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.
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.
Catalina’s SLQuickCollect 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 SLQuickCollect 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 SLQuickCollect’s configuration
@deviceID: (optional) The PayFabric deviceID you are to send. If not passed, the default will be used from SLQuickCollect’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 SLQuickCollect 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)
Because of COVID-19, sending out invoices and getting paid has become a challenge. Catalina’s SLQuickCollect allows you to get paid quicker by lowering the barrier of entry for customers to pay. We can simply send out a request for payment link to the customer via email. All they have to do is click on the link and make a payment through a PCI Compliant payment page (no Payment Portal login required.)
There are several ways that you can send out a link:
Add a button to most any screen in SL
Invoice and Memo: Send a link to pay the invoice
Sales Order Management Screen: Most likely to do a payment entry to collect a down payment
Any other screen that you might want to request payment
Automatically send links out when invoices are generated in SL
Add a button on Catalina’s Account Central or Order Central products