Should I used "http" or "https" for my Base Site URL/iframe parameters?
Always use the secure site "https". You can manually add the "s" to your Base Site URL if it needs updating.
Also make sure these check boxes are ticked on your site as well.
Payments2Us Manuals
Payments2Us for Salesforce. Manage online payments, donations, events, memberships and peer-to-peer fundraising
Topics
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Annual Statements - FAQ 10
- PDFs are not being stored against the Contact
- I don't want the membership number to show on the statement header
- What are the various Campaign Status's used for
- How to I apply a letterhead to an Annual Statement but not change the general letterhead on the Merchant Facility?
- Why getting error - "PDFStatementGenerateProcessor- Apex Batch Error, Exception: System.Unexpected Exception, PHASE:EXECUTE......."?
- How to change the name of the pdf. that is send?
- How do I change the reporting period for the Single Annual Statement?
- Why are my annual statements missing details, or why is the Table of Transactions missing?
- How can I simply preview an Annual Statement after making changes?
- Why am I not getting any line items on my statements?
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Banking and Reconciliation - FAQ 1
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Batch Processor - FAQ 9
- How do I start or stop the Batch Processor
- How do I check for and cancel duplicate Batch Processors running?
- How to I remove Phantom Batch Processors?
- I keep getting the following error: Please investigate this error.Program/Area: batchProcessor.statusUpdateSubject: Database.update(paymentTxnList)Description: The new owner must have read permission.
- We've tried the above, but are still getting and error "Error Log Report - submit batch failed (nn) times."
- Why does the Batch Processor skip processing some Payment Txns
- In the Apex Job logs, I see that the batch processor scheduler is constantly being aborted
- What is the Contact Update Processor (contactUpdateProcessor)?
- Why are Opportunities not being created?
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Batch Entry - FAQ 9
- How do I set up my bar code reader to work with Batch Entry
- Can I change Membership No. to Support No. on Batch Entry Line entry?
- Why batch stuck at "Process" status and error logged with - "batchEntryChargeProcessor already running"?
- Can we process Recurring Donations through Batches?
- Batch process all the cheque dates as the same date. When I go in and edit this date the date does not change?
- Is there a limit to how many transactions can be processed through Batch Entries?
- We've noticed that our Batch Entries have stopped creating new Opportunities when the Batch Entry Line Items are processed. What could be causing this to happen?
- Can we add custom fields to Batch Entry Lines
- Can I add different Payment Methods to Batch Entry?
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Campaign - FAQ 1
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Checkout Form - FAQ 57
- I got the error "Invalid URL parameters provided" or "Invalid URL Token" error message, what is this about?
- Why are appeals (Campaigns) not showing, or which Campaign are shown in the Appeals options
- The checkout form is not showing when embedded as an iframe OR x-frame options need to be made visible OR setting up CORS
- We are unable to continue to the second step of the checkout wizard
- On the Confirmation page, we get the "Error: The Payment Transaction was approved."
- We are building our own success page. What parameters do we have access to?
- We've installed Payments2Us or we've added a new site and we cannot enter any fields.
- We enabled CAPTCHA and now it sometimes brings up an image selection, as well as "I'm Not A Robot" tick box. These squares are annoying, can we have just the tick box?
- What is the difference between the Classic and Modern Payment Forms
- How are the Payment Frequencies Assigned
- Why is the Payment Frequency Read Only
- When do Payment Frequencies show on the checkout form
- I added a value to an existing custom picklist but it's not showing on my online form. How do I add it?
- Why am I getting the error message “Missing (Active) Merchant Account”
- Why are changes not appearing on the form
- Why does my live Merchant Facility have the "Payments in test mode"?
- Why is the date format incorrect? It is showing dd/mm/yy or mm/dd/yy when it should be the other way around.
- How do we add Google Analytics tracking?
- How do I update Payment forms from Classic to Modern?
- How do I hide a section on a Payment Form?
- Why do I get "Missing Token" or "Missing token, Payments2Us App Re-Authorisation required." Error message
- Why do I get insufficient access rights on object id: [a0Q....]
- Why is the form not submitting, or why is the Next/Pay Now/Donate button greyed out
- How to add Captcha types with the custom URL?
- Our website is using a URL token, but I don't know which one. How can I find it?
- I keep getting an InvaIid Date error when filling out, but there is no field that has a date on the form, what's causing the issue and how to I fix it?
