Instellen van Bankoverschrijving, Crypto en Wise Betaalmethoden
Schakel handmatige betalingsalternatieven in — bankoverschrijving, cryptocurrency en Wise — zodat klanten die de voorkeur geven aan niet-kaartmethoden uw facturen kunnen betalen.
AgencyHandy ondersteunt drie handmatige betaalmethoden naast Stripe en PayPal: Bankoverschrijving, Crypto en Wise. Elke methode is ontworpen voor een specifiek type klant of workflow. Bij alle drie moet u een factuur handmatig als Betaald markeren nadat u het geld heeft ontvangen, omdat AgencyHandy off-platform overschrijvingen niet automatisch kan bevestigen.
Alleen SuperAdmin- en Admin-rollen kunnen deze betaalmethoden inschakelen of configureren.
Met de methode Bankoverschrijving kunt u handmatige wire- of ACH-betalingen van klanten accepteren. U verstrekt uw bankgegevens via een rich-text editor en AgencyHandy toont deze instructies aan klanten tijdens het afrekenen en in de factuur.
U kunt ook memo’s, notities of een supportcontact toevoegen. Er is geen tekenlimiet en de editor ondersteunt vet, onderstreping, lijsten, koppelingen en afbeeldingsopmaak.
3
Vereiste betaalbewijs instellen (optioneel)
Schakel Betalingsschermafbeelding vereist in als u wilt dat klanten een schermafbeelding uploaden voordat hun bestelling wordt verwerkt.
Ingeschakeld — klanten moeten een geldige schermafbeelding uploaden bij het afrekenen. Er wordt geen bestelling aangemaakt totdat een bestand is geüpload.
Uitgeschakeld — klanten kunnen verder zonder bewijs te uploaden. De bestelling en factuur worden onmiddellijk aangemaakt.
4
Opslaan
Klik op Bijwerken om uw instellingen op te slaan. Klik op Annuleren om wijzigingen te verwerpen.
Wanneer een klant Bankoverschrijving kiest bij het afrekenen, zien ze uw aangepaste overschrijvingsinstructies. Als bewijs vereist is, verschijnt een prompt voor het uploaden van een bestand en wordt de bestelling vastgehouden totdat ze een schermafbeelding hebben geüpload.Nadat u het geld op uw bankrekening heeft ontvangen, opent u de factuur in AgencyHandy en markeert u deze handmatig als Betaald om de bestelling vrij te geven.
Vermeld een unieke referentiecode in uw instructies (bijv. het factuurnummer) zodat u inkomende overschrijvingen zonder verwarring kunt koppelen aan specifieke bestellingen.
Met de methode Cryptobetaling kunt u cryptocurrency van klanten accepteren via een op wallet gebaseerde overschrijving. U configureert uw walletgegevens en instructies eenmalig; klanten zien deze bij het afrekenen en in de factuur. Momenteel wordt USDC ondersteund als cryptocurrency.
Er wordt een Bestelling (status: In behandeling) en een Factuur (status: Open) aangemaakt.
De klant ziet uw wallet-adres en instructies.
Als bewijs vereist is, verschijnt een uploadknop voor bestanden. De klant moet hun transactieschermafbeelding uploaden voordat de bestelling wordt verwerkt.
Nadat de overschrijving is voltooid en u de betalingen on-chain heeft geverifieerd, opent u de factuur in AgencyHandy en markeert u deze als Betaald.
Wanneer een factuur als Betaald wordt gemarkeerd en de bestelling In behandeling is, wordt de bestelstatus automatisch bijgewerkt naar Actief.
Cryptobetaling verschijnt alleen bij het afrekenen als dit is ingeschakeld in Werkruimte-instellingen → Betaalmethoden EN in de relevante Servicegroep → Beschikbaarheid van betaling-instellingen. Door het uit te schakelen in Werkruimte-instellingen wordt het overal verborgen, ongeacht instellingen op serviceniveau.
Als een dienst USDC niet ondersteunt, wordt de Crypto-betalingsoptie automatisch verborgen voor die dienst. Zorg ervoor dat USDC is ingeschakeld in uw dienst-instellingen als u wilt dat klanten met crypto betalen.
Met de methode Wise-betaling kunnen klanten betalen via een Wise-betalingslink. U voegt de link eenmalig toe binnen een factuur en deze wordt automatisch opgenomen in alle toekomstige abonnementsfacturen. Wise is ideaal voor internationale klanten die de voorkeur geven aan bank-naar-bank overschrijvingen met lagere kosten dan traditionele bankoverschrijvingen.
De Wise-link verschijnt als een klikbare knop op de factuur van de klant. De klant opent de link, voltooit de overschrijving via hun Wise-account en stuurt u een bevestiging. Omdat AgencyHandy geen automatische bevestiging van Wise ontvangt, moet u de factuur handmatig als Betaald markeren nadat u het geld heeft ontvangen.
Wise kan niet worden gebruikt voor geautomatiseerde upsell- of marketplace-betalingen. Per factuur kan slechts één Wise-betalingslink worden toegevoegd. Controleer de link zorgvuldig voor het verzenden — een onjuiste link betekent dat de betaling van de klant naar het verkeerde account gaat.
Zodra een Wise-link is toegevoegd, verschijnt deze automatisch op alle toekomstige abonnementsfacturen, tenzij u deze bijwerkt of verwijdert.
AgencyHandy voert geen automatische valutaconversie uit. De klant maakt over in de valuta waarvoor uw Wise-link is geconfigureerd.
U bent verantwoordelijk voor het bijhouden van betalingen en het als Betaald markeren van facturen na bevestiging van ontvangst.
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