Odoo How to get paid with wire transfers
11 November, 2022 by
Odoo How to get paid with wire transfers
Siti Marini


How to get paid with wire transfers

Wire Transfer is the default payment method available. The aim is providing your customers with your bank details so they can pay on their own. This is very easy to start with but slow and inefficient process-wise. Opt for payment providers as soon as you can!

How to provide customers with payment instructions

Put your payment instructions in the Thanks Message of your payment method.

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They will appear to the customers when they place an order.

../../../_images/payment_customer_instructions.png

How to manage an order once you get paid

Whenever a customer pays by wire transfer, the order stays in an intermediary stage Quotation Sent (i.e. unpaid order). When you get paid, you confirm the order manually to launch the delivery.

How to create other manual payment methods

If you manage a B2B business, you can create other manually-processed payment methods like paying by check. To do so, just rename Wire Transfer or duplicate it.

../../../_images/payment_check.png
Odoo How to get paid with wire transfers
Siti Marini
11 November, 2022
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