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.
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
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":
Configure the "Advance Payment" payment method according to your requirements:
Mode: Select "Test" to use the payment method in test mode, or "Live" to accept real payments from your customers.
Currencies: Specify the currencies in which customers can make payments.
Edit Fees: Optionally, define any applicable fees.
Payment Title: This title will be displayed during order processing.
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.
The customer selects "Advance Payment" as the payment method by clicking on the
icon:
The order is being processed, displaying the payment title entered during the configuration of Payrexx:
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:
The customer receives an 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):
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:
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:
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