Manual Payment Setup
Go to Company Settings at https://app.officio.work/admin/settings
Choose Payment Credentials setting
In the Company Settings, choose menu item Payment Credentials https://app.officio.work/admin/settings/payment-gateway-credential
Online Payment Credential menu item, choose Offline Payment Method
Setting in Offline Payment Method.
In this settings, to add your bank / account details, click on the Add Method+ button
Then you can see a pop-up with open text allow you to enter your detail payment instruction
Insert the Method name, and key-in the description..
Normally in the description area will contain information like:
- Bank Name
- Account Name
- Account Number
- SWIFT Code
- IBAN Code
You can add additional information like payment instruction etc.
Once done, click on the Save button..
Then, you can see the created offline payment method.
To activate, click on the Edit button. then check the Status option to ensure it is in Active mode.
If you have added more than 1 offline payment method, you can choose to make any account or payment method is active of Inactive.
How Manual Payment Works
Once manual payment activated, it will be embed automatically in your invoice.
During managing or settling the invoice given to your customer,
Your client can click on the Pay Now button, and choose Manual Payment
After that, the client can upload the proof of payment, and insert the description detail about the payment that has been done.
As a business owner or admin, you will get a notification on the payment that has been done and require to approve the payment. Upon approved, the invoice will automatically become a Paid Invoice and email to the client.