3 Replies Latest reply on Aug 25, 2012 3:46 PM by MarkB

    File Maker & Credit Cards

    varechords

      I am currently having a developer design a custom database for me and my business solution. Basically i will be a mobile business and will be using Filemaker as my database solution. I use all MAC products. I have a Macbook laptop, and iPhone, and also an iPad. I have a plan to use an usb barcode scanner with my laptop that will have the Filemaker Database on it and when products are scanned those items will then be placed in an invoice within Filemaker. Since I will be mobile and will not have a wifi network to utilize I will need my iPhone to process payments.

       

      The first question I have is what barcode scanner would you all recommend.

       

      Then I want to know if and how I can send the invoice created by way of the barcode scanner and the laptop to my iPhone.

       

      I then need to be able to process payment by either cash or credit card. If paid by xash i need to be able to mark the invoice as paid and email a receipt from my phone to the customers email. If the payment is made by way of credit card I need a solution for my iPhone to take payment, mark the invoice as paid and have that information updated in the database, and also the ability to send a receipt via email to the customer.

       

      I was thinking of just using the laptop to create the invoice and let the customer review it. Then the total that populates just use a payment credit card method for iPhone to process that amount. Then later when I get back to the office I can sen all invoice receipts with details via email from Filemaker. This way I can mark it as paid or whatever and everything stays inside Filemaker.

       

      Please help.

        • 1. Re: File Maker & Credit Cards
          LyndsayHowarth

          This all sounds convoluted and awkward.

           

          You say you have an iPad. I imagine that might be easier to design for using FM Go and could server the purposes of both the laptop and the iPhone with a sim card and 3G.

           

          Printing the invoice might be done with a mobile printer or achieved by emailing the PDF or uploading it to the cloud so they can download it from an emailed link.

           

          The Barcode thing is a bit of a dilemma... but there are those square barcody things which I have a app for on my iPhone. Are these suitable, anyone?

           

          If you were to accept say PayPal (who also take care of the Credit Cards) you could have it in a webviewer and have the person enter their details by handing over the iPad. You could also get them to sign on the dotted line and capture a signature (probably temporarily is best for signing a contract then deleting the image once captured in the PDF which would have the ability to export or change the document turned off).

           

          You could do the whole thing as a web site also if your backend were FMS.

           

          I just think there are too many steps...

           

          imho

           

          - Lyndsay

          • 2. Re: File Maker & Credit Cards
            LyndsayHowarth

            LOL. "server the purposes" should read "serve the purposes".

             

            I can't edit the post on my iPad. Wrong Device it tells me.

             

            Also, I sorta ignored the issue of having no 3G or wifi network. I know cellular data can be expensive but for a short on-then-off-again task it amy just have to do. Surely it is better than shunting data this way and that....

             

            - Lyndsay

            • 3. Re: File Maker & Credit Cards
              MarkB

              We built a point of sale / inventory control system entirely in Filemaker.  We purchased Symbol LS2208 barcode usb scanners and since we are running on a computer, we use the 360Works Plastic plugin to handle credit cards.  It works with PayPal very nicely.  But, if you wanted to go the plugin route, you would be limited to the use of your laptop, since FM-Go dosen't support plugins.

              Regards, Mark