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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Bank Account
Batch Status
Status Message
When Generated
Bank Reconciliation Status
Bank Statement Line
Settlement Date
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Display the Generate Bank Slip, go to Page Layout > Mobile & Lightning Actions
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Adjustment Date
Adjustment ID
Amount
Balance Transaction
Charge ID
Decline Code
Flagged As Fraud
Gateway Account
Gateway Event
Gateway Fee
Gateway Invoice
Order
Payment Date
Payment Intent Id
Payment Method
Process Type
Refund Date
Refund Id
Result Code
Result Message
Risk Level
Risk Score
Settlement
Source Transaction
Transaction Currency
Transaction Reference ID
Transaction Status
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Add the following Picklist Value in the Transaction Status field.
Canceled
Dispute Under Review
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Display the Refund Payment, go to Page Layout > Mobile & Lightning Actions
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Add a new picklist value called “Paid” where the Status Category is “Activated”
Add a new picklist value called “Failed” “Failed” where the Status Category is “Draft”
Display the following fields in the page layout.
Payment Status
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.
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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
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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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