- Should I used "http" or "https" for my Base Site URL/iframe parameters?
- The phone numbers on the Checkout form are the wrong format, how do I fix this?
- Checkbox fields are being unchecked on a Contact Record when a new Payment Txn is created and matched. Why is it blanking out the value?
- How to change the page name on the webpage tab when a Payment form page loads?
- . What to do if we get the following error- "Payments2USDML - error processing callout response: Malformed JSON: Expected '{' at the beginning of object" while submitting a form?
- Why is the checkout form stuck/hanging with still processing message?
- Why the Custom lead in form is using an incorrect Payment form?
- What are the minimum fields required on the checkout?
- Why do I get the error "no merchant facility control user details found"
- Why the"Campaign Member Status" set to Paid on the Payment form doesn't reflect on the Campaign member status for the members when they get added to the campaign?
- What is the reason for "Invalid Mobile Phone" Error on the checkout form?
- How to add an additional Country to the Checkout Form "Country" field list?
- How to remove a Country to the Payment form "Country" field list?
- How can I default the Country and/or state on the Checkout Form?
- How do I change the default suggested donation?
- How to I unpublish or remove a Payment Form?
- We want to use the "Manual Payment Form" for all internal processing, the form doesn't cater for Family Membership processing. When I press Save, the txn proceeds to batch without asking for other Family Names.
- When I complete the checkout Form and select one-Off Authorise as a frequency, the payment transaction get created but the status is set to Confirmation. What should we do next
- Payment Txns with Banked Payment set to YES are coming in from the Checkout Form. However, the status is stuck and does not progress to Matching Complete. This means no Opportunities or Contacts are being created
- How to set up two different checkout forms on two different landing pages on website? I can see Key and Token numbers on the URL in the present checkout form. Do I need another key and token number and if so how to get them?
- Is it possible to pass in a parameter in the URL and have the language change(Ex: Chinese, French)?
- Why is Payment Method "Manual" is not appearing in the Payment Form for Membership/Subscriptions?
- How do we pause the Recurring Donation process and reactivate the same once we are ready for the process to resume?
- Can we reschedule the process for a later date instead of it running at the current set time. If so, how do we update this
- Why does an "invalid date" error occurs for the Birthdate field on the while processing Checkout Form?
- How to remove fields on Checkout Complete page ?
- How do I change the message at the bottom of the payment form just after the reCAPTCHA that says "By clicking the button below, I authorise xxxx to charge my Credit Card, starting on dd/mm/yy....."
- We have added a new Picklist value, for example "Mr & Mrs" to the Salutation field, but it is not showing on the form
- What can I do to improve the checkout form load time?
- An error has occured attempting to contact the API. Please contact Ezidebit support
- How are Appeals sorted on the payment form
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Custom Fields - FAQ 4
- How do the Like/Like field relationships work in Payments2Us?
- I've added some values to an existing picklist. They are visible, but when I try and select them, it comes back with a "bad value" error. Why can't I select this value?
- Do the web forms support all field types?
- Can we use related object fields on the Payment Txn field-sets?
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Data Validation - FAQ 1
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Direct Debit - FAQ 14
- What do the different Direct Debit statuses do on the Payment Txn?
- I've created a batch today for the payments that are due tomorrow, but they aren't available to add to the batch. How do I add them
- I added some Direct Debit Payment Txns incorrectly to a batch. Does clicking Delete just remove them from this batch?
- I needed to make some changes to the ABA file, so after I marked the Txns that were not to be included as error, I pressed the Extract button, but the new file was blank. Where are the other Txns?
- I re-extracted the ABA file after some corrections, but the batch still has the original number of records and total dollar amount. How do I know the numbers are correct
- Why are some Payment Txns that are on status Direct Debit Start not available when I try to add them to a Direct Debit Batch?
- How is the Statement Text used, or why to all my Return Transactions have the same reference?
- Why Payment Txns stuck on the Status of ‘Direct Debit Assigned To Batch’ for Ezidebit payment gateway?
- Why Payment Txns stuck on the Status of ‘Direct Debit Processing’ for Ezidebit payment gateway?
- I need to regenerate the ABA File by changing the Status Back from "Direct Debit Processing" to "Direct Debit Assigned Batch"
- I am trying to process a direct debit batch and I am getting no entries in it
- Recurring payment records whose status is 'InActive' and 'Next Payment Date' and 'Payment After Next Payment Date' are blank but still these records are pulled into a direct debit batch, why?
