Manage Wire Transfers

2.3.7. Manage Wire Transfers#

Wire transfer handling is the final settlement step in the full TalerBarr order flow. After an order has been paid, and after any refund deadlines and wire deadlines have been processed, TalerBarr can track the settlement information and link it back to the corresponding Dolibarr-side transfer objects.

As in the previous tutorials, the screenshots and examples here are meant to show how wire transfer handling works specifically with the TalerBarr module. For the exact behaviour of the underlying systems, it is better to consult the original documentation for GNU Taler and Dolibarr banking and accounting flows.

2.3.7.1. Wire transfer overview#

Wire transfer handling is final major step that completes the order lifecycle. The general idea is:

  1. Create and pay a Taler order.

  2. Wait until the clearing process reaches the wire transfer stage.

  3. Let TalerBarr detect the settlement information.

  4. Link the corresponding transfer object on the Dolibarr side.

2.3.7.2. Example flow#

To make the example easier to observe, configuration of the order was set with short payment, refund, and wire deadlines. TODO: More in taler tutorials, and taler docs

Taler order configured with short payment, refund, and wire deadlines

Taler order configured with short payment, refund, and wire deadlines.#

After the order is created and paid, you can first verify on the TalerBarr order card that the payment information is already present. At this point, the payment has succeeded, but the wire transfer is not yet created.

TalerBarr order card after payment and before final settlement

TalerBarr order card after payment and before final settlement.#

Once the configured delay has passed, Taler SPAA shows that the order is cleared and that the wire transfer has been created.

Taler SPAA showing the cleared order and wire transfer creation

Taler SPAA showing the cleared order and the created wire transfer.#

Now you can return to Dolibarr and check the same order in TalerBarr. The TalerBarr order card now also shows the wire transfer information and links it to the related Dolibarr object.

TalerBarr order card showing linked wire transfer information

TalerBarr order card showing linked wire transfer information.#

On the Dolibarr side, the linked object is a transfer between two accounts, typically the Taler clearing account and the selected bank account at config time.

2.3.7.3. End of the flow#

Once wire transfer information is linked, the TalerBarr order record represents the complete path from order creation to settlement. At that point the Dolibarr side has a documented payment trail that includes:

  • The originating Taler order

  • The ERP sales object

  • Invoice and customer payment

  • Any refunds

  • Final settlement