I have a scenario where users must enter their Sales Invoice ID in a web form. After the user submits the Sales Invoice ID, I want the web form to display the corresponding Sales Invoice ID’s Party and amount details. Once displayed, users should be able to proceed with the payment processing and the system should automatically create a payment request on the desk.
Could you please guide me on how to achieve this? Any insights or suggestions would be greatly appreciated.
I find managing everything within the web form for creating sales invoices a bit challenging. It requires numerous permissions for different doctype and sub master, making it quite complex. Additionally, handling taxation within the web form adds to the difficulty. However, we recommend granting permissions at the desk level for creating sales invoices and customizing the process to match desk-side requests. If you’re familiar with developing at the web portal level, you might want to explore that option.
Hi @NCP sorry for the misunderstanding. The sales invoice was already created in the desk against that customer, and the customer needs to enter only the sales invoice ID (Which was sent to him through email) and submit the web form without logging in to the website. and then I want the web form to display the corresponding Sales Invoice ID’s Party and amount details. Once displayed, users should be able to proceed with the payment processing and the system should automatically create a payment request on the desk.
I had chosen Payment Request as a doctype in web form and displayed only the field reference name (The field for the user to enter his sales invoice ID). After submitting the form the user has been navigated to the payment page and completed his payment without login. A payment request was created but its status is still Requested even after the payment is completed
To achieve the functionality you’re looking for, you’ll need to develop a custom portal page that aligns with your specific needs. It’s challenging to explain the entire process in detail here, but I recommend exploring the default portal page functionality as a starting point. Web form development can be complex, especially when it involves processing transactions without requiring users to log in. Since your scenario involves displaying sales invoice details and processing payments seamlessly, it is essential to understand the main functionality of the portal page and how it can be customized.
Step 1: Create a User and assign the permission as a Customer
2: create a customer and provide contact details
3. Create a sales invoice for the overdue bill against the customer
4. Admin can see the balance due for all the customers in the Sales Register
5. Created website user login and pays full/part payment 6. Users can pay their bills using their sales invoice ID without logging in
Step 1: Create a webform by choosing payment request as the doctype
2: Make the field reference name as mandatory and hide all other fields.
3.: Check the accept payments checkbox in the payments tab and set the payment gateway
4: In the web form js file write a script for submit and pass the entered reference name in the API - make_payment_request
7. Clients full/part payment will be reflected in sales register
8. Credit / Debit card Sandbox account is integrated