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User Manual - AAkonsult Pty Ltd

1. 355 How to change the colours of the Receipt 366 How to choose send options for receipts 369 HOW to Tessera TeeelDIS tea sbtiutetra A E 3 2 mei 10 gt CaN GS emal TOK 3 6 How to set advanced PDF Options s ss2iccssisadictcerennoncsasauaevesssddeadateonannatensatadiesavndsersceasananriedaes 388 How to mail merge with MS Word 391 How to mail merge using email and PDF 396 How to send out Annual Statements 404 How to send out Annual Statements 51 9 417 ig un ertt dmi iens m hon petitum 420 HOW tO SObUD URLE TOKSIS 421 How to use URL Tokens with other tabs 427 How to use Custom Fields with URL TOKENS 433 HOWTO USS URL FP ARG Ad COEM UE DEUS 434 Qui P PH 439 HOW M Comer I TETTE EMT 440 HOW O calculate SUFCDIFGS tiene nue iui e
2. ae e User Manual c AAkonsult Pty Ltd 2014 Page 167 User Manual konsult PAYMENTS 3 Scroll down to the Status field Payment Information Quantity 1 00 Amount 1 000 00 Discount Discount Amount 0 00 Donation Amount 0 00 Freight 0 00 Surcharge 0 00 Surcharge Fee 0 00095 Tax Code GST Tax Calculation _ Foreign Transaction Tax Excluded Tax Rate 10 00000 Tax Amount 000 Total Amount Charged 1 000 00 Banked Amount 1 000 00 Currency AUD Merchant Fee gt CardholderName Jeff Challis Transaction Type urchase Payment Type 1 Online Payment URL Token _ Transaction Date 14 05 7014 c AAkonsult Pty Ltd 2014 Page 168 User Manual User Manual 4 What are the different status s User Manual Status Notes Confirmation When the website visitor presses the Continue button the Payment Txn record is created with a status of Confirmation System administrators can setup validation rules to enforce business rules on this status for example minimum payments donations Confirmation a day after the recurring payment processor has been run all Checked Awaiting Payment Import Payment Start Payment Txn s that are at a status of Confirmation are checked again to see if they have been processed through the payment gateway If they have the Status will be updated to Payment Complete otherwise they wil
3. 7 50 11 c AAkonsult Pty Ltd 2015 User Manual AAkonsult Table of Contents MO UC HO ERN RET E E E A E 6 Whal ISAAK ONSUIT PAYMENTS 8 What can do with AAkonsult Payments 9 What are the key features of 10 How does AAkonsult Payments work 12 How does Salesforce a 14 15 DESIO 16 How does the WED o eir eR et rk bib e va tm Lac Kr RR iR 17 HOW Io create a Web 21 FIOW TO ClOMG a WED TORITRoarecco reden EEE 25 How to rearrange fields on a web form 29 How to publish a web form using URL tokens preferred method 35 ge to DUNS Tice WED TONT M TU Um 37 How to add custom fields on a web form 40 How to change field names section heading names and information messages 52 HOWTO ChE a CUSTOM NOMIC 65 e 75 How to take a Credit
4. This is a sample simple approval request More comprehensive approvals can be setup using ied workflows amp approvals See Salesforce online help Payment Tsn Packages This workflow needs to have the email recipient s updated to approvers Report Types Tabs A B C D E F G H I J K L M N o P aR s T u v w X Y 7 Other Al Action Link Templates New Global Actions Workflow amp Approval Workflow Rules Approval Processes Flows Process Builder Tasks Email Alerts Field Updates Outbound Messages Post Templates 99 chat To use the prebuilt workflow approval you will first need to activate it 1 Locate the workflow rule under setup gt create gt workflow and approvals gt workflow rules 2 Activate is Refund Approval User Manual c AAkonsult Pty Ltd 2014 Page 218 User Manual konsult PAYMENTS 2 2 Simple Approval Workflow Locate Approval Email RP 1 Refund Approval Managed amp Back to List Workflow Rules ror mis Page wg o No workflow actions have been added Before adding a workflow action you must have at least one time trigger defined This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail Rule Refund Approval Object Payment Txn Namespace Prefix Evaluation Criteria Evaluate the rule when a record is created and any
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6. Subscription Groups New Subscriber Group No records to display Subscription Issue Items New Subscription Issue Item No records to display No records to display Change Schedule Logs No records to display Locate the particular record you wish to apply the Change Schedule for These are available from the following tabs User Manual c AAkonsult Pty Ltd 2014 Page 335 User Manual konsult PAYMENTS e Recurring Payments e Account Subscriptions e Subscriptions Once you have clicked into the record scroll down to the related list for Change Schedules and press the New Change Schedule button 1 1 Select the Appropriate Change Schedule Type New Change Schedule select Change Schedule Record Type Select a record type for the new change schedule To skip this page in the future change your record type settings on your personal setup page Select Change Schedule Record Type Record Type otnewreco Once Of 7 cance Available Change Schedule Record Types Record Type Name Description After a Certain Period of Time change to the membership subscription that is ongoing after a certain time period Once Off A change to the membership subscription that is a once off ammendment Ongoing A change to the membership subscription that is permanent from a specified date Recurring A change to the membership subscription that recurs at a regular interval Please see the overview of this procedure for m
7. c winHousenold L EPHILAI EL IIS WOTKTIOW does ao anyining yet Sets Create URL Checkbox to trigger creation of a related URL Token Edit Activate Create Account URL Token Update the filter parameters for this workflow to selectively create these URL Tokens are used for creating object specific targeted payment requests Sets Create URL Checkbox to trigger creation of a related URL Token Update the filter parameters for this workflow to selectively create these URL Takens are used for creating abject specific targeted payment requests sets Create URL Checkbox to trigger creation of a related URL Token Update the filter parameters for this workflow to selectively create these URL Takens are used for creating abject specific targeted payment requests Sets Create URL Checkbox to trigger creation of a related URL Token Edit Activate Create Case URL Token Update the filter parameters for this workflow to selectively create these URL Tokens are used for creating object specific targeted payment requests Sets Create URL Checkbox to trigger creation of a related URL Token Edit Activate Create Contact URL Token Update the filter parameters for this workflow to selectively create these URL Tokens are used for creating object specific targeted payment requests sets Create URL Checkbox to trigger creation of a related URL Token Update the filter parameters for this workflow to selectively create these URL Tokens are
8. 3 3 Wait for Statement generation D Nili Pd Batch Apex Jobs Apex Class Created Date Created By Status PDFStatementGenerateProcessor 27 10 2014 5 51 PM Carol Challis Processing wm E An email will be sent when the batch processing is complete 4 Check Format 4 1 Scroll down to the Campaign Members heading and Select a Contact Campaign Members Action Type Status Edit Remove Contact Statement Generated Edit Remove Contact Statement Generated Edit Remove Contact Statement Generated Edit Remove Contact Statement Generated Edit Remove Contact Statement Generated Edit Remove Contact Statement Generated Edit Remove Contact Statement Generated Edit Remove Contact Statement Generated 4 2 Scroll down the Contact to the Notes and Attachment heading and select the PDF created Notes amp Attachments Attach File Action Type Edit View Del Attachment User Manual c AAkonsult Pty Ltd 2014 Page 410 konsult PAYMENTS User Manual 4 3 Select View file m Attached File _ amp Statement 20141027 Back to List Installed Package Attachment Detail Attachment Owner Carol Challis Related To John Batman Private o File Name Statement 20141027 pdf Description Size 127KB Created By allis 27 10 2014 5 52 PM Page 411 c AAkonsult Pty Ltd 2014 User Manual User Manual 4 4 Check details are correct Membership No 0
9. How to Cancel Refund or Move attendees This procedure will describe how to update cancel or move Event Bookings This procedure does not cover the financial refunding or adjustments To do that please refer to the refund procedure Adjustment or Cancellation Quick Steps 1 Edit the Campaign member and adjust the No of Tickets 2 Edit the related Payment Item and adjust the Quantity 1 Adjust number of booked tickets on Campaign Members The total number of tickets sold is based on the Campaign Member No of Tickets fields and the otatus being Paid or the status as specified on the related Payment Form Campaign Member Paid Status field Often the number is set as one per Campaign Member however as Salesforce only allows a contact to appear as a Campaign Member then this number could be more than 1 Also this number might be set to more than 1 if the Payment Form Event Type is set to Tickets Only User Manual c AAkonsult Pty Ltd 2014 276 konsult User Manual 1 1 Edit Campaign Member details Edit View Del EventiCAL ics 28U bytes 22 06 2014 12 55 PM Jer Challis Opportunities New Opportunity Opportunities Help 2 Action Opportunity Name Stage Amount Close Date Edit Del Event Jeff Challis 25 10 2014 Closed Won 100 00 25 10 2014 Edit Del Event Rachel Sampson 1 11 2014 Closed Won 400 00 1 11 2014 Manage Members v Campaign Members Help A
10. All Active Credit Cards Expiring Y Edit Delete Create New View 9 Action Recurring Payment Recurring Payment Contact Card Expiry Date t Frequency Last Payment Date Mext Edit Del Jeff Charles Suspended Maxr Jeff Challis Monthly 29 07 2012 Edit Del John smith Suspended John Smith Monthly 29 07 2012 Edit Del Carol Cunningham Suspended Maxr Carol Cunningham Monthly 14 08 2013 Edit Del Tim barr Recurring Suspended Maxr barr Monthly 29 07 2012 You can locate the recurring payment by Navigating to the Recurring Payments Tab selecting that appropriate list view filter and pressing GO button e Finding the Contact clicking into the Contact and scrolling down to the related Recurring Payments list e Finding the Contact clicking into the Contact and scrolling down to the related Recurring Payments list User Manual c AAkonsult Pty Ltd 2014 Page 191 User Manual konsult PAYMENTS 2 Update Card Details Expiry Date ments Merchant Facilities Payment Txn s Manual Payments Subscription Groups Account Subscriptions Subscrij Recurring Payment Customize Page Jeff Charles Recurring Donation Started 22 10 2011 Back to List Recurring Payments Payment Txn s 5 Recurring Payment Txns 0 Opportunities 5 Notes amp Attachments 01 Recurring Payment Deta Update Expy Date Information Contact
11. NoAccess lt mw Change My Password My Groups Grant Login Access Reminders amp Alerts Record Type Selection O H Email Import e Desktop Integration Mv Chatter Settinas 1 Locate My Personal Information 2 Select Grant Login Access 3 Locate the package name AAkonsult Lty Support and select the time period required by AAkonsult 4 Press SAVE button User Manual c AAkonsult Pty Ltd 2014 Page 498 User Manual Release Updates c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS How to perform an upgrade Quick Steps 1 Navigate to the Merchant Facility Stop any running Recurring Payments Processor and or Batch Processor 2 Install new version from AppExchange 3 Navigate to the Merchant Facility START any previously running Recurring Payments Processor and or Batch Processor 4 Apply any Post Upgrade notes from the release notes Apply all notes that apply since the release you are currently on and upto the release you have installed 1 Stop any running Recurring Payments Processor and or Batch Processor 1 1 Navigate to the Merchant Facility tab yments BE Tre ayment Manual Payments Recurring Paym s Merchant Facility 9 DEMO FACILITY Back to List Recurring Payments Payment Forms 5 Notes amp Attachments Merchant Facility Detail Edit Delete Cl
12. 2 Select the form that the surcharge applies to and click on the Edit button Payment Form amp 1 Online Payment Payment Options 0 Notes amp Attachments p Payment Txn s 3 Clone Payment Form Detail Payment Form Name 1 Online Payment Payment Form Note Capture payments for goods supplies donations proc amp services either online or from Accounts Contact Opportunities Any Object in salesforce com Merchant Facility DEMO FACILITY Primary Payment Form _ Pre Authorisation gt Payment Type Order Enable URL Tokens _ Enable CAPTCHA _ Active Card Types Visa MasterCard JJ There are two types of surcharges that be applied depending upon the choice of credit card User Manual c AAkonsult Pty Ltd 2014 Page 445 User Manual konsult PAYMENTS 3 Select which credit cards have surcharges applicable led Available Chosen American Express Visa Diners v MasterCard Chosen Surcharge Card Tvpe4 Available MasterCard American Express Surcharge Card Feet 1 _ surcharge Card twee Available Visa MasterCard Surcharge Card Fee 2 4 Enter the surcharge amount 5 Available A Chosen American Express Diners v MasterCard Available LU MasterCard Visa American Express Ki Fee 1 _ Surcharge Card Type 2 MasterCard Surcharge Card Fee 2 o c AAkonsult
13. 3 Locate the label and click into Nea User Manual c AAkonsult Pty Ltd 2014 Page 58 User Manual konsult PAYMENTS 2 2 Create a new Override Custom Label Printable View Help for this Page Checkout_Legend_My_Contact_Details Managed Back to List Custom Labels This Custom Label is managed meaning that you may only edit certain attributes Display More Information Local Translations Overrides 0 Packag Custom Label Detail Short Description Checkout Legend My Contact Details Name Checkout Legend My Contact Details Language English Namespace Prefix Installed Package AAKPayments Categories Checkout Legend Value My Contact Details Created Jeff Challis 3 04 2015 11 48 AM Modified By Jeff Challis 3 04 2015 11 48 AM Local Translations Overrides These translations were created by administrators in your company Local translations override packaged ones No records to display Packaged Translations These translations were automatically created when the upgradeable AppExchange package containing this custom label was installed Although you cannot delete packaged translations you can override them with your own text by clicking the Override link nextto the desired language Overridden translations appear in gray Mo records to display 2 3 Enter your new label text New Translation Translation Edit Master Label Information
14. Assign fallaw up tasks ta a suppart rep ane week after a case is updated Send sales management an email alert when a sales rep qualifies a large deal Change the Owner field on a contract three days before it expires Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when a record matches the criteria Far example salesforce com can automatically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatically send an email reminder to the account team if a high value opportunity is still open ten days before the close date O Don t show me this page again Continue This page can be turned off User Manual c AAkonsult Pty Ltd 2014 Page 297 User Manual konsult PAYMENTS 1 4 Use the alphabetical look up to find Membership Confirmation All Workflow Rules Configure your organization s workflow by creating workflow rules Each workflow rule consists Criteria that cause the workflow rule to run Immediate actions that execute when a record matches the criteria For example salesforce com can automatically send an err notif
15. Attach File 3 Click the Done button to retum to the previous page This will cancel an in progress upload You have just uploaded the following file File Name aakonsult payments jpg Size 124 346 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS _ 7 Check that the file has loaded Notes amp Attachments Title Last Modified Action Type Note The logo with the most recent date will be used in the receipt 8 Check that it appears on a receipt 8 1 Navigate to the Payment Txn s tab nts Merchant Facilities eae Manual Payments R Payment Txn s amp Home Ven Create N Recent Payment 5 Payment No Transaction Type Bank Deposit Date Tot PAY 0000054 Purchase 26 08 2014 8 2 Select a payment and select the Receipt button Payment Txn amp PAY 0000054 Show Feed Back to List Mail Merge Template Refund Txn s Recurring Authorisations Open Activities 0 Activit Payment Txn Detail Contact Information Membership ld gt 000054 Title Dr First Name Edward Garland Last Name Figg 347 User Manual Pty Ltd 2014 User Manual konsult PAYMENTS 8 3 View receipt with logo RECEIPT PO Box 175 Williamstown 3016 Australia 61 3 93970443 www 74demo com info 7 4demo com Tuesday 26 August 2014 Dr Edward G
16. Enable sites this should have already been set up during installation Force com Sites e Enable URL Tokens e Set default information Note URL tokens can be linked to Accounts Contact Campaigns Campaign Members Opportunities and Cases Each of these can include a checkbox field called Create URL Token and URL Token If this is checked and saved then a URL Token is created and linked to the object You can then define your own workflow emails to send this link to the payee for payment 1 Enable sites The Site URL represents the core salesforce com website address for where the core payment for Will be publically visible 1 1 Navigate to Setup gt App Setup gt Develop gt Sites App Setup Customize Create EJ Develop Apex Classes Apex Triggers Apex Test Execution Components Custom Permissions Custom Settings Email Services Pages Static Resources User Manual c AAkonsult Pty Ltd 2014 Page 421 User Manual konsult PAYMENTS 1 2 Locate your site URL and make a copy highlight amp Cntr C Sites aakpaytest developer edition ap1 force com New Action Site Label Site URL Edit Deactivate Payments http aakpaytest devaloper edition ap1 force com 1 3 Navigate to the Merchant Facility tab Merchant Facilities Payment Merchant Facilities amp Home View All Merchant Facilities 1 4 Paste Cntr V the URL into the field Site URL and SAVE
17. 1 2 Enable Translation Workbench Search All Setup Translation Workbench Translation Settings Expand All Collapse All Salesforce1 Setup Welcome to the Translation Workbench Force com Home The translation workbench allows you to create translations for the customizations you ve made to your Salesforce com organization Everything from custom picklist values to custom 1 dU If you want to use the translation workbench you need to enable it Enabling the workbench makes some changes to your Salesforce com organization stem Overview Picklist values must be edited individually This means you can t mass edit picklist values though you can still mass add new values e When picklist values are sorted alphabetically the values are alphabetical by the organization s default language Personal Setup e Reports have a language drop down on the filter criteria page when any filter criteria uses the starts with contains or does not contain operators e Importfiles have a language drop down and all records and values within the import file must be in that language Web to Lead and Web to Case have a language drop down before you generate the HTML gt My Personal Information All rules and setup data must be entered in the organization s default language Global administrators must work together in the organization s default language gt Email gt Import gt Desktop Integration If you d l
18. ES pe pe eg a leni Pama anus rta Minden rat dine haw ILL d User Manual c AAkonsult Pty Ltd 2014 konsult When amp Where 05 35 PM Add To Calendar Centar Us M Chas 039397 0443 F 175 Vli mabown Vic 30185 Care Hours Seer Erari us E Mus HET TEMPS nb am Inm mr PO ua 1 Berr mor morer 710 KDE LET IL 226 User Manual konsult PAYMENTS How to activate Event screens Campaign Page Layout To be able to view Event screens for AAkonsult Payments you will need to customise the page layout for the Campaign tab As an alternative option to using the AAkonsult Payments Page Layout described in this section you can edit your existing Campaign Page Layout and drag drop the required AAkonsult Payments fields onto it 1 Navigate to Setup gt App Setup gt Campaigns gt Page Layouts App Setup Customize Tab Names and Labels Home Activities E Campaigns Fields Related Lookup Filters Validation Rules FIeld cetli Compact Layouts Search Layouts 2 Select Page Layout Assignment button Campaign Page Layout This page allows you to create different page layouts to display Campaign data After creating page layouts click the Page Layout Assignment button to control which page layout users see by default Page La
