Pay with Resco: Difference between revisions
Marek Rodak (talk | contribs) No edit summary |
|||
| Line 6: | Line 6: | ||
With [[Releases/Winter 2021|release 14.3]], we've integrated a payment processing engine from [https://stripe.com/ Stripe]. | With [[Releases/Winter 2021|release 14.3]], we've integrated a payment processing engine from [https://stripe.com/ Stripe]. | ||
[[File:Pay with Resco in action.jpg|600px]] | [[File:Pay with Resco in action.jpg|alt=Pay with Resco illustration|600px]] | ||
== Integrate with Stripe == | == Integrate with Stripe == | ||
| Line 14: | Line 14: | ||
The '''Stripe Payment Gateway URL''' parameter is optional. It is used if you want to install the gateway on your own Azure. | The '''Stripe Payment Gateway URL''' parameter is optional. It is used if you want to install the gateway on your own Azure. | ||
[[File:Configuration stripe.png|600px]] | [[File:Configuration stripe.png|alt=Pay with Resco: Stripe configuration in Woodford|600px]] | ||
== Add form commands == | == Add form commands == | ||
| Line 28: | Line 28: | ||
Create Invoice on WO form: | Create Invoice on WO form: | ||
[[File:Create invoice command on work order form.png|600px]] | [[File:Create invoice command on work order form.png|alt=Pay with Resco: Create invoice command on work order form|600px]] | ||
Collect Payment on Invoice form: | Collect Payment on Invoice form: | ||
[[File:Collect payment command on invoice form.png|600px]] | [[File:Collect payment command on invoice form.png|alt=Pay with Resco: Collect payment command on invoice form|600px]] | ||
== Payment in action == | == Payment in action == | ||
| Line 40: | Line 40: | ||
Work Order with Products & Services, Invoice | Work Order with Products & Services, Invoice | ||
[[File:Stripe - work order.png|300px]] | [[File:Stripe - work order.png|alt= Pay with Resco: Payment in action (workorder)|300px]] | ||
[[File:Stripe - invoice.png|300px]] | [[File:Stripe - invoice.png|alt= Pay with Resco: Payment in action (invoice)|300px]] | ||
On the invoice form, simply use the '''Collect Payment''' command. A QR code with the payment link appears on the technician's device. You can also send the payment link via email. | On the invoice form, simply use the '''Collect Payment''' command. A QR code with the payment link appears on the technician's device. You can also send the payment link via email. | ||
[[File:Stripe - payment qr.png|300px]] | [[File:Stripe - payment qr.png|alt= Pay with Resco: Payment in action (generated payment QR)|300px]] | ||
Customers can scan the QR code (or open the link from email) on their device to reach the payment confirmation page: | Customers can scan the QR code (or open the link from email) on their device to reach the payment confirmation page: | ||
[[File:Stripe - pay.png|600px]] | [[File:Stripe - pay.png|alt= Pay with Resco: Payment in action (Stripe pay)|600px]] | ||
== I'm interested == | == I'm interested == | ||
Please contact your business development manager at Resco for more information. | Please contact your business development manager at Resco for more information. | ||
Latest revision as of 14:58, 20 November 2023
| Warning | This page describes a function that has not yet been publicly released, or has been released in beta / preview quality. Subject to change. |
Pay with Resco functionality makes field service visits complete by enabling technicians to collect payment directly at the place of work or visit. You can now get paid for the service, order, or issued invoice right on the spot, directly with the Resco mobile app.
The function is currently available for Dynamics. After successful service, say repair of a dishwasher, the technician is able to create an invoice from work order on their mobile device. On the invoice form, it is possible to collect payment for the service. The payment command generates a unique online payment link which customer can either scan from technician's and pay on their own device or get the link via email, open it and pay online.
With release 14.3, we've integrated a payment processing engine from Stripe.
Integrate with Stripe
In order to make it work, you need a Stripe account. You can register at their website. Then, enter the Stripe API key to your app project configuration in Woodford.
The Stripe Payment Gateway URL parameter is optional. It is used if you want to install the gateway on your own Azure.
Add form commands
There are two new commands available in the Woodford solution for Dynamics:
- Create Invoice on the Work Order form
- Collect Payment on the Invoice form.
(We've already had a Create Invoice command on the sales entity Order form.)
You need to add these commands on the respective forms in order to make the payment functionality available.
Create Invoice on WO form:
Collect Payment on Invoice form:
Payment in action
After doing this, you're all set up to collect payments after service. In the mobile app, you work with the Work Order form. When you add used services and products on work order, these items will get into the invoice after you've selected the Create Invoice command.
Work Order with Products & Services, Invoice
On the invoice form, simply use the Collect Payment command. A QR code with the payment link appears on the technician's device. You can also send the payment link via email.
Customers can scan the QR code (or open the link from email) on their device to reach the payment confirmation page:
I'm interested
Please contact your business development manager at Resco for more information.