Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

...

  • Gateway Event
    Click Edit and tick Read and Create under the Object Permissions as well as in Fields Permissions and click Save.

    image-20240312-080253.png

    image-20240312-080327.png

  • Gateway Account

    image-20240131-031029.pngimage-20240527-000233.png

  • PosiPay Log

    image-20240131-031121.png
  • Gateway Invoice

...

Manually Displaying Fields in Page Layout

Some fields need to be manually displayed in the page layout for some objects.

To display these fields follow this step:

Go to Set Up > Object Manager > search for the Object > Page Layout > click the specific layout > Drag and drop the fields to their corresponding areas > Save

 Bank Account

Display the following fields in the page layout.

  • Active

  • Bank Account Number

  • Bank Code

...

Bank Deposit Batch

Display the following fields in the page layout.

  • Bank Account 

  • Batch Status 

  • Status Message 

  • When Generated 

...

Display the Generate Bank Slip, go to Page Layout > Mobile & Lightning Actions

...

Contact

Display the following field in the page layout.

  • Default Gateway Customer 

...

Gateway Account

Display the following fields in the page layout.

  • API Token 

  • Accepted Card 

  • Accepted Currency 

  • Active 

  • Base URL 

  • Default Currency 

  • Description 

  • Enable 3D Secure 

  • Enable Live Payments from Sandbox 

  • Faud Trigger 

  • Gateway Provider 

  • Payment Method 

  • Publishable Key 

  • Sandbox 

  • Version 

  • Webhook Endpoint URL 

...

Display the Authenticate, go to Page Layout > Mobile & Lightning Actions

...

Gateway Customer

Display the following fields in the page layout.

  • Customer Address 

  • Customer Email 

  • Customer ID 

  • Customer Phone 

  • Customer 

  • Default Payment Source 

  • Gateway Account 

...

Gateway Event

Display the following fields in the page layout.

  • Event ID 

  • Event Status 

  • Gateway Account 

  • Raw Request 

  • Webhook Event Object 

...

Gateway Invoice

Display the following fields in the page layout.

  • Amount Paid 

  • Attempt Count 

  • Gateway Event 

  • Invoice Date 

  • Invoice ID 

  • Invoice Status 

  • Payment Intent ID 

...

Gateway Transaction 

Display the following fields in the page layout.

  • Adjustment Date 

  • Adjustment ID 

  • Amount 

  • Balance Transaction 

  • Charge ID 

  • Decline Code 

  • Flagged As Fraud 

  • Gateway Account 

  • Gateway Event 

  • Gateway Fee 

  • Gateway Invoice 

  • Order 

  • Payment Date 

  • Payment Intent Id 

  • Payment Method 

  • Process Type 

  • Refund Date 

  • Refund Id 

  • Result Code 

  • Result Message 

  • Risk Level 

  • Risk Score 

  • Settlement 

  • Source Transaction 

  • Transaction Currency 

  • Transaction Reference ID 

  • Transaction Status 

...

Display the Refund Payment, go to Page Layout > Mobile & Lightning Actions

...

Order

Add new picklist value in Status

Go to Set up > Object Manager > Order > Fields & Relationship > Status > Click New in Order Status Picklist Values

  • Add a new picklist value called “Paid” where the Status Category is “Activated”  

    image-20240529-053325.pngImage Added

  •  Add a new picklist value called “Failed” where the Status Category is “Draft” 

    image-20240529-053407.pngImage Added

Display the following fields in the page layout.

  • Check Date 

  • Check Drawer 

  • Payment Identifier 

  • Payment Method 

  • Receiving Bank Account 

  • Status 

...

Payment Source

Display the following fields in the Payment Source page layout.

  • Account Holder Name 

  • Active 

  • BSB Number 

  • Card Expiry Date 

  • Card Type 

  • Cardholder Name 

  • Default Payment Source 

  • Gateway Account 

  • Gateway Customer 

  • Last4 Digit 

  • Payer 

  • Payment Source Type 

  • Token 

...

PosiPay Log

Display the following fields in the page layout.

  • Description 

  • Details 

  • Source 

  • Type 

...

Gateway Settlement

Display the following fields in the page layout.

  • Amount 

  • Error Code 

  • Error Message 

  • Gateway Account 

  • Gateway Adjustment Total 

  • Gateway Fee Total 

  • Gateway Reconciliation Status 

  • Gateway Reference ID 

  • Gateway Refund Total 

  • Reconciliation Balance 

  • Reconciliation Date 

  • Starting After 

  • Stripe Fee Total 

...

Global Picklist

Payment Method

The only picklists are the following; otherwise, please remove them. 

  • Credit Card 

  • BECS Debit 

  • Cash 

  • Check 

  • Direct Deposit 

Go to Set up > Search for Picklist Value Set > Payment Method

...

Set up the Smart Retries on a Stripe account

...

View file
nameposipay_en_AU_translation (1).stf

Export STF File

Note: Do this step if you (the translator) don’t have an STF file; otherwise, if you do, then skip this step.

If you are a translator or if you don’t have a STF file yet for importing. You can export it and translate the words that are translatable for your org’s supported language.

...