19. URL Token Edit Where Use Short Description Merchant Facility DEMO FACILITY Payment 4 Online Payment Available Credit Card Invoice Me Recurring Payment 4 Use this URL for your website URL Token 5 UT 0000002 Back to List Static Resources Customize Page Edit Layout Printable View Help for this Page Payment Txn s 0 Account Subscriptions 0 Subscriptions o Accounts 0 Contacts o Opportunities p Campaigns 0 Campaign Members 0 URL Token Detail Edit Delete Clone URL parameter Name UT 0000002 URL Parameters key a0J9000000Uhj6j amp Token sorllATzPSfZGvC 2BbskglmlXkbx84VQyDoper9DH2q8 3D Where Used Public Web Forms Full URL Renew Now Short Description Now Now Merchant Facility DEMO FACILITY Payment Type 1 Online Payment FullText URL https aakpaytest developer edition ap1 force com AAKPay checkout a J9000000Uhj6j amp Token sorlATzPSfZGvC 2Bbskalmlxkbxe4 Do DH2 3D Payment Method Recurring Payment For adding the web form to your website please see the installation manual How to add your form to your website User Manual c AAkonsult Pty Ltd 2014 Page 36 User Manual konsult PAYMENTS How to publish a web form Before making payment forms visible externally the installation of AAkonsult Payments and post implementation configurations need to be completed as detailed
20. Friends of Networking The Rocks NSW 2000 07 Getting Started Training Newport VIC 2015 05 ENTM User Conference Jun 17 19 2002 06 If your event does not appear in the calendar see How to troubleshoot events calendar User Manual c AAkonsult Pty Ltd 2014 Page 258 User Manual 4 Upcoming Events formatting options Parameter Description pagesSize Controls the number of items shown on the page Width of the widget showMore lf more Campaigns exist than can fit on the page setting this to true will show next previous and first last buttons for navigation Defaults to true campaignType Filters the campaigns shown based on the Type field on the campaign You can select multiple campaigns by separating them with semi column eg campaign I ype conference training should your campaign types have spaces or special characters such as amp etc then you should html encode the campaign types To do this copy the list of campaign types with the semicolon into a website such as http meyerweb com enc tools dencoder Then copy the result back and past after Campaign I ype payMType Filters the campaigns shown based on the Payment Form record id associated with the Campaign startDate Filters campaigns with a start date on or after this date defaults to today endDate Filters campaigns with a start date on or before this date defaults to today 2 years hideWhenAndWhere When set to t
21. Mailout Batch No MembershipNo Issues Remaining Salutation FirstName LastName Account Name Mailing Street Mailing City Mailing State Mailing PostalCode Mailing Country Quantity Finallssue 1 000037 11 Governor Henry Barkly Henry Barkly Williamstown VIC Australia 100 7 1 000036 11 Reverend George Wilkinson George Wilkinson Williamstown VIC Australia 100 Grand Totals 2 records User Manual c AAkonsult Pty Ltd 2014 Page 325 User Manual konsult PAYMENTS How to set up subscriptions charge on shipment For organisations that have a membership base where products are delivered as part of their subscription and they are only charged before the goods are sent out then the On Shipment Recurring Payments is used Examples of organisations of this type are wine clubs where subscribers are only invoiced when the next shipment of the wine pack is ready 1 Set up subscription issues 1 1 Follow set up for subscription issues How to set up subscription issues 2 Set up recurring payment 2 1 Navigate to the Merchant Facilities tab and scroll down to Payment Forms Payment Forms New Payment Form Action Payment Form Hame Primary Payment Form Payment Type Default Campaign Enable Delivery Address Enable Donati Edit Del 1 Online Payment E Order vt vt Membership Bee unnan Edit Del 2 Membership Edit Del 3 Subscription Subscription Edit Del 4 Appeal M
22. MasterLabel Checkout Legend My Contact Details Master Label Language English Master Label Text Contact Details Translation Information ESL Translation o My Student Registration Details 1 Select Language Eg English 2 Enter your new label details 3 Press SAVE button User Manual c AAkonsult Pty Ltd 2014 59 User Manual 2 4 Review your updates User Manual T E 1 of 3 My Student Registration Details LIE Jes B ETIE LII SETS ui LI Em Title None First Name Last Membership No 8 Phone Mobile Phone Email Street Suburb Town Williamstown State Victoria Postcode 3016 Country Australia Membership c AAkonsult Pty Ltd 2014 Transaction Details Family 3k dF ak konsult Page 60 User Manual konsult PAYMENTS 3 Overriding Field Labels Step 1 of 3 My Student Registration Details denotes a compulsory field Please fill all of these fields below and then press the Continue button Title Mone Last Membership No Phone Mobile Phone Email Street Suburb Town Williamstown State Victoria Postcode 3016 Country Australia This procedures takes you through the steps in changing field label for a field such as first name If you are looking at changing Section headings button labels or messages ple
23. TEM 2 Membership A Membership Mannar Ner M Mex Notes amp Attachments Artinn Tune Title Attach File aet Navigate to the Merchant Facility Tab scroll down to the related Payment Forms Click on the Payment Form to test 2 1 Click on the Credit Card button to preview Payment Txn s ents B OIETISEE eli Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Payment Form amp 1 Online Payment Back to List Custom Object Definitions Customize Page Edit Layout Payment Options jj Notes amp Attachments jo Payment 1 Recurring Payments 01 URL Tokens 10 Campaigns 10 Subscription Issues 01 Payment Form Detail Payment Form Name 1 Online Payment Payment Form Note Capture payments for goods supplies donations products amp services either online or from Accounts Contact Opportunities Any Object in salesforce com Merchant Facility DEMO FACILITY Primary Payment Form PI Pre Authorisation gt Payment Type gt Order Require URL Token gt Active Card Types gt Visa MasterCard Surcharge Card Type 1 Surcharge Card Fee 1 User Manual c AAkonsult Pty Ltd 2014 cone Donation By Label Payment Donation By Options eNewsletter Campaign Enable Email Receipt Only Opportunity Record Type _ Custom Theme Resource Name Confirmation Page Action
24. 0023630 118 71 25 09 2013 ANZ Editi Del 0023641 130 00 25 09 2013 ANZ Once a payment is received you need to locate the Payment and then mark the Payment as received You can optionally record details about the payment such as cheque method of payment etc To locate the Payment Txn you can either 1 Do a global search based on the bank transfer reference c AAkonsult Pty Ltd 2014 User Manual 126 User Manual konsult PAYMENTS 2 Navigate to the Payment Txn select the list view All Awaiting Payment Shown in screenshot above 3 Locate the Contact or Account and see the related Payment Txn records 3 1 Marking a Payment as Received ayments Merchant Facilities x3 Manual Payments Recurring Payments Subscription Groups Account Subsci __ ent Txn amp PAY 0018003 B Jj Show Feed Back to List Payment Txn s Refund 0 Recurring Authorisations 0 Open Activities 0 Activity History 3 Notes amp Attachments 0 Account Subscription S Error Logs 01 Payment Txn Detail Contact Information Membership Id Phone Title Mobile Phone First Name Jeff Email Last Name Challis Receipt Email Job Title Biller Code gt E Receipt No 0017885 Pay Now Account Click into the Payment Txn that you wish to mark as received Press the PAYMENT RECEIVED button User Manual c AAkonsult Pty Ltd 2014 Page 127
25. 10 11 12 13 14 Events Management Option Including multiple tickets types Events Calendar registration of single or multiple persons add to calendar and more Direct Debits Option For Australian banks Setup of recurring Direct Debits from within Salesforce com Extract for processing Updates of exceptions and posting Shopify Integration Option After an order has been paid for in Shopify Salesforce is updated with the order header and line items details Roll your own theme Custom UI Option Users have always been able to select from 22 different themes now they can create their own colours and styles through jquery themeroller http jqueryui com themeroller License Manager Events Management Direct Debits Shopify and Custom UI are additionally licensed options These require a license key and expiry date from AAkonsult Family Memberships Subscription Groups This enables for entry of all subscriber members eg Members of a family at the time of subscribing to a membership and updating during renewal This feature also allows for allocating manual or automatic of voting rights and primary contacts Batch Processor A background processor runs every 10 minutes to start the matching reconciliation process As this is run by an internal user this means that details of Contacts can now be updated if the appropriate settings are enabled on the Merchant Facility Tab This also means that if a person making
26. 2 2 April 2013 2 2 Release Notes 1 Recurring Payments Added frequency option of Bi Monthly user defined options for No of days and One off Authorise To use user defined option number of days simply add new picklist values that are numeric into the frequency eg 5 for 5 day increments 2 CCV is not required for internal Salesforce CRM users This allows for postal pledges payments where no CCV is provided Issuing banks may may not allow these transactions though 3 Manual Payments now support Donations With payment option 4 Memberships types aka Payment Options now support a status that enables membership options to be offered online internal only or made inactive 2 2 Post upgrade notes Add status to Payment Options by 2 page layout Add Bi Monthly to Frequency Payment Type Payment Options Payment Txn Recurring Payment c AAkonsult Pty Ltd 2014 Page 543 User Manual User Manual konsult PAYMENTS 2 1 March 2013 2 1 Release Notes 1 Receipt Item Text updates The section at the bottom of the receipt has the Payment Txn Payment For value The following enhancements have been made to provide more flexibility and options for Payment For These are e Added Receipt Item field on the Payment Form record This will be used if no URL Token or URL parameter field for PaymentFor is used e Added URL Parameter paymentFor to Manual Payments 2 Opportunity Name
27. Back to List Sites Site Detail Site Label Site Description Active Active Site Home Page Inactive Site Home Page Site Template Analytics Tracking Code Clickjack Protection Level BandwidthExceeded Payments Site Name Site Contact Login AAKP ay checkout Preview Site Favorite Icon InMaintenance Preview Site Robots txt iteTemplate Preview Enable Feeds URL Rewriter Class Allow framing by any page no protection Require Secure E AAkPayments Click on Public Access Settings 3 Profile Update Help for this Page amp 9 URL Redirects Payments Jeff Challis Not Allowed Created By Jeff Challis 11 03 2013 9 17 PM Last Modified By Jeff Challis 3 04 2015 11 53 AM ta Pubie Access Stings Custom URLs Custom URLs Help P Action Domain Name Path Site Primary Custom URL Edit Del View Preview as Admin nfpaakpa IPayments Site Visualforce Pages Enabled Visualforce Page Access Help oalesforce can be configured to have different ways of updating the user profile When view then next couple of steps you ll need to determine which profile you are using We ll call the two modes e Orginal e Enhanced If you wish to set which option salesforce uses then you can do so by checking unchecking Enable Enhanced Profile User Interface under setup gt customize gt User Interface User Manual c AAkonsult Pty Ltd 2014 487 User Manual 3 1 Origi
28. LI User Manual c AAkonsult Pty Ltd 2014 Page 396 konsult User Manual 1 2 Select New Template button AAkonsult Payments Below is a list of all your email templates in the folder selected Click the new button to create a new text HTML Custom template You can use these email templates when sending single emails For mass emails only text HTML and Custom Folder AAkonsult Payments Edit Create New Folder A BIC IDIEIFIGIH IJJIKILIMIN OIPI QIRISITIU New Template J Action Email Template Name t Template Type Available For Use Description Account Membership ae Account Level Membership Confirmation Email Edit Del py Confirmation Visualforce rA sent after a membership has been approved Batch Payment Schedule t Send a reminder a little while after someone stops Edit Del eh Not Restarted Text action from the batch payment schedule 1 3 Select the type of email template you d like and press NEXT Email Template New Template Step 1 Email Template New Template Choose the type of email template you would like to create Text HTML using Letterhead Custom without using Letterhead Visualforce Page 397 c AAkonsult Pty Ltd 2014 User Manual konsult User Manual 1 4 Enter details for your email template Step 2 Text Email Template New Template Email Template Information Folder AAkonsult Payments
29. PayEmelito sciiicet mote dixere tas banum sanies des be dex lacs entere 76 HOW TOGO UI CNS serrare ipunin i TET T 80 How to manage expired credit Car S wiveicccscisececccaseemesmuceseshendanendedeadeainchendawk sdeniudedesiudnondewasdies 83 HOWTO SCUD RAVE es 87 CR OS 91 How to activate direct debit payments 92 How to set up a direct debit manually 97 How to set up a direct debit online 100 How to process direct debit payments before banking 108 How to process direct debit payments after banking 117 Ay Sl qe E 122 How to set up Checkout amp Pay Later option 123 Mandal Payme Bite 129 MOW to GO ManUal DSyITIellls s sccus cinnictto ud eto 130 How to do Manual Payments with Soft Credits 135 POS 139 NSS 140 POW O ANNETTE m 14
30. c AAkonsult Pty Ltd 2014 Page 301 User Manual User Manual konsult PAYMENTS 3 3 Edit Confirmation Text Payment Option Label Membership Membership Id Label Membership No Membership Start Date of payment Membership Start Grace Days gt Current Issue Membership Renewal Text Dear AAkPay Subscription c AAkPay firstName c AAkPay Account Subscription c AAkPay firstName am writing to you to thank you for your membership of Organization and to invite you to continue your commitment by renewing your membership and making a donation By renewing your membership you will help us to ensure that we can continue to provide a diverse range of relevant services for our community We re proud of our achievements in the last 12 months despite the tough economic times where we have achieved all of our objectives including XXXX and To renew your membership simply renew online in the membership section on our website at https aakonsultpayments com or complete the form below and mail in or call us on Phone Please charge my card Visa MasterCard Card holder Name _______92 _______9 _______7 ________ Expiry Date Donation of Total amount to debit Cheque Money order Payable to Organization Name do not post cash Membership Confirmation Te Dear AAkPay Subs
31. dps paymentexpress Privacy Policy 3 New Expiry Date 3 1 Select the Update Expiry Date button Recurring Payment lt Bob Barker donations Back to List Recurring Payments Payment Txn amp D Opgportuniti Notes amp Attachments 0 Credit Card Token Payment Recurring Payment Detail Update Card Details Update Expiry Date li F Information Contact Bob Barker Payment Amo Recurring Payment Name Barker donations User Manual c AAkonsult Pty Ltd 2014 Page 85 User Manual konsult PAYMENTS 3 2 Update details and confirm Update Regular Payment Details Credit Card Details Regular Payment Expiry Date Details Lise the form to update customers credit card details where the card has expired and they rece Expiry Date None v dps paymentexpress Privacy Policy User Manual c AAkonsult Pty Ltd 2014 Page 86 User Manual konsult PAYMENTS How to set up PayPal Please see the installation manual How to set up PayPal 1 Enabling PayPal ayments B i d IUE Paymentixns M Merchant Facility amp DEMO FACILITY B Back to List Custom Object Definitions After Setting up PayPal as per the installation manual procedure How to set up PayPal you can make the option available by locating the Merchant Facility The Merchant Facility tab can be found within the AAkonsult Payment
32. surcharge 16 50 Includes GST 51 50 8566 50 AUD Total Amount Payment Method 9 Credit Card PayPal Bank Transfer My Payment Details Credit Card Type fe visa MasterCard Cardholder Na Credit Card Num Expiry Date 9 10 2012 MM YYYY ccv 0 What s this Comments Step 1 of 3 Continue Account Contact Opportunity Matching Override Target Contact Values gt No AE Create Opportunity IP Defaulting Aa Multi Currency Handling gt Show UD Y Default Currency Al Y Account Matching Method Create Using Contacts Name Automatic Matching Match and Create New If No Match Found Account Template _ Contact Template _ Matching Rules _ Account First Name Last Last Name Email Last Name First Name Suburb Last Name Mobile Membership Id Last Name Subscription Lapsed Grace Days 30 Enable Geonames Autocomplete _ Default State _ Default Country Australia Print Email Receipt jeff_challis aakpaydev1 com Tax Calculation TaxCode GST Tax Calculation Amounts Include Tax TaxRate 10 0000096 Foreign Transaction Tax Excluded Payment Note Payment Overview AAkonsult Payments DEMO payment page AAkonsult Payments allows organisations to quickly setup a professional looking and secure online or internal salesforce com payments form to capture donations memberships subscriptions and recurring pa
33. 1 Open Activities 0 Activi AAkonsult Training 101 Attachments Payn Carol Challis Change A amp konsult Training View Hierarchy A amp konsult Training 5 3 Select the Advanced Setup button Campaign AAkonsult Training ctivity History 0 Attachments 11 Campaign Detail Campaign Owner Carol Challis Change Campaign Type Webinar Payment Form AAKonsult Training status Planned Expected Revenue Budgeted Cost User Manual AAkonsult Training View Hierarchy c AAkonsult Pty Ltd 2014 Customize Page Edit Layout Payment I Manage Members Advanced Setup Total Leads Converted Leads Total Contacts Total Responses Num Total Opportunities Num Won Opportunities Total Value Opportunities Total Value Won Opportunities Add Event Attenddee Payment Forms i 274 User Manual konsult PAYMENTS 5 4 Select Edit Campaign Member Status AAkonsult Training Current Campaign AAkonsult Training Type Webinar Member Status Values Edit Status Sent Responded Current 5 5 Set your status to default and SAVE Current Campaign AAKonsult Training Status Planned Type Webinar Active w Member Status Responded Default Sent L e Add More User Manual c AAkonsult Pty Ltd 2014 275 User Manual konsult PAYMENTS
34. 1 Enabling Translation Workbench Page 52 c AAkonsult Pty Ltd 2014 User Manual User Manual 1 1 Setup available languages Search Setup Salesforce1 Setup Force com Home System Overview Personal Setup My Personal Information Email Import Desktop Integration anguage Settings Expand All Collapse All Language Preferences Eras end user languages Help and Setup are nottranslated in end user languages Oiz Polish Czech Turkish Indonesian Romanian Vietnamese Ukrainian Hebrew Greek Bulgarian English UK Arabic Slovak Enable plattorm only languages no default translations are provided for platiorm only languages French Canadian Georgian Serbian Cyrillic Serbian Latin English Australian English Malaysian English Indian English Phillipir Switzerland Tamil Arabic Algeria Arabic Bahrain Arabic Egypt Arabic Iraq Arabic Jordan Arabic Kuwait Arabic Lebanon Arak Singapore English South Africa French Belgium French Luxembourg French Switzerland German Luxembourg Italian Switzerla Spanish Paraguay Spanish Peru Spanish Puerto Rico Spanish United States Spanish Uruguay Spanish Venezuela Add or remove languages from the Available Language list Available Languages Displayed Languages My Chatter Settings ram gni My Connected Data French Canadian Top Georgian Serbian C
