Advance Payment

This article explains how to set up the "Advance Payment" payment method in Payrexx.

General Information

After completing their order, the customer receives an email with payment instructions. In the dashboard of your Payrexx account, the transaction is set to "open". As prepayment is a manual payment method, you can change the payment status from "open" to "paid" as soon as the payment to your bank account has been made.

Configuration of "Advance Payment" in the Payrexx backend.

With the Advance Payment method, you must specify the desired bank details to which customers should make their payments. Please note that payments are not made via Payrexx.

Features

Payment types

• ✅ One-time payment

• ❌ Refund

• ❌ Partial refund

• ❌ Recurring payments (subscription)

• ❌ Tokenization

• ❌ Pre-authorization

Country availability

The payment method "Advance Payment" is available in all countries.

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 Advance Payment in Payrexx, please proceed as follows:

• Navigate to Payment providers > Manual payment methods > Advance Payment and click on "Setup".

• Choose a customer-friendly title for the payment method.

• Add all information required for the bank transfers of your customers.

In the next step, you can choose whether you want to send separate invoices from your system or not.

Option 1

If you wish to send a separate invoice via your own system, add appropriate information to the payment instructions, indicating that further details will follow.

Option 1: After the order, the customer is notified that he will receive further information in a separate e-mail.

Option 2

If you don't want to send a separate invoice, you can ask the customer to pay directly with a corresponding message in the "Instructions" field. In this case, enter your IBAN and any other information relevant to the transfer.

After the order, the customer directly receives the bank details for the transfer.