshot is Required if you want clients to upload a screenshot before their order is processed.
  • Enabled — clients must upload a valid screenshot at checkout. No order is created until a file is uploaded.
  • Disabled — clients can proceed without uploading proof. The order and invoice are created immediately.
4

Save

Click Update to save your setup. Click Cancel to discard changes.

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Client experience

When a client selects Bank Transfer at checkout, they see your custom transfer instructions. If proof is required, a file-upload prompt appears and the order is held until they upload a screenshot.After you receive the funds in your bank account, open the invoice in AgencyHandy and manually mark it as Paid to release the order.
Include a unique reference code in your instructions (e.g., the invoice number) so you can match incoming transfers to specific orders without confusion.