35. 5 Added new Event Type Tickets and Optionally Specify Attendees This is useful when using with groups or teams and not all members of the group or team are known at the time of ticket purchase 2 Memberships 1 Added links from URL Tokens related to Account Subscriptions and Subscriptions back to the Subscription report This provides enhanced workflow alert and update options 2 For Family Group membership fixed issue with Payer Name and Group member name being in a different upper lower case combination creating a duplicate 3 For Family Group membership fixed issue with a payment being made after a membership causing the subscription group to be unlinked 4 Fixed issue where error could occur if Payment Option deleted from Account Subscription or Subscription 3 Statements and Receipts 1 Added option for text colours 2 Added component option to suppress setting of receipt status 3 Fixed issue where long Receipt title would cause address to print in incorrect location 4 Annual Statement used banking amount so refunds will be shown in negative 4 Token Charges 1 Now only allows one attempt per entry 2 Added retry logic should the payment processing timeout 3 19 Post upgrade notes e setup gt create gt objects gt Payments Forms Field Event Type add new picklist value Tickets and Optionally Specify Attendees setup gt create gt objects gt Payments Forms Page Layouts Add fields to event sect
36. Donation By Company Please select Name 4 Email donor first name v First Name Please select Freight o Please select Frequency 1 The first column has picklists that match the column headings in the CSV import file selected in prior step of the wizard 2 The second column has fields from the Import File Line Item Object Ifthe Payment Txn Object does NOT have a field with the same API Name as the Import File Line Item Object then a warning message is shown User Manual c AAkonsult Pty Ltd 2014 Page 153 User Manual If your CSV file 1 contains a column that you wish to import and store in Salesforce then you need to create a new custom field 2 on both Import File Line Item Object and the Payment Txn Object The next steps will take you through adding a new example field for Fee 3 Adding a new custom field to Import File Line Item During this process we will add an example field called Fee that is of type Currency 3 1 Locate Custom Object Import File Line Item Search Setup C ustom Obj ects Expand All Collapse All Salesforce1 Setup Force com Home Help for this Page Custom objects are database tables that allow you to store data specific to your organization in salesforce com You can use custom objects to extend salesforce com functionality or to build new application functionality Once you have created a custom o
37. Email Import Desktop Integration Mv Chatter Settinas 1 Locate My Personal Information 2 Select Grant Login Access 3 Locate the package name AAkonsult Lty Support and select the time period required by AAkonsult 4 Press SAVE button 3 Community Portal Option AAkonsult Pty Ltd Internal Jeff Challis konsult OInsSu Search Search PAYMENTS Edit Contact Info LU About AAkonsult Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscriptio relic Help Jeff Challis Logout Saturday 11 April 2015 1 Click on your name Top Right 2 Select Setup User Manual c AAkonsult Pty Ltd 2014 Page 497 User Manual konsult PAYMENTS 3 1 Grant Access AAkonsult s Jeff Chain Het PAYMENTS Home About AAkonsult Payments Merchant Facilities PaymentTxn s Manual Payments Recurring Payments Subscription Groups Expand All Collapse All To assist with support issues you may grant your administrator or support personnel the ability to login as you and access your data Salesforce1 Setup My Username jeff challis 19demo com Force com Home Grant Access To Access Duration Your Company s Administrator NoAccess sw System Overview Salesforce com Support NoAccess v Personal Setup AAkonsult Pty Ltd Support U exp 17 04 2015 My Personal Information Salesforce com Foundation Support
38. Events Attendee registration Summary section of names event amp ttendeeSummaryHeadingU4 AAKPayments AAkPay eventAttendeeSummaryHeading04 that have been added This is the section where you can moribus db mH m n 1 Scroll down the form until the Field Sets section 2 Click Edit next to the FieldSet you wish to edit User Manual c AAkonsult Pty Ltd 2014 Page 249 User Manual konsult PAYMENTS 4 5 Changing FieldSet Layouts Payment Txn Payment Item Layout eventAttendeeContactRegistration01 2 5 Find Name Birthdate State First Name Delivery County Delivery Subuown Last Name Drag any of the fields above into the list below In the Field Set i First Name Last Name Email Phone Mobile Phone You can now e drag drop fields onto remove from the FieldSet rearrange the order double click to set if the field is required or not If you have added a custom field to the Campaign Object then you can also include this in the form Be sure to set the field level security so it is publically accessible see How to make a custom field visible on public web forms User Manual c AAkonsult Pty Ltd 2014 Page 250 User Manual konsult PAYMENTS How to publish an Event Calendar The Events Calendar can be published to your website set up with Salesforce Sites If you have set up an event it should appear on your calendar
39. Merchant Facility DEMO FACILITY Donation By Options available p Chosen A Individual For Friend i Primary Payment Form gt Enable Subscribe To Emails gt j Pre Authorisation gt eNewsletter Campaign _ 4 Payment Enable Email Receipt Only Enable URL Tokens gt Opportunity Record Type Enable CAPTCHA Custom Theme Resource Name _ 4 Active Card Types Chena Success URL gt Visa m MasterCard American Express Surcharge Card Type 1 gt Available E Bi CES Previous URL o O Visa MasterCard American Express ale bi Surcharge 2 Checkout Thankyou Message _ Visa 4 MasterCard American Express 4 id Surcharge Card Fee 2 Surcharge Card Fee 1 The form must have 1 Name User Manual c AAkonsult Pty Ltd 2014 Page 22 User Manual konsult PAYMENTS 2 Merchant facility 3 Credit Card types There are many options available to tailor to your requirements 5 Test your form by selecting the Credit Card button Payment Form ey Buy My Book Payment Options 0 Notes amp Attachments 0 Payment Tan s 0 Recurring Payments o URL Tokens 01 Campaign Payment Form Detal ever ene Payment Form Buy Book Enable Donation By Payment Form Note Example of a payment form Donation By Label C User Manual c AAkonsul
40. PT value AAkPay Payment Txn c Object e ASUB value for the AAkPay Account Subscription Object e SUB value for the AAkPay Subscription c Object e ROrC RENEW Default CONFIRM or INVOICE to vary outputs from a renewal form to a confirmation one createActivity Set to True to automatically create a related activity history e AddressType can be Mailing Default or Other This determines which set of addresses fieldsets are to be used The fiedsets used are on the Payement Txn Object and are called receiptMailingAddress and receiptOtherAddres contactNa Contact Name to use If not specified then the related First Name and Last Name are used subject If specified will used this value otherwise will be based on RorC Renewal or Confirmation e layoutType GROUP Default has room for subscriber group items or FULL for full text body User Manual c AAkonsult Pty Ltd 2014 Page 389 User Manual konsult PAYMENTS 3 Statement Component Options 24 25 Thank you for your support during the year please find attached your Annual Statement 26 28 29 Kind regards 38 31 0rganization Name 32 M Organization Street 34 0rganization Country 35 0rganization Phone 36 F 0rganization Fax 37 tumet in nene ihn Lee nnn n LR ndn mutum numum me mum Ru mu mu mu mE muU mea PP 0 79 20 EM MESS Bu 41 42 Parameters that can be added
41. This reservation of funds will automatically disappear from their account after 1 days c AAkonsult Pty Ltd 2014 Page 192 User Manual User Manual konsult E PAYMENTS E How to set up recurring payments for direct debits 1 Navigate to the Recurring Payments tab ents Merchant Facilities Manual Payments Recurring Payments Recurring Payments 4 Home View All Go Edit Create New View H Ir Recent Recurring Payments Recurring Payment Name Campaign Account Contact Date Establishe Bob Barker donations DEMO Appeal SeaShepherd Barker Loan Repayments Sea Shepherd Charles Latrobe month James Bond 2 Select the New button ants Merchant Facilities Payment Txns Manual Payments iS HIP E Recurring Payments lt Home View AJ Edit Create New View New Recent Recurring Payments Recurring Payment Name Campaign Account Contact Date Established Bob Barker donations DEMO Appeal Sea Shepherd Barker Loan Repayments sea shepherd Charles Latrobe manth James Bond User Manual c AAkonsult Pty Ltd 2014 Page 193 User Manual konsult PAYMENTS _ 3 Select Direct Debit from the drop down menu and Continue nts Merchant Facilities Payment Ixn s Manual Payments Recurring Payments New Recurring Payment Select Recurring Payment Record Type Select a record type for the new recurri
42. This section is setup from the Campaign Tab and can include pictures URLs and text formatting Attendee Details Please enter details for each of the attendees The Venue Attendee 2 e PO Box 175 Ticket Type Member Williamstown VIC 3016 95 sat 2 4 May 2015 09 00 05 30 Last Add To Calendar Email Phone Mobile Phone Contact Us Save AAkonsult Pty Ltd Jeff Challis 03 9397 0443 j Registered Attendees PO Box 175 Williamstown VIC 3016 Office Hours 5pm Mon Fri ction Ticket Type First Name Last Name TE Member eff Challis Calendar Back The following FieldSets are used on the Upcoming Events view Campaigns User Manual c AAkonsult Pty Ltd 2014 Page 245 User Manual konsult PAYMENTS 1 B eventWhenWhere 01 10 Shown on the sidebar section When and Where 2 C eventContactUs 01 10 Shown on the sidebar section Contact Us Payment Items e eventAttendeeContactRegistration 01 10 When shown used on the second registration page where the individual attendees register H eventAttendeeSummaryHeading 01 10 When shown used on the second registration page to show a summary table of persons that have been entered 4 Changing FieldSet Layouts Now that you have the FieldSet name and the object Campaign Payment Txn Payment it is related to you can now amend the FieldS
43. View View View View User Manual 3 2 Original Edit Field Level Security Payment Txn Field Level Security for profile konsult Help for this Page Payments Profile Field Name Field Type Visible Read Only Account Lookup L Account No Text Account Subscription Lookup Address Id Text Amount Currency L Approved Checkbox Automatic Renewal Checkbox Bank Text k Account Name Text F Bank Deposit Account Text Bank Deposit Date Date Banked Amount Currency LI ked Payment Text L Bank Transfer Reference Text Batch Pracessor Status Text Biller Code Text Birthdate Date Browser Details Text Area L Press Edit on the Profile Editor Then update which fields you want visible or just read only Press SAVE button There is no more to do you can skip to the end of this procedure User Manual c AAkonsult Pty Ltd 2014 Page 489 User Manual konsult PAYMENTS 3 3 Enhanced Object Settings Profile Payments Profile Help for this Page Find Settings Edit Properties Profile Overview Assigned Users Description User License Guest Custom Profile Created By Jeff Challis 11 03 2013 9 17 PM Last Modified By Jeff Challis 3 04 2015 11 51 AM Apps Settings that apply to Salesforce apps such as Sales Assigned Apps and custom apps built on Force com Settings that specify which apps are visib
44. amp DEMO FACILITY Payment Types 8 Motes amp Merchant Facility Detail Payment Setting DEMO FACILITY Active Primary Merchant Fee Site URL https aakpaytest developer edition Events Calendar URL https aakpaytest developer edition ap1 force com AAkPay Eve Payment Method Credit Card The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 440 User Manual konsult PAYMENTS 1 2 Scroll down to Tax Calculation heading Tax Calculation Tax Code GST Tax Calculation Amounts Exclude Tax Tax Rate 10 00000 Foreign Transaction Tax Excluded y 1 3 Set the Tax Calculation field to suit your requirements Tax Calculation Foreign Transaction Tax Excluded 1 No Tax or blank This means no tax calculations will occur and the tax field will not appear on the payment checkout form or receipts 2 Amounts Include Tax The total sale amount includes tax and the tax percentage of this is calculated 3 Amounts Exclude Tax The amount for the product service does not include tax and this is to be calculated and added If surcharges are being use
45. y Namespace Prefix Allow Sharing x API Name Payment Txn c Allow Bulk API Access yf Allow Streaming API Access 4 Track Field History Y Deployment Status Deployed Help Settings Standard sales Created By Jeff Challis 3 04 2015 11 48 AM Modified By Jeff Challis 3 Package Information Installed Package AAKPayments Available in Versions 4 2 Current Standard Fields Action Field Label Field Name Data Type Controlling Field Created By CreatedBy Lookup User Last Modified By LastModifiedBy Lookup User Edit Owner Owner Lookup User Queue Payment Txn No Name Auto Number Edit Record Type Record Type Record Type Set History Tracking Action Field Label Name Installed Package Data Type Indexe Edit Account AAkPay Account c AAkPayments Chat a 1 Scroll down to the Custom Fields amp Relationships section 2 Press NEW button c AAkonsult Pty Ltd 2014 Page 159 User Manual User Manual konsult PAYMENTS 4 3 Choose field data type Payment Txn Help for this Page c New Custom Field Specify the type of information that the custom field will contain ione Selected Select one of the data types below e Number system generated sequence number that uses a display format you define The number is automatically incremented for each new record C Formula read only field that derives its value from a formula expr
46. AAkonsult Pty Ltd 2014 Page 310 2 Enable Manual Payments Payment Method Available Invoice Me send By Post Pledge OK Cancel Select Manual Payments and Move to the Chosen Options Press SAVE 3 Making a family membership payment 3 1 Locate the Contact and press Credit Card Payment Contact Customize Page Edit Layout Printable View Help for this Page w 4 Angela Shakespear J Show Feed Back to List Subscription Issues Recurring Payments 9 Opportunities 12 Casesjoj Entitlements o Service 0 URL 1 Paymentltems 2 Open Activities 0 Activity History 15 Campaign History 1 Notes amp Attachments 5 HTML Email Status 10 Payment 12 Subscriptions 1 Contact Detail Edit Delete Clone Request Update Manage External User Annual Statement Manual Payment Make Payment Contact Owner CJ Payment Site Guest User Change Phone 02 9288 T8 Name Angela Shakespear Home Phone Account Name Individual Mobile Title Other Phone Department Fax Birthdate Email angela shakespear mailinator com Reports View Org Chart Print Email Receipt gt angela shakespear mailinator com Lead Source Assistant Subscriber Group Angela John amp Luke Shakespear Family Asst Phone URL Token Last Generated Statement Amount 0 00 User Manual konsult PAYMENTS 3 2 Select Manual Payment Option EP rari Email angela shakespear amp
47. Debits nts Merchant Facilities Payment Txn s Manual Payments aL Direct Debits Edit Delete Create New View Tr Wiss 1 2 Sort using the Recurring Payment Status to find all direct debits awaiting account verification All Direct Debits v Edit Delete Create New Viev Action Recurring Paymen Recurring Payment Status Bank Account Edit Del William Hobson Di Awaiting Account Verification Supplies LJ Edit Del ase Payme Active Land up for G LJ Edit Del Active Giveaway Acc c AAkonsult Pty Ltd 2014 Page 109 User Manual konsult User Manual 1 3 Select each direct debit payment All Direct Debits v Edit Delete Cre ew Recurring Payment g Action Recurring Paymen Recurring Payment Status B Edit Del Ol Awaiting Account Verification 5 Edit Del Lease Payments Active L Edit Del Philanthropic Dona Active C 1 4 Change the Recurring Payment Status to Active and SAVE Recurring Payment Detail Information Contact William Hobson Recurring Payment Name William Hobson Direct Debit Payment Started 25 8 2014 Merchant Facility DEMO FACILITY Payment Form Stylish Magazine Bank AccountName Supplies Financial Institution of Australasia Institution Address London BSB Mo 456 Account No 2 5678 Statement Text _ Account William Hobson Refer How to process direct debit payments
48. Edit cronTriggerld Edit gt Custom Theme Resource Name Edit gt Default Country i um A m Pe E User Manual c AAkonsult Pty Ltd 2014 Page 459 User Manual konsult PAYMENTS 4 Scroll down to Picklist Values heading and select New Picklist Values Action Edit Del Edit Del Edit Del Edit Del Edit Del Values AUD NZD USD EUR GBP Chart Colors Default Chart Colors y Assigned dynamically Assigned dynamically Assigned dynamically Assigned dynamically Assigned dynamically 5 Enter the correct ISO code for the currency you wish to add Add Picklist Values Default Currency Add one or more picklist values below Each value should be on its own line To add the new value to the picklist values for a particular Record Typ Record Type Mame Payment The example is for FJD Fiji User Manual check the app Description For all transactions Credit c AAkonsult Pty Ltd 2014 Page 460 User Manual konsult PAYMENTS For information about ISO codes 6 Tick the checkbox for the Record Type Name that you wish the picklist value to apply and Save To add the new value to the picklist values for a particular Record Type check the appropriate boxes below wv Record Type Name Description i For all transactions Credit cards cash check direct deposit etc T Navigate the Merchant Facilities tab and check t
49. FULL c AAkonsult Pty Ltd 2014 Page 530 User Manual User Manual konsult PAYMENTS 3 3 November 2013 3 3 Release Notes 1 Added lang URL parameter so translation workbench can have multiple languages for different sites User Manual c AAkonsult Pty Ltd 2014 Page 531 User Manual konsult PAYMENTS 3 1 October 2013 3 1 Release Notes 1 Direct Debit sign up from public facing online form New Direct Debits can be accepted online and after internal approval will end up being included in future Direct Debit runs 2 Membership updates 1 Prorated fees on signing up Allows for fees to be adjusted by the number of days to a configurable option to one of End of Month End of Quarter End of Year End of Fiscal Year 2 Memberships Subscriptions now include a count of number of days a person has been a subscriber total amount charged to subscriber paid and outstanding number of days between the last break and re joining 3 Membership Amounts of 0 now catered for on checkout when used in Manual Mode 3 Payment Schedules 1 Now allows for invoices to be sent Pre defined workflows and email invoice template included 2 New status introduced Payment Schedule Start and is updated to Awaiting Payment by batch processor This allows for Pay Now links to be included with invoice For more information please see the Payment Schedule section of this manual 1 Impor
50. Gas C TA Ded i i dm rm mE Mhi AAA 3 Generate Annual Statements 3 1 Select the Statement Generation button Campaign Annual Statement 2014 15 Back to List Installed Package Campaign Hierarchy 1 Open Activities jo Activity History 10 10 Opportunitiesja Campaign Members 10 P Campaign Detail Manage Members Advanced Setup Statement Generation Sta Campaign Owner Carol Challis Change Total Leads 0 Campaign Name Annual Statement 2014 15 View Hierarchy Converted Leads 0 Active if Total Contacts 28 User Manual c AAkonsult Pty Ltd 2014 Page 408 User Manual konsult PAYMENTS 3 2 Select criteria for your Annual Statement and select Generate button 1 Statement Print Selection Update the selection criteria below to filter payment transactions that you wish to include on the st Statement Selection Detail Statement Selection Information Merchant Facility DEMO FACILITY brad E Campaign Annual Statement 2014 15 Only include transactions for selected campaign Generate for all Campaign From Date 4 01 2014 27 10 2014 b To Date 34 12 2014 27 10 2014 Payment Type _ Available Payment Types Selected Payment Types 1 Select dates 2 Leave blank if all transactions are included User Manual c AAkonsult Pty Ltd 2014 Page 409 User Manual konsult PAYMENTS
51. Includes all transactions related to the Contacts Account Statement Process Text Notification thatthe Statement Generation Email Processing has j Update now been completed lig Subscription Issue Text Notification thatthe Subscription Issue Mailout Processing has Mailout Process now been completed Subscription Issue Text Notification that the Subscription Issue Payment Processing has Fayment Process now been completed Search r Logins Y Salesforce 4 Setup Form Filling E Save gt AAkonsult Pty Ltd 2014 User Manual Page 418 User Manual konsult PAYMENTS 5 Check details and send User Manual s Task Send an Email Send sect Template Fue Edit Email To info aakonsult com eT Additional To a Subject Annual AAKonsult Pty Ltd for Alfred Langhorne Dear Alfred Thank you for your custom Please find attached your Statement You will need a PDF reader to open or print your statement available free from www adobe com Kind regards AAFonsult Pty Ltd PO Box 175 Williamstown 3016 Australia P 6 3 93970443 F c AAkonsult Pty Ltd 2014 Page 419 User Manual Enhanced Form Controls c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS How to set up URL Tokens URL Tokens are recommended for passing in defaults to the payment forms To set up URL Tokens you will need to
