Offline Payment Methods¶

Purpose¶

Manage offline payment methods for wallet deposits and withdrawals. Configure bank transfers, cash deposits, checks, Western Union, and other manual payment methods that customers can use to add funds to their wallets or receive withdrawals.

Accessing Offline Payment Methods¶

Navigate to: Delivery & Payments > Offline Payment Methods from the sidebar

List View¶

Offline Payment Methods List

The list displays all configured offline payment methods with their availability and status.

Table Columns¶

Name¶

Format: Text (translatable)
Purpose: Payment method name displayed to customers
Languages: Shown in current admin language

Type¶

Format: Badge
Purpose: Payment method usage type
Options:
Deposit Only: Can only be used for adding funds to wallet
Withdrawal Only: Can only be used for withdrawing funds from wallet
Both: Can be used for both deposits and withdrawals

Description¶

Format: Text (truncated to 100 characters with tooltip)
Purpose: Instructions for customers on how to use this payment method

Enabled¶

Format: Icon badge (checkmark = enabled, X = disabled)
Purpose: Whether this payment method is currently available to customers

Sort Order¶

Format: Number
Purpose: Display order in payment method selection (lower numbers appear first)

Row Actions¶

View: See complete payment method details
Edit: Modify payment method configuration
Delete: Remove payment method (if no pending requests)

Bulk Actions¶

Delete: Remove multiple payment methods
Export: Export payment methods data to Excel/CSV

Creating an Offline Payment Method¶

Create Offline Payment Method

Click the "New Offline Payment Method" button to configure a new payment option.

Form Fields¶

Name Required¶

Type: Translatable text input
Purpose: Payment method name shown to customers
Languages: Configure in all active languages
Examples:
English: "Bank Transfer", "Cash Deposit", "Western Union"
Arabic: "تحويل بنكي", "إيداع نقدي", "ويسترن يونيون"
Validation: Required, maximum 255 characters per language

Description¶

Type: Translatable textarea
Purpose: Detailed instructions for customers
Languages: Configure in all active languages
What to Include:
Step-by-step instructions
Required information (account number, reference codes, etc.)
Processing time expectations
Contact information if needed
Example for Bank Transfer:

``` Transfer funds directly to our bank account:

Bank Name: ABC Bank Account Number: 1234567890 IBAN: AE123456789012345678901 Swift Code: ABCAAEAA

Please include your transaction reference in the notes when submitting your deposit request.

Processing time: 1-2 business days ```

Type Required¶

Type: Dropdown selection
Purpose: Define how this payment method can be used
Options:
Deposit Only: Customers can only use this to add funds to wallet
Withdrawal Only: Customers can only request withdrawals via this method
Both Deposit and Withdrawal: Can be used for both operations
Default: Both Deposit and Withdrawal

Examples by Type:

Deposit Only: Cash deposit at branches, gift cards
Withdrawal Only: Check payment, direct bank transfer to customer
Both: Bank transfer, Western Union, MoneyGram

Enabled Required¶

Type: Toggle switch (On/Off)
Default: On (enabled)
Purpose: Control availability to customers
When Disabled: Payment method hidden from deposit/withdrawal forms

Sort Order Required¶

Type: Numeric input
Default: 0
Purpose: Control display order in payment method lists
How It Works: Methods sorted from lowest to highest number
Tip: Use increments of 10 (10, 20, 30) to allow easy reordering

Editing an Offline Payment Method¶

Click Edit on any payment method to modify its configuration:

Editable Fields¶

Name and description (all languages)
Type (Deposit/Withdrawal/Both)
Enabled status
Sort order

Non-Editable¶

Cannot change if there are pending deposit/withdrawal requests using this method
Archive old methods instead of deleting if they have transaction history

Payment Method Types Explained¶

Deposit Only Methods¶

Use Cases:

Cash deposits at physical branches
Gift card redemption
Voucher deposits
In-person payments

Customer Flow:

Customer selects method on deposit page
Follows instructions to make payment
Uploads receipt/proof
Admin verifies and approves
Funds credited to wallet

Withdrawal Only Methods¶

Use Cases:

Check mailed to customer
Direct bank transfer to customer account
Cash pickup at location

Customer Flow:

Customer selects method on withdrawal page
Provides necessary account details in notes
Funds immediately deducted from wallet (held pending)
Admin processes withdrawal
Upon approval, transfer is completed
Upon rejection, funds refunded to wallet

Both Deposit and Withdrawal¶

Use Cases:

Bank transfers (customer can send or receive)
Western Union / MoneyGram (bidirectional)
Mobile money services

Benefits:

Single method for all operations
Consistent customer experience
Easier method management

Best Practices¶

Clear Instructions¶

Always provide:

Account Details: Bank account, wallet ID, reference number
Required Information: What customer needs to include (order ID, phone number)
Processing Time: How long approval takes
Support Contact: Who to contact for issues

Appropriate Types¶

Choose the correct type:

Deposit Only: When you receive money but don't send
Withdrawal Only: When you send money but don't receive
Both: When the method works bidirectionally

Enable/Disable Strategy¶

Temporarily Unavailable: Disable instead of delete
Seasonal Methods: Disable during off-season
Testing: Create as disabled, test internally, then enable
Deprecation: Disable old methods while keeping history

Sort Order Organization¶

Suggested ordering:

Most Popular: Bank transfer (sort order: 10)
Fast Methods: Mobile payment (sort order: 20)
Standard: Cash deposit (sort order: 30)
Specialized: Western Union (sort order: 40)
Rarely Used: Check payment (sort order: 50)

Managing Existing Methods¶

Viewing Details¶

Click View to see:

Complete description in all languages
Current configuration
Usage statistics (number of pending requests)
Recent deposit/withdrawal requests using this method

Modifying Methods¶

Safe to change:

✅ Name and description improvements
✅ Sort order adjustments
✅ Enable/disable status

Be careful changing:

⚠️ Type (Deposit/Withdrawal/Both) - may confuse customers
⚠️ Major description changes - ensure consistency

Deleting Methods¶

Restrictions:

Cannot delete if pending requests exist
Historical requests maintain reference even after deletion

Recommended Approach:

Disable the method first
Wait for all pending requests to be processed
Then delete if truly no longer needed

Alternative: Keep disabled as archive rather than deleting

Common Payment Methods Setup¶

Bank Transfer¶

Name: Bank Transfer
Type: Both
Description:
Transfer funds to our bank account:
- Bank: [Your Bank Name]
- Account: [Account Number]
- IBAN: [IBAN Code]
- Reference: Include your user ID in transfer notes

Processing: 1-2 business days

Cash Deposit¶

Name: Cash Deposit
Type: Deposit Only
Description:
Visit any of our authorized branches:
- Branch 1: [Address]
- Branch 2: [Address]

Present your user ID when making deposit.
Receipt will be issued immediately.

Processing: Same day (within business hours)

Western Union¶

Name: Western Union
Type: Both
Description:
Send or receive money via Western Union.

For Deposits:
- Receiver Name: [Your Business Name]
- Location: [City, Country]
- Provide MTCN number when submitting request

For Withdrawals:
- You will receive MTCN via email after approval
- Collect funds at any Western Union location

Processing: 2-4 hours during business hours

Check Payment¶

Name: Check Payment
Type: Withdrawal Only
Description:
Receive withdrawal via mailed check.

Delivery Time: 7-10 business days
Minimum Amount: $100

Provide your complete mailing address in the withdrawal notes.

Check will be mailed to registered address unless
otherwise specified.