QuickCollect – Name Change

We are changing the name of SL QuickPay to SL QuickCollect to avoid confusion with other systems out there. Plus, we think that since we are focused on the collection side of things of AR. Because of this QuickCollect has much more meaning.

SL QuickCollect is a Catalina Technology solution that allows you to email or SMS message out a simple link to your customer as a request for payment. The customer can then click on the link and are sent to a payment page without any portal login required. This lowers the barrier of entry for you to collect from your customers and get paid faster.


Custom Properties in SLQuickCollect

SLQuickCollect is Catalina’s solution that allows you to email or SMS message out a simple link to your customer as a request for payment.

Custom properties are a way to personalize the emails that go out to the customer. As well as the payment page and receipts they see. You can have an unlimited number of parameters with whatever text you want to send to the customer. And you can place it anywhere you want on the email and page templates.

Here is a quick demo on how you can do this via a RESTful API. And how to modify the templates to display the parameters.

Below is an example of a payload that you would send to the SLQuickCollect API.

{
    "parameters": [
        {
            "name": "CpnyID",
            "value": "0060"
        },
        {
            "name": "CustID",
            "value": "C300"
        },
        {
            "name": "Amount",
            "value": "10.23"
        },
        {
            "name": "PaymentEmailList",
            "value": "fred@testEmail.com"
        },
        {
            "name": "Properties",
            "value": "<nameValuePairs><key name=\"ORDNBR\" value=\"123456\"/><key name=\"COMMENTS\" value=\"Hi Ted, I appreciate your business.\"/></nameValuePairs>"
        }
    ]
}

There are several Parameters that are sent:

  • CpnyID: Your company ID in your SL system.
  • CustID: The Customer ID of the customer you are sending the payment request to.
  • Amount: The amount you want to collect
  • PaymentEmailList: A delimited list of emails that the request is going to go to.
  • Properties: This is a list of properties as Name/Value pairs. You can create as many of these properties as you want. And then you can display them in the email, payment page, receipt email, and receipt page templates any way you want.

When you want to display a custom property on a template page, you use this ASP.NET format:

<%=getProperty(“PropertyName“)%>

So, if the property name is “COMMENTS”, you would use this:

<%=getProperty(“COMMENTS“)%>


SL Quick Pay -- New Features

SLQuickCollect New Features

We have been busy adding new features to SLQuickCollect. SLQuickCollect is Catalina’s solution that allows you to email or SMS message out a simple link to your customer as a request for payment. The customer can then click on the link and are sent to a payment page without any portal login required. This lowers the barrier of entry for you to collect from your customers and get paid faster.

Below are a few of the new features we have added to SLQuickCollect over the last month.

  • Ability to create payment requests via web page: This is a way to quickly send out SLQuickCollect links from a simple to use web page.
  • Send attachments: You can send any type of attachment with the quick link email. This could include the invoice PDF, a work order document, pictures, or any other type of document you would want to send to the customer as information about the payment request.
  • Add custom properties to the requests: Custom properties are a way for you to send custom information to the SLQuickCollect link so that the customer knows what they are paying for. These custom properties are unlimited and can be whatever you want. They could include: notes, order number, work order number, or anything you can think of. These properties can then be displayed to the customer on the SLQuickCollect link email, payment page, receipt page, and receipt email templates.
  • More multi-site/config options: This allows you to create different email templates, config options, payment methods, branding, etc. By doing this, you can have a completely different setup for different companies, marketing campaigns, storefronts, and more.
  • L2/L3 fields: SLQuickCollect (and Account Central) can capture level 2 and level 3 fields such as PO Number, extended address information, line item information, etc. This allows for savings on credit card transaction fees.
  • Payment entry requests: Not only can you create payment requests that would apply against invoices (payment applications), but now you can create payment requests for “payment entries” in SL. These are payments that aren’t directly applied to an invoice. But just captured against the customer account.

You can see more information about SLQuickCollect here: http://blog.catalinatechnology.com/2020/09/sl-quick-pay-easy-way-for-your-customers-to-pay-without-a-portal-login/