How to put your company information into the Receipt Template
Information on your receipt is found on different screens.
For the organisation information on the receipt, this defaults to information on the Company Information record in Salesforce.
You can also enter details on the Merchant Facility. Â If organisation information is entered on the Merchant Facility then that will be used, otherwise it defaults to the Company Information level.
1. Updating Company Information
2. Update website, ABN, email,telephone, receipt and footer text
2.1. Navigate to the Merchant Facilities tab
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
2.3. Update your information and SAVE
If items are completed at the Merchant Facility level, then they will be used. Â If details are not entered at this level, then the Salesforce Company Information Level details are used.
For information on colours, please see: How to change the colours of the Receipt Template
4. Changing Company Information Fields Shown
Its possible to change, remove or add custom fields to the organisation details section.
Quick Steps:
Classic
- Setup > Create > Custom Objects. Â Click into Merchant Facility
- Scroll down to Field Sets Section. Â Edit "receiptOrganisation"
Lightning
- Setup > Object Manager > Â Click into Merchant Facility
- Scroll down to Field Sets Section. Â Edit "receiptOrganisation"
4.1. Navigate to Merchant Facility
Classic - Setup > create > Objects. Â Click into Merchant Facility
Lightning - Setup > Object Manager . Select Merchant Facility
Lightning