- How to I make changes to the Header row on the ABA File?
- Error with Hash total on the Direct Debit layout New Zealand (IB4B) format
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Donations - FAQ 5
- What is the difference between the Amount, Donation and Total Amount Fields?
- When creating a Payment Form for Donations, how do I make sure it will be entered into the Donation field and not the Amount field
- Is it possible to credit a donation to a company rather than an individual contact?
- Why is Donate Anonymously not showing on the checkout form?
- Why we are not receiving Large Donations email notification?
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Email Template - FAQ 7
- I added a hyperlink into a html email template but the link is not working. It is referencing the correct email field, but won't open the link
- I have created a template using merge fields from several different objects, but some of the fields are not visible. How do I fix that
- I have activated the Send Pay Later Instructions workflow, but a different email get sent to Bank Transfers compared to Cheques, etc. I can only find the one email template which does not have this text, where is the Bank Transfer text coming from?
- I want to change the email template on the Pay Later Instructions for Bank Transfers, but I can't find where the text is being sourced from. Where is it?
- I want to change the email template on the Pay Later Instructions for Invoice, but I can't find where the text is being sourced from. Where is it?
- Why I am getting the error "Mixed DML Exception - DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa)
- Why I am getting the error "Mixed DML Exception - DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa)
-
Error Messages - FAQ 39
- Why do we get this error: First exception on row 0; first error: UNABLE_TO_LOCK_ROW, unable to obtain exclusive access to this record: []
- When I click on a URL token to update a card/renew details and click submit, I get the following error message: "insufficient access rights on cross-reference id". What is causing it?
- My Payment Txn keeps going to Error status, and the Error Log message says "bad value for restricted picklist"
- A Payment Txn has the status error, but I can't tell if the payment was successful. How can we make sure?
- I received an error with "Payment Failed - Gateway error. IO Exception: Unable to tunnel through proxy. Proxy returns "HTTP/1.1 503 Service Unavailable". What does it mean?
- Payment Txns keep going to Error with the response code - D4 and response code - DECLINED. What does this code mean?
- Why do I get Missing Token Error message?
- Why do we get the error- Insert failed. First exception on row 0; first error: ENTITY_IS_DELETED, entity is deleted: []?
- Why do we get the error- An error occurred whilst submitting the checkout form[012,011,...]?
- What to do if I get the Error - "No valid public key has been specified"?
- Why do we get the error Checkout Error (Timeout Error)-"Payment Failed - Gateway error. IO Exception: Read timed out"?
- Why do I get the error "Database.update(paymentTxnList)- field integrity exception (Guest users cannot be record owners.)"?
- Why do I get the error- "Token not refreshed: payments2UsBillingFetchQueueable "?
- How to resolve the error -"BPAYUtil.docreateCRNsPost, Organisation (XXXXXX) does not have BPAY CRN License. Please contact AAkonsult"?
- Why do I get an Error Log email with "Program/Area: 707...."
- Why do I get and Error Log email with a subject beginning with "Apex Batch Error, Exception: ..."
- Why getting error with message containing text similar to "{call cTask.insert_tasks(?,?)},common.exception.SfdcSqlException: ORA-20067: ORA-06512: at "HAPPY.CSAVEUTILS"
- Why do I get an Error Log with subject of "Database.update(paymentTxnList)"
- Why do I get an Error Log with subject of "payments2UsDML.processDMLREST,p2usDML REST Error"?
- Why do I get an Error like "Last Modified Date(Tue Jul 12 02:11:16 GMT 2022) before Create Date(Mon Aug 01 15:01:05 GMT 2022) for entity 01I2w000001qemN.: Last Modified Date, Field: LastModifiedDate"?
- I am getting an "Error Log Report" with program/area "paymentMatchingUtil.createContacts"
- I am getting an "Error Log Report - update(subscriptionSaveResults)" with program/area "contactUpdate.printEmailReceiptUpdate"
- Why did I get a lot of errors after creating sample data? The errors have Program/Area: contactUpdateProcessor.receiptPrintEmailUpdate.
- How can I fix the error with Program Area/payments2UsBillingUtil.checkBillingOk, subject: Payments2Us Billing Issue?
- We are getting "Apex CPU time Limit Exceeded" error, not sure where that Program Area ID would be pointing to?
- Please can you investigate what is "System.NullPointerException" error which shows in the Error Log Subject?
