RetailVista is capable of processing payment requests online through payment service providers such as Buckaroo, Stripe, Pay.NL, Tikkie, and others. A payment request can be useful, for example, when an insufficient deposit has been paid on a sales order and delivery via cash-on-delivery shipment is not possible. Payment requests are also supported for issuing reservations and can be used as a payment method in RetailVista POS.
For example, if a payment terminal is not working and a customer is also unable to pay in cash, it is possible to display a QR code to the consumer in POS via a payment service provider and still successfully complete the payment. A payment service integration can also be used as a payment method at the door upon delivery of goods, including the associated payment to the driver (cash on delivery), or when issuing goods from a dispatch warehouse.
This documentation describes the general setup of an integration with a payment service provider. Separate documents are available that describe the specific configuration details per payment service provider.
Creating a Payment Service
To be able to exchange data with a payment service provider, it must first be created. A new payment service can be created via the “Payment Service Provider" page.
The “Payment type” field is an important setting and determines the service to which a payment request will be submitted. Consult the documentation of the desired payment service provider for the specific configuration settings.
Task Scheduler
The task scheduler (Main > Schedules) retrieves all payment requests with the status “New” and processes them to the configured payment service provider. The minimum interval can be set to 15 minutes. If a task schedule has not yet been created automatically, create a new task schedule of the type “SendPaymentRequests”
E-mail Template
An email template is required that the task scheduler uses to send an email to the consumer with information about the payment request. The content of this email is determined by the email template. Create an email template for each required language, using “Payment Request” as the base template.
Testing
After configuring RetailVista with these settings, payment requests can be created and sent. The simplest test is to create a payment request directly. This request is not linked to a sales order or a POS payment, but it is sufficient to verify that the payment service integration is working.
After a payment request is created, it will be picked up by the task scheduler. A registration is then made with the payment service provider, and the payment link URL from the provider is shared with the consumer via an outgoing email. This email is placed in “Outgoing email messages” and will be automatically sent to the consumer by the task scheduler.
The status of the payment request will then automatically be updated to “Sent.” A website link will appear in the “Payment URL” field, along with a payment service reference for the transaction. Once the consumer has completed the payment, the status will be updated to “Paid.”