Setting up the QR Code

Configuring the Module

The QR Pay module allows you to integrate modern, user-friendly payment options such as PayPal or mobile banking apps directly into your business documents. By embedding QR codes into invoices or other reports, customers can quickly scan and pay, streamlining the payment process and improving the customer experience.

Setting up QR Pay is simple and flexible, allowing you to tailor it to your specific business needs.

Initial Configuration

To begin configuring QR Pay, navigate to the QR Pay Setup page, where you can define the core settings for how QR codes are generated and linked to your payment methods.

To open the QR Pay module setup, search for "QR Pay" in the Role Center.
Click into an empty line in the table.
In the 'Report ID' column, you can select a specific report. In the predefined configuration, the ID 1306 was selected, which corresponds to the 'Standard Sales - Invoice' report.
The Table No. defines which table is being referenced. In the predefined configuration, this is set to 112, which corresponds to the Sales Invoice Header.
Clicking on the three dots gives you access to the 'Fill from Company Setup' action, which automatically fills in the company data.
If the QR Pay Setup page was previously expanded to full screen, this option will be displayed directly without needing to open the three-dot menu.

Payment Methods

QR Pay allows you to choose between two payment methods for your invoices: Banking App and PayPal. Depending on your selection, the generated QR code will contain the appropriate payment information to support the chosen method. This flexibility ensures a smooth and convenient payment experience for your customers.

Changing the Payment Type in QR Pay Setup

To change the Payment Type in the QR Pay module setup, follow these steps:

To open the QR Pay module setup, search for "QR Pay" in the Role Center.
Select the setup in which you want to change the Payment Type.
Click on the field under "Payment Type".
A drop-down menu will open.

From the drop-down menu, you can select the desired Payment Type for your QR Pay setup.

QR Code Settings

The QR Pay Settings section allows you to tailor the appearance and placement of your EPC QR codes to match your business needs and branding. Whether you're adjusting the visual design, positioning the QR code on your reports, or testing different configurations, this area gives you full control over how QR Pay integrates into your invoicing process.

You can preview changes instantly using the Test QR Code feature, apply custom layouts, upload your company logo, and fine-tune colors to align with your corporate identity. Additionally, the Report Layouts section enables precise placement of the QR code within your invoice templates, ensuring a professional and consistent presentation.

How to Change the appearance of the QR Code

To open the QR Pay module setup, search for "QR Pay" in the Role Center.
Select the setup in which you want to change the appearance of the QR code by clicking on the three dots.
Click Edit to open the Module Setup Card.
Scroll down and open the tab labeled "QR Code Settings".
To change the color, click the rectangle under "QR Code Color" and select a color.
To add a logo, click the rectangle next to "QR Code Logo" and drag and drop a file in .jpg or .png format.
By clicking "Test QR Code", the changes you made will be displayed in the preview.

Info

After every change, click "Test QR Code" to update the preview.

Customizing QR Code Position

QR Pay gives you full flexibility to define the exact position of the QR code on your report layouts. Using the Report Layouts section in the setup, you can manually adjust the X and Y coordinates to place the QR code precisely where you want it to appear on the document. This ensures that the QR code integrates seamlessly into your existing invoice design and layout structure.

For even more convenience, you can use the built-in viewer to visually place the QR code by clicking directly on the report preview.

How to Change the Position of the QR Code

To open the QR Pay module setup, search for "QR Pay" in the Role Center.
Select the setup in which you want to change the position of the QR code by clicking on the three dots.
Click Edit to open the Module Setup Card.
Scroll down and open the tab labeled "Report Layouts".
Select a report by clicking the field under "Report Layout Name".
Click on "Place QR Code".
Use the filter to search for a Posted Sales Invoice, then click OK.
A PDF viewer will open.
Click on the document where you want the QR code to appear, then confirm with OK.
If you're satisfied with the positioning, click OK again.
The position will be saved automatically as X and Y coordinates.

Important

In the Report Layouts section, you can use an action to place the QR code directly on a report.
Just select an example report and confirm it. A viewer will open where you can click to set the coordinates.
If the QR code has already been generated via Test QR Code, it will also appear in the viewer.

How to Define the Page where the QR Code should appear

To open the QR Pay module setup, search for "QR Pay" in the Role Center.
Select the setup in which you want to change the position of the QR code by clicking on the three dots.
Click Edit to open the Module Setup Card.
Scroll down and open the tab labeled "Report Layouts".
Select a report by clicking the field under "Report Layout Name".
Enter the Field QR Code Placement and Select either "First Page" or "Last Page".

Important

if Last Page is selected, and the report contains only one page, it will be placed on the available page.
if Last Page is selected, and the last page is dynamically grown then the placement of the QR Code on the First Page should be considered due to it being possible that the QR Code is blocking important information on the last page.

If you don't have a last page by default, we recommend placing the QR code on the first page in a way that does not obscure any important information or data.