VEND INTEGRATION

PRE-PAY Customers
When a customer is on any ‘pre-paid’ credit term such as ‘Online Credit Card’, once a quote is accepted they will be taken to the ‘Enter Payment Details’ screen.
Here they will have a payment option ‘Point of Sale’. This shows a button to ‘Push to Vend’:

ACCOUNT Customers
When a customer is on any ‘On Account’ based credit term such as ‘7 Days from Invoice Date’ there is a few ways to send to Vend.

ORDER DETAILS – From the ‘Order Details’ screen, at any time you can select ‘Make Payment’:

This will take you to the same payment screen as a pre-pay customer:

INVOICE – Against a single invoice select the ‘Pay for Invoice’ option:

INVOICE – You can also consolidate multiple invoices into a single invoice:

You can then select the ‘Pay for Invoice’ option:

Both above options will take you to the ‘Enter Payment Details’ screen where you can then ‘Push to Vend’.

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PUSH TO VEND

From the payment screen ‘Push to Vend’:

You will see a spinning wheel while the payment is being retrieved in Vend:

In Vend, click ‘Retrieve Sale’ and against the ‘Parked’ invoice, click the arrow:

Select a payment option: 

In this example I select ‘Cash’:

The payment will process and show as ‘Payment Received’. 
Click ‘Complete Sale’:

Print or Cancel the invoice print in Vend.

If the payment was made during the checkout process, the payment screen will update to show the ‘Payment Summary’:

*Once payment has been made in Vend PrintIQ gets notified of the payment via the API and will update the invoice accordingly with the payment record details…

VEND SETUP

For Print IQ to integrate with Vend to allow payments the customer will need to setup the following fields in both Print IQ and Vend, as well as getting printIQ Support to enable the ‘Point of Sale’ payment type.

Vend needs a personal token which can be created at the following link – 
**note ‘saturn’ will need to be replaced with your sub domain.

https://saturn.vendhq.com/setup/personal-tokens

**Make sure that allow personal tokens to expire is unticked before the token is generated**

A pop-up will appear which will need to be copied into Print IQ:

In the printIQ internal admin screen is a tab to put in the personal token as well as the Vend subdomain.

Paste the token generated in the step above.

In the ‘Vend Subdomain’ field, enter the domain name from their printIQ installation. (eg. For greenprintonline.printiq.com, you would just enter greenprint.

In SQL, the Point of Sale payment type needs to be enabled.

    UPDATE dbo.tblPayments_PaymentType SET PPTActive = 1 WHERE pptkey=x

This exposes the ‘Point of Sale’ tab in the payment screen.

To get Vend to appear, go into the Credit Terms admin screen…

    ~/invoicing/creditterms.aspx

And click to edit the Online Credit Card entry.

In the Payment Type selector, it should have Credit Card selected already.

Click the drop-down and select ‘Point of Sale’…

Both payment types should be selected…

And Save and Close.

For Vend to update the payment screen and record the payment against the invoice in printIQ, a ‘Sale Update’ webhook must be configured on Vend.

Navigate to https://<<your_domain>>.vendhq.com/setup/api (after updating <<your domain>>)

Click Add Webhook…

In the New Webhook modal enter the following into the URL field, after editing <your_domain>)

https://<your_domain>.printiq.com/WebService/Vend.asmx/UpdateInvoice and ensure ‘sale update’ is the type selected…

And save.