- I received this error "Subject: System.QueryException" ,but I am not sure what this error is and how it was created?
- An error message occurring for all of us that are using it, including system administrators. It is occurring every time we enter a line into a batch, not just sometimes.
- Why do I get this error when trying to process payments, it says the License Key is not valid?
- Error: There's a problem with this state, even though it may appear correct. Please select a state from the list of valid states.:
- Error : Program/Area: EziDebitUtil.TestPublicKey Subject: invalid key Description: null {"fault":{"faultstring":"Gateway Timeout","detail":{"errorcode":"messaging.adaptors.http.flow.GatewayTimeout"}}}
- Error: Program/Area: URLTokenCreate.campaignMemberTokenCreate, Subject: Payments2Us Unexpected Error: insert(URLTokenList)
- Error:You do not have {insert/update/delete} access to object {Object Name}. Please contact your companies Salesforce administrator to obtain access
- Error: Program/Area: paymentItemTriggerHandler.upsertTickets, Subject: Payments2Us Unexpected Error: ticketUpsertList
- Error: Program/Area: paymentTxnExtShareLockProcessor.paymentLock, Subject: Database.update(paymentTxnUpdList)
- Why do I get an error "SELF_REFERENCE_FROM_TRIGGER" with Subscription/Account Subscriptions or Recurring Payments updates?
- What does the following error mean? Program/Area: recurringPaymentsProcessor.finish - abortJobSubject: System.abortJob(asyncApexJob.id);Description
- Why do I get this error "Program/Area: batchProcessor.statusUpdate" and "Description:
- Why do I get this error "SObject row was retrieved via SOQL without querying the requested field: Contact.AccountId Trace: (AAkPay)"
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Events - FAQ 11
- Why is my event not showing in the upcoming events or events calendar
- Tickets for my Event have been booked and paid for, but they're not being counted in the booked ticket amount on the campaign. Why is it doing that?
- I'm running reports on my campaign members for an event, but it's including people who have booked on behalf attendees and that are not coming to the event. How do I filter them out in reports?
- How do I report on custom fields added, for example dietary requirements?
- The webform is not showing the ticket or event details of a campaign. How do I fix that?
- How to add Custom field on Event Attendee Section of Payment form?
- Why is the Require Membership No. not being enforced?
- Is there a limit to the number of tickets, or why am I seeing no tickets available?
- How does the Max No. of Tickets Available field on the Payment Option works with the Group Size field?
- How the field values and purchased tickets work to mark a Payment Option as SOLD OUT?
- For Event Registration, is there a way that a member can enter their member number and then purchase at a specific member rate?
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Experience Cloud/Community Portal - FAQ 3
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Finance System Integration - FAQ 1
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Geonames - FAQ 1
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License Options - FAQ 3
- Why do I get an error with Program/Area: BPAYUtil.docreateCRNsPost, Organisation (00Dxxx) does not have BPAY CRN License.
- Can I use my Production License Key in Sandbox?
- Why do I get an Error "License key is not valid. Please make sure the exact license options, license expiry date and key are entered as provided by AAkonsult. Do not try to select license options that are not included."
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Import Files - FAQ 19
- When selecting a file we get BLOB is not a valid UTF-8 string
- How do we create recurring payments from Import Files?
- What fields are required to import tokenised cards?
- How can I Import Direct Debits?
- Which Transactions will be charged when Importing Cards/Direct Debits?
- Do I need to do anything about the warning that is displayed in step 2 of the import file process?
- How many rows of data can I Import?
- Should I import Credit Card and Direct Debits in the one Import Batch?
- Should we import fundraisers first?
- Fundraisers are not being correctly matched, or are Created and linked to the wrong Account/Household
- When I process the batch, the "Import File Line Item Payment Txn's" are not being created
- In Peer-to-Peer imports, the fundraiser's contact role is being listed as Soft Credit, but I want it to be listed as Fund Raiser. How do I update it?
- I keep getting errors with "Bad value for restricted picklist", but I checked and the value is exactly as it appears in the picklist. What's wrong with it?
- How do I remove old custom import templates that I don't use any more?
- How to Import Expiry Date to Recurring record if the import file feature is not used to charge card or for an auth transaction?
- Do Import Files send Receipts?
- Why the Import has not loaded any line items or why is the total amount is $0
- Why can users not save the Import File Templates or they are getting an access error to Import File Settings Object
- Which Campaign is allocated if there are multiple campaigns with the same name - e.g. John’s Birthday
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Installation - FAQ 7
- Install Error - The ActionId specified was invalid for ActionType
- Does Payments2Us use Salesforce certificate or keys?
