Integration · 7 min read

Bank Transfer integration guide

Bank Transfer connects supported payment methods workflows to LucidCP. Use this checklist to configure, link and validate the module before production traffic.

Verified against the current LucidCP interface
Payment Methods screen used to configure Bank Transfer in LucidCP
Step 1 — Open Payment Methods in the English admin workspace and select Bank Transfer.
Invoices screen used to connect Bank Transfer in LucidCP
Step 2 — Map the saved Bank Transfer connection to the relevant workflow from Invoices.
01

Procedure

Step-by-step

  1. 01

    Prepare the provider account

    Confirm that your Bank Transfer account is active and create the merchant, public and secret keys supplied by the gateway. Use a test or sandbox environment when the provider offers one.

    Bank Transfer configuration in the real LucidCP interface
    Step 1 of 7 · Confirm that the payment module is available in Developer → Modules & Gateways.Select the preview to inspect the full-resolution interface.
  2. 02

    Open the configuration area

    Go to Admin → Invoices → Payment Methods and select Bank Transfer.

    Bank Transfer configuration in the real LucidCP interface
    Step 2 of 7 · Open Invoices → Payment Methods and locate Bank Transfer.Select the preview to inspect the full-resolution interface.
  3. 03

    Enter and protect credentials

    Copy values exactly, keep TLS verification enabled and never place production secrets in screenshots, tickets or browser-side code.

    Bank Transfer configuration in the real LucidCP interface
    Step 3 of 7 · Enter the merchant credentials in the actual Bank Transfer settings form.Select the preview to inspect the full-resolution interface.
  4. 04

    Test the connection

    Use LucidCP’s connection test where available. Resolve authentication, network or permission errors before linking the integration.

    Bank Transfer configuration in the real LucidCP interface
    Step 4 of 7 · Review test mode, callback and security options before saving the gateway.Select the preview to inspect the full-resolution interface.
  5. 05

    Connect the workflow

    Associate the supported currencies and checkout flow. Save the configuration and re-open it to verify the selected mapping.

    Bank Transfer configuration in the real LucidCP interface
    Step 5 of 7 · Check the currencies that can be used with the configured payment method.Select the preview to inspect the full-resolution interface.
  6. 06

    Run acceptance checks

    Perform a sandbox payment, callback and refund where supported. Confirm both the LucidCP record and the provider-side result.

    Bank Transfer configuration in the real LucidCP interface
    Step 6 of 7 · Verify how the payment method appears in the customer workspace.Select the preview to inspect the full-resolution interface.
  7. 07

    Monitor after launch

    Review activity logs, module queue, failed jobs and provider logs during the first production transactions.

    Bank Transfer configuration in the real LucidCP interface
    Step 7 of 7 · Monitor the activity log after the first test and production payments.Select the preview to inspect the full-resolution interface.
02

Checklist

Best practices

  • Start with the smallest API permission set and expand only when a documented action requires it.
  • Rotate provider credentials regularly and immediately after a suspected leak.
03

Reference

Module details

Integration
Bank Transfer
Category
Payment Methods
Availability
Included with licence
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