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Pay By Check


Horvath

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What a coincidence ... wanted to ask a very similar question:

 

http://www.whmcs.com/modules.php

 

I see all those many payment gateways here ... we do use authorize.net and Paypal ... but i wonder if "Bank Transfer" is simply a way to collect customers' bank info, and then process this ourselves (through our business bank account)? Is that what it is? Can we even directly deduct payments from our customer's bank account? (I haven't yet contacted our bank to ask.) Anyone is doing this and can explain it?

 

Alternatively, is there any good 3rd party solution that we can use for eChecks? Many customers would love to do that. Any of those listed on above link?

 

Thanks.

 

John

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Maybe "Pay by check" and my mailing address will pop up in the invoice.

 

You should use "mail in payment" as the gateway, and to get your address to show you add a conditional to the email that's sent. Here's an example:

Your chosen payment method is: {$invoice_payment_method}

{if $invoice_payment_method eq "Mail In Payment"}

Please make checks payable to <add your company name> and send payment to:

Address and stuff here

{else}

If your payment method is PayPal Subscriptions or 2CO; payments are automated and no further action is required.

{/if}

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I am looking to make this a option when clients sign up as well. I see all the payment gateways in /whmcs/modules/gateways/ isnt there a way to add a "Mail in Payment" gateway to be enabled in the admin section for clients to choose. When signing up? Plus I have imported all my accounts from Clientexec and this was a option in that program and alot of my clients had, "mail in Payment" as a form of Payment, now their default is Paypal and their getting confused as some dont use PayPal...

 

Thanks so much.... Eric

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You would add this code to the outgoing Email invoice?

You would edit the email template to include this conditional. Be sure to test once you're done.

I am looking to make this a option when clients sign up as well. I see all the payment gateways in /whmcs/modules/gateways/ isnt there a way to add a "Mail in Payment" gateway to be enabled in the admin section for clients to choose. When signing up?

If it's enabled as a payment choice for the plans you sell, it should be available to the client on signup. Just make sure you don't autoprovision the account until payment is received. ;)

Plus I have imported all my accounts from Clientexec and this was a option in that program and alot of my clients had, "mail in Payment" as a form of Payment, now their default is Paypal and their getting confused as some dont use PayPal...

What's your question?

If it's "why is it set to Paypal for them?", it's because you hadn't had mail in payment available when they were imported, I'd imagine. It wouldn't do to set it to a gateway you don't use. You will need to manually change those for existing clients.

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