- This app can't be installed - Missing Organization Feature: Chatter
- App Settings shows Broken/Unable to connect icon
- What to do when you get similar errors- "The formula references fields across 16 unique relationships while only 15 are allowed. Please contact support at salesforce.com for more assistance.
- We have assigned Permission Sets to a few users, but all users can see Payments2Us
- It seems App taking too long to install, what does this mean?
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Manual Payments - FAQ 1
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Matching Rules - FAQ 6
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Membership - FAQ 25
- Why am I getting the Error Company Name must be entered?
- I renamed the some fields in the Payment Form Builder, but the fields Membership No. and Membership type don't pick up the new wording, how can those be updated?
- We are trying to create another membership/subscription for a contact, but the payment txn just keeps getting related to the contact's existing membership. How can that be changed?
- How can I set memberships to automatically renew?
- How is the Membership No. assigned?
- Why is the Membership No. NOT assigned?
- Why isn't the Print Email Receipt field updating on a membership/subscription record when I change the email address on the contact?
- How to Cancel a Membership?
- How Membership renewal dates are affected by Subscription Lapsed Grace Days specified at the Merchant Facility?
- Why does Invalid Membership No error appears when trying to make a payment?
- How can I or a member enter their Membership No. and auto-populate their contact details?
- Why does the Transaction Date match the date of payment for memberships?
- What is the difference between Membership Id and Membership No.?
- How to add custom fields to the Member Details section for Joint/Family membership?
- Why we are getting the error - "Program/Area: contactUpdate.printEmailReceiptUpdateSubject: update(subscriptionSaveResults)Description: Object (id = xxxxxxxxxxxx) is currently in trigger AAkPay.contactUpd, therefore it cannot recursively update itself" ?
- What will happen to the related Subscription record when the Status on the Recurring Payment record changes from Active to any of the following "Inactive, Suspended, Expired, Suspended- Max retries exceeded"?
- We have another field that has the Membership No. / Supporter No. - how can we use this field?
- Why is the status of my Payment Txn stuck at ‘Authorisation Start’ ?
- Why is the Recurring Payment Marked as Expired for an Automatic Renewal?
- How can I change the Subscription Type Name?
- Why "Tax Amount" is not getting populated within the Payment Txn?
- How to I update custom fields on the Membership / Subscription object from the related Payment Txn?
- Can we have free memberships?
- What are the various date fields on the subscription?
- Why do new Automatic Renewal Memberships paid by Direct Debits show the end date as today?
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Merchant Facility - FAQ 15
- I already have a merchant facility with another provider, do I need to get a new one?
- We already have a Payment Express Merchant Facility, can I use that?
- Does your solution work in my country?
- Do I need to contact Payment Express?
- I don’t see my bank as a supported Payment Express bank, does that mean I need to switch banks?
- My Live Merchant Facility has message "Payments In Test Mode", how do I fix that?
- I tried to start the batch processor and I get the following error: "The Environment type must match the main Payment Gateway user details"
- How do I test in Sandbox with my Merchant Facility copy, but make sure it does not start charging cards in my live instance by mistake?
- We noticed that recurring payments have stopped being created, but the batch and recurring processors are still on. How do we fix this?
- I keep getting the error message "Missing Active Merchant Facility" when I click on the base URL on the Merchant Facility. The active box is ticked, and all access is set up correctly. What's causing this issue?
- How do I unblock a blocked IP address/Create a new allowed IP address?
- Should I used "http" or "https" for my Base Site URL/iframe parameters?
- Is Merchant ID and Merchant Facility the same?
- What happens if we make more than 10 form submissions from this IP address in a single day? Will the IP address access record remain in the ‘Allowed’ state because it was whitelisted beforehand on the Merchant Facility? Or will it be set to ‘Blocked’?
- What will happen if we START/STOP the processors on one of the Merchant Facilities?
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Payment Gateway - FAQ 6
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PayPal - FAQ 11
- What needs to be considered when using PayPal for regular payments?
- Why does a Recurring PayPal donation = $0
- A Paypal Recurring Payment was created, but the first transaction did not make a charge and no further Payment Txns have been created. Why is it doing that?
- What to check when we get PayPal Webhook errors- "Payments2Us - Error Log Report - could not find recurring payment:I-XXXXXXXXXXXX" ?
