Migrate to EUR bank transfers from the related setting Credit Transfers with Invoicing or Billing

Warning

We deprecated the Sources API and plan to remove support for local payment methods. If you currently integrate with ACH Credit Transfers, you must migrate to the Payment Methods API.

For information about migrating to USD Bank Transfer supported by the current APIs, refer to the documentation below.

See migrating from Sources-based the related setting Credit Transfers if you want to learn about the reasons to migrate.

Before you begin

Confirm if you’re currently using the legacy the related setting Credit Transfers product using the Dashboard or the API:

If the related setting Credit Transfer is toggled on in your Invoice Template Settings, then you’re using the related setting Credit Transfers.

If you have ever turned on the related setting Credit Transfer for an invoice or subscription, then you’re using the related setting Credit Transfers.

If you’re not using the related setting Credit Transfers, you can skip this guide because it doesn’t apply to you.

Activate EUR bank transfers

To turn on bank transfer payments, go to your Payment methods settings.

Optional Test bank transfers with a single customer

To test bank transfers with an individual invoice or subscription before enabling bank transfers, use the Dashboard or API:

To create a new customer, go to the Customers tab, and click Add Customer .
After creating the customer, click the row of the customer to go to the customer view page.
Create an invoice or subscription for the applicable customer by clicking Actions .
Under the Payment Collection section, add the related setting credit transfer , and confirm the invoice or subscription. If you’re testing subscriptions, you need to wait for a new invoice to be issued or use Billing test-clocks .
From the Invoice view page, go to the Details section, and click the Payment page .
In the hosted payment page, find the Credit Transfer bank details. Make note of these details.
On the same customer, create another invoice or subscription. Under the Payment Collection section, click add Bank transfer , and confirm the invoice or subscription.
Open the payment page of the bank transfer invoice, and compare the bank details with the Credit Transfer bank details you noted earlier. The migration is now complete.

Turn on bank transfers for single customers in livemode

After you’ve tested on an individual customer in a sandbox, attach the payment method on individual invoices or subscriptions in live mode. Bank Transfers is currently not configurable in Invoice Template Settings, and can’t be enabled by default on all invoices or subscriptions. To include Bank Transfers as a payment method on an invoice, you’ll need to explicitly attach the payment method on individual invoices or subscriptions in live mode.