Setting Up QR Code on Invoices

JustOn Billing & Invoice Management can produce QR codes for SEPA credit transfers and JustOn Cash Management's payment page. If the relevant conditions are met, it automatically creates the QR code and writes the produced data to the corresponding fields on the invoice. Consequently, the generated QR code is to be printed to the invoice PDF.

Configuring the QR code management involves the following tasks:

• Adding QR code fields to the invoice page
• Configuring the invoice template to include QR codes

If you have not done so when installing the package, you must, in addition, explicitly allow accessing the JustOn PDF service.

Adding QR Code Fields

JustOn Billing & Invoice Management writes QR code data to the following Invoice fields:

Field	Description
Credit Transfer Content	The original content of the SCT QR code as human-readable text.
Credit Transfer Content Error	Holds meaningful errors if the SCT QR code could not be created. Usually set if some data is missing.
Credit Transfer QR Code	Holds the actual SCT QR code image. Is to be included in the invoice PDF using a placeholder.
Payment Page URL	The link to the payment page exposed by JustOn Cash Management.
Payment Page URL Error	Holds meaningful errors if the payment page QR code could not be created. Usually set if some data is missing.
Payment Page URL QR Code	Holds the actual payment page QR code image. Is to be included in the invoice PDF using a placeholder.

By default, these fields are not available in the user interface. However, your business may require your users to access the error information, for example. To this end, you add the corresponding fields to the Invoice page layout or the list view.

To add Credit Transfer Content Error or Payment Page URL Error to the Invoice page layout:

1. Click to enter Setup, then navigate to the object management settings of the Invoice object.
2. Click Page Layouts.
3. In the Invoice Layout row, click , then select Edit.
4. Drag the fields Credit Transfer Content Error or Payment Page URL Error to the page layout.

5. Click Save.

   This adds the QR code-related error field to the Invoice page layout.

To add Credit Transfer Content Error or Payment Page URL Error to the Invoice list view:

1. Open the Invoices tab.
2. Click on top of the list, then select Select Fields to Display.

3. Move Credit Transfer Content Error or Payment Page URL Error to the Visible Fields column.

   

4. Click Save.

   This adds the QR code-related error field to the Invoice list view.

Enabling QR Code Display on PDF

In order for invoice recipients to make use of QR codes to initialize payments, the printed invoices must include the QR codes. To this end, you must configure the invoice template accordingly.

JustOn Billing & Invoice Management provides two custom placeholders that retrieve the produced QR code images. You place these placeholders in an appropriate section of the relevant template.

Placeholder	Usage
[CreditTransferQrCode]	Retrieves the SCT QR code. Usually placed in the Template field Payment Info Bank Transfer.
[PaymentPageUrlQrCode]	Retrieves the payment page code. Usually placed in the Template field Payment Info Online Payment.

Note

Make sure to apply the placeholder filter no-persist to the QR code placeholder. It guarantees that the correct image is inserted after modifying input values and after finalizing the invoice.

1. Open the template to be edited.

2. Click next to the relevant Template field (standard text or payment information) and specify the information as required.

   To direct an invoice recipient to the payment page, you can use, for example, this text in the Payment Info Online Payment field:

   Scan the code to open our payment page: [PaymentPageUrlQrCode|no-persist]
   

3. Click Save.

Related information:

How to display the relevant payment information next to the payment QR code?

Enabling Access to JustOn PDF Service

JustOn Billing & Invoice Management provides a dedicated remote site setting required to access the JustOn PDF service, which produces the QR codes. If you have not done so when installing the package, or after a push upgrade, you may have to allow accessing the JustOn PDF service explicitly, activating the remote site.

To activate the remote site:

1. Click to enter Setup, then open Remote Site Settings.

   In Salesforce Lightning, navigate to Security > Remote Site Settings.

   In Salesforce Classic, navigate to Security Controls > Remote Site Settings.

2. Click Edit in the row of JustOn PDF Service.

3. Select the Active checkbox.
4. Click Save.