Create a Contact Free Payment Solution for Dynamics SL (Mobile App)

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.

NOTE: Source code for the mobile app can be found on Github here: https://github.com/CatalinaTechnology/SL-Mobile/tree/main/ctPayment

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)

https://github.com/CatalinaTechnology/SL-Mobile/tree/main/ctPayment