Saving Bank Account Manually
A bank account can be saved both from the general list of bank accounts (Commerce Director - or Bank Transfers - Bank Accounts).and per account (Account Director - Account properties - Payment Settings).
The general list of all bank accounts saved in HSPcomplete displays the following:
- ID. A bank account numerical identifier assigned automatically in HSPcomplete.
- Type. A bank account type. Currently, HSPcomplete supports two types of bank accounts:
- Bankinter (Spain banks)
- DTAUS (German banks).
- Account. A customer or reseller account registered in HSPcomplete that owns a bank account.
- Status. A bank account status as a payment method in HSPcomplete, can be one of the following:
- Unchecked. An account is active and available for payments, but it was just saved in HSPcomplete database and no successful transactions were yet performed using this account. After a successful transaction an unchecked bank account status automatically becomes OK.
- OK. An account is active and available for transactions. At least one successful transaction was performed using this account.
- Disabled. An account is temporarily not available for payments. A bank account can be disabled either manually, by editing its profile or automatically, if
- Expired. A bank account is not available for payments since its registration period has expired. This status can be assigned by Provider only manually.
- Error. A bank account is unavailable for payments since its data is incorrect or Provider suspects that an account data can be incorrect. In this case, Provider manually assigns the Error status to an account.
- Allow payments. Whether a bank account can be selected as a payment method or not. Green tick in this column means that an account is allowed for payments, red cross - that payments using this account are not possible. This is a separate setting and it is not related to an account status as well as status is not related to this one.
- Use for recurring billing. If an account is used for recurring billing, it is automatically selected as a payment method for recurring payments like automatically generated renewal orders, for example. Green tick in this column means that an account is used for recurring payments, red cross - that not. HSPcomplete automatically selects for recurring payments the first account found in database that has the OK status and allowed fo payments.
Note: A bank account status, availability for payments, and relation to recurring billing can be adjusted manually for any bank account since these settings are related only to a bank account status as a payment method used in HSPcomplete, but not to a bank account specific attributes being issued and recognized by a bank.
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