PosiPay offers a range of personalized settings that are designed to provide you with a seamless and efficient experience. With these customised settings, you can easily access the features and tools that are most relevant to your needs.
PosiPay Settings
To access, go to Set up > Home > Custom Settings > PosiPay Settings.
Default Bank Account
The default bank account on the org.
Default Gateway Account
The default gateway account in the org.
Payment Method
Translation table between the Payment Instrument language and Stripe language for Payment Method and each individual payment method.
Use Payment Instrument
Once enabled, PosiPay will create Payment Instrument record to store payment details. Otherwise, PosiPay will created Payment Source record instead.