Wire transfers¶

The Wire Transfer payment method allows you to provide payment instructions to your customers, such as your bank details and a reference to include with the payment. These instructions are displayed after the customer selects Wire Transfer as the payment method and clicks the Pay now button at the end of the checkout process on your ecommerce website or on the customer portal.

screenshot: finance-payment-providers-wire-transfer-payment-instructions-portal

menu: (customer portal) ‣ an order ‣ Pay now ‣ Wire Transfer
shows: The customer portal after choosing Wire Transfer: the "Payment instructions" box with the bank account number, the amount and the communication reference to include with the transfer.
highlight: The communication reference.
data: Order S00042, bank account BE12 3456 7890 1234, reference S00042.
module: payment_custom
notes: English UI, light theme, 1440px width.

Note

While this method is widely accessible and requires minimal setup, it is not efficient process-wise. It is recommended to set up a payment provider instead.
Online orders remain in the Quotation sent (i.e., unpaid order) stage until you receive the payment and manually Confirm the order.

Tip

Wire transfer can be used as a template for other payment methods that are processed manually, such as checks, by renaming or duplicating it.

Configuration¶

To configure Wire Transfer:

Navigate to the Wire Transfer payment provider.
In the Configuration tab, select whether the memo or Communication to be displayed alongside the payment instructions should be:
- Based on Document Reference: the sales order or invoice number
- Based on Customer ID: the customer identifier
Enable Enable QR Codes to activate QR code payments.

Note
Additional accounting setup is required to use QR codes.
Define the payment instructions in the Messages tab. If a bank account has already been defined, the account number is automatically added to the default message generated by Odoo. You can also add it afterward and update the message by clicking Reload Pending Message.

screenshot: finance-payment-providers-wire-transfer-payment-instructions
menu
Accounting ‣ Configuration ‣ Payment Providers ‣ Wire Transfer ‣ Messages tab
shows
The Messages tab of the Wire Transfer payment provider with the "Pending Message" HTML editor containing the default payment instructions including the bank account number, and the "Reload pending message" link.
highlight
The "Pending Message" field.
data
Bank account BE12 3456 7890 1234 configured on the Bank journal.
module
payment_custom
notes
English UI, light theme, 1440px width.
Set the State field to Enabled.

Tip

You can also test wire transfers using the Test mode.

Payment status page¶

After the customer confirms a wire transfer payment, the transaction stays in the Pending state until you receive the money. Odoo normally shows a short payment status page (/payment/status) that forwards the customer to the order confirmation (or the portal document) once the transaction has been processed.

With the Payment Custom — Skip Status Page (payment_custom_skip_status) module installed, the customer is redirected directly to the confirmation page after choosing Wire Transfer (or any other manual payment method based on it), without passing through the status page. The redirection happens on the server, so it works even when the website’s JavaScript is blocked or outdated. The pending transaction is then post-processed automatically by the scheduled action Payment: Post-process transactions within a few minutes, exactly as when a customer clicks the Skip link of the status page. Online payment providers and cancelled or failed payments are not affected.

Note

This behavior requires the Payment Custom — Skip Status Page module; it has no settings.