Data Validation - FAQ
Yes, you can enter the end point in the "Address Helper URL" field on the Merchant Facility.
Payments2Us Manuals
Payments2Us for Salesforce. Manage online payments, donations, events, memberships and peer-to-peer fundraising
Topics
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CAPTURE 0
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Web Form Design 18
- How does the web form work?
- How to create a web form
- How to clone a web form
- How to Add Sidebar Widgets
- How to rearrange fields on a web form
- How to configure a form using Payment Form Builder
- How to publish a web form using URL tokens (preferred method)
- How to publish a web form
- How to add custom fields on a web form
- How to make a custom field visible on public web forms
- How to add text notes to the web form
- How to change field names, section heading names and information messages
- How to create a custom theme
- How to make a banner image go all the way across
- How to create your own Success Page
- How to create a custom / lead in page
- How do I add a background Image?
- How to add Social Shares
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Payment Method Supported 1
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Transact Payment 2
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Direct Debits - Process through Internet Banking 6
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Pay Later 1
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PayPal 1
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Voucher and Promo Codes 3
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Import Files 9
- Import Files Overview
- How to import CSV files
- How to handle BPAY Australia import files
- How to handle GiveNow import files
- How To Import Fundraisers and donations
- How to upload and bulk process Credit Cards
- How to add custom fields to Import Files
- How to change values on import using Import file translation codes
- How to change values on import using Regular Expressions
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PROCESS 0
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Recurring Payments 10
- How the Recurring Payment Processor works
- How to stop/start a Recurring Payment processor
- How to generate recurring payments automatically
- How to set up recurring payments for credit cards
- How to manage credit card and expiry details
- How to enable Card Holders to update their Card details
- How to set up recurring payments for direct debits
- How to make an additional payment to a recurring payment (Token Charge)
- How to set up recurring payments for invoicing (Payment Schedules)
- How to manage recurring payments for invoicing (Payment Schedules)
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MANAGE 0
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Events 11
- How does Event Management work?
- How to activate Event screens (Campaign Page Layout)
- How to set up an event form and tickets
- How to customise event forms
- How to publish an Event Calendar
- How to troubleshoot events calendar
- How to publish Upcoming Events
- How to pay for an event manually
- How to Cancel, Refund or Move attendees
- How to manage groups of peoples - tables/teams
- How to set up Membership specific pricing
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Memberships/Subscriptions 16
- How do subscriptions/memberships work?
- How to set up a Subscription Type
- How to manage an individual Subscription
- How to set up automatic subscription renewal
- How to manage organisation subscriptions
- How to set up a subscription approval process
- How to set up family/group subscriptions
- How to do manual payments for family/group subscriptions
- How to set up magazine style subscriptions
- How to manage magazine style subscriptions
- How to set up subscriptions - charge on shipment
- How to manage subscriptions - charge on shipment
- How to automatically schedule changes to subscriptions/memberships
- Setting up Automatic Renewal Reminders via email
- How to Create Membership Type/Payment Option?
- How to setup Membership specific pricing for Events
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Data Validation 2
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Receipts, Statements and Templates 20
- How to setup Receipts/Letters Overview
- How to put your company information into the Receipt Template
- How to put your company logo on the Receipt Template
- How to adjust the your Organisation details in the Receipt/Letter Template
- How to adjust the Address details in the Receipt/Letter Template
- How to put your company letterhead on the Receipt Template
- How to change Receipt body text and mail merge fields for Receipt/Letter Template
- How to put your company Footer on the Receipt Template
- How to adjust the payment totals section in the Receipt/Letter Template
- How to change the colours of the Receipt Template
- How to view or test updates to Receipt/Letter Template
- How to resend receipts
- How to change the email text
- How to skip recurring receipts, stop receipts, manually send receipts and or select other Send Receipt options
- How to change the email address receipts come from
- How to set advanced PDF Options and Parameters
- How to mail merge with MS Word Templates (Classic)
- How to mail merge using email and PDF receipt
- How to send out Annual Statements (bulk)
- How to send out Annual Statements (single)
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Webhooks 1
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Payments2Us Settings 3
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Other 13
- How to calculate tax
- How to calculate surcharges (prior to 8.10)
- How to calculate freight
- How to use multi-currency
- How to add more default currencies
- How to set up pre-authorisation
- How to authorise pending payments
- How to use automatic Chatter posts
- What is the data model and how are the objects are used
- How to use shoppingCartDetails URL Parameter
- How to add Opportunity Line Items to Receipts
- How to calculate surcharges (after 8.10)
- How to Test a Tokenised Card?
