Set up InstaPay and bank transfer in Storix

InstaPay and a plain bank transfer put the money in your account before the parcel leaves your shelf. No courier holds your cash for two weeks, and no refused box at the door.

The old fear is the evening spent chasing screenshots. Storix reads the transfer proof, matches it to the order by reference, and marks the order paid. Here are the four screens, in order.

Add InstaPay the way your buyer will read it

Go to Payments → Customer payment methods, find InstaPay and click Add & configure. Storix adds it switched off and opens its setup page. Fill in four things:

• Receiver. Your InstaPay address or the mobile number that receives the money. Type it exactly.
• QR (optional). A QR image link, a payment link, or a QR value.
• English instructions and Arabic instructions. The buyer reads these on the order tracking page. Leave a field blank and Storix uses its own text.
• Proof upload. Set it to Proof required so every buyer sends a screenshot.

Customer payment preview shows exactly what the buyer will see. Read it once, then click Save changes.

Two limits: save an active method with an empty Receiver and Storix switches it off; and your plan caps how many methods can be on together, shown by the Enabled: X / Y chip.

Let Storix read the proof for you

Open Payments → Customer payment reconciliation, then Proof review. Every screenshot your buyers upload lands here. Click Open proof to see the file; an AI chip shows what Storix read from it, usually the amount and the reference.

Check your bank or wallet first, and approve only after the money really arrived. Then click Approve: the payment becomes Paid, the order turns paid, and Storix messages the buyer. If the proof is wrong, type the reason in Reason if rejecting and click Reject — your reason reaches the buyer. If the image is only unclear, click Re-read proof instead.

Confirm a transfer by its reference

Some buyers send a reference number and no picture. Use Manual matching: search by order, customer or transfer reference, check Transfer reference and Amount, then click Confirm match.

The amount must be exactly the payment amount. If the order is 825 EGP, type 825. A buyer who sent 800 is a half-paid order, and you fix that on the order, not here.

Match a whole day of transfers at once

At the end of the day, export your bank or wallet statement and use Statement import. Click Upload bank statement (CSV) — under 1 MB — or paste the rows into Statement rows; Sample shows the format (date, reference, amount, description). Then click Find matches: Storix scans up to 200 lines and suggests at most one waiting payment per line, marked Exact reference match or a confidence percentage. Confirm a row, or use Confirm all matched (N).

Lines where the reference matches but the amount does not go to Needs review — amount mismatches, and cannot be confirmed here. Open those in Manual matching.

Let the reminders chase late payers

Click Reconciliation settings. Three jobs are already on: Manual payment reminder after 6 hours, Manual payment expiry after 48 hours, and COD collection reminder after 24 hours. Unpaid order auto-cancel is off by default, at 72 hours. Restore inventory on cancel is on, so the stock comes back.

To see who still owes you, open Payments → Payment reminders, which groups open payments into Overdue, Proof missing, Awaiting review and Due soon, plus Net terms overdue when you invoice businesses on credit (Growth/Pro). That page only shows data — it sends nothing. Cash-on-delivery payments never appear there either; you record those on the order, in the Payment card, under Cash received from customer → Mark COD cash received, where the Cash amount must match exactly.

Two things that will block you

Your storefront must be active: while the store is paused, Storix refuses to approve a proof or confirm a match. And Manual matching and Statement import need a plan that includes payment reconciliation, while Proof review keeps working without it. Saving Reconciliation settings needs payment automation.

Push prepaid on the orders that hurt most

The setup page also takes Min order EGP and Max order EGP, and Conditional visibility rules hide the method by City, Order amount, Customer type, Product category or Shipping method. So you can show InstaPay only above 1,000 EGP, or only where refused parcels cost you most.

Storix reads the transfer proof, matches it to the order, and marks it paid — create your store and add InstaPay in a few minutes.