Streamline Offline Payment Confirmation Process

Hello,

We often encounter issues where a customer selects an offline payment method (like SEPA) through the invoice email link, which then sets the invoice status to “paid.” This forces us to manually revert the payment and inform the customer we’re still awaiting the SEPA transaction in our bank account.

This process creates confusion for customers, as they receive a premature payment notification. It also complicates accounting, as we have to manually verify whether the payment has actually been completed.

A potential improvement could be allowing customers to choose offline payment options (such as SEPA or CASH) without setting the invoice to “paid.”
Here’s an outline of the suggested workflow:
Customer receives the invoice email with a link.
Customer selects an offline payment method.
Customer receives IBAN and payment details for their chosen method.
Invoice is marked with a status like “Customer intends to pay via XYZ.”
We monitor for the incoming payment in our bank account.
Upon payment confirmation, we mark the invoice as paid.
Customer receives a final payment receipt email.

This workflow would reduce confusion and streamline the payment verification process for both customers and accounting.

Greetings,

The issue you have mentioned is related to the working principle of the Offline-Payment payment method. If you look at the 3rd patry payment methods. online collection varies on the basis of application in those that include.

Offline payment application is unfortunately currently developed to make the invoice paid when it is opened and used by the end user due to its working principle.

But for Offline-payment the issue you mentioned sounds good and will be evaluated for future versions.

Thanks for the feedback.