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.
Go to Set up Home page > Permission Set > PosiPay >
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Go to Setup Home page > Click User under the Administration > Users > System Administration
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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.
Create a new site fort the Webhook List
In All Sites, click Builder next to the site you want to access.
Click Settings and select General.
Under Guest User Profile, click the profile name.
Click Apex Class.
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After doing so, click Builder.
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Display the Stripe Form component.
Click the Publish button in the upper right corner and it will show a confirmation message and click Publish.
Required Fields
Gateway Account = Gateway ID
Payment Method = Credit Card;Direct Debit
Require CVC = TRUE
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After creating the Community Sites do the following configuration:
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In the Revenue recovery Dashboard navigate to the Retries tab, and in the Card payment retries select Use a Smart Retry policy for subscriptions.
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Gateway Account and Gateway Event
Note: The same process will be set up in Gateway Account and Gateway Event.
Step 1 Rule Name
Label: Guest User Access
Rule Name: Guest_User_Access (Once the label is entered, the form should be automatically populated.)
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