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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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
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Choose a template, for our Site, we > choose Build Your Own (Aura) .
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Fill in the necessary information then click Create.
For example:
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After doing so, click Builder.
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Display the Stripe Form component.
Fill out the following fields below:
Required Fields
Gateway Account = Gateway ID
Insert a Link for the Stripe Gateway Account Creation
Payment Method = Credit Card; Direct Debit
Require CVC = TRUE
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Click the Publish button in the upper right corner and it will show a confirmation message and click Publish.
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After creating the Community Sites do the following configuration:
Go to Setup > Home page
In the Quick Find box search All Sites and click Builder
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The Community page should be accessible by Guest User
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> 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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Search for the Objects that you want to configure for the Guest User.
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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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Choose a template, for our Site, we choose Build Your Own (Aura).
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Fill in the necessary information then click Create.
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After doing so, click Builder.
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Display the Stripe Form component.
Fill out the following fields below:
Required Fields
Gateway Account = Gateway ID
Payment Method = Credit Card; Direct Debit
Require CVC = TRUE
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Click the Publish button in the upper right corner and it will show a confirmation message and click Publish.
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After creating the Community Sites do the following configuration:
Go to Setup > Home page
In the Quick Find box search All Sites and click Builder
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The Community page should be accessible by Guest User
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Manually Displaying Fields in Page Layout
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Display the following fields in the page layout.
Payment Status
Check Date
Check Drawer
Payment Identifier
Payment Method
Receiving Bank Account
Status
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Go to Set up > Search for Picklist Value Set > Payment Method
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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.
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In the Revenue recovery Dashboard navigate to the Retries tab, and in the Card payment retries select Use a Smart Retry policy for subscriptions (note that you don’t need to use subscriptions to access Smart Retries on Invoices).
Sharing Settings
Enabling the guest user to obtain access to the gateway account and gateway events Gateway Account and Gateway Events records.
Go to Set up
In the Quick Find box search for Sharing Settings
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Under the Sharing Rule section, look for Gateway Account Sharing Rules and
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Gateway
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Event Sharing Rules then click New.
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Gateway Account and Gateway Event Sharing Rule
Note: The same process will be set up in Gateway Account and Gateway Event.
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Step 3: Select which records to be shared
Field: Owner ID
Operator: equalsnot equal to
Value: Guest User ID
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Step 4: Select the users to share with
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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
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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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