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Offline payment function

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BookingMeta's offline payment is mainly used in countries and regions where online payment is relatively difficult to promote, providing customers with an additional choice of payment methods to solve payment problems.
 
Note: It takes about 8 minutes to read this article.
 

Outline of this article

 

The process of offline payment

The process of offline payment :
1. Enable offline payment in the backend of BookingMeta (only need to be configured once).
2. After the customer places an order, obtain information on the amount payable
3. Inform the customer of the collection account (or the customer obtains the collection account by reading the preset information).
4. Customers operate offline payment
5. The customer operates online to notify you that payment has been made
6. Operation to verify whether the payment has arrived or not (Only one operation is required for each order).
7. Confirm that the payment is successful (Only one operation is required for each order).
The whole process is relatively complex, but it can help customers who really cannot use the online payment channel to complete the payment loop and save the cost of the online payment channel for you.
 

How to configure to enable offline payment

Offline payment is turned off by default in the system. If you need to use this function, you need to turn it on in System Settings -> Payment Settings, as shown below

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You can choose to enable offline payments for distributors or direct customers. Offline payments for agents will still be made in their settlement currency. However, if you choose to enable offline payments for direct customers as well, you need to consider which collections are enabled. Regarding the payment currency, the system default currency will be the preferred payment currency, but if you have payment accounts in other currencies, you can configure the payment currency function to allow customers to switch to the corresponding currency for payment, as shown below.

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Note: In the method of transfer description setions, you need to fill in the payment account No. / payment precautions and other detailed instructions (such as the bank account corresponding to each currency, Alipay, WeChat payment QR code screenshots or information tips, etc.), this description will be displayed after the customer places the order.

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If you want to receive a system email notification after customer completes a successful offline payment, please tick the option as the picture shown and provide your E-mail address.
 
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If you would like your customer to upload a payment voucher to prove that the offline payment has been completed, please tick the option as the picture shown.
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Offline payment from the customer’s perspective

You may be wondering, I just enabled the offline payment option, can my agents and customers pay offline? How does it achieved? In fact, it is very simple. After you turn on the switch, the customer will see the "Offline payment" option after placing the order. If the customer selects the "Offline payment" option, they will see the instructions you provided - How to complete the transfer. 

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Customer who cannot pay in your default currency can also change the order amount to a currency they can pay in through the "Switch Currency" function. so that the customer can complete the payment offline according to the transfer instructions and order amount.

After completion, they can notify you that the order has been paid offline through "Upload Voucher" and click the "Payment Complete" button. Of course, if you are willing, You can also provide other contact information for customers to contact you. 

 

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If some customers are unable to pay in the currency of the offline payment account you provided, unfortunately, our "Offline payment" function cannot help you facilitate this transaction for the time being. It is recommended to use online payment methods instead. Third-party payment companies usually provide the ability to pay after exchange.
 

How to process an offline payment order

Find orders quickly
Offline payment orders require you to manually confirm whether the payment actually occurred, so before you confirm, the BM system will still default to this as a "pending payment" order. You can quickly filter out these orders by clicking the "Unpaid" button at the bottom in "Order Management--All Orders".

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For orders where the customer has chosen the "Offline payment" method, you will see the "Collections from offline" button. For orders where the customer has chosen to notify you online that the transfer has been completed,You will also see the prompt text "Payment confirmation in progress".

For orders that have uploaded transfer vouchers, you will also see an button that you can click to view the payment vouchers uploaded by the customer.

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If the customer chooses to notify you offline that the transfer has been completed, you need to find the order number provided by the customer.
To confirm receipt of payment
After the customer notifies you that the transfer is completed, your financial staff needs to check and confirm the receipt of the funds. After confirmation, you can click the "Collect from offline" button on the order to confirm that you have received the payment, as shown in the picture. When confirming the receipt, you will be asked to select your bank account to record the whereabouts of the funds. If you have not configured a collection account in the system before, remember to configure it in advance.
When you confirm the receipt, you can also upload the "receipt voucher", and the BM system will record this information for you to reconcile and query in the future.
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After completing the "offline payment" operation, the order has already been paid. The subsequent order process is the same as other payment methods, so we will not introduce it in detail here.
 

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