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Manual Payment

Let customers pay with Bank transfer or another method. The inbox AI offers it when a customer asks how to pay, and you record each Bank transfer or another method payment on the order.

Payments Recorded for Orders

How to connect

4 steps, done in a few minutes.

  1. 1

    Add Bank transfer or another method

    Open Manage Payment Partners and add Bank transfer or another method with the details customers should see.

    Integrations → Manage Payment Partners
  2. 2

    Choose the default

    Mark the method you prefer as default. Switch a method off any time without deleting it.

  3. 3

    Tell the AI when to ask for it

    In AI & Automation, the payment policy decides whether the AI takes cash on delivery or asks for an advance. The AI only ever offers the methods you added here.

    AI & Automation → Agent Settings → Payment
  4. 4

    Record payments

    When money arrives, record it on the order. Paid and due amounts update by themselves.

More in Payments Recorded for Orders

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Let the AI handle the repetitive work while your team focuses on customers and growth.

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