Taking bank transfer orders on Shopify
How to accept bank transfer orders, show your bank details at the right moment and match incoming payments to orders.
Bank transfer is a simple way to get paid before you ship, without card fees. The challenge is practical: the customer needs your bank details at the right moment, and you need to know which payment belongs to which order.
Show the details right after the order
The best moment to share your bank details is the second the order is placed. With ThemeLook COD, Upsell & Bank, customers who choose bank transfer see your bank, account holder and IBAN together with the amount and a payment reference on the thank-you screen, with copy buttons.
You can add several bank accounts, so customers can pay to the bank they use.
Use a payment reference
Ask customers to write the payment reference in the transfer description. The app gives every bank transfer order its own short code (for example TL7K2Q9M) and saves it on the Shopify order, so you can search your bank statement for it and find the order in seconds.
Mark the order as paid
Orders arrive in Shopify as payment pending. When the money is in your account, open the order in Shopify and mark it as paid. Fulfil it only after that.
Follow up on unpaid orders
Some customers forget. A short reminder after a day or two brings many of them back. If an order stays unpaid for longer, cancel it in Shopify so the stock is released.
Make bank transfer attractive
A small bank transfer discount can be set in the app's fee settings. It gives customers a reason to pay in advance and lowers the number of cash on delivery returns.