How can I show a customer's payment history if I'm collecting payments through my Knack app and through cash or check?
If you are utilizing Knack's e-commerce functionality to gather payments through your application, and you also happen to collect payments from customers in cash or by check, you have the ability to monitor all customer payments within the Knack platform.
Quick Steps
To successfully implement this functionality, it is necessary to have two connected tables.
1. When the e-commerce features are enabled, a Payments table is automatically added to your app to track all debit card or credit card charges. To reduce confusion, you can rename this table to "Credit/Debit Card Payments".
2. Create a new Payments table to track all payments received. In this table, you'll create a new record each time a customer pays via cash or check.
3. Connect the "Payments" table to the "Accounts" table so that you can specify which customer made the cash, check, debit, or credit payment. You will need to have users enabled to have the Accounts table.
4. Connect the "Credit/Debit Card Payments" table to the new "Payments" table.
5. On your payment views, add a record rule that automatically creates a new connected record in the Payments table each time a new credit/debit card payment is made through your app. Be sure to pass along the customer connection from the credit/charge using the record rule.
That's all you need to do! With this setup, you will be able to efficiently manage all of your customers' payments in the new Payments table, while still providing them with the convenience of making payments through your app.