This article explains how to configure LearnyPay Bank Transfer as a payment method for an offer, what your customers see during checkout, and how to track your transactions.
To understand how LearnyPay Bank Transfer works and the virtual IBAN technology, first read our article: What is LearnyPay Bank Transfer? How does it work?
Step-by-step configuration
⚠️ Prerequisite: Your LearnyPay wallet must be activated. Otherwise, the Bank Transfer option will not appear in your offer settings.
Step 1 - Create or edit an offer
Go to Sales → Offers
Create a new offer or edit an existing one.
Configure your offer as usual, including its name, price, products, and other settings.
Step 2 - Enable LearnyPay Bank Transfer as a payment method
When configuring a new LearnyPay payment method for your offer, you will now have two options in the payment method configuration section (specifically under Payment method to display):
Credit Card — the standard payment option for card payments
Bank Transfer — the option to enable bank transfer payments using a virtual IBAN
Select Bank Transfer so your customers can pay via bank transfer.
Step 3 - Review the payment settings
When reviewing your payment settings, make sure that:
the selected LearnyPay wallet is correct.
the displayed payment method is Bank Transfer.
⚠️ Warning: If you accidentally switch the payment method to card payments, the form will use the card payment wallet instead of the bank transfer option.
Step 4 - Publish offer
Save your offer. You can embed the payment form in a sales funnel or website page, or even share it directly via its link.
Step 5 - Customize the email sent after a LearnyPay Bank Transfer order
Go to Sales → Orders & invoices
Open the Settings tab.
Open the Emailing sub-tab.
Enable the following option:
Email the customer when an order is placed via bank transfer
Customize the email as needed.
Click Confirm (bottom right) to save and apply your changes.
Customer experience
When your customer fills out the payment form and clicks the button to proceed with payment, they are redirected to a summary page, which includes:
A summary of their order, including the products and total amount.
The bank transfer details to use:
Beneficiary name
Payment reference, which is recommended to help speed up processing
Virtual IBAN to which the transfer must be made
The customer can then make the bank transfer immediately from their banking app.
If they do not complete the transfer right away, they will also receive a summary email containing all the information required to make the transfer later.
Tracking transactions
From your LearnyPay back office, you can monitor your bank transfer transactions.
Pending transfers appear with a pending payment status.
Once the transfer is received, the transaction status automatically changes to Validated, and the amount is credited to your LearnyPay wallet.
Payment in multiple installments
When you offer LearnyPay Bank Transfer as an installment payment method, the customer must manually make each bank transfer according to the scheduled installments.
Keep in mind that:
No automatic reminder email is sent to the customer before their next installment is due.
If the customer does not make one of the scheduled transfers, no automatic alert is sent to you.
You can still monitor payments that have already been received and upcoming installments directly from the relevant customer's subscription.
To access your customer subscriptions, go to:
Sales → Orders & invoices → Subscriptions tab
FAQ
Can LearnyPay Bank Transfer be offered for installment payments?
Can LearnyPay Bank Transfer be offered for installment payments?
Yes. LearnyPay Bank Transfer can be used to offer customers payment in multiple installments, according to the payment schedule configured for your offer.
Does the customer receive an automatic reminder before each installment?
Does the customer receive an automatic reminder before each installment?
No. No automatic reminder email is sent to the customer before their next installment is due.
How can I track a customer's installment payments?
How can I track a customer's installment payments?
Payments received can be monitored from LearnyPay → Transactions or from the customer's subscription under Sales → Orders & invoices → Subscriptions
Are subsequent installments automatically debited?
Are subsequent installments automatically debited?
No. With an installment plan paid by bank transfer, the customer must manually make each scheduled transfer.
Can I customize the email sent to the customer after a LearnyPay Bank Transfer order?
Can I customize the email sent to the customer after a LearnyPay Bank Transfer order?
Yes. You can customize this email from:
Sales → Orders & invoices → Settings → Emailing
Then enable and customize the email sent to customers after a bank transfer order.