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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There are various reasons why payments may fail, but many of them are fixable. You If you are using Stripe Billing you can use Stripe to automatically retry failed payments by configuring the settings in the Retries tab of the Revenue Recovery Dashboard.
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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 (note that you don’t need to use subscriptions to access Smart Retries on Invoices).
Sharing Settings
Enabling the guest user to obtain access to the gateway account and gateway events records.
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