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A Gateway Account record holds the authenticated credentials of a merchant account from a certain gateway service provider. This is necessary for initiating payment processing, tokenizing Credit Card/Bank Account details, generating invoices, refunding a payment, and settlement reconciliation.

The steps provided below will guide you on how to create and authenticate a Gateway Account record.

How to create a Gateway Account record

Follow the steps on how to create a Gateway Account record with your Stripe account credentials:

  1. Go to Gateway Account tab.

  2. Click

Permission Sets

Assigned the User to the System Administrator to have access to the Objects of PosiPay.

  • Go to Set up Home page > Click User under the Administration > Users > User,User

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  • After clicking the User,User click the Permission Set Assignment

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  • Choose PosiPay and click add to Enabled Permissions Sets then click save. You have access of all objects and fields in the PosiPay org.

Gateway Authentication Process

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