Payments2Us Installation Manual
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Workflows - Optional
- Which workflow will suit?
- How to send out first automated reminders - contact level
- How to send out second automated reminders - contact level
- How to send out first automated reminders - account level
- How to send out second automated reminders - account level
- How to activate the Membership Confirmation workflow
- How to set up recurring payments
- How to send out Recurring Payments Card Expiry and Update Notifications
- How to set up a recurring payment restart reminder
- How to set up the batch payments process restart reminder
- How to set up the batch payments process not running notification
- How to activate Refund approvals
- How to activate New Online Payment Notification
- How to activate New Online Membership Payment Notification
- How to start/stop recurring payments going into catch up mode
- How to set Default Amount/ Amount field in the URL Token with the amount from the Opportunity Object?