smitch6 Posted January 22, 2013 Share Posted January 22, 2013 when a customer chooses to pay by bank transfer is there a way of setting something up so that the bank details show on the invoice so they can pay directly? i have a customer who doesn't log-in to the automated system actually they don't do anything on-line apart from email as i built and maintain their website. but any invoice generated i then have to email them the bank details seperately. thanks steve 0 Quote Link to comment Share on other sites More sharing options...
smitch6 Posted January 22, 2013 Author Share Posted January 22, 2013 acc numbers ie sort code etc 0 Quote Link to comment Share on other sites More sharing options...
durangod Posted January 22, 2013 Share Posted January 22, 2013 What kind of details are you speaking of? Routing number ? Account number? 0 Quote Link to comment Share on other sites More sharing options...
smitch6 Posted January 22, 2013 Author Share Posted January 22, 2013 acc number and sort code not sure why it put my post before yours tho? 0 Quote Link to comment Share on other sites More sharing options...
durangod Posted January 22, 2013 Share Posted January 22, 2013 Im not sure if that would be a normal thing to do for security reasons. But if it is on a per client bases i guess you could hand craft an invoice. I dont know if in the new version if the invoice notes show up in the invoice or not but if so you could open up the invoice and click on the notes tab and put the details inside there. 0 Quote Link to comment Share on other sites More sharing options...
smitch6 Posted January 22, 2013 Author Share Posted January 22, 2013 don't think they do as i've never seen any notes on the invoices? it'd only be for those who pay via bank transfer really 0 Quote Link to comment Share on other sites More sharing options...
durangod Posted January 22, 2013 Share Posted January 22, 2013 what about doing a custom field for the product, make a special product just for him maybe so that nobody else has access, then do a custom field and put the information in there. There is a checkbox for custom field to show on invoice. Would that work? Yeah you might be able to set up a product category called payment services, and put a bank transfer product in there. I have a similar set up for my personal services. 0 Quote Link to comment Share on other sites More sharing options...
durangod Posted January 22, 2013 Share Posted January 22, 2013 (edited) fyi this is exactly why i dont do stuff out of the norm lol.. its either paypal, cc or see ya lmao I made a huge exception for this one customer for echeck but its thru paypal is the only reason i took it.. let me know if my previous post idea will work for ya. Edited January 22, 2013 by durangod 0 Quote Link to comment Share on other sites More sharing options...
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