Questions about Payment Form extension

Can Payment Form do this?

  • Chris Jarvis
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3 months 1 day ago #170975 by Chris Jarvis
Can Payment Form do this? was created by Chris Jarvis
Hi Tuan
I have a need for a colleague of mine to be able to process payments through our website for members who are achieving a yearly qualification with us.
Membership Pro and Events Booking won't quite work for me but I am hoping Payment Form might be able to help.
Is it possible for my colleague to log in (ideally in the administrator area or front end if we can set an access level where only their login can access the payment form) to our website with their username and then process payments for many different people of our members when they need to?
It would be a payment that we charge and need to log various details including a custom field that could give a message to our finance person what the payment was for.
For example
I could login and use this form to process a payment through eWay for the following.
Tuan - Pays $40 for re-accreditation at Level 2 with us
Giang - Pays $40 for re-accreditation at Level 2 with us
Chris - Pays $35 for re-accreditation at Level 1 with us

These payments could all be processed through EWAY (after I purchase the eway payment plugin of course) and we can see that in the database?

Is that possible and how do we see the information processed in the back end?

Is it also possible for my colleague to choose the member from our joomla/membership pro members herself even if we don't know their login details so the payment is recorded against their profile with us?

We never want them to login and pay themselves as they need to pass various exams etc before they can and we know when they have done this. We just need to charge them their fee once we know they have passed.

I am thinking Payment Form could be perfect for this but would need a way where I can see what my colleague has processed and she doesn't work in the same place as I do. The website could be a perfect place for us to see what payments of gone through before we process their qualifications.

I hope I am making sense
Thanks
 

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3 months 1 day ago #170983 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Can Payment Form do this?
Hi Chris

This is not something handled directly by Payment Form. However, reading your requirement, I believe you can handle it using this plugin extensions.joomla.org/extension/login-as-user/ (or similiar)

Basically, you, as administrator, can login as if you are any users on your site. Then process payment as if you are that user

That should work for your need

Tuan

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2 months 3 weeks ago #171054 by Chris Jarvis
Replied by Chris Jarvis on topic Can Payment Form do this?
Thanks Tuan
If I understand you correctly, Payment Form could process a payment for anything we wanted with eway and I could just add a text field in for my colleague to note what the payment was for.
So she could process a payment for $40 and type in an extra box - Tuan Reaccreditation Level 2 payment
Then she could process another payment for $40 and type in the extra text box Giang Reaccreditation Level 2 payment
She could do these whenever she needed to and we could see the different payments she had made and maybe even get an email when she processed them.

This could all be done through your Payment Form.

But then you are also saying that to log that payment to a user, we could use the extra extension and login as the user themselves and then process the form that way?

If I am understanding you then this will work really well thanks

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2 months 3 weeks ago #171060 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Can Payment Form do this?
Hi Chris

1. If you just want to make a note to note that the payment is for certain users (Tuan and Giang in your example), then Yes, Payment Form can handle it. And you do not need to use a third party plugin I mentioned to login on the behalf of user

2. However, if you want the payment record is associated with the user account, then you can use the plugin I mentioned. The idea is that you can login to the account you want to process payment for (even do not know his pass word), then process payment on behalf of the user

Depends on how you want it to work, you can choose the approach works for your need.

Regards,

Tuan

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1 month 4 days ago #171788 by Chris Jarvis
Replied by Chris Jarvis on topic Can Payment Form do this?
Thanks for the help and advice with this Tuan
I've got it working exactly as you described and it is working great.
I just have 2 small extras I need to get working to make it perfect.
Is it possible that after a payment has been made and when I return to the payment form, the field data that changes each time such as amount and comment and the custom fields I have created are cleared out so we can make another fresh payment in anyway?
It is keeping the information from the previous payment and I am worried we might miss replacing that with the new payment to be made.
If the form could be cleared other than the First Name, Last name and email of the logged in user that would be superb.

Also the final other thing was for the emails I get back from eway afer the payment has gone through.

These are working really well and I have found the translation fields and realised that the key PF_PAYMENT_FOR appears on the eway email as invoice description. This is a great field as I can inform our finance team who the payment was for using that field.

I have created 3 custom fields called [ASCA_ID], [NAME] and [Payment Description].

If I put the [ID] field in the PF_PAYMENT_FOR translation field as PAYMENT FOR ASCA ID: [ASCA_ID] it shows great on the email from Eway which is really cool.
Like this: Invoice Description: PAYMENT FOR ASCA ID: 10519
But if I put [ASCA_ID]-[NAME]-[Payment Description] in the PF_PAYMENT_FOR translation field, it comes back like this:
PAYMENT FOR ASCA ID: 10519-[NAME]-[Payment Description]
It works for the number but keeps just the text for the other custom fields.

Do you know what I am doing wrong please Tuan?
Do I need to create custom tags for multi fields and use that instead?

The form and extension are brilliant thanks and going to be so helpful. Just need to crack these last few little bits

Thanks

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1 month 4 days ago #171791 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Can Payment Form do this?
Hi Chris

1. For the first issue, If I understand it correctly, please go to Payment Form -> Custom Fields, click on it to edit, set Populate From Previous Payment parameter to No and it should solve the issue

2. For your other issue, what's the name of the custom fields you are using in the language item? I do not think you have a field with name Payment Description?

Tuan

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4 weeks 19 hours ago - 4 weeks 19 hours ago #171830 by Chris Jarvis
Replied by Chris Jarvis on topic Can Payment Form do this?
Thanks as always Tuan

1. For the first issue, If I understand it correctly, please go to Payment Form -> Custom Fields, click on it to edit, set Populate From Previous Payment parameter to No and it should solve the issue

That was exactly what I needed it to do thanks Tuan. Looks perfect now.

2. For your other issue, what's the name of the custom fields you are using in the language item? I do not think you have a field with name Payment Description?

I had made 3 fields: ASCA_UID, NAME and Payment_Description but it was showing [Payment_Description] at the end of the data for the ASCA_UID and NAME. I changed Payment_Description to PAYDESC and it works great now.

[ASCA_UID]-[NAME]-[PAYDESC] now shows on the emails as: 12345-John Smith-Reaccreditation Payment

Thanks so much for guiding me down the path of Payment Form for this piece of work and helping me fine tune it.

It is working so well and is a game changer to our working day.

I use Event Booking, Membership Pro, EShop and now Payment Form on our website and each extension makes our day so much quicker and easier using them.

We can do so much more than we did before working this way.

Thanks again Tuan and the team.

Chris
Last edit: 4 weeks 19 hours ago by Chris Jarvis.

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4 weeks 18 hours ago #171831 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Can Payment Form do this?
Hi Chris

If the name of field is Payment_Description, you need to use the tag [PAYMENT_DESCRIPTION]. The syntax is [NAME_OF_FIELD_IN_UPPERCASE]

Please do that and let us know if it works

Regards,

Tuan

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  • Chris Jarvis
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4 weeks 18 hours ago #171832 by Chris Jarvis
Replied by Chris Jarvis on topic Can Payment Form do this?
That's got it Tuan.

I'm sorry, I never realised it had to be uppercase for the names.
I'll remember that for everything going forward now thanks.
That's why it wasn't working. UPPERCASE works straight away!
Thanks again and sorry for not realising.

Chris

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4 weeks 16 hours ago #171833 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Can Payment Form do this?
No problem Chris. Please continue setting up and using the extension. If you have questions or need help, please don't hesitate to ask us

Regards,

Tuan

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