How to collect by bank transfer (Pay By Bank)

Demo of the collection by bank transfer (pay by bank) on your Easytransac customer area

Your Easytransac customer area offers you several methods of payment. Today, we are going to concentrate on the method of collection by transfer.

The Pay by Bank solution allows your customers to make direct payments using their own online banking details.

 

Step 1: Log in to your Easytransac space and go to the Cash in section. Select the payment by transfer among the 3 available methods.

 

Step 2: Fill in the form with your transaction amount, customer information and order information (optional). When you complete a transaction, several options are available such as the demo mode, the possibility to download an invoice or to redirect a payment to another merchant (only in administrator mode).

 

Step 3: You will have the choice between several methods, the first one is to collect by the browser if you are in the presence of your customer or you have the possibility to send a payment link by email or sms. You can choose to send the link immediately or schedule a deferred payment by choosing a date that suits you.

Once your payment has been sent, you can find it in the remote payment section as well as in the transaction section once your customer has paid you.

 

Example of the customer experience when paying by bank transfer: 

 

Step 1: Your customer clicks on the payment link you sent him by email or sms and then clicks on "choose my bank".

 

Step 2: Your client chooses a bank from among those available.

 

Step 3: A payment validation page will open to confirm the amount and the beneficiary of the transaction. We take the example of Credit Mutuel, but each bank may have its own process. 

 

Step 4: log in to your banking space, choose the account to be debited and validate the transaction from your banking application. If the customer performs the transaction on his mobile application, this step will be automated.

 

Step 5: The transfer is validated.

 

Cash in now!

 

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