Plans supporting this feature: Payment Gateway Growth Scale
Overview
Offline Payment Methods in Frisbii provide a flexible way to handle manual transactions, such as bank transfers, checks, or other custom methods. These payment methods act as "dummy" options, giving you full control to define their names, instructions, and appearance. Customers can select these payment methods at checkout, follow the provided instructions, and complete the payment manually.
The platform offers three predefined types Bank Transfer, Cash, and Other to help with filtering and categorization, but these types are fully customizable. You can create any custom payment method under these categories to fit your specific needs.
Note
These types are primarily for filtering and organization within the Frisbii platform. They do not affect the functionality of the payment methods.
Setup offline payment method
Important
Ensure manual verification of payments made via offline payment methods, as the transactions are not tracked or confirmed by our system.
Open Configurations → Checkout management → Payment methods.
Scroll down to Offline Payments.
Name: Give the payment method a name to reflect your needs (e.g., "Wire Transfer" or "Invoice Payment").
Payment instructions: Add detailed payment instructions tailored to each method, such as bank details or payment terms. Characters must be between 0 and 255.
The following tags can be used to be inserted in the text: invoice handle, invoice number, customer email and accounting invoice number.Currencies: Select the currencies you want to support.
Logo: Upload a logo to visually represent the payment method during checkout.
Choose the settle type:
Manual Settlement: Mark payments as settled only after verifying receipt of funds.
Automatic Settlement: Payments are automatically marked as settled upon order completion (requires manual verification for accuracy).
Define payment terms: It’s the number of days the invoice state can be in Pending it automatically changes to Failed and the invoice goes into Dunning.
Define a grace duration: The grace duration is the time period in which the dunning process is not yet started and the customer still has time to transfer the money without the subscription being canceled (depending on what is configured in your dunning plan).
Note
This configuration overwrites the dunning process configuration under Configurations → Finance and accounting → Dunning management.
Example:
The payment terms are 14 days, with an additional 10-day grace period. Since the invoice is created on March 6th, the payment due date is March 20th (14 days later). If the payment is not received by that date, the 10-day grace period applies. Therefore, the dunning process begins on March 30th.
Click on Create.
Checkout Appearance
Localization
Note
In order to translate, the languages need to be activated in Configurations → Customer communication → Translations.
After creating the payment method, the name, description and payment instructions can be translated.
Click on the globe symbol.
Enter name, description and payment instructions into the respective language(s).
Click on Save.
