Once Pay by Bank is activated and enabled in the Backoffice, it will show up as a new payment type in Dutchie Register’s cart. There are two methods for in-store Pay by Bank workflows: Pay by Bank (Legacy Integration) and Pay by Bank on Dutchie Hub.
The primary difference between these two workflows is the customer experience:
- For the Pay by Bank (Legacy Integration) workflow, the payment option at the POS will be a button "Pay with Pay by Bank (formerly Dutchie Pay)" then the customer will follow the traditional Pay by Bank checkout experience - this includes scanning a physical QR code in-store, providing the budtender a barcode to link the account to the order, confirming the order on their phone and then the budtender finalizing at the register.
- For the Pay by Bank on Dutchie Hub experience, the budtender will choose payment method "Dutchie Hub" to send the transaction to the Hub terminal that is assigned to the register. The customer will then simply scan the QR code on the terminal screen and finish the process on their phone (no barcode scan or entry required) and the budtender will finalize on the register.
To checkout a customer using Pay by Bank (Legacy Integration):
- In the Cart, select Pay by Bank as the payment method on the checkout screen.
- Ask the customer to scan the QR code which pulls up a website that asks the customer to log in to their Pay by Bank account.
- Tap the 'Continue' button to proceed to the linking screen. This is a manual step to help budtenders guide customers through the experience.
- First-time users: If the customer is using Pay by Bank for the first time, they will need to sign-in and link their bank account, see Instructions.
- After signing in, the customer's mobile device will display a barcode for the budtender to scan and link their account to the transaction.
Note: If there is an issue, or an error shows upon the register, you can ask the customer to generate a numeric code. Enter this code on the register to link the account. - After linking the account, the cart will display on the customer’s mobile device where they can confirm the order.
- After a customer taps 'Confirm' on their mobile device, the register will automatically update to the 'Confirmation Received' screen. Click the 'Complete' button to complete the 'Payment' at the Register.
When the transaction is complete the register will display the payment was successful. Customers will be able to see the payment was successful on their mobile device. You can tap Done to close out the transaction.
To checkout a customer using Pay by Bank on Dutchie Hub:
- In the cart, select Dutchie Hub as the payment method on the checkout screen.
- The sale will push to the Hub terminal, instruct the customer to scan the QR code on the terminal screen with their mobile device.
- The customer will then be prompted on their phone to log in and confirm order details.
- Once the customer has confirmed, the budtender can then finalize at the register by tapping 'Complete Order'.
When a transaction is complete, the register will display the payment was successful. Customers will be able to see a success message for the order on their mobile device as well.
For more details about getting started with Pay by Bank, please see our content here.