TransferFlow — Bank Transfer Manager

TransferFlow — Bank Transfer Manager for CS-Cart

TransferFlow provides a complete workflow for managing manual bank transfer payments in your CS-Cart store. Instead of managing transfer details manually across emails, messages, and order notes, keep the entire verification process organized directly inside your store.

TransferFlow is designed for businesses that accept payments by bank transfer, wire transfer, or other manual bank payment methods and need better control over payment verification and tracking.

Why TransferFlow?

Standard bank transfer payments often require manual communication between customers and store administrators. Customers need to provide payment references or proof of payment, while administrators need to review, verify, and track those payments.

TransferFlow turns this process into a structured workflow inside CS-Cart.

Key Features

• Transfer Reference
  Allow customers to provide their bank transfer or transaction reference when submitting payment information.
• Payment Proof Upload
  Customers can upload screenshots, receipts, or other payment documents as proof of transfer.
• Transfer Status Management
  Track the payment verification process with dedicated transfer statuses such as Pending Verification, Under Review, Verified, Rejected, and Expired.
• Manual Payment Verification
  Store administrators can review submitted transfer information and mark payments as verified or rejected.
• Verification Notes
  Add internal notes to document verification decisions and payment-related information.
• Transfer History & Audit Trail
  Keep a record of transfer status changes and verification activity for better operational tracking.
• Bank Account Information
  Manage the bank account details and payment instructions displayed to customers for manual bank transfers.
• Multiple Bank Accounts
  Maintain different bank account details for different currencies, banks, or payment requirements.
• Payment Expiration
  Define a payment deadline for manual transfers and identify transfers that have exceeded the allowed payment period.
• Transfer Search & Filtering
  Quickly find transfers using available order, customer, reference, status, and date information.

Complete Manual Transfer Workflow

TransferFlow provides a structured payment workflow from customer submission to administrator verification:

1. Customer places an order and selects bank transfer payment.
2. Customer receives the configured bank account and payment instructions.
3. Customer completes the bank transfer through their bank.
4. Customer submits the transfer reference and payment proof.
5. Store administrator reviews the submitted information.
6. Administrator verifies or rejects the transfer.
7. The transfer status and verification history are recorded in CS-Cart.

Built for Manual Bank Payments

TransferFlow does not require direct integration with a bank or banking API. It is designed specifically for stores where bank transfers are verified manually by the merchant or finance team.

This makes the addon suitable for businesses that want a more professional and organized bank-transfer workflow without depending on third-party banking integrations.

Keep Payment Verification Organized

No more searching through emails or customer messages to find transfer screenshots and transaction references. TransferFlow keeps the relevant payment information associated with the store's order and makes the verification process easier to manage.

Ideal For

• Online stores accepting bank transfers
• B2B and wholesale stores
• Stores accepting wire payments
• Businesses requiring manual payment verification
• Stores handling multiple bank accounts
• Merchants that need payment proof from customers
• Businesses with finance or accounting teams reviewing payments manually

Important

TransferFlow does not connect directly to banks and does not automatically verify bank transactions. Payment verification is performed manually by the store administrator.

Take Control of Your Bank Transfer Workflow

With TransferFlow, manual bank payments become easier to collect, review, verify, and track directly within your CS-Cart store.

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