Offline payments are asynchronous transactions made via cash, checks, bank transfers, or other offline payment methods and then reconciled manually or automatically to the console. Flexibility for customers to pay through offline payment methods can help extend your business coverage to areas that don't provide support for online payment methods.
Learn more to know about offline payment support.
The Multi-Business Entity feature enables you to create multiple independent entities within a Chargebee site.
Ensure the MBE feature is enabled for your Chargebee site and applicable entity are created. Learn more.
With the multi-business entity now enabled and entities created, you can now complete the following:
Enabling offline payments can be done only at site level.
Follow these steps to configure offline payments at your site level.
Enable offline payment methods at the site level by clicking Settings > Configure Chargebee > Offline payment methods > Enable.
On enabling, configure the offline payment methods that you intend to support.
Offline payment methods supported in Chargebee are:
Following configurations can be managed only via site-level settings:
The configuration is limited to overriding the offline payments rules at the business entity level. You can access all other configurations only at the site level.
All entities will use the offline payments profile configured at a site level by default. You can choose to override and set up a different offline payments profile for entities separate from the site level settings based on your business needs.
For example, the site (Acme_hq) may use multiple modes of offline payments like checks and bank transfers whereas the regional entity (Acme_europe) may want to offer additional offline payment options such as ACH.
You can override the offline payment profiles to set up this processing model in this scenario.
The changes made to the offline payment under a specific entity will neither be applied to the site nor other entities. Also, once you have customized the settings, no site-level changes will be applied to that particular entity.
Configure an offline payment method for a specific entity for different modes of offline payments than those used at the site level.
Follow the below steps:
Once you confirm, you will be able to manage the configurations for each payment method and also set invoice limits at the entity levels.
Across entities, users will be able to record offline payments in the payment method of their choice.
Follow the steps to restore the configurations for a specific entity, while leaving offline payment methods enabled at the site level.