Accept bank transfers

Add the bank transfer method and the accounts that receive the money. Customers choose bank transfer at checkout, and see the account number and the amount to transfer right after they place the order.

EcomWeb does not check automatically whether the money arrived. When you see the money in your account, you mark the order as paid.

Add the bank transfer method

1. Go to Settings › Payment methods.
2. Click Add method at the bottom of the list.
3. On the Bank transfer row, click Add.
4. Keep or edit the Display name. Customers see this name when they choose how to pay.
5. Enter a Description if you want one. The description appears when the customer selects bank transfer, before they place the order.
6. Enter a Transfer instruction, for example Write the order number in the transfer message. Customers see this line after they place the order, next to the account details.
7. Leave the Activate switch on the Status card turned on.
8. Click Save on the save bar at the bottom of the page.

On a phone, click the menu icon at the top left, select Settings, then click the list icon next to Settings to choose Payment methods.

The method you just added usually sits at the top of the list, and customers will see it selected by default. To move it, see Reorder payment methods.

If the Bank transfer row shows Added, the method already exists. Go back to Settings › Payment methods and click its name to edit it.

Add a receiving account

You add accounts on the bank transfer method’s own page, on the Receiving bank accounts card.

After you click Save in the section above, the dashboard has already opened this page for you. Next time, go to Settings › Payment methods and click the name of the bank transfer method.

1. On the Receiving bank accounts card, click Add account.
2. Enter a Display name, for example Shop Vietcombank. This name is only there to help you tell your accounts apart.
3. Enter the Bank code, for example VCB.
4. Enter the Bank name. Customers see this name.
5. Enter the Account number.
6. Enter the Account holder.
7. Click Save directly below the fields you just filled in.

The account is saved as soon as you click this button. You don’t need to click the page’s Save. You can also manage these accounts under Settings › Bank accounts.

Edit an account

1. Open the bank transfer method’s page.
2. On the account’s row, click the pencil icon Edit.
3. Change what you need to.
4. Click Save directly below the fields.

Turn off or delete an account

1. Open the bank transfer method’s page.
2. On the account’s row, click the switch to turn the account off.

A turned-off account shows (Disabled) and customers no longer see it. Click the switch again to turn it back on.

Check the page customers see

1. Place a test order and choose bank transfer under Payment method. To place one, see Place a test order.
2. Click Đặt hàng, the button that places the order.
3. In the transfer instructions on the Đặt hàng thành công! page, check the bank, account holder and account number.
4. Check the Số tiền cần chuyển (the amount to transfer) and your instruction line.
5. Cancel the test order in the dashboard.

Once the customer has transferred the money, see Confirm an order was paid by bank transfer.

Frequently asked questions