Which workflow will suit?

Workflow rules are actions happening behind the scenes in Salesforce that are triggered by an event or time.

Payments2Us has a variety of workflow rules that can be activated for your organisation depending upon its needs.

For receipting workflows, please check the Payment Form 'Send Receipt by' Options first before amending.  More information is available in the user manual under the 'Receipting' section.


If you are a membership based organisation, these workflows are recommended


If your organisation is looking for some basic approval refunds, this workflow is recommended

Notifications and Alerts

There are a number of pre-built notifications and alert workflows that are enabled by default.

The following are options that organisations can choose to enable should the need arise

Recurring Payments

Batch Processing

If you use batch processing, it is very useful to have these workflow rules set up if the processing is stopped.