This is a demo that shows you how to create a mobile app to interact with Dynamics SL to provide a “Contact Free” payment solution to help protect your employees and customers during COVID 19. The intended user of this example app would be a customer service rep, sales person, or field service rep who needs to collect payment from a customer (handy for collecting a deposit or down payment before delivery, installation, or service work to be done).
This demo uses Catalina’s API to search customers in SL and then lets the user to request a payment from a customer by generating a link and emailing it to the chosen customer. That customer then can click on the link and pay the amount which automatically creates a payment in SL’s AR.
Check out the video of the demo on our Youtube channel here:
Below is a screenshot of the Android app from the above demo. First you can search for a customer by a keyword. That search will then bring back a list of results. You can then click on the customer you want to request funds for. The app will automatically fill in the email address of the customer (from the Customer record in Dynamics SL). You can change the email address if you want. You then enter a requested payment amount and hit submit. Once you do this, Catalina’s SLQuickPay will send off an email to the customer with a link which will then allow them to make a PCI compliant secure payment. Once authorization occurs, SLQuickPay will then create a payment in Dynamics SL automatically.
As mentioned below, if you want to have starter code on creating an Android App (with Visual Studio and Xamarin), you can check out an example on our Github here (NOTE: I would only consider this a starter. This is in no means something finished but enough to get you started)
Getting paid by your customers can sometimes be difficult. Catalina’s payment portal allows users to login and manage their account and pay their invoices. But customers still need to login.
To reduce the barrier of entry for customers to pay, Catalina has come up with SLQuickPay. SLQuickPay allows you to send out a link via email or SMS which the customer clicks on. They are then sent to a payment page without any login required. They simply pay (Credit Card or ACH). Once that payment is authorized and captured, SLQuickPay creates the payment in Dynamics SL.
The above shows how you can request for an amount not tied to any invoice. This is especially handy if you need to capture a deposit against a sales order, service call, etc. This payment would go into the SL “Payment Entry” screen.
The demo shows how you can request a payment from the sales order screen for a deposit amount. This would then send a link to the user via email. The user would click on the link and pay.
The request payment allows you to decide an amount to charge for a deposit for the order. It also has a handy percentage calculator to take out the guess work.
NOTE: SLQuickPay also has the ability to send out a simple link to pay for an invoice and have that payment applied to one or more invoices through the “Payment Application Screen”
Catalina’s SLQuickPay is a way to send a request for payment to your customer as an email with a link to click to pay. Your customer simply clicks on it and pays (no need for a portal login or anything). The payment works through a PCI compliant payment processor and is automatically integrated back into Dynamic SL’s AR.
There are many ways to create SLQuickPay links. One of which is calling a stored procedure by passing a few parameters.
The stored procedure is called: xct_spSLPaddInvoicePaymentRequest
The parameters to this proc is:
@batNbr: The batch number of the invoice you want to send
@refNbr: The invoice number you want to send
@CustID: The customer who the link is going to be going to
@paymentEmailList: A delimited list of email addresses the link will be sent to
@siteID: (optional) For which configuration site to use (defaults to ‘SLPAY’)
@setupID: (optional) The PayFabric setupID you are to send. If not passed, the default will be used from SLQuickPay’s configuration
@deviceID: (optional) The PayFabric deviceID you are to send. If not passed, the default will be used from SLQuickPay’s configuration
You can call this stored procedure from most anything. You could call it from a trigger when an invoice is created. You can call it from a SL screen. Or even another application all together (like maybe excel that has a list of invoices to send)
Here is an example of how I added a button on the Invoice and Memo screen to send a SLQuickPay Link for a particular invoice.
Below, you can see where I created a button “Send SLQuickLink” that will take the current invoice on the screen and send a payment request link to the customer.
Below is the code behind the click event of the button. This will look at the current batNbr, refNbr (invoice number), custID, and get the email tied to the customer to send the link to that customer’s email.
Private Sub bPayLink_Click()
Dim SQLStr As String
Dim Csr_temp As Integer
Dim sCustID As String
Dim recfound As Integer
Dim maintflg As Integer
sCustID = GetObjectValue("ccustid")
SQLStr = "Customer_All " + SParm(sCustID)
serr = SqlFetch1(Csr_temp, SQLStr, bCustomer, LenB(bCustomer))
Dim lsSQL As String
Dim liCursor As Integer
lsSQL = "xct_spSLPaddInvoicePaymentRequest" & SParm(ThisScreen.cbatnbr.Text) & SParm(ThisScreen.crefnbr.Text) & SParm(ThisScreen.ccustid.Text) & SParm(bCustomer.EMailAddr) & SParm("SLPAY")
Call sql(liCursor, lsSQL)
MsgBox ("SLQuickLink Sent to CustID " + ThisScreen.ccustid.Text + " for invoice " + ThisScreen.crefnbr.Text)