Payment with QR codes

Acronx CRM simplifies payment processing by offering the ability to generate documents, such as invoices, with embedded QR codes. Customers can conveniently pay by scanning the QR code, streamlining the payment process and reducing manual input. This feature enhances efficiency and provides a seamless experience for both businesses and their clients.

Here is a step-by-step procedure for paying through QR codes:

1. Receive the Invoice: You’ll receive an invoice or document that includes a QR code, either electronically or in print.
2. Open Your Payment App: Launch your bank app or a payment app (like PayPal, Google Pay, or any other QR code-enabled platform).
3. Scan the QR Code: In the app, find the option to scan a QR code, usually located in the “Pay” or “Scan” section.
4. Align the QR Code: Hold your smartphone camera over the QR code on the invoice, ensuring the entire code is visible within the scanning frame.
5. Confirm Payment Details: Once the QR code is scanned, the app will automatically populate the payment details (such as the amount and recipient). Review to ensure everything is correct.
6. Approve the Payment: Confirm the payment by tapping the “Pay” or “Confirm” button, and authenticate if necessary (via PIN, fingerprint, or facial recognition).
7. Receive Confirmation: After successful processing, you’ll receive a payment confirmation on the app and sometimes via email or SMS.

This method makes invoice payments fast, easy, and secure.

How to create custom QR code for document

To create a custom QR code in Acronx, follow these steps:

1. Access Document Template Module: Navigate to the administration section and open the Document Template module.
2. Choose a Template: Select a template that closely matches the functionality and use case of the document you want to create, preferably one that already includes the QR code functionality.
3. Create a Copy: Click on the three dots next to the chosen template and select the option to create a copy.
4. Rename and Download: Rename the copied template and download the Word document version to make edits.
5. Edit the QR Code Information: Open the document in Word and locate the code line that starts with @upnqr. In this line, you'll find placeholders where you can input details such as your company name, address, city, and bank account number.
6. Save and Reupload: After editing the document, save it. Then, delete the original version in the template and upload your edited version to replace it.
7. Save the Template: Finally, save the updated template. It is now ready to use with your custom QR code.