creating an invoice record that can be paid online by a customer

[TRILEY011]

Hello! Caspio newbie here.  I am trying to figure out the best approach for customers to login thru a caspio URL and pay a bill online specific to them. I have stripe setup and working in test mode

I have created an invoice table that can tie a customer to an invoice. I have created authentication for customer logins. I have created a submission form that includes payment functionality. 

So my question is...how do configure the form so that each individual customer will see only their invoice and be able to pay it?  I have only been able to find one payments form video and not much in the documentation section. 

thanks for any advice!

[GoodBoy]

Hi Triley011,

You can try implementing a Record Level Security to restrict access to records based on the current end user's profile data in your DataPages. This gives your end-user access only to records that they have authored, or that have been assigned to them, etc.

Kindly visit these links for references:

- https://howto.caspio.com/authentications-and-connections/authentication/record-level-security/restrict-access-to-data-by-user-or-role/
- https://www.youtube.com/watch?v=UQk9yC0Y6Pc
- https://www.youtube.com/watch?v=Omda1OjR9XQ

I hope this helps!

[TRILEY011]

Thanks! i give it a try.

[TRILEY011]

thanks again for your help. You suggestion helped with one part of the problem! I am now able to use record level security for each user!  However the Payment piece does not seem to be available in the Elements section to add to any of the datapages in that type of form.

Any additional ideas would be greatly appreciated!

[ParkLoey]

Hi @TRILEY011! Have you tried using a normal submission form instead? For the customer-specific invoice, you can try using a calculated value element to get the values. A select statement should suffice  Here's a sample:

SELECT FieldName FROM TableName WHERE CustomerIdentificationIDField = [@auth:CustomerIdentificationIDFieldInAuthentication]

I hope this helps!