Payment by bank transfer for any ticket type

An economical solution for selling a small number of tickets is to ask your ticket customers to pay by bank transfer. This is a multi-step process as follows:

  1. Create a bank transfer payment method and enter your bank details
  2. Customers select your tickets and receive an invoice by email
  3. Using their online banking they pay your ticket invoice
  4. On receipt of their payment you update Coconut Tickets and their e-tickets will be automatically emailed to them

In the following sections we will look at how to complete steps 1 and 4 in more detail. Step 2 seems no different to the customer to buying any other tickets, except that they will not be asked to pay online. The details for step 3 will depend on the specifics of the customers online banking website.

Create a bank transfer payment method

Edit your business profile: from the “Profile” menu, select the “business profile” option. You should see your business profile as per the screenshot below.

Click on the “How your customers pay” button and it will unfold, like in the screenshot below. You will see all the payment methods that you have currently configured.

To add a bank transfer payment method, first click on the “Add Payment Account” button. A popup will display in which you can enter your bank details. The following screenshot shows a completed account popup.

Note that all the information needed for someone to send you a payment by online banking needs to be entered in this payment account popup. For example, for UK banks the sort code and account number is needed, and for international accounts the IBAN maybe needed. Clicking the yellow “i” buttons will provide help on the use of specific fields.

When you have entered the bank transfer details, click on save changes to return to the main page and then click “Save” on the main page to record all the changes.

Post payment processing

The invoice automatically sent by Coconut Tickets will include all your bank payment details, the full amount to pay and a reference number to use. The reference is the Coconut Tickets booking number.

Using your own online banking, once you see that a payment has been made you need to note the reference number on the payment and update Coconut Tickets.

To update Coconut Tickets, go to the “booking” menu and from there select the “Manage Manual Payments” option. This will open a page like the one in the screenshot below.

If you don’t have many bookings then click on the filter and all your bookings will be displayed. Otherwise to look for a specific booking, enter the booking number (payment reference) into the “search value” field, then check the “booking#” radio button and then click on the “filter” button to retrieve the booking. An example screen shot of retrieved bookings is shown below.

Next the status of the booking needs to be changed from “Pending manual offline payment” to “Payment settled”, then click the “Save” button at the bottom of the page.

As soon as the status is updated, Coconut Tickets will automatically send the e-tickets to the customer by email. Therefore this last status update step is critical, otherwise your customer will not receive their tickets.

Only when the status has been updated to “payment settled” will the sale appear in the dashboard statistics.

Leave a Reply

Your email address will not be published. Required fields are marked *