Recent Updates
-
Updated on: Jul 02, 2023
How to setup Annual Statements
This procedure is only applicable if you are running a version prior to 5.4.
In order to use the Annual Statements, you need to setup a Remote Site setting that Payments2Us to mass generate the Annual Statement PDF documents.
Quick Steps:
- Copy the salesforce.com domain from the URL
- Add a new Remote Site setting for the salesforce domain
-
Updated on: Jun 30, 2023
How to activate direct debit payments for automatic processing
The Direct Debit option (available as an additional license) allows your customers/members/donors to pay regular payments or membership/subscriptions directly from their bank account as an alternative option to paying by credit card.
Payments2Us supports direct debits in the following countries:
- Australia (All Banks)
- New Zealand (ANZ,ASB, BNZ, Westpac)
Before you can use a direct debit with Payments2Us, you will need to contact your bank and arrange to have a Direct Debit facility setup. You will need to ask for the option where you can upload a direct debit file for processing. This option is normally added to your internet banking.
More information:
Australian Direct Debits
Australian Payments Clearing Association (APCA) was established in February 1992 to oversee and manage the development and operation of the Australian payments clearing system.
Most Australian bank use the Australian Banking Association (ABA) format for direct debit transactions. The following links provide more information about this.
- Direct Entry fact sheet: http://www.apca.com.au/docs/about-payments/direct_entry_fact_sheet.pdf
- For information about the ABA Text file format generated, please see: http://www.cemtexaba.com/aba-format/cemtex-aba-file-format-details.html
- Westpac upload guide: http://www.westpac.com.au/docs/pdf/bb/BOLStepbyStep-Aug2006.pdf
New Zealand Direct Debits
When setting up direct debits in New Zealand, you’ll need to ensure the following:
- The “Direct Debit Authority Number” assigned by your bank is entered into the “User Identification Number Field”.
- The Bank and Branch number are entered into the “BSB No.” field. These are in the format of 99-9999
- The Account number and suffix are entered into the “Account No.” field. These are in the format of 9999999-999
- Enter your company name or account name into “User Preferred Specification” on the Merchant Facility.
You can see more information on the extracted file standards at:
- ANZ: http://www.anz.com/Documents/AU/corporate/clientfileformatsH2H.pdf
- BNZ: https://www.bnz.co.nz/static/www/docs/online-banking/ib4b-file-format-guide.pdf
- Westpac NZ: http://www.westpac.co.nz/assets/Business/Accounts-and-Online-Services/Business_Online_download_help.pdf
- ASB Bank: https://fnb.asb.co.nz/content/fnb_help/pdf/fnb_import_export_guide.pdf
Manual Payments2Us User Manual -
Updated on: Jun 29, 2023
Direct Debits processing through Internet Banking overview
Manual Payments2Us User Manual -
Updated on: Jun 28, 2023
FAQ - Frequently Asked Questions
Manual Payments2Us User Manual -
Updated on: Jun 21, 2023
How to set up Shopify products in Salesforce?
-
Updated on: Jun 21, 2023
Why do 100% discount voucher give the error -"Payment Amount must be greater than $0"?
-
Updated on: Jun 21, 2023
How can I make the URL Token expire or inactive?
-
Updated on: Jun 21, 2023
How to default Country in the Payment form?
-
Updated on: Jun 21, 2023
Can we enable Standard Address picklists in Salesforce?