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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Set up the Smart Retries on a Stripe account
There are various reasons why payments may fail, but many of them are fixable. 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.
Open your Stripe Account and
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go to Billing.
In the
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Invoices tab,locate Advanced invoicing features.
In the Retry schedule select Use custom retry schedule for one-off invoices.
Select Retry 1 day after the previous attempt.
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Sharing Settings
Enabling the guest user to obtain access to the Gateway Account and Gateway Events records.
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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.
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