Recent Updates
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Updated on: Mar 13, 2023
Using Splits Entry
Manual Payments2Us User Manual -
Updated on: Mar 13, 2023
Split Payments Configuration and Setup
Manual Payments2Us User Manual -
Updated on: Mar 12, 2023
Transact Payment overview and how to use
Manual Payments2Us User Manual -
Updated on: Mar 08, 2023
How to change field names, section heading names and information messages
As Payments2Us is part of a managed package, you cannot update the object field labels using the normal administration options. However, you can use the translation workbench to achieve the same outcome.
To update labels, you will need to first enable the translation workbench, then update the object label or the custom label settings.
Manual Payments2Us User Manual -
Updated on: Mar 07, 2023
What is Batch Entry?
Manual Payments2Us User Manual -
Updated on: Mar 07, 2023
How to connect your new site to your Merchant Facility
To obtain an eCommerce Merchant Facility, follow 'How to set up a Merchant Facility'.
NOTE: This may take a few weeks.
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Updated on: Mar 01, 2023
How to set up a direct debit manually
A Direct Debit can be setup manually by your organisation or a payee can sign up online. This procedure is for organisation setting up a new Direct Debit from within Salesforce.
Manual Payments2Us User Manual -
Updated on: Feb 17, 2023
How to provide accessibility and text resizing
If your website provides the ability for users to adjust text sizes, then you can interface this with Payments2Us.
This will require a technical resource to assist with the setup. In summary,we are using the javascript postMessage listener in the iframe to receive details of the user selected font size.
The following external forms support font resizing:
- Checkout
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Updated on: Feb 17, 2023
How to add Make Payment button
The Make Payment Button is a button the can be added to Accounts, Contacts, Opportunities.
It is designed to work in conjunction with Publisher Actions making it suitable for Salesforce1 Mobile (non native mode)
Make Payment Button provides a launch pad for four existing functions. These are:
- Credit Card/Checkout Form
- Manual Payment Form
- Token Charge Form
- Membership/Subscription Renewal
Only the available options will be shown. If for example, there is no related Recurring Payment, then Token Charge will not be available.
Make Payment includes a number of URL parameter options to allow for some fine tuning. Please see the Make Payment URL Options for more info.
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Updated on: Feb 17, 2023
How to create a manual payment button on the Persons Account tab
Salesforce.com does not currently allow for Buttons to be packaged for Person Accounts. Administrators therefore need to create their own.
Quick steps:
- Add a new button called "Manual Payments" to the Account buttons and links. Use the URL value of /apex/AAkPay__manualPayment?aId={!Account.Id}&MailingStreet={!Account.PersonMailingStreet}&MailingState={!Account.PersonMailingState}&MailingCity={!Account.PersonMailingCity}&MailingPostalCode={!Account.PersonMailingPostalCode}&MailingCountry={!Account.PersonMailingCountry}&Phone={!Account.Phone}&firstName={!Account.FirstName}&LastName={!Account.LastName}&MobilePhone={!Account.PersonMobilePhone}&Phone={!Account.Phone}&Email={!Account.PersonEmail}
- Add new button to the Person Account Page Layout