Template management

2.1.8. Template management#

2.1.8.1. What are Taler templates?#

Taler templates allow customers to create orders where contract terms are specified by the template. This is especially useful for businesses without internet access or websites that want to accept payments on static pages, like for donations.

A template sets fixed order details that customers cannot change. However, merchants can allow customers to enter or edit specific information, such as the amount to be paid (or donated) or the order summary.

How it works

  1. Merchants create templates via the Taler Backoffice or API.

  2. Each template gets a unique template ID (URL-encoded).

  3. Merchants can generate a QR code and payment link to share with customers.

  4. The customer scans a QR code or clicks a taler:// link, which contains a payment template.

  5. The wallet may ask the customer to enter missing details (if allowed).

  6. The wallet creates the order and fetches the contract details.

  7. The customer reviews and completes the payment.

2.1.8.2. Templates overview#

To view all templates, navigate to the Templates page in the sidebar. Here, you can see a list of all templates with details like the template ID and description.

Near each template in template list, you’ll find options:

  • Use template: Create a new order using the selected template.

  • QR: Generate a QR code and payment link for easy access. With “Print” button, you can print the QR code.

  • Delete: Remove the template.

2.1.8.3. Adding a template#

To create a new template, click the “+” button in the top-right corner of the template page. A form will appear where you need to provide the following details:

  • Identifier (required, URL friendly): A unique name for the template.

  • Description (required): A short description explaining the template’s purpose.

  • Summary: Order summary.

  • Summary is editable: If enabled, the customer can modify the summary.

  • Amount (required): Template will create orders with specified price.

  • Amount is editable: Allows customers to modify the amount.

  • Minimum age: Specifies the minimum required age for the payment.

  • Payment timeout: Defines how long the customer has to complete the payment.

  • OTP device: Used to verify transactions in offline mode. OTP devices tutorial.

Once you are done, click on the “Confirm” button to add the template.

2.1.8.4. Editing a template#

To edit an existing template:

  1. Click on the template you wish to modify.

  2. Update the fields as needed.

  3. Click “Confirm” to save changes.

2.1.8.5. Deleting a template#

To delete a template, click on the “Delete” button next to the template you want to remove. Confirm the deletion in the dialog that appears by clicking on the “Delete template” button.

Warning

This action is irreversible.