Payments2Us ManualsPayments2Us User Manual Receipts, Statements and TemplatesHow to put your company Footer on the Receipt Template

How to put your company Footer on the Receipt Template

Note, footers is planned for release 8.12 and is currently going through testing.  This release is not yet generally available and some/all items listed may not actually be delivered due to one reason or another.

You can upload your own Footer as an image.  This will replace your organisations name and logo (top section) of the Receipt Template.

NOTE: The Footer graphic should be approximately 2300px wide and 472px high.  The file name must contain "Footer" in it.

This same process can be applied to the Notes and and Attachments section on specific Letter and Payment Form Records if they require different letterheads.

Footers will be used in the following hierarchy. If there is no Footer attached, then it will go to the next object to reference.

1. Letter

2. Payment Form

3. Merchant Facility

The Merchant Facility tab can be found within the Payments2Us menu (Top right picklist in Salesforce - Select Payments2Us), or it can be found under the "More" at the end of the tabs. (In Salesforce Classic - It can be under the "+" at the end of the tabs)

Once you have clicked on the Merchant Facility Tab, select the appropriate List view (Example - "All Merchant Facilities") and click into Merchant Facility you wish to update.

2. Scroll Down to the Notes & Attachments heading

3. Select 'Upload File' button

NOTE: The file name must contain the word "Footer" in it.

4. Select the 'Done' button

5. Check that the file has loaded

Note: The logo with the most recent date will be used in the receipt

6. Check that it appears on a receipt

6.2. Select a payment and select the 'Receipt' button