GetPayments

Available in ProntoPayments version 1.311.0 and above

If you have an existing Gateway Subscription set up, you can pull the transaction data into Salesforce by using the GetPayments function in ProntoPayments.

When viewing a Gateway from the ProntoPayments Settings, there is a button “Run Get Payments” which will force the running of the Get Payments function. It will run from the date of last successful run, based on the field "Last Get Payments Date". This field can be edited to an earlier date/time (or blank for all time) in the event the user wants to perform a full refresh of all payment transactions.

In Related tab > Payment Transactions

Payment Transactions created by GetPayments will have a naming convention of:

Lennon M. Leopoldo(Created via GetPayments)

(*depending on Gateway limitations)

The process will Auto match Contacts and Accounts using First Name, Last Name and Email, before creating new records.

This is the Payment Transaction from the gateway's tab.

There are some Limitations on the behaviour per gateway, please see below table for more information

Behaviour per gateway (GetPayments):

Paydock	Opportunity will be created (optional) Contact/Account will be created (optional) Payment Transaction/PPayment will be created (required) Key search field: Payment Reference Retrievable: Success and Failed payments
EziDebit	Opportunity will be created (optional) Contact/Account will be created (optional) Payment Transaction/PPayment will be created (required) Key search field: Payment ID Retrievable: Success and Failed payments Retrievable: already settled payments	Condition: Will only retrieve transactions processed from the last 7 days.
eWAY	Payment Transaction/PPayment will be created (required) Key search field: Payment Id Retrievable: Success and Failed payments Retrievable: Payments that were not processed from the last 7 days / settled payments	Condition: Will only retrieved those settled transactions. Transactions that were processed today or from the last 7 days will not be retrieved in today's batch.
Paypal Rest	Only Payment Transaction record will be created. Key search field: Payment Reference Retrievable: Success and Failed payments
PIN	Opportunity will be created (optional) Contact/Account will be created (optional) Payment Transaction/PPayment will be created (required) Key search field: Payment Reference Retrievable: Success and Failed payments Retrievable: Payments that were not processed today
Stripe	Only Payment Transaction record will be created Key search field: Payment Reference	No Opportunity or Contact/Account created
DebitSuccess	Contact/Account will be created (optional) Payment Transaction record will be created. Key search field: Payment Reference Retrievable: Success and Failed payments

In Commercial mode of ProntoPayments, GetPayments creates PPayment records, whereas in NFP mode it creates Payment Transaction records.

There is a batch the will create the future PPayments of each subscriptions where the Next Payment Date is dated today. There is also a batch for processing the PPayments (there is a button for individual processing). Payment Processing happens only on the PPayment batch.

Can be run immediately or scheduled

Please note: it will only show in the list if Commercial version was used.