52. Merchant Facility amp DEMO FACILITY Payment Forms 10 Notes amp Attachments 0 Payment Txn s 10 R Merchant Facility Detail Eat Cone submit or Apre Payment Setting Name DEMO FACILITY Events Calendar URL Payment Method 2 Enable URL Tokens Optional This ensures that only URL Tokens can be used and that other parameters cannot be passed through via the URL User Manual c AAkonsult Pty Ltd 2014 Page 422 User Manual konsult PAYMENTS 2 1 Navigate to the Merchant Facility tab nts Merchant Facility amp DEMO FACILITY The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 2 Scroll down to Payment Forms heading and select the payment form Payment Forms Action Payment Form Name Primary Payment Forr Edit Del 1 Online Payment P Edit Del 2 Membership Edit Del 3 Subscription Edit Del 4 Appeal ru 5 Donation with Edit Del option of regular od giving User Manual c AAkonsult Pty Ltd 2014 Page 423 User Manual konsult PAYMENTS 2 3 Tick the checkbox for the Require URL Token field and SAVE Payment Form amp 4 Appeal B
53. The Credit Card Token Payment uses the previously authorised token that is stored and then a Payee Signs up for a Regular Payment or a Payment that the uses the Once off Authorise Frequency or the Card Details were previously tokenised with the Card Update button on the Recurring Payment 1 Navigate to the Recurring Payment tab nts Merchant Facilities Payment Txns Manual Payments 7707 B LUE e a Recurring Payments 4 Home User Manual c AAkonsult Pty Ltd 2014 Page 195 User Manual 2 Find the recurring payment for the individual ants Merchant Facilities Payment Ixns Manual Payments 7007 7 8 Recurring Payments lt View All v Go Edit Create Mew View New Recent Recurring Payments Contact Date Establishe Charles Latrobe Account Another loan Bob Barker donations DEMO Appeal SeaShepherd Bob Barker Loan Repayments sea Shepherd Charles Latrobe month James Bond 3 Select the Credit Card Token Payment button Recurring Payment 41 Another loan Back to List Recurring Payments Payment 0 Opportunities 01 Notes amp Attachments 0 Recurring Payment Detail Information Contact Charles Latrobe PaymentAmount 50 00 Recurring Payment Another loan Currency AUD Merchant Facility DEMO FACILITY Freight Payment Form 1 Online Payment Expiry Reminder Recurring Payment Status Active Frequency Fortnightly Account L
54. The name is now made up of the text from the Payment Form Tab Payment Form field concatenated with payees name and date of the transaction 3 Opportunity Record Type You can now specify the Opportunity Record Type on the Payment Form entry If specified the opportunity created will use this record type 4 Checkout Appeal Items for Internal Users For internal users checkout accessed from within salesforce the options available in the picklist will be for all Campaigns that are Active and have a start date before today and an end date after today For internal users there used to be the requirement of making the campaign Published on Web set to true For external users public website the Campaign Publish on web checkbox must still be selected 5 When using Account Matching of Contacts and Organisations for Non profits in conjunction with Create Opportunities noeO1 X Contact Id for Role c is now updated with the primary Contact Id This enables the Non Profit Starter pack to operate better with AAkonsult Payments 6 Donation With enhancements Tax is no longer calculated on the donation part of the transaction In addition if a donation is given with a payment then the receipt now has a note detailing the donation amount 2 1 Post upgrade notes Add Receipt Item amp Opportunity Record Type to Payment Type User Manual c AAkonsult Pty Ltd 2014 Page 544 User Manual 2 0 February 2013 2 0 Release Notes
55. This file is then uploaded into your Internet Banking Direct Debit upload facility and the transactions are processed through that 5 Should any transactions fail during bank processing eg Insufficient funds then you need to locate the transaction s in Salesforce and Mark these as being in error Should the errors happen more than the allowed retry count then the transaction Recurring Payment will be marked as being in a suspended status and any related subscriptions memberships will be canceled 6 Once all updates have been completed the Batch is marked as complete and the Payee Recurring Payment is updated to reflect the successful payment 2 AAkonsult Payment License 2 1 Purchase an additional license for Direct Debits Contact info aakonsult com for details User Manual c AAkonsult Pty Ltd 2014 Page 93 User Manual konsult PAYMENTS 2 2 Navigate to the Merchant Facilities tab and scroll down to the Additional License Options License Options Shopify Direct Debit Events Custom Themes License Expiry Date 7 08 2050 License Key 6nLThp3AIAS YTIhWSUhA yqctB TFSDTKENOD 2 3 Enter license details and SAVE Additional License Options License Options Shopify Events Custom Themes License Expiry Date gt 7 08 2050 License Key 6nLThp3AlAS7YTINW9UhA yqcfbTF8DTKrNODY yl 3 Bank details 3 1 Contact your bank to create direct debit facility Confirm with your bank if a
56. User Manual konsult PAYMENTS How to mail merge using email and PDF receipt Emails with PDF attachments can be generated by a special type of email called Visualforce Emails This email can be used for receipts membership renewal notices and membership confirmations Quick Step Notes The details merged are vary for the different PDFs being generated All templates will allow for mail merge of Salesforce User details and Organization details Forreceipts details are merged from the Payment Txn object e For Membership Renewals notices or Membership Confirmations these details are merged from the Subscription or Account Subscriptions that is related to the membership For receipts the text for the body is stored in the Campaign Receipt Text Payment Form receipt text or the Merchant Facility Receipt Text For membership confirmations and membership renewal notices the body text is maintained on the Payment Form The simplest way to create the mail merge fields is to use the standard Salesforce Email template maintenance and then copy paste that text as shown in the screenshot below 1 Find merge fields for email 1 1 Navigate to Setup gt Administration Setup gt Communication Templates gt Email Templates Administration Setup gt Manage Users H Manage Apps Manage Territories gt Company Profile gt Security Controls Domain Management E Communication Templates Letterheads In E t Kf gr
57. camld record Id for Campaign Object e clid record Id for Contact Object e ald record Id for Account Object e cmld record Id for CampaignMember Object AddressType can be Mailing Default or Other This determines which set of addresses fieldsets are to be used The fiedsets used are on the Payement Txn Object and are called receiptMailingAddress and receiptOtherAddres contactNa Contact Name to use If not specified then the related First Name and Last Name are used e subject If specified will used this value otherwise will be based on RorC Renewal or Confirmation e layoutType SUMMARY Default has room for printing payment transaction list NONE is no statement text FULL is full text body reportingPeriod Date range for transaction selections Options are CurrentFY PreviousF Y createActivity Set to True to automatically create a related activity history User Manual c AAkonsult Pty Ltd 2014 Page 390 User Manual konsult PAYMENTS How to mail merge with MS Word Templates oome organisations like to merge their receipts and documents with Microsoft Word Documents There are two options for doing this 1 The Salesforce Merge feature 2 3rd Party specialist Mail Merge documents such as Conga These options are outside of the scope of AAkonsult Payments Support This guide provides an overview of this option should you wish to have further assistance then you can engage AAkonsult Pr
58. checkoutOrderSections is used to re order sections 3 Ability to configure update all sections including transactions details and Payment Details Fore new fieldsets checkoutPaymentDetails checkoutPaymentCCDetails checkoutPaymentComments checkoutTransactionDetails added to Payment Txn Object to enable this 4 More custom user defined sections have been added bringing the number up to 6 Message added after confirming details to guide users into pressing the Pay Now button Membership Search by Membership number now updates City and Country when IP Defaulting being used oon For more information on customising the checkout layout please see the Customising Sections and Fields section of this manual 1 Checkout Manual Mode The checkout User Interface can be used in manual mode when used internally as Salesforce CRM user The enables easy manual payments for Event attendances and for Subscriber Group memberships Eg family members For more information on this option please read the Events Manual Payments or the Subscriber Groups Manual Payments sections of this manual 1 Large Donation Workflow If the total amount paid is greater than the large donation amount specified on the related Payment Form then the related donor care person is send a notification email This option now changes the Payment Form owernship to the donor care person User Manual c AAkonsult Pty Ltd 2014 Page 534 User Manual k
59. is the text shown on the receipt total Item section The Payment For information can be obtained from various fields The order of assignment priority is based on User Manual c Pty Ltd 2014 Page 361 User Manual konsult PAYMENTS Passed in as part of URL parameter or URL Token Payment Form Receipt Subscription Payment Option Name Campaign Campaign Name Payment Form Payment Type Field qua 3 1 Use default on the Payment Form Payment Forms New Payment For Action Payment Form Name Primary Payment Form Payment Edit Del 1 Online Payment PO Edit Del 2 Membership Edit Del 3 Subscription iv Edit Del 4 Appeal r1 DE Edit Del Edit Del Uses the value of the Payment Type 3 2 use Payment Form Receipt Item Social Display Position right center Social Post Checkoutthis Social Display Orientation vertical Receipting Text JBar AAKPF a ayment Txn c AAkPay FirstName Thank you for registering for the seminar An Introduction to Intellectual Property The seminar will take place on Wednesd Minter Ellison Lawyers Level 23 Rialto Towers 525 Collins Street Melbourne mrmonmmtiesd and hooted bir hinter Clliceanm thir coooimrm wrill 5snmemomoconm oat 70 90e emmoceliieima lir 573 3000 3 3 Use URL Token tab Payment Informatio
60. of Days a Subscriber _ Discount 20 00 Total No of Days a Subscriber 0 Is Firstlissue vw Automatic Renewal First Subscription Issue 2 Last Renewal Issue From Currentissue 0 End Issue Original End Issue _ Issues Remaining 0 Most Recent Mailout Subscription Issue 2 Full URL Renew Now Renewal and confirmation notices are generated automatically with workflows based on dates however you may wish to re issue or edit the subscription to suit your organisation s requirements 1 Renew provides a web based form to send the the organisation subscriber 2 Membership Approved activates the the subscription after acceptance 3 Renewal Notice provides a merged document with instructions to renew to send to the organisation subscriber 4 Confirmation Notice provides a merged document confirming subscription to send to the organsisation subscriber 5 Dates are used in conjunction with Renewal Reminder renewals and membership confirmation workflows The workflows used are described in the Installation Manual Workflows Optional c AAkonsult Pty Ltd 2014 User Manual Page 294 User Manual konsult PAYMENTS How to set up a subscription approval process Some organisations have a requirement for all new members to go through an approval process This may involve submitting a list of new members to the Board Board of Management for approval Text for confirmation email can be found at Merchant
61. or Conference style eg buy 2 tickets and need to specify each of the attendess Multiple Ticket Types including Free Members Only Groups Teams Multiple Page Layouts allowing for some events to capture custom fields such as dietary requirements Shopify Integration Quick and simple setup of integration between Shopify and Salesforce e Can create Opportunities and optionally create opportunity line items in Salesforce All purchased information details stored in Salesforce Integration de duplicates contacts purchasing multiple times Direct Debits e Sign up for Direct Debits online Uploads transactions into your internet banking for processing Works with all Australian Banks and 4 key New Zealand banks Matching User Manual c AAkonsult Pty Ltd 2014 Page 10 User Manual User Manual konsult PAYMENTS e Automatic or Manual matching of payers details with existing contacts person accounts inside of salesforce com e Automatically create new contacts accounts for first time payers Recurring payments e Automatic opt in from online payment form e Workflows to remind of card expiry Update of cards details should they change or dates expire Refunds e Refunds original transactions with a push of a button by select groups of users Approval workflows to allow request approve process capabilities Manual payments Easily capture other payment types within salesforce These include cheque mone
62. records to display User Manual c AAkonsult Pty Ltd 2014 Page 315 User Manual konsult PAYMENTS 2 3 Create Subscription Issues for the magazine and SAVE Subscription Issue Edit New subscription Issue Subscription Issue Edit Information Subscription Issue Name Issue No 1 Issue Number i Payment Form Stylish Magazine Publication Date 4 09 2004 9 2014 4 09 2004 I 1 Payment Generation stew Choose a unique issue name Issue No 1 or Spring 14 Edition Enter the issue number Check that the issue is linked to the correct Payment Form magazine Enter publication dates for each issue Do ES 2 4 Use the Clone button to create issues into the future Subscription Issue Issue No 4 Subscription Issue Detail Subscription Issue ssue Ma 4 Issue Number 4 Last PaymentForm Stylish Magazine Publication Date 112 2014 Payment Generation _ Created By Carol Challis 21 08 2014 11 46 AM Payment Generation Mailout All User Manual c AAkonsult Pty Ltd 2014 Page 316 User Manual konsult PAYMENTS 2 5 Check issues are displayed Merchant Facilities gt Payment Forms gt Payment Options subscription Issues Action Subscription Issue Name Issue Humber Publication Date Edit Del Issue 1 1 1 09 2014 Edit Del Issue 2 2 50 2014 Edit Del Issue 3 33 11 2014 Edit Del Issue No 4 4 12 2014 3 Set up Current Issue
63. 00 Recurring Payment Status Active Freight 0 00 After saving the Recurring Payment Details you need to add the Credit Card Token information to it This is achieved by pressing the Update Card Details button and entering the card details The Card Number is never saved in Salesforce For a regular credit card payment to be included in the Payment Processing cycle it needs to be tokenised using the Update Card Details The token is stored in the DpsBillingld field User Manual c AAkonsult Pty Ltd 2014 Page 190 User Manual konsult PAYMENTS How to Manage Credit Card and Expiry Details Credit Card number and CCV details are never stored in Salesforce AAkonsult Payments uses a token to charge the card at future dates this token is stored in the dpsBillingld field If a card has expired or is invalid then you will need to re tokenise it You can get a list of expired cards by filtering on the Card Expiry Date on the Recurring Payment Object by either 1 Selecting a list view filter on the Recurring Payments Tab for example All Active Cards Expiring or All Suspended Max Retries Exceeded 2 Running a custom report over the Recurring Payments Object 3 Being alerted by a workflow rule approx 45 days prior of cards expiring 1 To update Card Details Locate Recurring Payment entry nts Merchant Facilities Payment Manual Payments Subscription Groups Account Subscriptions
64. 2 Run Batch Processor A nightly process looks for all recurring payments that due for processing To do this it checks to see if the Next Payment date is on or before today has a status of Active and has is not already being considered for processing The processor creates a new Payment record with a status of Direct Debit Started User Manual c AAkonsult Pty Ltd 2014 Page 110 User Manual konsult PAYMENTS 2 1 Navigate to the Merchant Facility tab and scroll down to the Batch Payments Processors heading Recurring Payments Processor Status Started Run Now Batch Payments Processor Status _ Run Now 2 2 Check that the Recurring Payments Processor and Batch Payments Processor Status is set to Started Batch Payments Processors Recurring Payments Processor Status Run Mow Batch Payments Processor Status 3 Create a new batch 3 1 Navigate to the Direct Debit Batches tab Direct Debit Batches Home View Edit Create Mew View User Manual c AAkonsult Pty Ltd 2014 Page 111 User Manual konsult PAYMENTS 3 2 Select the New button Direct Debit Batches Home View Edit Create New View Recent Direct Debit Batches Direct Debit Batch Name Merchant Facility Processing Date Dpoo00002 DEMO FACILITY User Manual c AAkonsult Pty Ltd 2014 Page 112 User Manual konsult PAYMENTS 3 3 Enter the Merchant Facility and Payment F
65. 21 03 2015 3 27 PM Subscriber Change Page 286 User Manual konsult PAYMENTS 3 Select active if in use Use Active Internal if this subscription is not publically accessible eg Life Memberships 4 Select Contact individual or Account organisation This option determines if the Membership Subscription created will be related to the Account or the Contact 5 Set to either Membership or Subscription 6 Choose how you want to handle pro rata fees 7 Set the subscription length for the renewal processes This can be in months or in days 8 Choose Automatic Renewal if required If using automatic renewals and this is a paid subscription then the Frequency selected eg Annually must reflect when the membership would next be automatically charged If frequency is selected a Recurring Payment record will be created 9 Enter Group if the type of Membership is a Group for example a family 10 If Group type of membership is selected you can nominate upto 3 different types of members for that group Eg If the group was a Family then you could say this is may up of 2 Adults and 3 Children You can also select how many voting rights are given to each group type User Manual c AAkonsult Pty Ltd 2014 Page 287 User Manual konsult PAYMENTS How to manage an individual Subscription When a web visitor fills in the subscription web form the details are automatically recorded as a subscript
66. 3 1 Navigate to the Merchant Facilities tab ts Ml J Merchant Facilities The Merchant Facility tab be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 3 2 Scroll down to Payment Forms Payment Form Primary Payment Form Payment Type Default Campaign Enable Delivery Address Enable Donation E Edit Del 1 Online Payment Pod Order Edit Del 2 Membership Po Membership Edit Del 3 Subscription wf Subscription Edit Del 4 Appeal Donation DEMO Appeal Li Y User Manual c AAkonsult Pty Ltd 2014 Page 317 User Manual konsult PAYMENTS 3 3 Select the publication Payment Form Payment Forms Action Payment Form Prim Edit Del 1 Online Payment Edit Del 2 Membership Edit Del 3 Subscription Edit Del 4 eal 5 Donation with Edit Del option of regular Nn Event Training Course Edit Del Edit Del AAKonsult Training Edit Del Big Training Event Edit Del Bubble Form Edit Del Buy My Book Payment Option Label gt Membership Membership Id Label gt Membership Membership Start gt Date of payment Membership Start Grace Days gt Current ssue Membership Renewal Text
67. 3 Place the record ID with the parameter cld into your URL https aakpaytest developer edition ap1 force com AAkonsult Payments DEMO payment page AAkonsult Payments allows organisations to quickly setup a professional looking and secure online or internal salesforce com payments form to capture donations memberships subscriptions and recurring payments Automated receipting contact account matching and pre built workflow processes remove wasted office administration time and allow you to spend more time on donor care and customer relationships Use the following demo cards Visa 4111111111111111 MasterCard 5431111111111111 Amex 371111111111114 Diners 36000000000008 For Visa MasterCard any 3 digit CCV will work and for Amex Diners and 4 digit CCV Expiry dates can be any date that is in the future Step 1 of 3 My Contact Details denates a campulsary field Please fill all af these fields in belaw and then press the Continue buttan Title First Name Charles Last Latrobe Membership No 000009 Default values are shown in the payment form User Manual c AAkonsult Pty Ltd 2014 Page 437 User Manual 3 Other Parameters Key shows which screen these options are available in MP Manual Payments URL Tokens are available The option is available in manual payments or checkout when MP or CO parameters are available CO Available in Checkou
68. AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 313 konsult User Manual 1 2 Scroll down to Payment Forms Forms New Payment Form Action Payment Form Name Primary Payment Form Payment Type Default Campaign Enable Delivery Address Enable Donation Edit Del 1 Online Payment D Order vt vt Edit Del 2 Membership D Membership vt Edit Del 3 Subscription Subscription vt Edit Del 4 Appeal D Donation DEMO Appeal D vt Page 314 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 1 3 Select or create a Payment Form for the magazine and SAVE Payment Form Edit amp New Payment Form Payment Form Edit Save amp New Cancel Information Stylish Magazine Magazine es Merchant Facility DEMO FACILITY EY Primary Payment L E Form 3 Pre Authorisation Payment Type Membership v Enable URL Tokens gt Enable CAPTCHA _ Refer to Web Forms for more information 2 Set up Issues 2 1 Scroll down to the Subscription Issue related list heading from the Payment Form New Subscription Issue records to display 2 2 Select the New Subscription Button Subscription Issues
69. Amount Drawer Bank BSB No Account Mo Cheque Number Transaction Date _ Payment By Payment By Name Total Amount Nore 6022015 16042015 Po Pp y Po Po Pe 16 04 2015 6 04 2015 Individual pO gt 0 00 konsult PAYMENTS Person to Soft Credit Notes Information Comments When entering manual payments you can now link the payment with a Contact to Soft Credit If you need to add update the contact roles then edit the picklist Contact Role on the Payment Item Custom Object You should also keep these contact roles aligned with the Opportunity Contact Roles as maintained under setup gt App Setup Customize gt Opportunities gt Contact Roles If you need to change which fields are prompted for then edit the FieldSet manualSoftCredits on the Payment Item Custom Object User Manual c AAkonsult Pty Ltd 2014 Page 138 User Manual Import Files User Manual c AAkonsult Pty Ltd 2014 Page 139 User Manual konsult PAYMENTS Import Files Overview Import files enables organisations to import payment transactions from virtually any system that can generate a comma separated value CSV file Import files are capable of handling CSV files with more than 40 000 rows The main exception to this is GiveNow file format where headers and totals are left making the limit around 10 000 rows The import file process consist of the foll
70. Choose security level and select Next Package Installer AAKonsult Campaign Status Step 2 Choose security level select security settings Grant access to admins only Users with your profile get full access best for limited deployments 0 Grant access to all users Allinternal custom profiles getfull access 5 Select security settings User access set by profile recommended for most packages 3 Install 3 1 Install package Package Installer Help for this AAKonsult Campaign Status The package is ready to be installed Click Install to continue User Manual c AAkonsult Pty Ltd 2014 269 User Manual konsult 3 2 Read details Package Details AAKonsult Campaign Status Managed Install Complete Installed Package Detail Package Name Language Version Name Namespace Prefix Publisher Description Installed By Follow any remaining steps in the app install guide to complete deployment View Components View Dependencies AAKonsult Campaign Status Version Number English First Installed Version Number 2012 03 27 Package Type AAKCS API Access AAKonsult Campaign Status Modified By AAkonsult Campaign Status provides a simple way to default Campaign Status Values When setting up a new campaign or changing the Campaign Type the pre defined default values will be applied Carol Challis 7 08 2014 3 39 PM 4 Post Installation 14 14 Managed Unrestricted En
71. Confirmation Page Button Label _ Success URL gt Individual Company Enable Subscribe To Emails gt Page 468 User Manual konsult PAYMENTS 2 2 Check the appearance of the CAPTCHA theme ype the text User Manual c AAkonsult Pty Ltd 2014 Page 469 User Manual konsult PAYMENTS How to set up pre authorisation For many industries it is useful to get an authorisation and reserve funds on a credit card without actually taking the payment until the product service is delivered or the exact amount is known For example an organisation may wish to take a booking for an event but only charge the customer once the booking event is confirmed 1 Navigate to the Merchant Facilities tab and scroll down to the Payment Forms heading Merchant Facility amp DEMO FACILITY Back to List Custom Object Definitions Payment Forms 5 Notes amp Attachments P Merchant Facility Detail 5 Payment Setting Name DEMO FACILITY Active Primary y Merchant Fee A Site URL https aakpaytest developer edition ap1 force Events Calendar URL https aakpaytest developer vo 74 I The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facilit
72. DN gend ness 444 PLOW rege e zit Mig io p MN E DOT 449 O USO MUR CUNONG Y POT 455 How to add more default currencies 457 How to enable CAP TOHA 462 How to change the CAPTCHA theme nennen nnne nennen nnns nnns 467 HOW to Set up peret eques cinia dace v sie euin Uoc el esti v LER we HEU Ra burnt 470 How to authorise pending 473 How to use automatic Chatter posts 478 What data model and objects are 484 How to make a custom field visible on public web forms 486 SUPO ON NORTE m 493 OUDDOIT OPTIONS 494 ACC CSS 495 RECA SE UPAO TTE TE DITS 499 H w oderziuo uat an Upgrade TT 500 SUVS c mM 505 eee ee ee 506 ALAPI T e 507 m 508 STOFON ZOT c r m 509 vg Dever 9 4 2 1 OO
73. Debit Events Custom Themes Datatools Kleber License Expiry Date gt 18 05 2015 License Key BOeY7AaqDkqYXOuPQeTNNcsRPQGcy 0 sxOqu5SCgck v System Information Created By Jeff Challis 3 04 2015 11 53 AM Last Modified By Jeff Challis 5 04 2015 2 45 PM Record Type Payment Edit Delete Clone Payment Forms Help Payment Forms Primary Payment Form Payment Type Default Campaign Enable Delivery Address Enable Donation By Enable Donation With Enable Email Receipt Only Enable Payment Options Enable Recurring Action Payment Form Name Edit Del 1 Online Payment Order va Edit Del 2 Membershi wa Membership P d Y Edit Del 3 Subscription Subscription 4 y x Edit Del 4 Appeal Donation DEMO Appeal N d 5 Donation with option of regular Edit Del diving Donation y P d Show 1 more Go to list 6 Notes amp Attachments Notes amp Attachments Help No records to display User Manual c AAkonsult Pty Ltd 2014 Page 241 User Manual konsult PAYMENTS 2 3 In Payment Form update Event FieldSet Layout Campaign Appeals Enable Appeals gt Default Campaign Appeals Label _ Appeal Campaign Member Paid Status _ Paid Campaign Type Filter Event Type Tickets and Specify Attendees Side Bar Width gt 250 Category Max No Tickets Available 30 Event Form Layout Options gt Subscriptions Memberships Enable Payment Options Enable Membership Search Pa
74. Direct Debit Start Alfred Langhorn PAY 0000050 Andrew Chirnside One off 19 99 Direct Debit Start Thomas Chirnsi 0000051 Elizabeth Dalgarno One off 19 99 Direct Debit Start Elizabeth Dalgal 0000054 Edward Garland Fig One off 19 99 Direct Debit Start Edward Garlanc 4 3 Select the Add to Batch button Direct Debit Batch Add transactions due to batch T Direct Debit Batch Information Direct Debit Batch Name 000000005 Merchant Facility DEMO FACILITY Bank Account Name DEMO Savings Account Bank Code BQL Bank of Queensland Transactions to process 5 Payment Txn Contact Frequency Total Amou 0000045 William Hobson One off 19 99 PAY O000049 Alfred Langhorne One off 19 99 PAY 0000050 Andrew Chirnside One off 19 99 PAY 0000051 Elizabeth Dalgarno One off 19 99 PAY 0000054 Edward Garland Fiqc One off 19 99 5 Extract batch to file Clicking the Extract for Processing button on the batch will generate a text file in a format enabling the transactions to be uploaded by your banks Direct Debit facility c AAkonsult Pty Ltd 2014 Page 114 User Manual User Manual konsult 5 1 Select the Extract for Processing button Direct Debit Batch DD0000005 Back to List Recurring Payments Customize Page Edit Layout Printal Payment Txn s 5 Open Activities 0 Activity History 0 Notes amp Attachments 0 Direct Debit Batch Detail Direc
75. Edit Del PIG0001397 PAY 0035604 2 0 00 0 00 Edit Del PIG0001399 PAY 0035605 2 0 00 0 00 Edit Del PIG0001401 PAY 0035606 2 0 00 0 00 Show 5 more Go to list 50 New Payment Item Payment Items Help 2 Action Payment Item Name Registration Complete Payment Option Contact Quantity Price Ext Price Payment Item Group Payment Txn Edit Del Pl0004024 4 Frank Waters 1 00 50 00 50 00 PIG0001661 PAY 0037055 Edit Del Pl0004025 4 John Waters 1 00 50 00 50 00 PIG0001661 PAY 0037055 Edit Del Pl0004027 1 00 200 00 200 00 PAY 0037056 Edit Del Pl0004029 1 00 200 00 200 00 PAY 0037180 PI000403 181 Show 5 more Go to list 21 Back To Top Always show me W more records per related list Campaign statistics calculations may be delayed by up to 10 minutes On the related Campaign record scroll down to the related Payment Items related list If this list is not visible you or your administrator need edit the page layout edit layout link at top right and select related lists then drag drop the Payment Items list onto the form and press Save If you cannot see the Contact you wish to amend then you may need to press the Go to list link towards the bottom of the list Once you have located the contact you wish to amend press edit button next to it c AAkonsult Pty Ltd 2014 Page 279 User Manual User Manual konsult PAYMENTS 2 2 Edit Payment Item Payment Item Edit Help fc amp
76. Email assignment groups error messages now so if a validation rule causes many contacts to fail then warning emails are greatly reduced 7 Subscriptions batch processor status submit checks for salesforce limits before submitting 8 For group memberships primary contact and voter correctly set if primary contact is an existing contact 9 Shopify Integration Now updates discount and stores voucher codes used 3 14 Post upgrade notes After installing we would recommend doing the following 1 Setup gt create gt custom objects gt Payment Txn Scroll down to the fields section locate Mobile Responsive click into NOT edit then add Yes iFrame Breakout MAKE sure you select to add to all record types before saving 2 Click on the Merchant Facility Tab for each active Merchant Facility update Mobile Responsive to have the new value Yes iFrame Breakout User Manual c AAkonsult Pty Ltd 2014 Page 522 User Manual konsult PAYMENTS 3 13 March 2014 3 13 Release Notes 1 Make Payments Add new button and publisher actions that makes it easier to make a payment from an Account Contact or Opportunity where multiple merchant facilities or Payment Forms are being used 2 Direct Debits for NZ Added support for ANZ BNZ Westpac and ASB 3 Subscription Group Updates e Membership was set to default to a non subscriber group then a subscriber group type option select the screen was not refreshing
77. Event screens Campaign Page 227 How to set up an event form and tickets 230 How to USLCOITIISe OVETIE POMS 240 How to publish an Event 251 How to troubleshoot events 254 HOW to D blish UbDcoming EVENTS 2 iier ee EE Tntkarta he XE XO vie TERR Ford vt drm 257 How to pay for an event 260 How to download AAkonsult Campaign Status 264 How to Cancel Refund or Move attendees 276 NOS ClO 281 How do subscriptions memberships 202 HOW to setup a Subscription GOV ned Aw d 204 How to manage an individual Subscription 208 How to set up automatic subscription 290 How to manage organisation subscriptions c cece eecceecceeete cece cece eeseeeeeeeseeseeeeaeeseeeseeeaaeeas 292 How to set a subscripti
78. Facilities Payment Forms Membership 1 Activate Membership Confirmation workflow 1 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules Carol Challis My Profile Developer Consale Logout User Manual c AAkonsult Pty Ltd 2014 Page 295 User Manual konsult PAYMENTS 1 2 Select Workflow Rules Custom Labels Objects Packages Report Types Global Actions Tabs Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Past Templates settings User Manual c AAkonsult Pty Ltd 2014 Page 296 User Manual konsult PAYMENTS 1 3 Read about Workflows and select Continue Understanding Workflow Help for this Page Many of the tasks you normally assign the emails you regularly send and other record updates part of your organization s standard processes Instead of doing this work manually you can configure workflow to do it automatically What is Workflow Workflow automates the following types of actions based on your organization s processes Tasks Assign a new task to a user role or record owner Email Alerts Send an email ta one more recipients you specify Field Updates pdate the value af afield an a record Outbound Messages Send a secure configurable message in XML format to a designated listener Far example workflow can
79. Form Name 2 Membership Payment Form Note Memberships can be setup at Contact level and or Account level Time based workflows are used for renewal reminders Members ld Lastname can be used for quick entry when making payment Merchant Facility DEMO FACILITY Primary Payment Form Pre Authorisation Payment Type Membership Enable URL Tokens _ Enable CAPTCHA f Active Card Types Visa MasterCard surcharge Card Type 1 Surcharge Card Fee 9s 1 Surcharge Card Type 2 _ surcharge Card Fee 2 _ There are two types of surcharges that can be applied depending upon the choice of credit card 2 3 Scroll to Payment Options heading and select the payment option that the freight charges will apply L Werte oe Petter Payment Options Action Payment Options Name Status Display Order Subscription Type Subscription L Edit Del Single Membership Contact Edit Del Family Membership Contact Edit Del Corporate Membership Account The Single payment option is being shown as an example User Manual c AAkonsult Pty Ltd 2014 Page 453 User Manual konsult PAYMENTS 2 4 Select Edit and enter the freight amount Payment Option ay single Notes amp Attachments 0 Account Su Payment Option Detail Payment Form 2 Membership Payment Options Name Single Status _ Display Order gt Subscription Level Contact Sub
80. Frequency selection on the screen This is useful when only one payment frequency is selected and therefore the user only has one option Where yyy is a paymentamount This is normally used if the paymentform is access as a checkout or linked to another object function If specified the amountis shown as is read only Amount value is ignored if used in conjunction with paymentOptionld Where yyyyis the payment amount This varies from amount that the user can then override the defaulted amount The amountto be used for Freight Used in conjunction with customRefFieldid Allows for a new custom lookup field to be added to payment transactions and to be linked to this object le Making payments for custom object This is a lookup field on the Payment_Txn__cobjectto the custom object eg Mycustomobject c if this was Payment Txn c Mycustomobject c Used in conjunction with customRefFieldName This is the record id ofthe custom object customRefFieldld a04A000000Ctj9g Usedinconjunctionwih customField 1 2 3 Value Allows for 3 differentcustom fields to be updated by URL value passedin a URL parameter Forthe name specify a non managed Used in conjunction with customField 1 2 3 Name Allows for 3 differentcustom fields to be updated by URL value passed in a URL parameter customField 1 2 3 Value Eg cus
81. Garland Last Name Figg Page 353 Pty Ltd 2014 User Manual konsult PAYMENTS User Manual 8 3 View receipt with logo Wildlife Victoria Inc FE ABN 27 753 478 012 RI A T 03 9445 0310 em PO Box 100 Abbotsford VIC 3067 ON CALL 10 HELP info wildlifevictoria org au 13 000 94535 Frday 3Aprl2005 000000 Jeff Challis 45 TWYFORD ST WILLIAMSTOWN VIC 3016 AUSTRALIA Receipting details can be specified at the following levels Campaign Payment Types Merchant Faciliby Use this information to describe your products services or campaign appeal specific details Images can also be AAkonsult Pty Ltd Page 354 User Manual c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS How to adjust the payment information in the Receipt Template The fields showing the payment information can be adjusted to suit your organisation 1 Adjust totals section fields 3 04 2015 DEMO Event on Saturday 2 May Monday 4 May 2015 Non Member 1 200 Team of Four 1 400 Thank you for trialing AAkonsult Payments cede rag ca ast by Thank You This procedure describes how to amend order the fields shown in the totals bottom section of the receipt If you are adding a new field make sure the security settings for this field are set to make them publically accessible as per procedure H
82. How to generate recurring payments automatically 184 How to set up recurring payments for credit 188 How to Manage Credit Card and Expiry 191 How to set up recurring payments for direct debits 193 How to make an additional payment to a recurring payment Token Charge 195 How to set up recurring payments for invoicing Payment Schedules 198 How to manager recurring payements for invoicing Payment Schedules 201 REUNUS ee 206 How to refund Credit Card or PayPal payments 207 How to refund a Manual Payment or Direct 212 How to setup a Simple Refund Approval Process 216 222 uq 223 How does Event Management work 224 How to activate
83. Information Amount 670 00 Discount Credit Card Type Visa Credit Card gt 41 11 URL Token gt Discount Amount 0 00 Donation Amount 0 00 Freight 12 00 Tax Calculation Amounts Include Tax 1 3 Confirm the authorisation Update has been completed Please check Status to ensure the A payment processed correctly c AAkonsult Pty Ltd 2014 User Manual Page 474 User Manual konsult PAYMENTS 1 4 Return to the Payment Txn s tab and check the Payment Status field Recent Payment Txn s New _ _ _ Payment Txn No Transaction Type Bank Deposit Date Total Amount Charged Cardholder Name Credit Card No Credit Card Type TxnRef Email PAY 0000012 24 07 2014 695 64 Banjo Patterson Visa 00000001159a059f PAY 0000011 Auth 24 07 2014 17 34 Reverend Green 41 11 Visa 000000011599ea91 Authorisation Start PAY 0000010 Auth 24 07 2014 471 24 Colonel Mustard 41 11 Visa 000000011599e702 Authorisation Start PAY 0000009 Auth 24 07 2014 104 04 Henry Lawson 41 11 Visa 000000011599e149 Authorisation Start If the transactions is successful the status will be either Receipting Complete or Matching Complete 2 Authorise groups of transactions 2 1 Navigate to the Payment Txn s tab 5 Merchant Facilities Manual Payments Recurring Payments Subscription i Payment Txn s SV Home view cat Create New View Recent Payment Txn s Payment Txn Transaction Type Bank Deposit Date Total Am
84. Membership Confirmation Text User Manual c AAkonsult Pty Ltd 2014 Page 318 User Manual konsult PAYMENTS 3 5 Select which issue is the current issue from the pick list and SAVE Subscriptions Memberships Enable Payment Options gt Enable Membership Search Payment Option Label gt Membership Membership Id Label Membership No Membership Start Date of payment Membership Start Grace Days gt CULLEN 17 mM Membership Renewal Text gt Membership Confirmation Text https ap1 salesforce com ui common data LookupPage lknm CFO0N90000007 JUI Orders Supplies Payments e Pee Enable Delivery Address gt CA OOF up tinal Shopity Webhook hitpsaakpaylest dey wou can use as a wildcard next to other characters to improve your search results Custom Fields Recently Viewed Subscription Issues Custom Fields Header _ Subscription Issue Enable Custom 2 Fields rj Issue Ma 4 Custom Fields 7 Header Enable Custom 3 Fields Custom Fields 3 Header Issue No 2 W issue Mo 1 adl 4 Set up Subscription Options 4 1 Navigate to the Merchant Facilities tab ts Merchant Facilities Merchant Facilities ey Home The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you h
85. N 550 E A E 551 To WO e E E 552 SIMI 2012 553 User Manual c AAkonsult Pty Ltd 2014 Page 5 User Manual Introduction User Manual c AAkonsult Pty Ltd 2014 Page 6 User Manual konsult PAYMENTS Legal Proprietary Statement amp Limitation of Liability Proprietary Statement Copyright C 2011 AAkonsult Pty Ltd This document contains confidential and proprietary information and is the property of AAkonsult Pty Ltd This document was prepared for the requesting party for the sole purpose of evaluating the products and services proposed It is submitted to you in confidence on the condition that you and your representatives have by receiving it agreed not to reproduce or copy it in whole or in part or to furnish such information to others or to make any other use of it except for the evaluation purposes stated above and to return it to AAkonsult Pty Ltd upon request The previous statement shall not apply to the extent that such statement violates any federal or state laws requiring such information to be made available to the public In the event this document results in a contract you may retain this document for use including making any necessary copies related to the products and services covered by such contract The offerings and prices presented in this document excluding any leasing quotes or rates shall remain valid for a period of 120 days from the d
86. Payment There are several ways of taking a Credit Card payment and the option you choose will depend on your needs Options include 1 Public website taking an online payment 2 From within Salesforce taking a payment against an Account Contact Opportunity or any object 3 Charging a card already stored on file For example if you have rental equipment and the item is returned damaged User Manual c AAkonsult Pty Ltd 2014 Page 76 User Manual konsult PAYMENTS 1 Public Website Transaction Details Payment Amount Individual Company My Payment Details Total Amount Charged 0 00 Credit Card Type for Name On Card Credit Card Number Expiry Date 05 2015 What s this Comments A Step 1 of 3 Continue C paymentexpress Privacy Policy Online payments can be captured directly from your website or by sending a link to your customer donor asking for payment Please see the installation manual How to add your form to your website for more information on adding your form to the website or locating the URL s where the public facing web form is located User Manual c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS 2 From within Salesforce yments Merchant Facilities Payment Txns Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Subscription ls d pportunit
87. Payment Frequency Options One off Campaign Appeals Enable Appeals gt Default Campaign gt Annaale ahal ic Pamnation Marikhar Daid Statue Dair 1 Scroll down to the Donations section of the Payment Form 2 Select Yes for Enable Soft Credits 1 4 Non Profit Starter Pack Soft Credits Households Settings 96 Configure Settings Settings that control the behavior of the Households package Changing these will change how your Nonprofit Starter Pack behaves Opportunity Rollups Enable Opp Rollups in Triggers Always Rollup to Primary Contact _ L1 dni NENNEN pisse Opportunity Rollups Record Types Opportunity Record Types to Exclude from Account none Roles 2 Main Membership Opportunity Record Types to Exclude from Contact _ hone Rollups 2 Main Membership Opportunity Membership Settings Membership Record Names none v Soft Credit Settings Enable Soft Credit Rollups _ Business User Decision Maker Economic Buyer Economic Decision Maker Evaluator Executive Sponsor Influencer Technical Buyer er Fund Raiser When using Soft Credits with the Non Start Profit Pack ensure household settings have been enabled for the soft credit Contact roles User Manual c AAkonsult Pty Ltd 2014 Page 137 User Manual 2 Soft Credit Processing Payment Information Method of Payment Bank Deposit Date Amount Freight Donation
88. Process Cancel Subscription Issue Details Required information This Payment Generation will go through all active recurring payments of type Shipment that are linked to this subscription issue and will charge those related Credit Cards and generate transactions for Direct Debits processing Subscription Issue Name Issue No3 Issue Number 3 Publication Date 3 11 2014 1 6 Check the progress and select Close when finished Subscription Issue Payment Generation Close Subscription Issue Details 1 Required Information This Payment Generation will go through all active recurring payments of type Shipment that are linked to this subscription issue and will charge those related Credit Cards and generate transactions for Direct Debits processing Subscription Issue Name Issue No 3 Issue Number 3 Publication Date 3 11 2014 Batch Apex Jobs Required Information Apex Class Created Date Created By Status Completion Date recurringPaymentsProcessor 25 08 2014 10 33 AM CarolChalis Completed NNNM 05201 1033 am 2 Generate data for mail out This step ensures that data for subscribers is updated in the system The mailout data is generated from a database object called Subscription Issue Item This is a link between the Subscription Issue and the Subscription Subscriber User Manual c AAkonsult Pty Ltd 2014 Page 331 User Manual konsult PAYMENTS 2 1 Navigate to Subscription Issues t
89. Regular giving is easy to setup Updati ER of regular giving salesforce com Tokens are used for Events Training courses is an optional View 6 Event Training Course registration A variety of ticket types are c AAkonsult Pty Ltd 2014 Page 73 User Manual Information Payments in test mode Only test cards accepted AAkonsult Payments DEMO payment page AAkonsult Payments allows organisations to quickly setup a professional looking and secure online or internal salesforce com payments form to capture donations memberships subscriptions and recurring payments Automated receipting contact account matching and pre built workflow processes remove wasted office administration time and allow you to spend more time on donor care and customer relationships Use the following demo cards Visa 4111111111111111 MasterCard 5431111111111111 Amex 371111111111114 Diners 36000000000008 For Visa MasterCard any 3 digit CCV will work and for Amex Diners and 4 digit CCV Expiry dates can be any date that is in the future Step 1 of 3 My Contact Details E tes a compulsory field Please fill all of these fields in and then press the Continue button Title First Name Last Name Phone Mobile Phone Email Street User Manual Credit Cards User Manual c AAkonsult Pty Ltd 2014 Page 75 User Manual konsult PAYMENTS How to take a Credit Card
90. Salesforce com related queries To access this simply click the Help amp Training link on the top right when logged in 3 Premier Support If you need more than our standard support then please contact us for one of our premier support offerings 4 Implementation Support Need help in implementing AAkonsult Payments We have a number of organisations that are experienced in installing AAkonsult Payments Please contact us and we ll put you in touch or you can choose to use our team of experts User Manual c AAkonsult Pty Ltd 2014 Page 494 User Manual konsult PAYMENTS How to grant login access On occasions we might ask for login access so we can diagnose what has happened with your particular setup Please never send username or passwords The steps for granting login access will vary depending on the options setup in your instance of Salesforce You will need to check the first section to see compare the screenshots shown with the what you observe The options are 1 My Settings Option 2 Setup Option 3 Community Portal Option 1 My Settings Option AAkonsult Search Search o Jeff Challis Setup Help amp Training AAkonsult Payments PAYMENTS ily My Profile About AAkonsult Payments Merchant Facilities PaymentTxn s Manual Payments Recurring Payments A 1 e ings BD ct coats Saturday 11 Anil 2015 wiptions Chatter Accounts Contacts 1 Click on yo
91. Scroll up to the Merchant Facility Detail heading Merchant Facility amp DEMO FACILITY Back to List Payment Txn s Payment Forms 10 Notes amp Attachments 01 an petete cone Merchant Fee Site URL gt https aakp User Manual c AAkonsult Pty Ltd 2014 Page 95 User Manual konsult PAYMENTS 4 2 Edit the Payment Method field Merchant Facility Detail Payment Setting DEMO FACILITY Pledge Bank Transfer FayFal User Manual c AAkonsult Pty Ltd 2014 Page 96 User Manual konsult PAYMENTS How to set up a direct debit manually A Direct Debit can be setup manually by your organisation or a payee can sign up online This procedure is for organisation setting up a new Direct Debit from within Salesforce 1 Navigate to the Recurring Payment tab yments Merchant Facilities Payment Txns Manual Payments Recurring Payments Recurring Payments Home Recent Recurring Payments New 2 Select the New button Recurring Payments Home view Edt Create New View Recent Recurring Payments Recurring Payment Name Campaign Account Contact Date Established Frequency Last Payment im TR Recurring Payment stared Henry Barkly Henry Barkly Monthly 24 08 2014 Charles TS Another loan Fortnightly 30 07 2014 User Manual c AAkonsult Pty Ltd 2014 Page 97 User Manual 3 Select Direct Debit from t
92. Self balancing transaction is required or not 3 2 Navigate to the Merchant Facilities tab and scroll down to the Direct Debit ACH heading Bank Deposit Account _ DEMO Savings Account Direct Debit File Format Australian Banking Association ABA Account No 123456 Bank Code _ BOL Bank of Queensland BSB Mo 111 222 User Identification Number 1234 User Preferred Specification gt My Account Include a Self Balancing transaction Statement Text 3 3 Enter details from your bank and SAVE Direct Debit ACH Bank Deposit Account DEMO Savings Account Direct Debit File Format Australian Banking Association ABA Account No 123456 Bank Code Bank of Queensland BSB gt 111 222 User Identification Number gt 1234 User Preferred Specification My Account Include a Self Balancing transaction gt y All fields must be entered except the Statement Text field Check if a Self Balancing transaction is required User Manual c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS 3 4 Scroll down to the Direct Debit ACH T amp C heading Direct Debt ACH T amp C s Terms and Conditions Terms and Conditions These terms and conditions will be based on your organisations advise from your bank and your legal adviser This must be setup before using the Direct Debits module 3 5 Enter Terms amp Conditions T amp C as required by your bank and SAVE 4 Enable Direct Debits 4 1
93. Tracking 3 Press SAVE button 3 Enable Chatter Post Types User Manual c AAkonsult Pty Ltd 2014 Page 480 User Manual konsult PAYMENTS 3 1 Navigate to Merchant Facility ayments BiU Payment Txn s Manual Merchant Facility 8 DEMO FACILITY E Back to List Workflow Rules Payment The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 3 2 Scroll down to related Payment Form and select Record Type Payment Payment Forms Action Payment Form Name Primary Payment Form Payment Type Default Campaign Enable Delivery Address Enable Donation By Enable Donation With Enable Email Rec Edit Delf 1 Online P x Order Lj Edit Del 2 Mem Y Membership Y Y Edit Del 3 Subscription Subscription x Edit Del 4 Appeal E Donation MN 5 Donation with Edit Del Option of reqular x Donation x D Show 1 to list 6 Notes amp Attachments New Note Attach File User Manual c AAkonsult Pty Ltd 2014 Page 481 3 3 ter Updates Chosen Payment made Lh J Large payment New Account with Payment New Contact with Payment Firsttime Subscr
94. User Manual konsult PAYMENTS 3 2 Mass Marking Payments are received ments Merchant Facilities oyu Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscripti y All Awaiting Payment v Edit Delete Create New View REL 1 1 1 Action Payment Txn No t Total Amount Payment Source Bank LJ Edit Del 9 PAY 0023337 118 71 25 09 2013 ANZ 118 71 25 09 2013 ANZ Edit 0023630 Edit Del 0023641 130 00 25 09 2013 ANZ Edit Del 8 0023647 118 60 24 09 2013 ING Edit Del 9 0023652 1129 25 09 2013 ANZ Edit Del 8 0024354 100 00 25 10 2013 Bel Gordon Edit Del 0024357 23 20 1 11 2013 Steve Pall Mi am maw rna n ek Amm ana Mikle 1 ee be be m Navigate to the Payment Txn Tab Select listview filter of All Awaiting Payment and Press the GO button 1 Select the transactions you wish to mark as payment received 2 Press the PAYMENT RECEIVED button User Manual c AAkonsult Pty Ltd 2014 Page 128 User Manual Manual Payments User Manual c AAkonsult Pty Ltd 2014 Page 129 User Manual konsult PAYMENTS How to do manual payments Manual payments can be made for all non credit card type payments This allows for cheques money orders bank transfers etc to be recorded in sales
95. Visa 00000001159a2742 PAY 0000011 Complete 24 07 2014 17 34 Reverend Green Visa 00000001159a19d4 PAY 0000010 Complete 24 07 2014 471 24 Colonel Mustard Visa 00000001159a19bd PAY 0000009 Complete 24 07 2014 104 04 Henry Lawson Visa 00000001159a19ab PAY 0000008 Complete 24 07 2014 10 212 24 Charles Latrobe Visa 00000001159a1999 PAY 0000012 Complete 24 07 2014 695 64 Banjo Patterson Visa 00000001159 059 0000007 24 07 2014 522 24 Charles Hotham 41 11 Visa 0000000115993479 PAY 0000005 Purchase 22 07 2014 PAY 0000002 Purchase 14 05 2014 1 000 00 Jeff Challis 41 11 Visa 0000000112ddd595 info aakonsult com Matching Complete User Manual c AAkonsult Pty Ltd 2014 Page 166 User Manual konsult PAYMENTS 2 Select the individual transaction you wish to check nts Merchant Facilities 2 1 LUKA Manual Payments Payment Txn s amp Home nw Edit Create New Vi Recent Payment Txn s Transaction Type Bank Deposit Date Total Amount Charged Purchase 24 07 2014 102 00 PAY 0000006 AY 0000013 Complete 24 07 2014 23 4 2 24 PAY 0000011 Complete 24 07 2014 1 34 PAY 0000010 Complete 24 07 2014 471 24 PAY 0000008 Complete 24 07 2014 104 04 PAY 0000008 Complete 24 07 2014 10 212 24 PAY 0000012 Complete 24 07 2014 695 54 PAY 0000007 Purchase 24 07 2014 522 24 PAY 0000005 Purchase 22 07 2014 PAY 0000002 Purchase 14 05 2014 21 000 00
96. a special type of parent child relationship object the parent or master where The relationship field is required on all detail re The ovinership and sharing of a detail record ai When a user deletes the master record all det You can create rollup summary fields on the m The relationship field allows users to click on a loa object is the source of the values in the list CO Master Detail Relationship User Manual c AAkonsult Pty Ltd 2014 Page 44 User Manual konsult 2 4 Enter details for your field and select Next Payment Help for this Page New Custom Field Step 2 Enter the details Step 2 of 4 Field Label Length Field Name Description Help Text Required Unique External ID Default Value Survey Response i Please enter the maximum length for a text field below leo Survey Response Alli Always require a value in this field in order to save a record _ Do not allow duplicate values Treat ABC and abc as duplicate values case insensitive O Treat ABC and abc as different values case sensitive Set this field as the unique record identifier from an external system Show Formula Editor Use formula syntax eg Text in double quotes hello Number 25 Percent as decimal 0 10 Date expression Taday 7 Cancel The fields showing a red bar are compulsory User Manual c AAkonsult Pty Ltd 2014 Us
97. and an entry is written into the Error Log Please see the Error log for details The workflow Error Log Notification will notify Payment Transaction owner of the error detail This workflow could be updated by your organisations administrator to update other key payments personal c AAkonsult Pty Ltd 2014 169 Which status applies The status field is found in the Payment Txn s tab within each transaction record For a definition of Status s please see What are Refer to the table below Direct Debit Assigned Batch Authorisation Complete Manual Payment Receipting Complete Direct Debit Error Payment Complete Direct Debit Processing Direct Debit Start Payment Start Recurring Complete Recurring Start Awaiting Payment Refund Start Authorisation Start Confirmation Payment Schedule Start Matching Start x E Matching Complete xx x xxx gg x Xxx x E x ex x x AX Invoice Me Pledge Send by Post Bank Transfer x xx x xxx ES Manual Payment with Subscriber Groups X x o User Manual konsult PAYMENTS How to automatically match Payee to Contact AAkonsult Payments can match records
98. excess 6 Credit Card Masking is updated to have selectable format including 4X 4X 7 URL parameters on Amount for Refunds This allows for custom visualforce pages to be written in front of the payments process and then to pass the value to AAkonsult Payments to transact the refund 8 You can now make Credit Card Token payments from the Recurring Payment 9 Showheader and sidebar can be passed into all internal forms allowing for the header sidebar to be hidden User Manual c AAkonsult Pty Ltd 2014 Page 548 User Manual konsult PAYMENTS 1 12 June 2012 1 12 Release Notes 1 URL Tokens feature added for added security and simplification of URL parameters This feature also allows for a simple way of sending membership subscription renewals for a link to pay or for sending invoices with a pay now link 2 Multi currency on checkout form now allows for different currency symbols EUR GBP Others 3 Discounts are now supported These can assigned in the Account Subscription Subscriptions or URL Parameters 4 Regular Payment Processor update to enable more than transactions per day A new Payment Form option Recurring Payments Type of Regular created to cater for this option o Added Weekly Fortnightly options to Regular Payment Frequency 6 When selecting a new Payment Form or Payment Setting as Primary then previous primaries are deselected 7 Added option to allow going back to u
99. found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 1 2 Scroll down to Merchant Facility Detail heading ents ti Payment Ixns Manual Payments Recurring Payments Subscrip Merchant Facility amp DEMO FACILITY Back to List Installed Package tan oe Core Saber hn A Payment Setting DEMO FACILITY Merchant Fee _ Site URL https aakpaytest developer edition ap 1 force Payment Method Credit Card Manual User Manual AAkonsult Pty Ltd 2014 Page 260 User Manual konsult PAYMENTS 1 3 Edit the Payment Method Field PoP EE i3 Ic Merchant Facility Detail Payment Setting Name DEMO FACILITY Merchant Fee _ Site URL https aakpaytest developer edition ap 1 farce Events Calendar URL https aakpav val edition ap1 farce com A amp amp kPan User Manual c AAkonsult Pty Ltd 2014 261 User Manual konsult PAYMENTS 1 4 Select Manual from the picklist and OK then SAVE Payment Method 2 Make a payment 2 1 Locate the Campaign for Event Add Event Attendee DEMO Event Customize Page Edit Layout Print
100. in Batch DD000005 DEMOFACLIY 2608 20014 Extracted 5 DDo000004 DEMO FACILITY New DD0000003 DEMO FACILITY New 1 3 Select the Mark Error button 500000005 Back to List Recurring Payments Payment Tan s 5 Open Activities 0 Activity Direct Debit Batch Deta Gne Asse Sauk ao sc Earc ror Processa History 01 Notes amp Attachments 1 Mark Error Mark Direct Debit Batch Name DDOOO0005 Owner LI Merchant Facility DEMO FACILITY Processing Date 26 08 Payment Form Stylish Magazine Status Extrat Statement Text Ho Batch 5 Direct Debit File Format Australian Banking Association ABA Total Batch Amount 599 9 User Preferred Specification My Account Ho in Last Extracted File 6 User Identification Number 1234 Total Amount in Last Extract File 99 9 Bank Code BAL Bank of Queensland Download Last Extracted File gt DDOC Account 123456 BSB No 111 222 User Manual c AAkonsult Pty Ltd 2014 Page 117 User Manual konsult PAYMENTS 1 4 Select the transaction s in error Direct Debit Batch Mark transactions as error Mark As Error Direct Debit Batch Information Direct Debit Batch Name 0100000005 Merchant Facility DEMO FACILITY Bank Account Name DEMO Savings Account u Bank Code BQL Bank of Queensland Transactions to process 5 L Payment Txn Mo Contact Frequency Total Amount Status PAY 0000045 William Hobson One off 19 99 Direct De
101. in the date left hand side section e E eventUpcomingDetail 01 10 Shown in upcoming events in the details right hand side section Payment Txn e F eventPrimaryContactRegistration 01 10 Shown on the first primary ticket purchaser registration screen Payment Items eventAttendeeContactRegistration 01 10 When shown used on the second registration page where the individual attendees register H eventAttendeeSummaryHeading 01 10 When shown used on the second registration page to show a summary table of persons that have been entered User Manual c AAkonsult Pty Ltd 2014 Page 240 konsult PAYMENTS User Manual Go to Salesforce online training to learn more about FieldSets 2 Setting Which FieldSet number to use 2 1 Locate the Merchant Facility Payment Mai ayments Merchant Facility amp DEMO FACILITY E Back to List Workflow Rules Navigate to the Merchant Facility The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update Navigate to the Merchant Facility 2 2 Scroll down to related list for Payment Form and Click into License Options Shopify Direct
