How to Take Payment via Cash or Bank Transfer

How to Take Payment for Cash or Bank Transfer

You can easily record cash or bank transfer payments directly from the checkout.
Follow the steps below based on the payment method your client chooses.

Cash Payment

1. At the clients Checkout

2. Tap Split / Other

3. Select Cash

4. Scroll or tap the $ field and enter the payment amount

5. Tap Save

6. You’ll return to the Checkout screen and see the amount listed under Cash

7. Tap Complete Payment

What happens next?

• Your client receives an automated payment receipt

• The cart status updates to Transaction Complete (shown in green at the top)

Bank Transfer Payment

1. At the clients Checkout

2. Tap Split / Other

3. Select Bank (Bank Transfer)

4. Scroll or tap the $ field and enter the payment amount

5. Tap Save

6. You’ll return to the Checkout screen and see the amount listed under Bank

7. Tap Complete Payment

What happens next?

• Your client automatically receives an invoice with your bank details

• The client completes the bank transfer

• Once payment is received, tap Reconcile Bank Transfer

• Tap Accept Payment

• The cart status updates to Transaction Complete (green at the top)

💡 Helpful Tips

• Ensure your bank account details are added in Bank Settings before accepting bank transfers

• Use Split / Other if combining payment methods

• Only reconcile a bank transfer once funds have cleared in your account
  
  
  Need Help? Email: indiesupport@husl.io