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CDC Knowledge base

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Website Settings

  • How to change your website credentials the right way.
  • How to create a User Profile on your website
  • Allow visitors to register on your website!
  • Managing Coupons

Products

  • Managing Coupons
  • Set up product attributes
  • How to Edit / Create Product Categories
Online Course Products
  • Updating an online course: adding a video in LearnPress
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Adding a Product
  • Adding a simple product
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  • Adding a grouped product
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Managing my Products
  • How to Bulk Edit my Products?!
  • What is Quick Editing and how to use it?
  • Product Filtering – when to use it?
  • How to update SEO on products
  • How to Edit / Create Product Categories

Managing Client Orders

  • Order Statuses
  • Understanding the color codes on order statuses
  • Viewing and editing a single order
  • How to use order notes
  • Manually adding a new order (for a client)
  • Order Refunds – how it works.

WooCommerce Settings

  • Setting up Cash on Delivery
  • Set up shipping schedules to charge for delivery
  • Adding or disabling payment options on your website
  • Setting up “pay with Bank Transfer”

Service Requests

  • 403, 408, 401 status code errors, and what to do to fix it??
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Service Integration

  • How to sign into my WooCommerce App
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Managing my Website

  • How to clear Cache in my browser
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  • What if I want to host my website elsewhere?
  • Home
  • Knowlegebase
  • WooCommerce Settings
  • Setting up “pay with Bank Transfer”

Setting up “pay with Bank Transfer”

List of Topics
  • Setup and Configuration

Direct Bank Transfer, or Bank Account Clearing System (BACS), shares your banking information with your clients directly and in three ways:

  1. At checkout
  2. On the order thank you page
  3. Email confirmation invoice

Orders using Direct Bank Transfer are set On Hold order status, until YOU manually confirm that you have received payment from the client.

Review Order Statuses

You, as the store owner, should confirm that payments have cleared bank accounts before processing orders in WooCommerce. It’s important to verify that you are paid before shipping an order and marking it as Processing or Complete.

Review Viewing and editing a single order

Setup and Configuration

  1. Go to: WooCommerce > Settings > Payments.
  2. Use the toggle under Enable to select Direct Bank Transfer.
  3. Select Set Up. You are taken to the Direct Bank Transfer settings.

  • Configure your settings:
    • Enable/Disable – Enable to use. Disable to turn off.
    • Title – Choose the title shown to customers during checkout
    • Description – Add info shown to customers if they choose Direct Bank Transfer
    • Instructions – Explain how to make payment to your bank account(s)
    • Account Details –  Enter account name and number, bank name, routing number, IBAN and/or SWIFT/BIC numbers shown to customers on the Order Received page and in Order emails after checking out
  • Save changes.

Bank account details will show on both the Order Received (or Thank you) page and the order email sent to the customer. This can look different depending on the service integrations done on your website.

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Adding or disabling payment options on your website
List of Topics
  • Setup and Configuration

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