Bank Deposit Payments

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Download a CSV of your bank deposit payments each day.  Use the paste & search function to copy the references from the bank csv file into Tradar and pull up the correct record.

 

Sales Transaction Events for Bank Deposit Payments:

 

Process

Automated Process

User Initiated

Condition

Payment Received
•Tick in console summary or sales transaction maintenance screen

Payment Type
►Bank Deposit Selected

Payment Date
►Date Selected

Payment Received e-mail
►Sent
►Logged in Sales Transaction Log

If configured

Address Received e-mail
►Sent
►Logged in Sales Transaction Log

If configured

Feedback Placed
◆On TradeMe

If configured

 

If...

 

Address received and payment received

Sale will then have automated picking slips prepared and move to waiting to be picked

Address not received

Sale will remain in waiting on address

 

 

Tips:

 

Configure Tradar to send out the payment received e-mail, and include a section with the customers address.  Ask buyer to send address via TradeMe if the details in the payment received address section is blank.  This saves having to send separate address required e-mail.

 

Configure Tradar to send out an address required e-mail if x days have passed and no address is entered into TradeMe.  This ensures that the buyer will get a request for an address within the a reasonable time frame.