documentation/content/applications/finance/payment_providers/wire_transfer.md

Wire transfers

The Wire transfer payment method allows you to provide payment instructions to your customers, such as the bank details and communication. They are displayed:

• at the end of the checkout process, once the customer has selected {guilabel}Wire transfer as a payment method and clicked the {guilabel}Pay now button:

  :alt: Payment instructions at checkout
  

• on the customer portal:

  :alt: Payment instructions on the customer portal
  

:::{note}

• While this method is very accessible and requires minimal setup, it is very inefficient process-wise. We recommend setting up a {doc}payment provider <../payment_providers> instead.
• Online orders remain in the {guilabel}Quotation sent (i.e., unpaid order) stage until you receive the payment and {guilabel}Confirm the order. :::

:::{tip} Wire transfer can be used as a template for other payment methods that are processed manually, such as checks, by renaming or duplicating it. :::

Configuration

To configure Wire Transfer, go to {menuselection}Accounting / Website --> Configuration --> Payment Providers, and open the {guilabel}Wire Transfer card. Then, in the {guilabel}Configuration tab:

• Select the {guilabel}Communication to be used;

  • {guilabel}Based on Document Reference: sales order or invoice number
  • {guilabel}Based on Customer ID: customer identifier

• Tick the {guilabel}Enable QR codes check box to activate {doc}QR code payments <../accounting/customer_invoices/epc_qr_code>.

Define the payment instructions in the {guilabel}Messages tab:

:alt: Define payment instructions

If you have already defined {doc}a bank account <../accounting/bank>, the account number will be automatically added to the default message generated by Odoo. You can also add it afterwards and update the message by clicking {guilabel}Reload pending message.

:::{seealso} {ref}payment_providers/journal :::