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.
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:
So, if the property name is “COMMENTS”, you would use this:
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 SLQuickCollect 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, SLQuickCollect 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)
Many of Catalina Technology’s stored procedures accept a field called @parms that is an XML field for configurable parameters to be passed. An example of this is below.
You can see that there is a parameter getting passed called “@parms”. In that is a XML string that contains one or more parameter. In this case, there is a single parameter called “ADDRID” and it is getting passed the value of “C%” so that it can return all addresses that start with a “C”
If you use the Catalina Queue Engine for queuing records, you might want to retrieve data in a FIFO (First In First Out) method. This means you want to grab the oldest records first. This is easily accomplished by calling the Catalina Queue API with the parameter sortBy in the query string.
Example, if you are retrieving the queue ORDERS, you would format your URL, for the Queue API, like this: