PosiPay v0.71

Release Date: 13Jun2024

URL: /packagingSetupUI/ipLanding.app?apvId=04tOZ0000001BO1YAM

Generate Bank Slip Enhancement

• When generating a bank slip via the Generate Bank Slip button on the Bank Deposit Batch record,

  • A notification message will display notifying the user that the bank slip generation is in progress

  • When the Return button is clicked,

    • The page will close and the Bank Deposit Batch record will be refreshed

    • The generated bank slip is linked to the Bank Deposit Batch record → Files related list

    • The Bank Deposit Batch record is updated

Add to Bank Deposit Batch - (OK Button)

The OK button will be enabled when:

• An option is selected in the “Which items will be added to the Bank Deposit Batch?” field.

• An option is selected in the “Do you want to add the items to a new Bank Deposit Batch or an existing one?” field, and a valid Bank Deposit Batch record is provided.

Stripe Customer Form (Use Payment Instrument)

• When the Stripe customer form loads,

  • If the Save Payment Source/Instrument attribute is TRUE,

    • If PosiPay Settings custom setting’s Use Payment Instrument is TRUE,

      • If the Payment Instrument object exists in the org,

        • The Stripe customer form will display

        • The user can tokenized Credit Card/Direct Debit details

      • If the Payment Instrument object does NOT exist in the org,

        • The Stripe customer form will NOT display

        • An error message will display: The Payment Instrument object does not exist in the org. Please contact your System Administrator.

    • If PosiPay Settings custom setting’s Use Payment Instrument is FALSE,

      • The Stripe customer form will display

      • The user can tokenized Credit Card/Direct Debit details

  • If the Save Payment Source/Instrument attribute is FALSE,

    • Regardless of whether the PosiPay Settings custom setting’s Use Payment Instrument is TRUE or FALSE,

      • The Stripe customer form will display

      • The user can tokenized Credit Card/Direct Debit details

Oder - (Payment in Amount Process)

• When processing an order payment via the Process Payment page (Process Payment button in Order record detail page),

  • Regardless of the Order’s Payment Method, the Amount field is read-only and NOT editable