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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Choose PosiPay and click Add to Enabled Permissions Sets then click Save. The System Administrator now has access to all of the PosiPay objects and fields.
Enable Guest Access
For Stripe to be able to engage with PosiPay, we need to create the right environment that allows Stripe to speak to certain objects within PosiPay.
Enable Communities
Enable the Experience Cloud communities.
Setup > Digital Experiences > Settings > tick Enable Digital Experiences > click Save
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Create Community Site
Create a site for Webhook
Go to Setup > All Sites > Click New > choose Build Your Own (Aura) > click Builder
Fill out the Name and URL
Name = Webhook
URL = webhook
Publish the site by clicking the Publish button.
Set the site to Public Access.
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Webhook Guest User Profile Config
Enable Webhook Listener
In the next step, we will set up the webhooks from Stripe’s end, but first, you need to make sure you are configured to be able to listen to them correctly.
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Enabled these Apex Classes
PosiPay.CommonFunction
PosiPay.StripeFormComponentController
PosiPay.WebhookListener
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Webhook Object Access
Go to Setup > Click All Sites
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Gateway Event
Click Edit and tick Read and Create under the Object Permissions as well as in Fields Permissions and click Save.
Gateway Account
PosiPay Log
Gateway Invoice
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Create a Community Site for Stripe Form
Go to Setup > All Sites > Click New
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The Community page should be accessible by Guest User
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Manually Displaying Fields in Page Layout
Some fields need to be manually displayed in the page layout for some objects.
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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
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Bank Deposit Batch
Display the following fields in the page layout.
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Display the Generate Bank Slip, go to Page Layout > Mobile & Lightning Actions
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Contact
Display the following field in the page layout.
Default Gateway Customer
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Gateway Account
Display the following fields in the page layout.
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Display the Authenticate, go to Page Layout > Mobile & Lightning Actions
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Gateway Customer
Display the following fields in the page layout.
Customer Address
Customer Email
Customer ID
Customer Phone
Customer
Default Payment Source
Gateway Account
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Gateway Event
Display the following fields in the page layout.
Event ID
Event Status
Gateway Account
Raw Request
Webhook Event Object
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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
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Gateway Transaction
Display the following fields in the page layout.
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Display the Refund Payment, go to Page Layout > Mobile & Lightning Actions
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Order
Add new picklist value in Status
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Check Date
Check Drawer
Payment Identifier
Payment Method
Receiving Bank Account
Status
Bank Reconciliation Status
Bank Statement Line
Settlement Date
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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
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PosiPay Log
Display the following fields in the page layout.
Description
Details
Source
Type
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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
Bank Reconciliation Status
Bank Statement Line
Receiving Bank Account
Settlement Date
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Bank Statement
Display the following fields in the page layout.
Bank Account
Bank Statement Name
Date Reconciled
Status
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Bank Statement Line
Display the following fields in the page layout.
Amount
Bank Statement
Bank Statement Line Name
Description
Reconciliation Status
Settlement Date
Transaction Reference
Transaction Type
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Global Picklist
Payment Method
The only picklists are the following; otherwise, please remove them.
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Go to Set up > Search for Picklist Value Set > Payment Method
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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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Access Level: Read Only
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Click Save.
Change Data Capture
Go to Set Up and search for Data Capture.
In the Change Data Capture search for Gateway Transaction (PosiPay__GatewayTransaction__c) and Bank Statement Line (PosiPay__BankStatementLine__c) . Add it as Selected Entities then click Save.
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Translation Workbench
Enable Translation Workbench
Make sure that the Translation Workbench is enabled, if it is currently disabled enable it. To enable,
Go to Set up > Search Translation Workbench in the quick find box > Translation Language Settings
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Add Translated Languages and Translator
Click Add to select the languages your organization supports and the users who are responsible for translating that language.
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To make users translators for this language, select them from the Available List and click add. Make sure you give all translators the "View Setup and Configuration" permission so that they can begin translating.
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Select Language in your Org
Go to Set up > Language Settings > Enable platform-only languages - no default translations are provided for platform-only languages check box is ticked.
Then you can add languages that your org supports. Click Save after.
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PosiPay STF File
Here is the PosiPay STF File.
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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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(If User is a translator) You can now then remove those rows that are not included in your translation. It should look something like the image below (Take note that it only defers on the how many translated content that the translator has translated).
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Importing the STF File
If the user has already the STF file, the user can just , go to Setup>Translation Workbench>Import Click the Choose File button then select your STF file. After selecting you can now then press Import.
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If failed,
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Next place to go: Step 4 - Stripe Setup