How can I add Prepayment/Bank Transfer as a payment method?

With the payment method Prepayment/Bank Transfer, your customers can manually pay the amount via bank transfer. Here you will learn how to set up this option in the ikas dashboard.

To activate the payment method Prepayment/Bank Transfer in your ikas dashboard, follow these steps:

1. Log in to the ikas dashboard:
   Log in to your ikas dashboard.

2. Open sales channel:
   Go to the desired sales channel in the left menu.

3. Open payment settings:
   Click on the tab Payment Settings in the sales channel.

4. Add payment method:
   Click on Add Payment Method at the top right and select Prepayment/Bank Transfer from the list.

5. Enter name and description:
   Give the payment method a name that will be displayed at checkout.
   In the description field, add your bank details so the customer knows where to transfer the amount.

   Example for description:

   Please transfer the total amount to the following account:
   Account holder: Max Mustermann
   IBAN: DE12345678901234567890
   BIC: ABCDDEFFXXX
   Reference: Order number

   
6. Set restrictions (optional):
   Set a minimum or maximum basket amount for which the payment method should be available.

7. Edit transfer email template:
   Click on Edit E-Mail Template to customize the mail. Here you can, for example, add your bank details again.

8. Edit transfer approved email template:
   Via Edit Payment Approved (Money Transfer) you can customize the confirmation mail.

9. Save:
   Click Save. The payment method will now be displayed under Sales Channel > Payment Settings.

10. Set order price change (optional):
    If you want to offer a discount or surcharge for this method:
    Select Add to the order price or Subtract from the order price. Then enter an amount in % or € and click Save.

11. Deactivate or delete payment method (optional):
    If you want to temporarily deactivate the payment method, click on Make Passive at the top right.
    If you want to remove the payment method completely, you can delete it via the three-dot menu (…) at the top right.

12. Limit payment method to specific countries (optional):

    If the payment method should only be available in certain countries, go back to the payment methods list.
    Click on Edit Active Countries and select the countries where this payment method should be available.

     

     

How does the payment process work?

1. Customer selects Prepayment/Bank Transfer:
   At checkout, the customer chooses this payment method.

2. Order status changes to "Payment Pending":
   The order is marked accordingly in the system.

3. Check incoming payment und approve payment:
   After you have checked the payment receipt in your bank account, open the order in the menu Orders > Orders. In the right area Transactions you can manually approve the payment.

   

4. Status is updated:
   The order receives the status Payment received.