Provide more information as pre-filled data to QuickFee

[rposener]

I have just tested on this Demo Client invoice and Step 1 pre-fills correctly so the client is taken straight to Step 2 where they can select their preferred payment method. It would be a very rich user experience if the integration could pre-fill some of the Step 3 information from the data stored in PE. I spoke to Malcolm and he said the XML should have a section called Client which contains Name Address, Email, etc. So ideally what would happen is that you populate the Step 3 field data, & then Red Planet hides it behind the scenes until the client reaches Step 3 and the following fields would pre-fill:

1. Monthly:
   • EIN or SSN (the Red Planet Field for either option is ABN)
   • Name, Email, Phone Number, Street Address, City, State
   • Zip Code (the Red Planet Field for either option is Postcode) The client would be able to edit the above if they needed to and also be expected to complete the:
   • Industry Code
   • Bank Details (ACH Routing Number, Account Number, Account Name & Account Type).
2. ACH:
   • Name, Email, Phone Number, Street Address, City, State
   • Zip Code (the Red Planet Field for either option is Postcode) The client would be able to edit the above if they needed to and also be expected to complete the:
   • Company Name (if paying for a company)
   • Bank Details (ACH Routing Number, Account Number, Account Name & Account Type).
3. Credit Card:
   • Name, Email, Phone Number, Street Address, City, State
   • Zip Code (the Red Planet Field for either option is Postcode) The client would be able to edit the above if they needed to and also be expected to complete the:
   • Company Name (if paying for a company)
   • Credit Card Details (Card Holder Name, Number, Expiration & CVV).

If you could have a look at this or have any questions about the API please let Malcolm know.

[rposener]

Being considered during fall release timeline. It appears most of this is already in the codebase.