- Why is "PayPal – Recurring" transaction date out by one day from when they signed up?
- How are the Recurring Payment Status's used with PayPal
- How can a PayPal user cancel their Regular Payment
- How to create PayPal transactions manually?
- Why am I getting an Error Log with "Program/Area: payPalUtil.accessToken" and "Subject: HTTP Callout invalid_client"
- Why do I get an error with program/Area: Program/Area: paypalwebhook.doPost and Subject: could not find recurring payment:I-xxxxxxxxxx
- Why do I get an error with Program/Area: paypalwebhook.doPost and Subject: Payment Form locate
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Receipts - FAQ 24
- I've uploaded our logo against the Merchant Facility, but is not appearing on the Receipt
- $Label error on receipt preview or usage
- When does a receipt use the Receipt Letter or Receipt Text (OLD) field?
- I want to send a different email template and receipt for a specific Payment Form/Campaign. How do I do that?
- I added a field to a fieldset and now the whole fieldset is missing from my receipt/invoice. How did that happen?
- I pasted an image into the body of my letter and it is appearing on the object, but when I send it a thumbnail with "image not available" instead. Why is it not showing in the sent PDF.
- How to I apply a letterhead to a specific Receipt but not change the general letterhead on the Merchant Facility?
- How do I remove the THANK YOU at the foot of the receipt, or change it to something else?
- The changes I made in a field set have not applied to my receipt letter, why is that?
- What size should the images such as logo, receipt header be?
- Why Receipt Date Print field has value Error, Error?
- Why are the receipts going over two pages?
- How do I remove the Currency or how to show Currency Symbol?
- Why do I get an error when opening the receipt template - "Could not resolve the entity from <apex:outputField> value binding ''. <apex:outputField> can only be used with SObjects, or objects that are Visualforce field component resolvable."
- Why does the "Receipt Footer" text go over several lines?
- How do I remove the membership No. from Annual Statements, Membership Renewal Notices, Membership Confirmation Notices?
- Why do I receive "null" in the Receipt Body?
- Is there a way to change the word RECEIPT to a different text or word?
- How I can access our receipts? We need them to reconcile against our company credit card but I’m not sure where to access them?
- Why are Letterhead images not appearing in my sandbox testing?
- Why does my new Logo/Graphic updated not appear and the old one still shows?
- When does the "(Includes Donation of $nn.nn)" show in the Item column of the totals section in the Receipt?
- Why is Bolding of text not working on my receipts?
- Why are receipts not being sent?
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Recurring Payments - FAQ 28
- How are the following fields used: Last Processed Date, Next Payment Date, Payment After Next Payment Date and End date?
- How is the Payment Day used?
- What is required to make a Recurring Payment available to be charged
- How do I do setup catch up payment dates from Last Processed Date
- What is the difference between the status of Expired, Inactive and Suspended - Max retries exceeded?
- Can a Recurring Payment record have the payment method changed?
- In the Recurring Payment Record, does the total number of payments include all txns including unsuccessful ones?
- How do I manually set up a Recurring Payment/Donation using for a credit card?
- How do I manually set up a Recurring Donation using for a credit card, but not to charge until a future date?
- Why does the Recurring Payment get charged every day? (Double Charged)
- How come the Payment Txns created by a Recurring Payment record are set to "One-Off", not "Monthly/Weekly/Etc)?
- A Payment Txn was created, but the Recurring Payment record was not. The frequency is not one-off and the credit card/billingID information is all correct. Why did it not make the Recurring Payment record?
- A Paypal Recurring Payment was created, but the first transaction did not make a charge and no further Payment Txns have been created. Why is it doing that?
- How can I make another frequency rather than one-off highlighted on the Payment Form?
- If details are changed on the Recurring Payment eg: Contact, Payment Form, Merchant Facility etc, does the linked URL token automatically update?
- When donor updates card details via a email link or when we update it in SF using Update Card Details button does the Recurring Payment Status has to be active?
- How to setup a Recurring Payment records WITH OUT CCV that is from Credit Card number and Expiry Date?
- Why the field "Regular Payment Day" is shown with a day, when its set to a frequency One-Off?
- How can I change the Name of the Recurring Payment record?
- The payment txns created are getting stuck on status "Payment Complete" and not moving forward. I tried restarting the payment batch processor on the merchant facility but still the status is not getting updated to Matching Complete.
