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

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.  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

Classic - Setup > App Setup > Company Profile > Company Information

Lightning - Setup > Settings > Company Information

1.2. Update your company's details and SAVE

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

2.2. Scroll down to the Receipting heading

2.3. Update your information and SAVE

If items are completed at the Merchant Facility level, then they will be used.  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

3. Check receipt

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

3.3. View receipt with your information

View receipt with your information

4. Changing Company Information Fields Shown

Its possible to change, remove or add custom fields to the organisation details section.

Quick Steps:

Classic

  1. Setup > Create > Custom Objects.  Click into Merchant Facility
  2. Scroll down to Field Sets Section.  Edit "receiptOrganisation"

Lightning

  1. Setup > Object Manager >  Click into Merchant Facility
  2. Scroll down to Field Sets Section.  Edit "receiptOrganisation"

Classic - Setup > create > Objects.  Click into Merchant Facility

Lightning - Setup > Object Manager . Select Merchant Facility

4.2. Scroll down to the FieldSets section and click Edit link for receiptOrganisation

Classic

Lightning

4.3. Update organisation fields as required and Save

Update organisation fields as required and Save