Congratulations on installing PosiPay! After your initial installation, you are now able to configure the features to make them accessible.
Note: Do this after installing the latest package.
Grant Access to PosiPay
To have access to the PosiPay features, assign PosiPay’s Permission Set to a User with a System Administrator profile.
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Choose PosiPay and click Add to Enabled Permissions Sets then click Save. The System Administrator now has access to all of the PosiPay objects and fields.
Enable Webhook Listener
In the next step, we will setup the webhooks from Stripe’s end, but first, you need to make sure you are configured to be able to listen to them correctly.
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Click Stripe Form Profile and click Apex Class Access
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In
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All Sites, click Builder next Stripe Form.
Click Settings and select General.
Under Guest User Profile, click the profile name.
Click Apex Class.
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Click Edit to add Webhook Listener Class
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Under the Available Apex Class find PosiPay Webhook Listener and add it to the Enabled Apex Classes
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Enable Guest Access
In order for Stripe to be able to engage with PosiPay, we need to create the right environment that allows Stripe to speak to certain objects within PosiPay.
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Create Community Site
Go to Setup > All Sites > Click New
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Choose a template, for our Site, we choose Build Your Own (Aura).
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Gateway Event
Click Edit and tick Read and Create under the Object Permissions as well as in Fields Permissions and click Save.
Gateway Account
PosiPay Log
Set up the Smart Retries on a Stripe account
There are various reasons why payments may fail, but many of them are fixable. You can use Stripe to automatically retry failed payments by configuring the settings in the Retries tab of the Revenue Recovery Dashboard.
Open your Stripe Account and then locate and click on the “Revenue Recovery” option in the navigation menu.
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In the Revenue recovery Dashboard navigate to Retries tab, and in the Card payment retries select Use a Smart Retry policy for subscriptions.
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Next place to go: Step 4 - Stripe Setup - PosiPay