Configure Offline Payment Methods
Add bank transfer, cash, cheque, or other manual payment instructions.
Offline payment methods give clients instructions for paying outside an online gateway.
Use offline methods for bank transfer, cash, cheque, wire, ACH instructions, or any payment path that happens outside Stripe, PayPal, Mollie, or another online gateway.
Use clear instructions because Agiled cannot automatically confirm offline payments. The customer needs to know exactly how to pay and what reference to include.
Add An Offline Method
- Open Settings.
- Go to Finance.
- Find Offline payment methods.
- Select Add method.
- Enter the method name.
- Choose the method type.
- Add payment instructions.
- Mark the method active if clients should see it.
- Save the method.
Write instructions clearly. Include bank details, reference requirements, or who to contact after payment.
Customers may see these instructions on public invoice or checkout pages, so avoid internal notes and keep the language customer-safe.
Write Customer-Safe Instructions
Write the instructions as if the customer has no other context. Include where to send the payment, which currency to use, what reference to include, and how long processing normally takes.
Do not include private bank notes, internal reconciliation instructions, or employee-only contact details in the public instructions.
If different customer groups need different bank details, create separate clearly named methods instead of putting every option into one long instruction block.
Instruction Checklist
Include the account name, bank or payment destination, reference format, currency, expected processing time, and who to contact after payment. If a method is only for specific customers or countries, say that in the instructions.
Edit Or Remove A Method
Edit a method when account details or instructions change. Delete a method only when it should no longer be offered.
Before removing a method, check whether recent invoices, templates, or team instructions still mention it. Existing customers may have copied old payment instructions.
If bank details change, update the method before sending new invoices and consider notifying customers who recently received invoices with the old instructions.
After editing instructions, preview a public invoice or checkout page that shows the method. Confirm line breaks, references, account details, and contact instructions are readable for customers.
After Payment Arrives
Offline methods do not automatically confirm payment. Record the payment manually on the invoice with the correct method, amount, date, and reference so reports and customer balances stay accurate.
Reconciliation Routine
For each offline payment:
- Confirm the payment arrived in the external bank or payment account.
- Match the payment to the invoice by customer, amount, and reference.
- Record the payment in Agiled.
- Add the external reference when available.
- Send or confirm the customer receipt if your process requires it.
Do not mark an invoice paid from a customer message alone. Confirm the external payment first.
If a partial payment arrives, record only the amount received and leave the remaining balance visible. Add the external reference so finance can reconcile the payment later.
Troubleshooting
If customers keep paying without a reference, make the reference requirement more prominent in the instructions and invoice notes.
If an offline method does not appear publicly, confirm it is active and that the invoice or checkout flow supports offline payment display.
If payment reports are missing offline payments, check whether payments were recorded manually against the correct invoice.