Adapter: Advance Payment

General Information

With the "Advance Payment" payment method, you have the option to ship an order only after the customer has already paid.

Once the customer completes the order, they will receive an email with payment instructions. In the dashboard of your zahls.ch account, the payment status will be displayed as "open".

Since Advance Payment is a manual payment method, you can change the payment status from "open" to "paid" as soon as the funds have been credited to your bank account.

Features

Payment types

The following features are available in the zahls.ch dashboard:

• ✅ One-time payments
• ❌ Refund
• ❌ Partial refund
• ❌ Recurring payments
• ❌ Tokenization
• ❌ Pre-authorization

Country Availability

The "Advance Payment" payment method is available to merchants from Switzerland, Liechtenstein, Austria, Germany, Italy, France, Luxembourg, Denmark and Bulgaria.

Requirements

To use the "Advance Payment" payment method, you need to have a verified zahls.ch account.

Setup

Please follow the instructions below to activate "Advance Payment" in zahls.ch.

Configuration of zahls.ch

To set up the "Advance Payment" payment method, proceed as follows:

• Navigate to Payment Providers in the main menu of the merchant administration.

• In the section "Manual payment methods", click "Show".

• Next to "Advance Payment", click "Setup":

• Configure the "Advance Payment" payment method according to your requirements:

1. Mode: Select "Test" to use the payment method in test mode, or "Live" to accept real payments from your customers.
2. Currencies: Specify the currencies in which customers can make payments.
3. Edit Fees: Click "Edit Fees" to optionally set fees for the payment method "Advance Payment":

The fees will be shown in the transaction export. However, they do not affect the amount the customer has to pay.

4. Payment Title: This title will be displayed during order processing.
5. Instructions: This content will be shown on the order confirmation screen.

Click "Save" to apply the settings.

Order from the Customer's Perspective

This section explains how a payment via Advance Payment works from the customer's point of view.

1. The customer selects "Advance Payment" as the payment method by clicking on the icon:

2. The order is being processed, displaying the payment title entered during the configuration of zahls.ch:

3. An order confirmation is displayed on the screen. This includes, among other things, the text entered in the "Payment Instructions" field during the configuration of zahls.ch:

4. The customer receives an order confirmation via email:

Payment Received

Once the customer's payment has been credited to your bank account, you need to update the payment status in zahls.ch.

To do this, navigate to Payments > Transactions and open the corresponding transaction. Change the payment status to "Confirmed" (1) or click the "Mark as paid" button (2):

Tips for Configuring "Advance Payment"

When using the "Advance Payment" payment method, you can choose whether to send the customer an invoice after the order or to display the bank details for payment directly on the screen during the order process.

Manual invoice sending

If you want to send the customer an invoice after the order, you can inform them with an appropriate message in the "Instructions" field:

Displaying bank details on the screen

If you do not wish to send a separate invoice, you can display the bank details directly to the customer during the order process, allowing them to make the payment. Enter the relevant information for the transfer in the "Instructions" field: