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Q - What are the flags on an Opportunity/PPayment ProntoPayment which mark it to be processed by ProntoPayments?

  • Opportunity is not Closed (Won or Lost)

  • PPayment Status is not Failed or Successful.

  • Opportunity/PPayment checkbox “Batch Process Payment” is checked.

  • Closed Date less than or equal to today i.e before or IS today

  • Payment Source Account matches the Opportunity/PPayment ProntoPayment linked Account (if enabled in global settings).

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A - It's a fail safe to prevent double payment transactions being created (i.e overcharging an opportunity). If you click the "Process Payment" button again it will display a "Payment Source is already processed in the Gateway. Please refer to Process Payment Debug Logs."

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Q - How do I work out what payments will be processed today?

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Q - Why does the Pronto Payments Settings Page format look weird?

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A - This is most likely a result of two separate users simultaneously using different "Modes" - i.e Lightning and Classic. To resolve this, switch to the other "mode" and then try accessing the settings page after. 

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Scroll down to the Inactive Values list and 'Activate' the Refunded stage.

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This stage will now be available for reporting.

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A - It is not possible to edit the PP Payment Batch from within Salesforce UI when the status is closed, however, you may use the data loader to update(ex: name field) the information of the record.

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Q - Which Gateways require CVV to process payment?

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