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There are 4 different guides that you may want to utilise at different times. They each contain unique information depending on your situation.
Setup Guide
This is the first guide you will need, and is for when you are first installing PosiPay into your Salesforce org. It will walk you through installing PosiPay into a new or existing org
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, establishing the baseline PosiPay configuration
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Review and customise the baseline configuration to client’s specific needs. Enhance existing or create new objects, page layouts, flows and other assets. Customise and/or deploy unmanaged PosiPay assets to meet client’s needs. See Configuration Guide .
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Manage the provided PosiPay environment and provide security; data creation, update and transfer; workflow refinements and other functions on an ongoing basis. See Administration Guides.
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and connecting your Stripe account. Go to Setup Guide
Configuration Guide
This guide will walk you through particular settings that you can enable to meet your particular business needs. These settings can always be altered later, but giving it some solid thought at the outset is recommended. Go to Configuration Guide
Reference Documentation
This comprehensive guide provides detailed information on all the assets included in the PosiPay package. You will find a complete list of Objects, Page Layouts, Flows, and other relevant assets that have been specifically designed to cater to your needs. Whether you're a new user or an experienced one, this guide will help you understand the functionalities of each asset and how to utilize them to their fullest potential. . Go to Reference Documentation.
User Guide
This guide serves as a valuable resource for users seeking to maximise their utilization of PosiPay's capabilities. It offers detailed insights and practical tips to help users navigate PosiPay's features with ease and confidence. Go to User Guide