A bank transfer payment option provides your customers with a choice between cash and non-cash payments, especially useful when a payment terminal is unavailable. In Elementary POS, you can enable payment through a bank transfer, allowing for quick payments directly to your account.
How to Activate a Bank Transfer Payment
To pay by bank transfer, open the top right menu next to the receipt preview (three dots) and select “More payment methods”.
Initially, the application’s basic settings offer only cash or card payments. To automatically include more options with each transaction, activate them as follows:
Main Menu ➝ Settings ➝ Customization and Appearance ➝ Buttons on the Receipt➝ Show More Payment Methods
Once activated, “Bank” and “Crypto” will be added as payment options alongside card payments.
This feature enables customers to choose between bank transfer and crypto payments, which can come in handy if they lack cash and you do not accept card payments.
The Data on a Receipt
Enter details like bank account number and company name in the POS system settings to include them on receipts or PDF invoices.
Office settings: Menu ➝ Company Settings ➝ Receipt Settings
Saving with Bank Transfers
By entering a bank account number in the Elementary POS Office, the system generates a QR code for an instant payment. This QR code is displayed on PDF invoices, the customer display, and also on your cash register device if you double tap the “Bank” button.
Offering bank transfer payments provides an alternative to cash and non-cash payments and helps avoid high card payment fees.
TIP: When downloading reports to Excel from the Elementary POS Back Office, you can filter sales by payment method, making it easier to track customer preferences. If you use QR code payments, you can check how many customers per day use it!