102. information on all the latest technology including telegrams Carriages Shipping crates We also provide the inside knowledge on boot cleaning services provision stocking convict handling procedures Keep in touch with us by stopping by the general post office when you sight a ship comi SPECIAL OFFER Telescopes for half price Receipt Footer Thank you for trialing AAKonsult Payments 2 3 Update your information and SAVE J Terms and Conditions These terms and conditions will be based on your organisations advise from your bank and your legal adviser This must be setup before using the Direct Debits module Our Website https aakonsul ments com Receipt Text Colour 666666 General Email gt in ak devi com Receipt Body Colour gt f1f5f9 Receipt Label RECEIPT Receipt Body Border Colour 8BA9CD Document Type Receipt Receipt Totals Header Background 958307 Colour gt ABN Receipt Totals Header Text Colour gt 000000 Receipt Text Receipt Footer Thank you for trialing amp Akonsult Payments Note you can include your logo on the receipt by attaching it to the Merchant Facility License Options Shopify Direct Debit Events Custom Themes Datatools Kleber License Exoiry Date 54 05 2015 The receipt text shown in the Merchant Facility screen can be over ridden by receipt text at the following levels User Manual c AAkonsult Pty Ltd 2014 Page 341
103. it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 2 Scroll down to Batch Payments Processors heading and Stop any processors running v PayPal PayPal Username sdk three api1 sdk com Environment gt Sandbox PayPal API Password gt 29G7Q P PayPal API Signature v Batch Payments Processors Recurring Payments Processor Sta Stopped Last Recurring Payment Run Run Now NextRunTime 29 05 2015 1 00 AM Batch Payments Processor Status Stopped Last Batch Processor Run Run Now NextRunTime 28 05 2015 10 43 PM v User Interface Form Width gt 500 Theme redmond Mobile Responsive Yes iFrame Breakout Custom Theme Resource Name Background Colour gt CAPTCHA Theme red v Address Validation 3 Perform any post upgrade steps In the Release Updates section of the manual there are release notes for each release In each release note specific section it contains details on the post upgrade notes Please follow these for each release between your previous version and the current one User Manual c AAkonsult Pty Ltd 2014 Page 503 User Manual konsult PAYMENTS 4 Errors during upgrades On some rare occasions you may receive errors during upgrades In most cases this is due to oalesforce limits being exceeded by customisation that your organization ha
104. konsult User Manual e Related Campaign e Payment Form For information on colours please see How to change the colours of the Receipt Template 3 Check receipt 3 1 Navigate to the Payment Txn s tab nts Merchant Facilities Payment ManualPayments Payment Txn s amp Home View Edit Create N Recent Payment Txn s Transaction Bank Deposit Date T PAY 0000074 Purchase 15 10 2014 3 2 Select a payment and select the Receipt button Payment Txn amp PAY 0000074 Show Feed Back to List Mail Merge Template Refund Txn s Recurring Authorisations Open Activities O Activity Hi Payment Txn Detail Receipt Contact Information Membership Id Title Captain First Name William Last Name Hobson Page 342 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 3 3 View receipt with your information konsult RECEIPT AA AAKonsult Pty Ltd ABN 123 456 789 PO Box 175 Williamstown 3016 Australia 61 3 93970443 www 4demo com info 74demo com Wednesday 15 October 2014 Captain William Hobson 123 WAITANGI ST WILLIAMSTOWN VIC AUSTRALIA It gives us great pleasure to welcome you to our exclusive subscription club and trust you will enjoy the literary offering We pride ourselves on providing the best and most up to date information on all the latest technology includ
105. managed meaning that you may only edit certain attributes Display Mare Information Email Template Detail Edit Properties Folder AAkKonsult Payments Email Template Name Payment Receipt Template Unique Name Payment Receipt Namespace Prefix AAKPay Installed Package AAKPayments Encoding General US amp Western Europe IS0 8858 1 ISO LATIN 1 Author jeff challis Change Description Email with PDF Receipt Attached Created By jeff challis 25 10 2014 1 38 PM Edit Template Email Template Subject for HTML Preview Dear Thank you for your payment please find attached your PDF You will need a PDF reader to open or print your receipt available free from www adobe com Kind regards PO Box 175 Williamstown VIC 3016 A aradan lan Click the Edit Template button c AAkonsult Pty Ltd 2014 Page 379 User Manual User Manual 4 1 Update the email template text WPS Payment Receipt Visualforce Email Template Edit Save Quick Save Cancel Component Reference Email Content Version Settings 2 amp messaging htmlEmailBody gt 3 Dear RelatedIo AAkPay FirstName _ c lt br gt 4 lt br gt 5 Ihank you for your payment please find attached your PDF RelatedTo AAkPay Payment Setting r AA 6 You will need a PDF reader to open or print your receipt available free from www adobe com lt br gt Peay Receipt L
106. may edit these values later from the template editor 1 eerte nr lTemplate subject up email from phone call 2 recipientType Contact relatedToType 4 Body gin Default Content REMOVE THIS gt wo vm NB a care 1 Mark the email template as available when it is ready for use 2 Give the template an internal name 3 Provide a description that is meaningful This is helpful for locating receipts later on for update 4 Enter a subject Please note this will get overridden in the next step so any value will do for now 5 Relate to Contact c AAkonsult Pty Ltd 2014 Page 383 User Manual User Manual konsult PAYMENTS 5 6 Edit Template Visualforce Email Template New Receipt Preview your email template below Email Template Detail Edit Properties Folder AAKonsult Payments Email Template Name New Receipt Available ForUse yf Template Unique Name New Receipt Last Used Date Encoding General US amp Western Europe I30 8859 1 ISO LATIN 1 Times Used Author jeffchallis Change Description Salesforce com API Version 320 Created By jeff challis 8 11 2014 5 23 PM Modified By jeff challis 8 11 2 Email Template end Test and Verify Merge Fields Subject Your receipt Plain Text Preview Congratulations This is your new Visualforce Email Template User Manual c AAkonsult Pty Ltd 2014 Page 384 User M
107. provides a merged document confirming subscription to send to the subscriber 5 Dates are used in conjunction with Renewal Reminder renewals and membership confirmation workflows The workflows used are described in the Installation Manual Workflows Optional User Manual c AAkonsult Pty Ltd 2014 Page 289 User Manual User Manual konsult PAYMENTS _ How to set up automatic subscription renewal Using workflows refer Installation Manual subscriptions can be set to automatically renew based on dates and frequency settings 1 Navigate to the Merchant Facility nts 0 Paymer Merchant Facility amp DEMO FACILITY Back to List Subscriptions 2 Scroll down and select relevant Payment Form Payment Forms New Payment Form Action Payment Form Name Primary Payment Form Payment Type Default Campaign Enable Delivery Address E Edit Del 1 Online Payment a Order Del 2 Membership Membership bd Edit Del Subscription J Subscription Edit Del 4 Appeal Donation DEMO Appeal 2 Donation with nee P O a a Feit Del antian af renular Monation c AAkonsult Pty Ltd 2014 Page 290 User Manual konsult PAYMENTS 3 Scroll down and select Payment Option Delete Mailout Generation Credit Card Manual Payment Payment Options New Payment Option Action Payment Options Name Status Display Order Subscription Type Subscri
108. s This Checkout Label Checkout Label What s This What s this English Checkout Label Your Choice Checkout Label Checkout Label Your Choice Enter your choice English App Setup Checkout Legend Details Confirm Checkout Legend Checkout Legend Details Confirm Confirmation Details English gt Customize Create Checkout Legend Payment Details Checkout Legend Checkout Legend Payment Details My Payment Details Checkout Legend Payment Details confirm Checkout Legend Checkout Legend Payment Details Payment Confirmation Details English Confirm Custom Labels Checkout Legend Transactions Details Checkout Legend Checkout_Legend_Transactions_Details Transaction Details English lt p gt For your safety and security we Packages require that you enter your card s Report Types verification number The 15 Tabs three or four digit value printed on the card or signature strip lt p gt Action Link Templates New lt p gt lt strong gt Mastercard Visa amp gt Global Actions Diners lt strong gt lt br gt For these cards the number is not gt Workflow amp Approvals e H Checkout Lightbox CCV Checkoutlightbox CCV Checkout Lightbox embossed like the card number i ir tha final araiun af niimbhare Navigate to setup gt create gt custom labels Press in the rolladex to locate labels beginning with For the checkout form almost all labels used begin with Chechout
109. sta Biller Code 8 Campaign Name This Impor Comments 2 2 Await email when processing is complete and select Close S Import File Your request has been submitted and you will receive an email confirmation once the updates are complete Imnnrt File _ Stan 7 c AAkonsult Pty Ltd 2014 Page 144 User Manual User Manual konsult 2 3 Review imported data and correct errors Import File 120140825001 Back to List Custom Object Definitions Import File Line items 4 Notes amp Attachments 11 Import File Detail Import Name 120140825001 Merchant Facility DEMO FACILITY PaymentForm 3 Subscription Import Type _ Australia Everyday Hero Import Date 25 08 2014 File Name EverydayHero csv Customize Page Edit Layout Printable View Help for this Page Owner EJ Carol Challis Change No of Line Items 4 TotalAmount 151 25 Status Imported LastProcessed 25 08 2014 12 31 PM v Notes Notes Sample data for csv import Created By Carol Challis 25 08 2014 12 25 PM Last Modified By Carol Challis 25 08 2014 12 31 PM Import File Line Items import File Line Items Help Import File Line Item Name Line No Amount Transaction Date Bank Deposit Date Line Item Status Bank Biller Code Payer Name De ILOO00000 1 10 00 10 04 2014 10 04 2014 De 10000001 2 26 25 10 04 2014 10 04 2014 Del 10000002 3 10 00 14 04 2014 14 04 2014 Del 10000003 4 105 00 10 04 2014
110. started the once This can be done by pressing the Start button the Merchant Facility Tab Once started it will run every day at 1am You can press the run now link if you wish to run it straight away 4 Batch Processor PayPal API Signature 3 A IzJIhzzZjihg29xQ2gnhapuwxlDzyAzQ92FRP5dqBzVesOkzbdUONzmOU Batch Payments Processors Recurring Payments Processor Status gt Sto Last Recurring Payment Run gt pped Run Now Next Run Time Batch Payments Processor Status gt Stopp 1 start Last Batch ProcessorRun 3 04 2015 10 56 AM Run Next Run Time The Batch Processor is an automated process that runs every 10 minutes once started To start press the Start Button next to the Batch Payments Processor on the Merchant Facility User Manual c AAkonsult Pty Ltd 2014 Page 202 User Manual konsult PAYMENTS The Batch Processor changes the status from Payment Schedule Start to Awaiting Payment This will trigger a workflow to email out an invoice to the payee 5 Invoice is sent A PDF Invoice is emailed to the payee Should the Payee not have an email address on file then the invoice will be sent to the default receipt address as setup on the Merchant Facility This will enable staff to print the invoice out and mail it The body text of the invoice is maintained on the Payment Form record in the Membership Renewal Text 5 1 Workflow that sends the invoice View All Workflow Rules
111. the Campaign tab and select the Annual Statement campaign created above Campaign Annual Statement 2014 15 Back to List Installed Package Campaign Hierarchy 1 Open Activities 10 Activity History 110 Attachments jo Oy Campaign Detail Campaign Owner Mil Carol Challis Change Campaign Name Annual Statement 2014 15 View Hierarchy Active of Type Other Payment Form Stylish Magazine Status Planned Expected Revenue 5 2 Select Statement Send button Campaign Annual Statement 2014 15 Customize Page Edit Layout Printable Vi Back to List Installed Package Campaign Hierarchy 1 Open Activities jo Activity History 10 Attachments 10 Opportunities a Campaign Members 10 Payment Forms eNewsletter Campaign 01 Campaign Detail Manage Members Advanced Setup Statement Generation Statement Send Add Campaign Owner Mil Carol Challis Change TotalLeads 0 Cems omina ws A noe Ammal Matana 2 04 14 ID Fi asar 0 Ram mm mes e Poan mirarbad l cn n User Manual c AAkonsult Pty Ltd 2014 Page 413 User Manual konsult PAYMENTS 5 3 Check details again and select the Process button e otatement Print Send m Pressing process will trigger the emailing of statements to all members of this ci Statement Selection Detail Cancel Statement Selection Information Merchant Facility FACILITY Payment Form Stylish Ma
112. the Field s you wish to make publically editable and or read only Press SAVE button User Manual c AAkonsult Pty Ltd 2014 konsult Default Record Ty 492 User Manual Support User Manual c AAkonsult Pty Ltd 2014 Page 493 User Manual konsult PAYMENTS Support Options We have exceptionally happy customers because we provide that extra step in the support AAkonsult is also very conscious that different orgnanisations have different needs and budgets for support so we have have made available a number of different options 1 Standard Support Our standard support is included within the price of AAkonsult Payments Standard support is provided by web or email and we aim to have all questions answered within two business days To contact support please email support aakonsult com For standard support we have a fair use policy and should your needs be more then we will suggest one of the other options For standard support we will provide notes and links to information on where how to resolve your questions Should you wish to have use apply the updates then this will require the Premium Support or Implementation Services option All customers are entitled to one hour free online web walk through demo training session 2 Salesforce Support Because AAkonsult Payments is a native salesforce com application you also have Salesforce com support for all
113. the current membership subscription option is available online and internal run as a normal Salesforce CRM licensed user vs website visitor If Active then it is available both online and internally If Active Active Internal Only then it only available to internal users If a member or subscriber renews the subscription s Payment Form name is used to see if it already exists and if it does the renewal will be associated with that If the Payment Form is different and does not already exist for example you have a different Payment Form for each magazine then a new membership subscription entry is created User Manual c AAkonsult Pty Ltd 2014 Page 283 User Manual konsult PAYMENTS How to set up a Subscription Type Subscription Types Payment Options are set up to match your organisation s requirements For each subscription option you can set the frequency amount pro rata arrangements For example Membership 1 year e Membership 2 years e Concession e Three month magazine subscription 1 Navigate to the Merchant Facility tab nts Bibi Payment Merchant Facilities oy Home View All Merchant Facilities v The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button
114. two special statement mail merge fields 1 InumberOfPayments number of related Payment Transactions 2 totalAmount the total amount of all related Payment Transactions 2 Add Members or Contacts 2 1 Select Manage Members button and choose from the drop down menu Add Event Attenddee Add Members Search Add Members Import File Setup iallis Change Iit M ibe Sp ch sment 2014 15 View Hierarchy Co Update amp Add Members Import File User Manual c AAkonsult Pty Ltd 2014 Page 406 User Manual konsult PAYMENTS 2 2 Refine selection based on your Annual Statement s requirements Add Members Existing Members 0 Step 1 Choose Member Type to Search Leads Contacts Step 2 Specify Filter Criteria Use Existing View Clear Filters User Manual c AAkonsult Pty Ltd 2014 407 User Manual konsult PAYMENTS 2 4 Check that you have all contacts and members added S Campaign D Manage Members Back to Campaign Annual Statement 2014 15 You have successfully added 35 member s You add more members to this campaign using the Add Members tab Add Members Existing Members 35 k Show Filters Action Mame t Title Company Edit Remove Alfred Langhorne Alfred Langhorne Edit Remove Ashley James VP Finance United amp Gas UF Edit Remove Avi Green CFO United Oil amp
115. used for creating object specific targeted payment requests Edit Activate Edit Activate An email is sentto the person requesting the Direct Debit bulk update that the processing is now complete This is run for Direct Debit add to batch complete batch Edit Deactivate gt 3 Use the URL token 3 1 Click on the URL Token Create URL Token y URL Token Amount Expected Revenue Close Date 14 10 2014 This will take you to the URL Token tab and open a URL Token record for this item User Manual c AAkonsult Pty Ltd 2014 Page 431 User Manual konsult PAYMENTS 3 2 Use the full text URL to place in your email or website z UT 00 00029 Customize Page Edit Layout Printable View Help for this Page Back to List Opportunities Payment Txn s 0 Account Subscriptions 0 Subscriptions 0 Accounts 0 Contacts 0 Opportunities 1 Campaigns 0 Campaign Members 0 URL Token Detail URL parameter Name UT 0000029 URL Parameters keyza0J9000000WXVoD amp Token BSAhbuK 2FcH8D48wf168i0qKfAH2lIzyvwEIqMjxqG8YIl 3D Where Used gt Opportunity Full URL Renew Now Short Description gt Goodness Knows PayNow Pay Now Merchant Facility FACILITY Previous URL gt Payment Method Recurring Payment If you are wanting to use this URL on your website then please also see How to add your form to your website User Manual c AAkonsult Pty Ltd 2014 Page 432 Us
116. verified by visa 2 4 Payment Methods comparison Regular Payments Credit Card Transactions Pre Authorisation Electronically vD Secure Support Refund Payment Express Payment Express PxPay Payment Express PxFusion PayPal Checkout and Pay Later Authorize Net User Manual konsult PAYMENTS How to manage expired credit cards Approximately 45 days before a card is expired an internal email notifying staff off the upcoming expiry Alternatively you can also get a list of expiring cards but navigating to the Recurring Payments Tab then creating or selecting an existing list view filter based on the Card Expiry Date Also make sure you enter the details in straight away and staff do not write them down for updating later 1 Contact payee for instructions You ll need to call the payee or ask them to phone you with the new details Please ensure they don t email you the Credit Card details If their card expiry date is the only option to have been updated then you can select that option vs getting the full card details again 1 1 Navigate to the Recurring Payments tab ents Merchant Facilities Payment Ixns Manual Payments Recurring Payments 5 c Recurring Payments Home View All Credit Cards Li Edit Create New View E H Recent Recurring Payments Recurring Payment Hame Campaign Account Contact Date Established Bab Barker donations DEMO Appeal Sea Shepherd Barker Loan Repay
117. vs those that only receive partial receipts For more information please see the Sending out receipt options section of this manual 3 Progress bars added for almost all batch processing jobs This provides a near real time update on where the job is upto 4 Memberships If renewing from link and change last name then used to give an error message regardless of membership number search by being enabled No will only give error if membership search by enabled 5 Corrections when a very long payment option were used in conjunction with subscriber groups that resulted in an error being reported names are now truncated to 80 characters 6 Correction of job title not updating to Contact on processing Now updates are applied 3 11 3 12 Post upgrade notes e Add Send Receipt By to Payment Type page layout Activate Send Interim receipt email User Manual c AAkonsult Pty Ltd 2014 Page 524 User Manual konsult PAYMENTS 3 10 January 2014 3 10 Release Notes 1 Added upcoming events widget Please see the Upcoming Events section of this manual for more details Added ability to have social media likes available on payment forms Added mobile responsive support for payment forms Enabled configurable fields for Receipt date section on receipt and membership confirmation renewal forms This field can be maintained through receiptDate fieldset 5 Credit Card Expiry dates are now stored in full format making managing o
