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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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
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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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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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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.
Open your Stripe Account and then locate and click on the “Revenue Recovery” option in the navigation menu.
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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).
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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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