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  • Parse the Payload of Charge Succeeded Webhook Event for BECS Debit only; exclude Credit Card to prevent duplicate Gateway Transaction

 

Info

Pre and Post Config

Permission Set

Assign the following permission set to the user want to use the feature.

·       PosiPay

Digital Experiences

Note: This config is only for the webhook guest user, not the guest user for Stripe Form.

  1. Create Community Site, then enable Public Access then Publish

  2. Configure access profile for guest

    1. Apex Class Access

      1. WebhookListener

    2. Object Access

      1. GatewayEvent = Create/Read

        1. Fields:

a. Event ID

b. Event Status

c.  Gateway Account

d.  Raw Request

e.  Webhook Event Object

              ii.     GatewayAccount = Create/Read

1. Fields:

a.  API Token

b.  Accepted Card

c.   Accepted Currency

d.   Active

e.   Base URL

f.    Default Currency

g.   Description

h.   Enable 3d Secure

i.    Enable Live Payment from Sandbox

j.    Fraud Trigger

k.   Gateway Provider

l.    Payment Method

m.  Publishable Key

n.   Sandbox

o.   Version

p.   Webhook Endpoint URL

q.   Unrequire CVC in Batch Gift Entry

                iii.     PosiPay Log = Create/Read

1. Fields:

a.  Description

b.  Details

c.   Source

d.   Type

                 iv.     Gateway Invoice

1. Fields:

a.   Amount Paid

b.   Attempt Count

c.   Gateway Event

d.   Gift Transaction

e.   Gift Transaction ID

f.   Invoice Date

g.   Invoice ID

h.   Invoice Status

i.    Payment Intent ID

Sharing Settings

  1. GatewayAccount for Webhook Guest User

a.  Criteria: Active = true

Create Gateway Account Record

  1. Fill in the following fields.

a.    Gateway Account Name = any

b.    API Token = Secret key from Stripe Account

c.     Publishable Key = Publishable key from Stripe Account

d.     Version = v1

e.     Base URL = URL from the created Community Site

f.      Gateway Provider

g.     Active = false

h.     Sandbox = true/false

           i.   Note: TRUE indicates that the gateway account is in sandbox mode while FALSE indicates that the gateway account is in live mode.

i.     Enable 3D Secure = true/false

j.     Enable Live Payments from Sandbox = true/false

k.    Accepted Currency =

                                     I.    AUD

                                     ii.   NZD

                                     iii.   USD

                                     iv.    select all

l.     Fraud Trigger =

                                     i.    Blocked

                                     ii.    Manual Review

                                     iii.   Issuer Declined

                                     iv.   select all

m.    Default Currency =

                i.     AUD

                              ii.    NZD

         iii.   USD

n.      Payment Method =

                        i.    Cash

                                      ii.   Credit Card

                                      iii.   BECS Debit

                                       iv.  Check

                                       v.   Direct Deposit

                                       vi.    Select all

o.      Accepted Card

                                        i.    Visa

                                         ii.   Mastercard

                              iii.   American Express

                                         iv.   Discover

                                         v.    Select all

  1. Then click the Authenticate button after the record save.

Setup Stripe Dashboard Webhook ( https://dashboard.stripe.com )

Developers > Webhooks > Add endpoint button. Disclaimer: This step is from old UI

·       Endpoint URL: Webhook Endpoint URL fields from the created Gateway Account record above.

·       Then click + Select events

·       Then select following events

o   charge.failed

o   charge.pending

o   charge.refunded

o   charge.succeeded

o   charge.updated

o   invoice.created (remove this event if PosiPay version is 92 and above)

o   invoice.payment_failed

o   invoice.payment_succeeded

o   invoice.updated (remove this event if PosiPay version is 92 and above)

o   payout.failed

o   payout.paid

o   payment_intent.canceled

o   invoice.marked_uncollectible

·       Ensure that you use only one endpoint or webhook URL per Stripe account. Using multiple endpoints or webhook URLs can cause errors in processing transactions.

Custom Settings

·       PosiPay Settings 

·       Default Gateway Account fields = Gateway Account Id for Default 

Object Manager:

Bank Account

Page Layouts and Lightning Record Pages

  1. Fields

·       Active

·       Bank Account Number

·       Bank Code

Bank Deposit Batch

Page Layouts and Lightning Record Pages

  1. Fields

·       Bank Account

·       Batch Status

·       Status Message

·       When Generated

·       Bank Reconciliation Status

·       Bank Statement Line

·       Settlement Date

  1. Mobile & Lightning Action

·       Generate Bank Slip

Contact

Page Layouts and Lightning Record Pages

  1. Fields

·       Default Gateway Customer

Gateway Account

Page Layouts and Lightning Record Pages

  1. Fields

·       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

  1. Mobile & Lightning Actions

·       Authenticate

Gateway Customer

Page Layout and Lighting Record Pages

  1. Fields

·       Customer Address

·       Customer Email

·       Customer ID

·       Customer Phone

·       Customer

·       Default Payment Source

·       Gateway Account

Gateway Event

Page Layout and Lighting Record Pages

  1. Fields

·       Event ID

·       Event Status

·       Gateway Account

·       Raw Request

·       Webhook Event Object

Gateway Invoice

Page Layout and Lighting Record Pages

  1. Fields

·       Amount Paid

·       Attempt Count

·       Gateway Event

·       Invoice Date

·       Invoice ID

·       Invoice Status

·       Payment Intent ID

Gateway Transaction

Fields & Relationships

  1. Transaction Status

·       Add picklist value

                  i.       Canceled

                  ii.        Dispute Under Review

Page Layout and Lighting Record Pages

  1. Fields

·       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

·       Bank Reconciliation Status

·       Bank Statement Line

·       Receiving Bank Account

·       Settlement Date

  1. Mobile & Lightning Actions

·       Refund Payment

Order

Fields & Relationships

  1. Status

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

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

Page Layouts and Lightning Record Pages

  1. Fields

·       Check Date

·       Check Drawer

·       Payment Identifier

·       Payment Method

·       Receiving Bank Account

·       Status

·       Bank Reconciliation Status

·       Bank Statement Line

·       Settlement Date

Payment Source

Page Layout and Lightning Record Pages

  1. Fields

·       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

Page Layout and Lightning Record Pages

  1. Fields

·       Description

·       Details

·       Source

·       Type

Gateway Settlement

Page Layout and Lightning Record Pages

  1. Fields

·       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

·       Bank Reconciliation Status

·       Bank Statement Line

·       Receiving Bank Account

·       Settlement Date

Bank Statement

Page Layout and Lightning Record Pages

  1. Fields

·       Bank Account

·       Bank Statement Name

·       Date Reconciled

·       Status

Bank Statement Line

Page Layout and Lightning Record Pages

  1. Fields

·       Amount

·       Bank Statement

·       Bank Statement Line Name

·       Description

·       Reconciliation Status

·       Settlement Date

·       Transaction Reference

·       Transaction Type

Global Picklist

Payment Method

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

·        Credit Card

·        BECS Debit

·        Cash

·        Check

·        Direct Deposit

 

Change Data Capture

In the Setup>Change Data Capture add the following if not yet added.

·        Gateway Transaction (PosiPay__GatewayTransaction__c)

·        Bank Statement Line (PosiPay__BankStatementLine__c)