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Providing offline payment methods to your customers to pay for your products and services via bank transfer, PayPal, or credit transfers is critical and offers more flexibility to customers. While doing so, Chargebee allows you to provide complete payment instructions to customers that are displayed on the invoice PDFs.
For example, if your customer wants to pay through bank transfer, you can configure payment instructions to share your bank details on the invoice PDF so that your customer can make payments seamlessly.
Payment instructions can be configured in Chargebee for the following payment methods:
Bank Transfers: You may have different bank transfer particulars for different regions. Any number of Bank Transfer type payment instructions can be added to the invoice PDF. For every instruction, up to nine fields can be added.
PayPal: For PayPal instructions, a section title and description can be specified. Only one PayPal payment instruction may be configured for your site.
ACH Credit Transfer: This option shows up under Payment Instructions automatically when is enabled and is removed when Stripe ACH credit transfer is disabled. Manual addition/removal of this payment instruction cannot be done. Only one ACH credit transfer payment instruction is configurable for your site. When a customer has a Stripe virtual bank account, the ACH credit transfer instruction (if enabled) is included in their invoice PDFs. Whenever ACH credit transfer instruction is present, bank transfer instructions (if any) are not included in the PDF.
SEPA Credit Transfer: This option shows up under Payment Instructions automatically when is enabled and is removed when Stripe SEPA credit transfer is disabled. Manual addition/removal of this payment instruction cannot be done. Only one SEPA credit transfer payment instruction is configurable for your site.When a customer has a Stripe virtual bank account, SEPA credit transfer instruction (if enabled) is included in their PDF invoices. Whenever SEPA credit transfer instruction is present, bank transfer instructions (if any) are not included in the PDF.
To add payment instructions in your Chargebee site, follow these steps:
Your payment instructions are successfully added. Click the ellipsis icon on a payment instructions to modify or remove it.
Localization is supported for all the information fields under Payment Instructions. More details on configuring multiple languages for localization can be found here.
If you are a business selling globally using multiple currencies, you could accept payments to multiple bank accounts and eventually add multiple payment instructions in Chargebee. Chargebee allows you to add multiple payment instructions. However, displaying all payment instructions to all customers is not only unnecessary but could also confuse your customers.
Chargebee allows you to personalize your payment instructions based on customer details such as the invoice currency or the customer's billing country.
Note
When a payment instruction is added, it is crucial that any such information that may have been added via invoice notes, be removed. Since past invoices may already have such notes associated with them, Chargebee restricts adding new payment instructions to PDFs of regenerated invoices to avoid duplication. However, you may contact support if you would still like to remove this restriction for your site.
After you've added all necessary payment instructions in your Chargebee site, you can further customize which ones you would like to send to your customers based on various factors. To configure personalized payment instructions, follows these steps:
You have successfully configured payment instructions personalization. Customers will only receive payment instructions that are relevant to them.
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