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38 lines
2.1 KiB
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38 lines
2.1 KiB
ReStructuredText
.. _`banktransfer`:
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Bank transfer
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=============
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To accept payments with bank transfer, you only need to fill out one important field in pretix' settings: In "Bank
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account details" you should specify everything one needs to know to transfer money to you, e.g. your IBAN and BIC,
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the name of your bank and for international transfers, preferably also your address and the bank's address.
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pretix will automatically tell the user to include the order code in the payment reference so incoming transfers can
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automatically be matched to payments.
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Importing payment data
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----------------------
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The easiest way to import payment data is to download a CSV file from your online banking. Most banks provide a CSV
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export of some sort. You can go to "Import bank data" in pretix to upload a new file:
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.. image:: img/bank1.png
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:class: screenshot
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If you upload a file for the first time, pretix will not know what information is contained in which column as every
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bank builds completely different CSV files. Therefore, pretix will ask you for that information. It will show you the
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data of the file you imported and ask you to define the column's meanings. You can select one column that contains
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the payment date and one that contains the paid amount. You can select multiple columns that contain information
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about the payer or the payment reference. All other columns will be ignored.
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Once you continue, pretix will try to match the payments to the respective orders automatically. It will tell you how
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many orders could be processed correctly and how many could not. You can then go back to the upload page to see all
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transfers from your bank statement that are not yet matched to an order. Using the input field and the buttons on the
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left of each transaction, you can manually enter an order code to match it to or just discard it from the list, e.g.
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if the transaction is not related to the event at all.
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.. tip:: If you aren't afraid of getting a bit more technical and your bank supports the HBCI/FinTS protocol (as most
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German banks do), you can use `pretix-banktool`_ to fully automate this process.
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.. _pretix-banktool: https://github.com/pretix/pretix-banktool |