Advance Payment

In this article, you will learn how to set up the "Advance Payment" payment method in Payrexx, allowing customers to transfer funds directly to your bank account.

General Information

With the "Advance Payment" payment method, you have the option to ship an order only after the customer has already paid.

Once the customer completes the order, they will receive an email with payment instructions. In the dashboard of your Payrexx account, the payment status will be displayed as "open".

Since Advance Payment is a manual payment method, you can change the payment status from "open" to "paid" as soon as the funds have been credited to your bank account.

As customers transfer the payment directly to your bank account when using Advance Payment, no payouts are processed through Payrexx.

Features

Payment types

The following features are available in the Payrexx merchant administration panel:

• ✅ One-time payments

• ❌ Refund

• ❌ Partial refund

• ❌ Recurring payments

• ❌ Tokenization

• ❌ Pre-authorization

Country Availability

The "Advance Payment" payment method is available to merchants from 🇨🇭 Switzerland, 🇱🇮 Liechtenstein, 🇦🇹 Austria, 🇩🇪 Germany, 🇮🇹 Italy, 🇫🇷 France, 🇱🇺 Luxembourg, 🇩🇰 Denmark, the 🇳🇱 Netherlands, the 🇬🇧 United Kingdom, and 🇧🇬 Bulgaria.

Requirements

To use the "Advance Payment" payment method, you need to have a verified Payrexx account.

Setup

Please follow the instructions below to activate "Advance Payment" in Payrexx.

Configuration of Payrexx

Make sure you're logged in to your Payrexx account before you begin. If you don’t have a Payrexx account yet, you can register now.

To set up the "Advance Payment" payment method, proceed as follows:

• Navigate to Payment Providers in the main menu of the merchant administration.

• In the section "Manual payment methods", click "Show".

• Next to "Advance Payment", click "Setup":

Start of "Advance Payment" setup

• Configure the "Advance Payment" payment method according to your requirements:

Configuration options for the "Advance Payment" payment method

1. Mode: Select "Test" to use the payment method in test mode, or "Live" to accept real payments from your customers.

2. Currencies: Specify the currencies in which customers can make payments.

3. Edit Fees: Click "Edit Fees" to optionally set fees for the payment method "Advance Payment":

Recording transaction fees for "Advance Payment"

The fees will be shown in the transaction export. However, they do not affect the amount the customer has to pay.

1. Payment Title: This title will be displayed during order processing.

2. Instructions: This content will be shown on the order confirmation screen.

Click "Save" to apply the settings.

Order from the Customer's Perspective

This section explains how a payment via Advance Payment works from the customer's point of view.

1. The customer selects "Advance Payment" as the payment method by clicking on the icon:

Selecting the "Advance Payment" payment method

1. The order is being processed, displaying the payment title entered during the configuration of Payrexx:

Order processing

1. An order confirmation is displayed on the screen. This includes, among other things, the text entered in the "Payment Instructions" field during the configuration of Payrexx:

Displaying the order confirmation on screen

1. The customer receives an order confirmation via email:

Order confirmation via email

The order has been generated and can be viewed under Payments > Transactions with the payment status "open".

Payment Received

Once the customer's payment has been credited to your bank account, you need to update the payment status in Payrexx.

To do this, navigate to Payments > Transactions and open the corresponding transaction. Change the payment status to "Confirmed" (1) or click the "Mark as paid" button (2):

Marking a payment as paid in Payrexx

Tips for Configuring "Advance Payment"

When using the "Advance Payment" payment method, you can choose whether to send the customer an invoice after the order or to display the bank details for payment directly on the screen during the order process.

Manual invoice sending

If you want to send the customer an invoice after the order, you can inform them with an appropriate message in the "Instructions" field:

Notice regarding sending a separate invoice

Please note that the invoice must be sent manually and outside of Payrexx.

Displaying bank details on the screen

If you do not wish to send a separate invoice, you can display the bank details directly to the customer during the order process, allowing them to make the payment. Enter the relevant information for the transfer in the "Instructions" field:

Displaying bank details and requesting payment