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FAQ - Frequently Asked Questions 47
- Annual Statements - FAQ
- Banking and Reconciliation - FAQ
- Batch Processor - FAQ
- Batch Entry - FAQ
- BPay - FAQ
- Campaign - FAQ
- Card Tokenise - FAQ
- Checkout Form - FAQ
- Custom Fields - FAQ
- Data Validation - FAQ
- Direct Debit - FAQ
- Donations - FAQ
- Email Template - FAQ
- Error Messages - FAQ
- Events - FAQ
- Experience Cloud/Community Portal - FAQ
- Finance System Integration - FAQ
- Geonames - FAQ
- License Options - FAQ
- Import Files - FAQ
- Installation - FAQ
- Manual Payments - FAQ
- Matching Rules - FAQ
- Membership - FAQ
- Merchant Facility - FAQ
- Payment Gateway - FAQ
- Private Account and Contacts - FAQ
- Payments2UsSettings - FAQ
- PayPal - FAQ
- Peer-to-Peer Fundraising - FAQ
- Receipts - FAQ
- Recurring Payments - FAQ
- Refunds - FAQ
- Release - FAQ
- Salesforce Communications and Limits - FAQ
- Salesforce Alerts/Notifications - FAQ
- Sandbox - FAQ
- Security - FAQ
- Setup and Installation - FAQ
- System Admin - FAQ
- Shopify Integration - FAQ
- Sidebar Widgets - FAQ
- Tax - FAQ
- Updating Address Fields - FAQ
- URL Parameters and URL Token - FAQ
- Visualforce - FAQ
- Voucher - FAQ
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Release Updates 103
- Scheduled upgrade dates
- How to perform an upgrade
- Installation Trouble Shooting
- 9.4 April 2023
- 9.3.1 February 2023
- 9.3 January 2023
- 9.2 November 2022
- 9.1 August 2022
- 9.0 May 2022
- 8.13 February 2022
- 8.12 January 2022
- 8.11 December 2021
- 8.10 November 2021
- 8.9 September 20201
- 8.8 August 2021
- 8.7 July 2021
- 8.6 June 2021
- 8.5 March 2021
- 8.4 January 2021
- 8.3 January 2021
- 8.2 December 2020
- 8.0 November 2020
- 7.13/7.14 August 2020
- 7.11 July 2020
- 7.10 May 2020
- 7.9 March 2020
- 7.7 February 2020
- 7.6 Security Improvements Testing
- 7.6 January 2020
- 7.5 October 2019
- 7.4 September 2019
- 7.3 July 2019
- 7.2 June 2019
- 7.1 March 2019
- 7.0 January 2019
- 6.16 December 2018
- 6.15 November 2018
- 6.14 October 2018
- 6.13 September 2018
- 6.12 July 2018
- 6.11 June 2018
- 6.10 May 2018
- 6.9 April 2018
- 6.8 March 2018
- 6.7 February 2018
- 6.6 October 2017
- 6.5 October 2017
- 6.4 September 2017
- 6.3 August 2017
- 6.1/6.2 August 2017
- 6.0 June 2017
- 5.7 March 2017
- 5.6 December 2016
- 5.5 October 2016
- 5.4 August 2016
- 5.3 June 2016
- 5.2 May 2016
- 5.1 April 2016
- 5.00 March 2016
- 4.11 December 2015
- 4.10 November 2015
- 4.8 September 2015
- 4.7 August 2015
- 4.5 June 2015
- 4.4 June 2015
- 4.2 April 2015
- 4.1 March 2015
- 4.0 February 2015
- 3.22 December 2014
- 3.21 November 2014
- 3.20 October 2014
- 3.19 August 2014
- 3.16 July 2014
- 3.15 June 2014
- 3.14 May 2014
- 3.13 March 2014
- 3.12 February 2014
- 3.10 January 2014
- 3.9 December 2013
- 3.8 December 2013
- 3.7 November 2013
- 3.6 November 2013
- 3.5 November 2013
- 3.3 November 2013
- 3.1 October 2013
- 3.0 September 2013
- 2.11 August 2013
- 2.10 July 2013
- 2.8 July 2013
- 2.7 June 2013
- 2.5 June 2013
- 2.4 June 2013
- 2.3 May 2013
- 2.2 April 2013
- 2.1 March 2013
- 2.0 February 2013
- 1.15 October 2012
- 1.13 July 2012
- 1.12 June 2012
- 1.11 May 2012
- 1.10 April 2012
- 1.9 February 2012
- 1.8 January 2012