2022-4Q: [CRM] QR Code on Invoice

A new feature has been added to enhance payment of invoices. A QR Code is added to the invoice which customer can scan using their phone QR scanner. This will take customer directly to the payment portal.

To make use of this feature:

1. Enable under SPID settings the following options:

a) Turn option End User Portal - Token Access to 'on'

b) set the expiration period - by default it is '1 month - 1 day'

this means: reset a token on every recurring invoice generation

Fig 1: SPID setting options

2. Place the QR Code on the invoice template - Operator has to inform Azotel where this should go on the invoice.

Fig 2: QR Code example on an Invoice

<TMPL_IF NAME=BC_EUP_TOKEN>

</TMPL_IF>

Variables placed on the invoice template to display the QR code image

3. Once the above steps are done, then after the next recurring invoice is generated it should create a unique token per customer and place the link (hidden behind the QR code) to make a quick payment on the PDF.

Published Date: 19 April 2023

Engineer: PD

Contact Azotel Support:

Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.