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Allow users to pay by e-transfer

Posted: August 9, 2018 at 7:05 am


sosfirstaid.ca

August 9, 2018 at 7:05 am

How do we allow users to pay by e-transfer.


Josh

  • Support Staff

August 9, 2018 at 8:14 am

Hi,

In EE3 you can activate a “Electronic Funds Transfer” payment method where if the user selects that option at checkout, they’ll be presented with instructions on how to initiate a bank transfer.

https://eventespresso.com/wiki/payment-settings-ee3/#EFT


sosfirstaid.ca

August 9, 2018 at 12:50 pm

Hi Josh,

For Electronic Funds Transfer are the following fields mandatory?

Name On Account: The name on Your account
Bank Account #: Your account number
Bank Name: Your bank name
Bank Address: Your bank address


Josh

  • Support Staff

August 9, 2018 at 12:55 pm

You can check with your bank/financial institution to see what information they require for an incoming electronic funds transfer.


sosfirstaid.ca

August 12, 2018 at 7:14 am

With an e-transfer, only the fields:

– First Name
– Last Name
– Email
– Security Question

Are needed. An EFT asks for:

Electronic Funds Transfer
Title: The title to display for the payment gateway.
Payment Instructions: Specific instructions on how to initiate the payment or terms.
Name On Account: The name on Your account
Bank Account #: Your account number
Bank Name: Your bank name
Bank Address: Your bank address

This is not the same thing.


Tony

  • Support Staff

August 13, 2018 at 2:44 am

Can you link me to a ‘e-transfer’ provider?

I don’t think we have that available for EE at this time, but will check.


sosfirstaid.ca

August 13, 2018 at 6:31 am

Hi Tony,

Most banks allow e-transfers to be sent. You’ve never heard of this?


Tony

  • Support Staff

August 13, 2018 at 7:14 am

You said for e-transfer, you need this:

With an e-transfer, only the fields:

– First Name
– Last Name
– Email
– Security Question

So, no, I’ve never head of a bank needing only First & Last Name, Email and a security question. to make a payment.

EFT at a minimum usually requires an account number, sort code and possibly name but I think we are referring to difference payment methods, hence my question.

What exactly is an ‘e-transfer’?


sosfirstaid.ca

August 13, 2018 at 7:24 am

Hi Tony,

https://en.wikipedia.org/wiki/Interac_e-Transfer


Josh

  • Support Staff

August 13, 2018 at 10:30 am

Hi,

Event Espresso 3 doesn’t have a direct integration with Interac to do e-Transfers. What you can do is edit the Invoice option and add instructions for how to pay via e-Transfers.


sosfirstaid.ca

August 14, 2018 at 9:08 am

Can you provide instructions for this?


Josh

  • Support Staff

August 14, 2018 at 9:29 am

You go to Event Espresso > Payment Gateways, then scroll down to Invoice Payment Settings and click that box. Then click Activate Invoice Payments?, then add the instructions to the Invoice Instructions fields, then click the Update button.


Susan Perry

August 14, 2018 at 9:32 am

Thank you. How does this change my clients process on the backend?


Josh

  • Support Staff

August 14, 2018 at 9:37 am

Hi,

I’m not sure I follow your question, did you mean to reply to this topic?


sosfirstaid.ca

August 15, 2018 at 3:45 pm

Hi there,

For the invoice method. How can we change the text

Attention!
If you wish to pay by invoice, then please make note of the information above, and click to Complete your Registration


Josh

  • Support Staff

August 15, 2018 at 5:01 pm

You can follow any of the three methods listed here:

https://eventespresso.com/wiki/how-to-change-wording-with-poedit/

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Updated by  Josh 3 months, 4 weeks ago ago

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