Bankas pārskaitījuma, kriptovalūtas un Wise maksājumu metožu iestatīšana
Iespējojiet manuālās maksājumu alternatīvas — bankas pārskaitījumu, kriptovalūtu un Wise — lai klienti, kas izvēlas bezkaršu metodes, varētu apmaksāt jūsu rēķinus.
AgencyHandy papildus Stripe un PayPal atbalsta trīs manuālās maksājumu metodes: Bankas pārskaitījums, Kriptovalūta un Wise. Katra ir paredzēta noteiktam klientu tipam vai darbplūsmai. Visas trīs prasa, lai jūs manuāli atzīmētu rēķinu kā Paid pēc līdzekļu saņemšanas, jo AgencyHandy nevar automātiski apstiprināt ārplatformas pārskaitījumus.
Tikai SuperAdmin un Admin lomas var iespējot vai konfigurēt šīs maksājumu metodes.
Bankas pārskaitījuma metode ļauj pieņemt manuālus bankas vai ACH maksājumus no klientiem. Jūs norādāt savus bankas datus, izmantojot bagātīgā teksta redaktoru, un AgencyHandy parāda šīs instrukcijas klientiem norēķinu procesā un rēķinā.
Kreisajā sānjoslā dodieties uz Integrations → Bank Payment Method.
2
Aizpildiet pārskaitījuma instrukcijas
Izmantojiet bagātīgā teksta redaktoru, lai ievadītu savus bankas datus. Iekļaujiet visus laukus, kas klientiem nepieciešami, lai pabeigtu pārskaitījumu:
Saņēmēja vārds
Konta numurs
Bankas nosaukums
Maršrutēšanas numurs
Konta veids (piemēram, Norēķinu, Uzkrājumu)
Bankas adrese
Varat arī pievienot piezīmes vai atbalsta kontaktinformāciju. Rakstzīmju ierobežojuma nav, un redaktors atbalsta treknrakstu, pasvītrojumu, sarakstus, saites un attēlu formatējumu.
Kad klients norēķinā izvēlas bankas pārskaitījumu, viņš redz jūsu pielāgotās pārskaitījuma instrukcijas. Ja apliecinājums ir obligāts, parādās faila augšupielādes uzvedne un pasūtījums tiek aizturēts, līdz klients augšupielādē ekrānuzņēmumu.Pēc līdzekļu saņemšanas savā bankas kontā, atveriet rēķinu AgencyHandy un manuāli atzīmējiet to kā Paid, lai atbrīvotu pasūtījumu.
Instrukcijās iekļaujiet unikālu atsauces kodu (piemēram, rēķina numuru), lai bez apjukuma varētu saskaņot ienākošos pārskaitījumus ar konkrētiem pasūtījumiem.
Kriptovalūtas maksājuma metode ļauj pieņemt kriptovalūtu no klientiem, izmantojot maka pārskaitījumu. Jūs vienreiz konfigurējat sava maka datus un instrukcijas; klienti tos redz norēķinā un rēķinā. Pašlaik atbalstītā kriptovalūta ir USDC.
Tiek izveidots Pasūtījums (statuss: Pending) un Rēķins (statuss: Open).
Klientam tiek parādīta jūsu maka adrese un instrukcijas.
Ja apliecinājums ir obligāts, parādās faila augšupielādes poga. Klientam pirms pasūtījuma turpināšanas jāaugšupielādē darījuma ekrānuzņēmums.
Pēc pārskaitījuma pabeigšanas un līdzekļu pārbaudes ķēdē atveriet rēķinu AgencyHandy un atzīmējiet to kā Paid.
Kad rēķins ir atzīmēts kā Paid un pasūtījums ir Pending, pasūtījuma statuss automātiski atjauninās uz Ongoing.
Kriptovalūtas maksājums norēķinā parādās tikai tad, ja tas ir iespējots Workspace Settings → Payment Methods UN attiecīgā Service Group → Payment Availability iestatījumos. Tā atspējošana darbvietas iestatījumos to paslēpj visur, neatkarīgi no pakalpojuma līmeņa iestatījumiem.
Ja pakalpojums neatbalsta USDC, kriptovalūtas maksājuma opcija tiek automātiski paslēpta attiecīgajam pakalpojumam. Pārliecinieties, ka USDC ir iespējots jūsu pakalpojuma iestatījumos, ja vēlaties, lai klienti maksātu ar kriptovalūtu.
Wise maksājuma metode ļauj klientiem maksāt, izmantojot Wise maksājuma saiti. Jūs rēķinā vienreiz pievienojat saiti, un tā automātiski tiek iekļauta visos turpmākajos abonēšanas rēķinos. Wise ir ideāls starptautiskiem klientiem, kas dod priekšroku bankas pārskaitījumiem ar zemākām komisijām nekā tradicionālie bankas pārskaitījumi.
Kreisajā sānjoslā noklikšķiniet uz Invoices, pēc tam noklikšķiniet uz Create Invoice.
2
Pievienojiet savu Wise saiti
Rēķina modālajā logā ritiniet uz leju līdz sadaļai Payment Methods. Noklikšķiniet uz Add Wise as a payment method, pēc tam ielīmējiet savu Wise maksājuma saiti ievades laukā.
3
Saglabājiet rēķinu
Noklikšķiniet uz Save vai turpiniet rēķina pabeigšanu. Jūsu Wise maksājuma saite tagad ir iegulta un redzama klientam.
Wise saite klienta rēķinā parādās kā noklikšķināma poga. Klients atver saiti, pabeidz pārskaitījumu caur savu Wise kontu un nosūta jums apstiprinājumu. Tā kā AgencyHandy nesaņem automātisku apstiprinājumu no Wise, jums ir manuāli jāatzīmē rēķins kā Paid pēc līdzekļu saņemšanas.
Wise nevar izmantot automatizētiem papildpārdošanas vai tirgus maksājumiem. Vienam rēķinam var pievienot tikai vienu Wise maksājuma saiti. Pirms nosūtīšanas pārbaudiet saiti — nepareiza saite nozīmē, ka klienta maksājums nonāks nepareizā kontā.
Kad Wise saite ir pievienota, tā automātiski parādās visos turpmākajos abonēšanas rēķinos, ja vien to neatjaunojat vai nenoņemat.
AgencyHandy neveic nekādu automātisku valūtas konvertāciju. Klients pārskaita jebkurā valūtā, kurai ir konfigurēta jūsu Wise saite.
Jūs esat atbildīgs par maksājumu izsekošanu un rēķinu atzīmēšanu kā Paid pēc saņemšanas apstiprināšanas.
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Klients pārskaita jebkurā valūtā, kurai ir konfigurēta jūsu Wise saite.`}),`\n`,_jsx(_components.li,{children:`Jūs esat atbildīgs par maksājumu izsekošanu un rēķinu atzīmēšanu kā Paid pēc saņemšanas apstiprināšanas.`}),`\n`]})]})]})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Bankas pārskaitījuma, kriptovalūtas un Wise maksājumu metožu iestatīšana","sidebarTitle":"Citi maksājumi","description":"Iespējojiet manuālās maksājumu alternatīvas — bankas pārskaitījumu, kriptovalūtu un Wise — lai klienti, kas izvēlas bezkaršu metodes, varētu apmaksāt 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