Payment Gateway Integration?

[derek-adair]

Currently it seems koalix only tracks invoices/payments. I would love to generate an invoice, and send my client a link to pay it. I can certainly facilitate this on my own in a custom app, but this is a pretty important part of any CRM in any case.

I'm sorry this is such a stupid question but I am realizing there is no mention of this in the docs. This would be a very desirable feature. I originally came to this project with this goal in mind.

Do you have any advice for people looking to actually take payments for invoices?

[scaphilo]

Hello derek Thank you for the feature request. The approach to which is currently supported by the software is the old fashion way. you receive a payment from your customer via bank and you have to manually enter the received amount into the system. 5years ago when I developed the software it was not so easy to have this done but i think today it is a different topic. We would discuss a bit more what types of payments would be requested from you.

I guess payments via: PayPal should be in focus Bitcoins? Credit cards automatic Bank account data import ... ....

[derek-adair]

The best solution is to pick a payment gateway that handles the transactions for you.

• Braintree
• Stripe
• Pinax-stripe (django)

There are others, you can integrate w/ paypal directly.... but their API is shit. Braintree was actually purhcased by paypal... so you get some of the benefits from the paypal team.

One thing that NONE of these provide that would be absolutely brilliant is a way to handle direct deposits. The idea of paying 2.9% (minimum) for processesing invoices through my website is... troublesome. However, I am not really knowledgable enough on the whole thing to know how difficult this would be, if at all possible.

[scaphilo]

I see and i agree that this is a required feature.

On the other hand i also see some conflicts with the current concept:

• as the application should also be usable as local application (running without a dedicated web server).
• the security level needs to be deeper analyzed.
• we currently create PDFs that are meant to be delivered as physical letters to the customer.

However i think the next step must be to create a set of issues that can be done step by step:

1. Clarify the use case we would like to support
2. Elaborate security concept (we need to make sure the payment related sections are bullet proof)
3. Find an easy way to integrate or not integrate the payment gateway (it should work for web application mode and for standalone mode)

[scaphilo]

created following issues #53 #54 #55 @derek-adair would you be able to support us in the definition of the use cases or writing some user stories?

[derek-adair]

I didn't realize this could be used in stand-alone mode.. Which makes sense and is pretty rad.

I will try and fill out some stories, i'm usually on the other side of the fence tho xD