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Question

Laserfiche Forms and Credit Card processing

asked on March 4, 2014

We have a customer who is looking to do credit card integration via LF Forms.  The basic premise is that they are processing a building permit and want to be able to have the person fill out the Form with the permit information as well as their credit card info.  Once they are ready, they would then 'Submit' for payment.  They use an external processing company, so my assumption here is that we could do a web service call from Forms out to the payment agency.  What I don’t know, is whether the Forms could accept a call back from the payment agency web service identifying if the payment transaction was successful or not.

 

Thoughts?

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APPROVED ANSWER
replied on March 4, 2014

I've made this request before. It currently is not possible.

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Replies

replied on March 4, 2014

I don't think Blake is answering your question properly.

 

You are saying a web service would be used, that's obviously possible. You are asking particularly about the ability to accept information back. What is the purpose of this? Is it an essential part of your process? Could you maybe create a web service that handles getting this information for you and initiate a timer event to wait for a response or something along those lines?

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replied on March 4, 2014

The purpose of the call back is to notify a service that the transaction was successful or not and it could mark something as paid.

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replied on March 5, 2014

Correct Blake.  I want to receive a web service call back into LF Forms that identifies if the transaction was processed by the credit card company successfully.  Based on reading your earlier post, it appears this is not currently possible.  If I'm wrong in that assumption, please let me know. 

 

We'll lose this and a number of other deals as a result.

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replied on March 5, 2014 Show version history

As far as I am aware there is no way to call back to LF Forms to let it know the transaction was successful. That being said I know that Workflow can do web hooks. So it may be possible to have the person fill out the forum and when they click submit it opens a new window to the payment processor with the total and line items. Once they pay, you would redirect to a payment successful page and have the form stored in Laserfiche. Workflow may then be able to get a hold of that form with a unique identifier and do a web hook into the payment processor to retrieve the status of that purchase. There are a lot of IFs and it would depend on how the payment processor allows you access to information, but in theory it sounds good.

 

One thing we are currently working on is a PayPal button that will pass the total amount of a Transcript Request. It will take them to the PayPal site in a new window. Once the payment is made they go back to the form and enter the name that was used with the payment and the date the payment was made. We then have someone that receives the transcript request and if the payment was made with PayPal checks PayPal for the payment information. I know that is a bit more work, but it may be a work around for the time being.

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replied on March 5, 2014

Thanks for the suggestions Blake.  I did review more of a manual process with the customer using Workflow.  We're up against another product that can take the response from the return web service call and inform the person filling out the form whether their payment was successful or not and if not, it lets them correct their information, try another credit card, or cancel the process.  Sounds like, for now, I'm out of luck with a fully automated solution.

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replied on March 5, 2014

A native payment integration is under discussion, any suggestions on the payment processing service provide are welcome!

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replied on March 6, 2014

Looking at Blake's comment:

 

"One thing we are currently working on is a PayPal button that will pass the total amount of a Transcript Request. It will take them to the PayPal site in a new window."

 

I am wondering if an interim solution would be to enable a button that launches our own page/web app that would interact with the CC processing company, allows the user to complete or cancel the transaction, and then passes the info back to the form, or stores it with a reference number that allows the information to be linked together in the background. Thoughts?

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replied on March 6, 2014

I don't think you would be able to pass it back to the form at this point, but if the form was given a unique number each time it is brought up and when you send the user to the payment processor it passes that value with it, then when the transaction is complete it could pass it back to your custom web page and that web page could be sent back into LF and then have a link created using Workflow based off of that number. It sounds doable.

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replied on March 6, 2014

Thanks, Blake -

 

I should have been more specific, and that's what I was thinking - generate a unique ID, store it with the form info, and then launch the web app by passing in that variable. Then let WF get busy linking everything together in the background.

 

Better still if we can pass the same ID to the CC Processor, and receive it back separately with the results & confirmation info before we post it back to the web page.  That way if the user closes the browser too soon, we still have the record.

 

Bill 

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replied on July 17, 2016

Just want to let everyone know that we have had payment processing integrated with Forms for a few years as described in the original post. Just email sales@citiesdigital.com if you need the payment integration module. 

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replied on January 19, 2017

Patrick, about how much did that payment integration module cost you?

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replied on January 19, 2017

Beginning with Forms 10.2, Forms now includes an out-of-the-box integration with Braintree for accepting payments from users. You can read more about this new feature here.

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replied on January 20, 2017

Thanks, but we're still on Forms 9.2.1 and I don't think I'll have much push for upgrading.  How much does the CitiesDigital module cost?

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replied on January 23, 2017

Upgrades to Laserfiche should be included with your LSAP.  

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