Payments2Us ManualsPayments2Us User ManualTransact PaymentTransact Payment overview and how to use

Transact Payment overview and how to use

1. Transact Payment

Transact Payment is a lightning component that can be dragged onto any page.

It is aware of the page it is on and can pre-fill fields based on the currently selected record.  For example, if you are viewing a Contact record, then all Contact details are pre-filled, or if you are on a Campaign Member record then both the Contact and Campaign details are pre-fill.

Transact Payment Configuration enables you to set options for defaults in the Lightning App Builder - Component properties.

2. How to use Transact Payment

From the home page or object you are on, enter details and press Process button.

If entering a transaction from the Contact record, the contact Id will be defaulted into the page.

Your system administrator can set various defaults and fields to capture as part of the Transaction.