- We were having an issue with records being locked when the Recurring Payments Processor was run.
- We have seen that the bank deposit date is set on some payment transactions as the 1st Jan, 1980. Can you explain why this occurs?
- We noticed a donor who had gone into suspended also had her donation amount removed. Is there a workflow responsible?
- Why we having an issue in reducing a standard donation amount ? (for example: from $100 to $70)
- Why do new Direct Debit Sign up's not create an Active Recurring Payment?
- Why is a user unable to use the update card details button on Recurring Payment?
- How do I disable Payment Schedules from Sending an Invoice?
- Why do contacts receive email with "Recurring Payment Failure"?
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Refunds - FAQ 9
- I have tried putting a refund for a payment transaction, but it keeps coming back as an error saying it has been declined. What is causing this?
- I clicked the Refund button, but then when I click the Approve Refund button on the refund payment txn I keep getting an error. How do I know if the refund was successful?
- Authorize.net refunds not working
- What does the error message "Refunds can only be for transactions of Type Payment or Events that were process through {gateway}
- What does ticking the "Void Transaction" checkbox do when processing a refund?
- I created a refund for an Payment Txn and I added the Total Amount Paid field to the Opportunity Layout so it would reflect the actual totals, but it is still blank, even after an edit/save. How does it get updated?
- Are refunds included in Annual Statements?
- I need to make a refund to a credit card, but the credit card that made the original payment has since expired/been canceled. Is the refund still possible?
- What are the impacts of Refunds on the related Opportunity record?
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Release - FAQ 6
- How to I find out what Release my organisation is on?
- How can I tell when Salesforce is going to upgrade my instance?
- What is your rollout sequence for upgrades?
- Why does my instance show pending upgrade or updates available?
- Do I need to perform the Post Upgrade updates?
- If I install an update directly from the AppExchange, will my existing configuration remain?
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Salesforce Communications and Limits - FAQ 2
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Salesforce Alerts/Notifications - FAQ 8
- Why is Object XXX showing in RED
- Can we disable the Potential Risk (RED) Permissions shown in the GUAR report associated with Payments2US Guest user profile
- Our organisation is moving to Hyperforce does this impact our custom domain?
- Enabling Salesforce Enhanced Domains?
- End of life Workflow notification / Migration from Workflow/Process Builder to Flow
- JDK Locale Format Retirement
- Update Unsupported Legacy API Version - Upto Version 30.0
- We have received an email that our Salesforce Org is due to be migrated to a new server/instance
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Sandbox - FAQ 4
- I'm trying to import a file in sandbox, but no records are being created even though it has the status Completed.
- I have created a new Full or Partial Sandbox, what do I need to do to make things work?
- Can we push Payment forms and Merchant Facilities created in Sandbox to Production?
- Why I am not receiving an email when a Workflow is set to trigger an event, while working in Sandbox?
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Security - FAQ 2
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Setup and Installation - FAQ 1
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System Admin - FAQ 15
- How to disable Managed Triggers?
- What happens when the System Administrator for your organization changes?
- What are the criteria that must be included while creating Validation Rules on Payment Txn Object?
- Why household Accounts are not created after the Payment Txn changes to Matching Complete for a new contact in Non Profit Success Pack?
- How do I change the person that receives the Large Donation Email alert?
- How to create Opportunities with a specific record type?
- How to Complete Payment Txn's in Status- Error occurred as a result of flow/process errors and skipped creating contact/opportunities (i.e Matching Process when the Batch Processor runs) ?
- I need to modify a Payments2Us Workflow, but cannot as it is a managed package
- What does "This {component} is managed, meaning that you may only edit certain attributes" mean? Or what does "upgrade process" in relation to this mean?
- We are looking at implementing IP Range Restrictions for our integration accounts.
- I'm having trouble Authenticating the App (Payments2Us)
- How can I Mass Update Recurring Payment Expiry Dates
- How can automatically approve transactions less and $n,nnn and require approval for transactions over $n,nnn?
- Why am I not receiving Workflow/Flow email notifications?
- How/what sets the Created By User or Last Modified User on the Payment Txn
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Updating Address Fields - FAQ 3
- The Mailing Address and Other/Delivery Address both populate with the same details in our Contacts after when they make payments online. How can it be made to only update the mailing address, and not both.
- Can we enable Standard Address picklists in Salesforce?
- How to default Country in the Payment form?
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URL Parameters and URL Token - FAQ 1