Recent Updates
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Updated on: May 13, 2024
How to setup Stripe
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Updated on: May 13, 2024
9.10 April 2024
Manual Payments2Us User Manual -
Updated on: May 13, 2024
What is the difference between "Payment Amount" and "Donation Amount"?
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Updated on: May 13, 2024
Stripe Specific
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Updated on: May 08, 2024
How to manage credit card and expiry details
Credit Card number and CCV details are never stored in Salesforce. Payments2Us uses a token to charge the card at future dates - this token is stored in the dpsBillingId field.
If a card has expired or is invalid, then you will need to re-tokenise it.
You can get a list of expired cards by filtering on the Card Expiry Date on the Recurring Payment Object by either:
- Selecting a list view filter on the Recurring Payments Tab (for example "All Active Cards Expiring" or "All Suspended - Max Retries Exceeded"
- Running a custom report over the Recurring Payments Object
- Being alerted by a workflow rule (approx 45 days prior) of cards expiring
Manual Payments2Us User Manual -
Updated on: Apr 29, 2024
How to set up 'Checkout & Pay Later' option
There are several options where the Payee might be allowed to pay later, these include: Invoice Me, Send By Post and Bank Transfer.
For these options, the payee commits to the payment/donation on the webform checkout and then later posts in (or bank transfers) the amount. An internal staff member receives the payment and marks the payment as received.
Manual Payments2Us User Manual -
Updated on: Apr 29, 2024
Scheduled upgrade dates
Manual Payments2Us User Manual -
Updated on: Apr 22, 2024
How to add custom fields on a web form
Manual Payments2Us User Manual