selfdesk
Billing & payment
Task

Switch to bank transfer

Without card collection the invoice stays the document for a transfer. Nothing is charged, and no paid marker appears.

Bank transfer means: the month-end run issues the invoices as always but collects no money. Your members transfer, and you reconcile the incoming payments on your bank account. Selfdesk does not see them.

In the app

  1. Open Payments in the management section.
  2. Turn on Bank transfer under Payment methods.
    Payment methods with bank transfer, card and SEPA direct debit
    Payment methods with bank transfer, card and SEPA direct debit
  3. Under Automatic via Stripe, turn off Card and SEPA direct debit if you want to stop collecting altogether.
  4. Save with Save changes. One method always stays on; the line At least one payment method must be enabled points that out.

On the web

  1. Open Payments in the settings. The page is called Member payments.
  2. Turn on Bank transfer under Payment methods.
  3. Under Automatically via Stripe, turn off Card and SEPA direct debit if you want to stop collecting altogether.

What applies here

  • The invoice stays the document. Number, PDF and positions do not change. Only the collection stops.
  • Paid only shows once you record it. Selfdesk does not see your bank account. When a transfer has arrived, you mark the invoice as paid, with the day it came in. See Mark an invoice as paid.
  • If you offer both, the member decides. If they pick bank transfer, the month-end run silently skips collection for them. Without a stored choice money is collected.
  • Kiosk is always collected. The kiosk invoice at the end of the month goes to the member's kiosk card, or to their default method if none is marked. Rent by transfer and snacks by card is therefore possible. See Kiosk: invoice and the €0.50 carryover.
  • The list of open items stays empty, because there are no failed charges.
  • The invoice carries a GiroCode. Next to the IBAN, Selfdesk prints a QR code your members scan with their banking app; it holds recipient, IBAN, amount and the invoice number as reference. In the app they copy IBAN and reference with a button. For this you need an IBAN and an account holder under Legal details (otherwise the legal name is used). An invoice that is collected or already paid carries no code.

When it does not work