Adaptive AI Knowledge Base
Commerce & Payments
This article explains how to configure invoices to support bank-only transfers in Adaptive AI. This new feature provides businesses with the flexibility to offer direct bank transfers as the sole payment option, making the invoicing process simpler for businesses and clients who prefer non-card payments.
What are Bank-Only Transfers?
The Bank-Only Transfer feature allows businesses to restrict payment options on invoices to ONLY bank transfers. By selecting this option, businesses can ensure that their clients pay exclusively via bank transfer, avoiding credit card transactions altogether.
This feature is designed to:
- Enhance customization of payment methods.
- Support businesses operating in regions or industries where bank transfers are the norm.
Key Benefits of Bank-Only Transfers
- Cater to clients and industries that prefer or require direct bank-to-bank transactions.
- Streamline invoicing by focusing on a single, secure payment option.
How to Set Up Bank-Only Transfers in Invoices
Step 1: Access the Invoices Section
- Log in to your Adaptive AI account.
- Navigate to the section from the main dashboard.
Step 2: Create or Edit an Invoice
- To create a new invoice, click on.
- To edit an existing invoice, locate it in the list and click.
Step 3: Select Bank Transfer Payment Option
- Scroll to the section.
- Choose as the exclusive payment method.
Step 4: Save and Send the Invoice
- After configuring the payment option, click.
- Use the button to email the invoice to your client.
- Businesses in areas with low credit card usage.
- Clients requiring direct and secure bank-to-bank transactions.
Frequently Asked Questions
Q: Can I enable both card payments and bank transfers on the same invoice? Yes and no. You would need to enable "All Valid Payment Methods", which would enable more than just card payments and bank transfers. This specific feature is designed to make bank transfers the exclusive payment option for an invoice.
Q: Does this feature require Stripe integration? Yes, enabling bank transfers involves configuring your Stripe account to handle these payments. To learn more about setting up bank transfer capabilities, check out this help article: ACH Debit Payment Method on Invoices
Q: Is this feature available for all Adaptive AI plans? Yes, as long as invoicing is included in your plan.
Q: How do I track payments made via bank-only transfers? Payments are recorded under the Invoices section, similar to other payment methods.