118. working correctly e Added membership search for quick entry locating of contact Order of picklist is now in the Display Order of the membership Payment Options This now uses the same criteria as Checkout 1 Batch Processors More checks in place for duplicate submissions of run now batch processor run now recurring payment subscription payment generation 2 Recurring Payment Processor Now has more checks in place for Salesforce maintenance Also the order is sorted by the recurring payments record name Recurring Payment object now allows for Expiry MMYYYY to have a MM YY YY format 1 Error messages Should errors be logged but the ability to update the database is not available e g during system maintenance or storage exceeded then the error is sent as an email to the user 2 Refunds No longer resets the last transaction next transaction date if the refunded transactions is related to a Recurring Payment 3 Token Charges no longer copies status from the related Account or Contact record should this field exist 4 Create Opportunity checkbox defaults from the Merchant Facility onto the Payment Txn record If needed this can then be changed via workflow and the Matching Process will use the Payment Txn field as it no longer refers directly back to the Merchant Facility 5 Manual Matching now uses fieldsets to enable configuration For example if you wish to add Account Name in the side by side comparison then it s a case of
119. you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 Scroll down to the Payment Forms heading Paymen Action Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del orms New Payment Form Payment Form Primary Payment Form Payment Type Default Campaign Enable Delive 1 Online Payment 2 Membership 3 Subscription Pd 4 Appeal 5 Donation with option of regular od giving Event Training Course oe Order ov Membership LETT Subscription Donation DEMO Appeal p Donation Event User Manual c AAkonsult Pty Ltd 2014 Page 21 User Manual konsult PAYMENTS 3 Select the New Payment Form button Payment Forms New Payment Form Action Payment Form Name Primary Payment Form Payment Type Default Campaign Er Edit 1 Online Payment p Order Edit De 2 Membershi Membership Edit Del 3 Subscription subscription Edit Del 4 Appeal NE Donation DEMO Appeal 5 Donation with Edit Del option of regular Poi Donation diving T 6 Event Traininq Ww Edit Dal Event 4 Fill in the fields relevant to your form and SAVE Payment Form Edit Help for this P amp New Payment Form Payment Form Edit Information Required Inform Payment Form Name fo o Enable Donation By Payment Form Note Donation By Label gt Donation By
120. 0 Campaign Members 0 URL Token Detail URL parameter Name UT 0000025 URL Parameters keyza0J9000000Vg5Xt amp Token T8gdADK 2FAa0EW3eKyFTsq5Tx5xyN1QOSBwE 2Fi8nEi 2FwO 3D Where Used gt Public Web Forms Full URL Renew Now Short Description Now Pay Now Merchant Facility FACILITY Previous URL Payment Method Credit Card Recurring Payment If you are wanting to use this URL on your website then please also see How to add your form to your website User Manual c AAkonsult Pty Ltd 2014 Page 426 User Manual konsult PAYMENTS How to use URL Tokens with other tabs URL Tokens are setup by default for memberships subscriptions and the renewals process They can also be enabled for Accounts Contact Campaigns Campaign Members Opportunities and Cases Each of the objects includes a checkbox field called Create URL Token If this is check and the record is saved then a URL Token is created and linked to the object You can then define your own workflow emails to send this link to the payee for payment 1 Find URL Token field The Opportunity Tab object is been used as an example 1 1 Navigate to Opportunity tab Subscriptions Direct Debit Batches URL Tokens Accounts Contacts P Opportunies S stage Campaigns s e I JIK L M N O P Q 1 2 Select an Opportunity e Closing This Month v Edit Delete Create New View New Opportunity t Action Opportunity Name
121. 00036 AAKonsult Pty Ltd ABN 123 456 789 PO Box 175 Williamstown 3016 Australia 61 3 93970443 www 74demo com 27 10 2014 info 74demo com Reverend George Wilkinson WILLIAMSTOWN VIC AUSTRALIA Annual Statement 01 01 2014 31 12 2014 It s been a busy year with many generous donations and support given to our organisation including your contribution as shown We trust that you will continue to be part of our growing community of like minded individuals and enjoy the benefits of being part of our team CEO and founder John Batman 21 08 2014 Membership Stylish 21 09 2014 Membership Stylish Subscription to the latest 21 10 2014 and greatest Stylish Magazine 1 The title defaults to Annual Statement dates set up in the Campaign This can be customised when generating the statements 2 The text can be mail merged It uses information from the Contact and Campaign objects Special fields from the Payment Txns include numberOfPayments and totalAmount 3 Item in the columns are from the Payment Txn and relate to the Contact or Account These are configurable through a fieldset called statementTable The statementTable fieldset can be maintained in setup gt Create gt Objects then click into Payment Txn and scroll down the to the fieldsets section User Manual c AAkonsult Pty Ltd 2014 Page 412 User Manual konsult PAYMENTS 5 Send Annual Statements 5 1 Navigate to
122. 014 3 07 PM Cascading Style 5 The name must be exact 3 4 Select the jquery ui custom css and images folder Date modified Type Size 3 04 2015 3 24 PM m Jquery ui 1 9 2 custom css 1 01 2013 8 45 PM Cascading Style 5 jquery ui 1 9 2 custom min css 1 01 2013 8 45 PM_ Cascading Style 5 17 KB c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 3 5 Zip these files together Date modified Type Size images 18 07 2014 3319 PM File folder uA Jquery ui custom css 18 07 2014 3 07 PM Cascading Style 5 28 KB Zipped file 18 07 2014 3 22 PM Compressed zipp 110 KB 4 Load custom theme into Salesforce 4 1 Navigate to Setup gt Develop gt Static Resources App Setup Customize Create E Develop Apex Classes Apex Triggers Apex Test Execution Components Custom Settings Email Services Pages Sites Static Resources Tools Remote Access User Manual c AAkonsult Pty Ltd 2014 Page 71 User Manual konsult PAYMENTS 4 2 Select New static Resources Use static resources to upload content that you want to reference in a Visualforce page including zip and jar files View Create New View Action Name Namespace Prefix Description MIME Type Graphics logos styles js for payment application x zip paymentResource bibe ida compressed 4 3 Enter details for the Cu
123. 1 How to handle BPAY Australia import 148 How to handle GiveNow import files 150 How to upload and bulk process Credit 151 How to add custom fields to Import Files 152 162 User Manual c AAkonsult Pty Ltd 2014 Page 2 User Manual AAkonsult E PAYMENTS m iu atxree lueoM M 163 How does the Batch Payments Processor work 164 How to check the status of a nnns 166 VIG 170 How to automatically match Payee to 171 How to manually match Payee to 174 ISECHIETIDO POVITIODIS saecu tia E 179 How the Recurring Payment Processor WOMKS c cccccecceeeeeeeceeeceeeceeeseeeseeeaeeseesaesseeesaeeges 180 How to stop start a Recurring Payment 182
124. 1 Navigate to the Merchant Facility tab Merchant Facilities nts Payment Txn Merchant Facility amp DEMO FACILITY Back to List Campaigns Merchant Facility Detail The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 251 User Manual konsult PAYMENTS 2 Select the Events Calendar URL tForms 5 Notes amp Attachments 1 F Merchant Facility Detail Payment Setting Name DEMO FACILITY Pawmant In etrictinne You can provider this URL To your web master and they can either embed this calendar on your website or provide a link to it Please also How to add your form to your website User Manual c AAkonsult Pty Ltd 2014 Page 252 User Manual konsult PAYMENTS 3 View the calendar o today August 2014 month week day Sun Mon Tue Wed Thu Fri Sat amp Amazing Event 13 14 Amazing Event 21 22 23 20 If your event does not appear in the calendar see How to troubleshoot events calendar User Manual c AAkonsult Pty Ltd 2014 Page 253 User Manual konsult PAYMENTS How to troub
125. 10 04 2014 Note All Line Item Status values should have a status of New If they have Error then you ll need to check update 3 Process import file This will create Payment Txn s records for the new file 3 1 Select the Process button to accept the data Import File 120150403819 Back to List Development Package Import File Detail Import Name 120150403819 Merchant Facility DEMO FACILITY Payment Form 1 Online Payment Import Type gt Australia Everyday Campaign _ Automatically Create Child Campaigns gt Import Date 3 04 2015 Import From File Upload Header Row gt File Name EverydayHero Jodie csv Customize Page Edit Layo ltems 4 Notes amp Attachments 01 Error Logs o Owner Jeff Challis Change No ofLineltems 4 No of Lines with Errors 0 No of Credit Card Charge Errors gt 0 Has Credit Cards to Process gt gt Meer Total Amount 176 00 Total Charged to Cards 0 00 Status Imported Last Processed 3 04 2015 5 01 PM Notes User Manual c AAkonsult Pty Ltd 2014 145 User Manual konsult PAYMENTS 3 2 Select the Process Transactions to confirm Import File S Process Uploaded Items Process Uploaded Items Import Name 120150403819 Merchant Facility DEMO FACILITY Payment Form 1 Online Payment Import Type Australia Everyday Import From Upload Campaign _ Import Date 3 04 2015 No o
126. 2 22 lt messaging plainTextEmailBody gt 23 RelatedTo AAkPay FirstName 2 25 Thank you for your payment please find attached your PDF RelatedTo AAkPay Payment Setting r AAkPay Receipt Label 26 1 will need a PDF reader to or print vour receipt available free from www adobe com d lt gt Remove all lines that defaulted in from the creation of the template then paste in the copied templates from the step Select all and copy above Do NOT save yet please review the next 2 steps before doing so 5 8 Update Details See notes on Update the email template text above User Manual c AAkonsult Pty Ltd 2014 Page 385 User Manual konsult PAYMENTS 5 9 Update receipt component namespace Visualtorce Email Template Edit Save Quick Save Cancel Component Hererence Email Content Version Settings 91 messaging htmlEmz LIE oy messaging plainTeztEmailBody gt Dear i RelatedTo AAkPay FirstName Thank you for your payment please find attached your PDF i RelatedTo AAkPay Payment Setting r AAKkPi You will need a PDF reader to open or print your receipt available free from www adobe com Jom tb p amp Kind regards PB io L F itn i SOrganization Name SOrganization Street SOrganization City 0Organization State Organization PostalCode S0rga
127. 20 Note There are 10 different form layouts to choose from Please refer How to customise event forms User Manual Pty Ltd 2014 Page 232 User Manual konsult PAYMENTS 2 Ticket Types oet up the types of tickets for your event 2 1 Scroll down to Payment Options heading and select the New Payment Option button Payment Options New Payment Option Action Payment Options Name Status Display Order Subscription Type Subscription Level Default Price Subscription Length Months Frequency Edit Del Not for profit student free Contact 12 Edit Del Member Contact Pod 50 00 12 Edit Del Non Member Contact LO 200 00 12 2 2 Select Event from the picklist New Payment Option amp Select Payment Option Record Type Select a record type for the new payment option To skip this page in the future change you Select Payment Option Record Type Available Payment Option Record Types Record Type Hame Description Event Events and Ticketing Subscriber Subscription Memberships c AAkonsult Pty Ltd 2014 Page 233 User Manual User Manual konsult PAYMENTS 2 3 Create your own payment options ticket types and SAVE Payment Option Edit amp New Payment Option Information Payment Form 5 Event Training Course EY 4 Pricing Code Members pamentontons tame Speci Member Pice MU Minimum Group _ status 2 Active eo Require Members
128. 3 Add Statement Text to Campaign Statement Text Example Dear Contact FirstName Thank you so much for your committed support of Organization Name the 2013 2014 financial year via our regular giving program This financial year you have given us a total of numberOfPayments donations totalling totalAmount as pledged on a regular basis throughout the 2013 2014 financial year Your donations have made it possible for us to continue to offer a range of services would like to again say thank you on behalf of everyone at Organization Name for your valued contribution to our work Please find attached a list of donations received and your official receipt 3 17 Post upgrade notes Payment Options update page layout for events to have No in group Payment Form User Manual c AAkonsult Pty Ltd 2014 Page 519 User Manual konsult PAYMENTS e added new value to picklist Tickets and Optionally Specify Attendees Fields to page layout Events Section Event Form Layout Options Event Page URL User Manual c AAkonsult Pty Ltd 2014 Page 520 User Manual konsult PAYMENTS wy 3 15 June 2014 3 15 Release Notes 1 Enhancements to Import files to allow for much larger number of imported rows to provide for generic CSV file imports and templates to manage Imports for o Australia GiveNow e Australia GoFundraise o Australia Everyday Hero o Paypal Please see the Import File sec
129. 4 Check receipt 4 1 Navigate to the Payment Txn s tab Merchant Facilities Payment Txn s Manual Payments nts Payment Txn s amp Home View Editi Create N Recent Payment Txn s Payment Txn No Transaction Type Bank Deposit Date Tc 0000076 Purchase 15 10 2014 PAY 0000074 Purchase 15 10 2014 FAY 0000075 Purchase 15 10 2014 User Manual c AAkonsult Pty Ltd 2014 Page 364 konsult User Manual 4 2 Select a payment and select the Receipt button Payment Txn amp PAY 0000075 Jj Show Feed Back to List Custom Object Definitions Refund Tan s 0 Recurring Authorisations 0 Open Activities 0 Activity Hi Payment Txn Detail Refund Contact Information Membership ld Title Captain First Name William Last Name Hobson 4 3 View receipt with your payment data re Subscription to the latest and greatest Stylish 0000076 15 10 2014 Magazine eor i iint belii Id Thank You Page 365 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS _ How to change the colours of the Receipt Template The colours used in the main body of the receipts area can be changed from the default colours 1 Navigate to the Merchant Facilities tab ents Payment Mi Merchant Facilities amp Home View All Merchant Facilities Editi C The Merchant Facility tab can be found within the AAkon
130. 5 Issue 003 3 Subscription 3 19 06 2015 Issue 001 3 Subscription 1 20 04 2015 Issue 003 3 Subscription 3 4 06 2015 Issue 002 3 Subscription 2 5105 2015 Issue 001 3 Subscription 1 5 04 2015 Navigate to the Subscription Issue Tab Select the appropriate filter and press GO button 1 2 Select the payment form set up based on issues Edit Delete Create New View 1 Select the Issue you would like to process User Manual c AAkonsult Pty Ltd 2014 Action Subscription Issue Name Payment Form Issue Number Publication Date Edit Del Issue 49 3 Subscription 49 Edit Del Issue 48 3 Subscription 48 Edit Del Issue 47 3 Subscription 47 Editi 1 Issue 46 3 Subscription 46 Edit Del Issue 45 3 Subscription 45 Edit Del Issue 44 3 Subscription 44 3 06 2013 Edit Del Issue 43 3 Subscription 43 7 05 2013 Edit Del Issue 42 3 Subscription 42 2 04 2013 Edit Del Issue 41 3 Subscription 41 Edit Del Issue 40 3 Subscription 40 Edit Del Issue 005 3 Subscription 5 50 2013 Edit Del Issue 004 3 Subscription 4 5 10 2013 Page 329 User Manual konsult PAYMENTS 1 3 Select the Payment Generation button Subscription Issue Issue 3 01 Notes amp Attachments 0 Subscription lssue tems 2 Subscriptions 2 Account Subst Subscription Issue Detail Clone f Payment Generation Mailout Generation Mai
131. 50 00 Currency AUD Discount Discount Amount 0 00 Freight 0 00 Donation Amount 0 00 No of Subscription Days 0 Tax Calculation _ Foreign Transaction Tax d Excluded Tax Code GST Tax Rate 10 00000 Tax Amount 40 00 Total Amount 50 00 Banked Amount 50 00 Status Matching Complete Bank B SB No This means that the payment has been processed and a receipt has been sent to the payee If the status is showing as Receipting Complete then this means the Batch Processor mode is being used and that has not yet run This may take up to 10 minutes to run User Manual c AAkonsult Pty Ltd 2014 Page 134 User Manual konsult PAYMENTS How to do Manual Payments with Soft Credits ooft credits are when a person organising the donations gets recognition for getting other peoples donations For example sponsorship for completing a fun run The AAkonsult Soft Credits are designed to work in conjunction with the Non profit Stater pack When a person is marked to be credited with a soft credit the processing of a Payment Txn will Create an opportunity for the donation and will also add the person to be soft credited with as a related contact to that opportunity The Non profit starter pack opportunity roll ups then updates the ooft Credit person amounts on their contact record ooft Credits entry is available through the Manual Payments Screen To enable this option select Yes for Enable Soft Credits on t
132. ATE N AMOUNT TAX DEDUCTIBLE b oee the Salesforce Online Help for notes about creating a Mail Merge Template The object you wish to merge with is Payment Txn User Manual c AAkonsult Pty Ltd 2014 Page 392 User Manual konsult PAYMENTS 2 Upload template into Salesforce Administration Setup gt Manage Users H Manage Apps Manage Territories M Company Profile Security Controls Domain Management E Communication Templates Letterheads Email Templates Navigate to Setup gt Administration Setup gt Communication Templates gt Mail Merge Templates 2 1 Select New Template button Mail Merge Templates Mail merge templates are Microsoft Word documents with merge fields that reference salesforce download in the online help Click New Template to upload a new mail merge template A BICIDI ET I Hy J KIL M c AAkonsult Pty Ltd 2014 Page 393 User Manual User Manual konsult PAYMENTS 2 2 Enter details and SAVE Mail Merge Template New Template Enter information about your mail merge template Note that the description displays in salesfa Mail Merge Template Edit Mail Merge Template Information Name New Member Letter Description Merge letter to new members detailing the benefits and rules of their subscription File Choose File Sample Document docx Note The sample document already exist in Word with your wor
133. Account Name Am Edit Del amp 8 Goodness Knows User Manual c AAkonsult Pty Ltd 2014 Page 427 User Manual konsult PAYMENTS 1 3 Select Edit Layout 0 Partners 0 Competitors o Stage History 1 Amount Expected Revenue Close Date 14 10 2014 Next Step 1 4 Drag and Drop Create URL Token and URL Token into the screen layout and SAVE IL NEM ML NN Probability _ Stage 152 Date Expected Revenue Main Competitors Order Number Deve Forecast Category Next Step Payment Source Quanity Subscriber Group URL Parameters pated By Description Last Modified By Opportunity Name Primary Campaign JRL Token Il standard Buttons n edit only 7 Amount 12345 Expected Revenue 2123 45 Close Date 13 10 2014 m User Manual c AAkonsult Pty Ltd 2014 Page 428 User Manual konsult PAYMENTS 1 5 Check fields are in place Opportunity Customi Goodness Knows Back to List Opportunities Products 0 Open Activities 0 Activ
134. AkPayments checkoutCompleteBankTransfer Edit checkoutCompleteDirectDebit AAKPayments AAkPay checkoutCompleteDirectDebit Edit checkoutCompleteEventsFree AAKPayments AAkPay checkoutCompleteEventsFree Edit checkoutCompleteEventsPaid AAKPayments AAkPay checkoutCompleteEventsPaid Edit checkoutCompletelnvoiceMe AAKPayments checkoutCompletelnvoiceMe Edit checkoutCompleteManual AAKPayments AAkPay checkoutCompleteManual Edit checkoutCompletePostal AAKPayments checkoutCompletePostal dit checkoutCustom Fields AAKPayments checkoutCustom2Fields Edit checkoutCustom3Fields AAKPayments checkoutCustom3Fields User Manual c AAkonsult Pty Ltd 2014 Page 49 konsult User Manual 3 3 Drop and drag your new field into the web form layout checkoutCustom Fields Help fa Save Cancel Undo Redo s Set Properties Payment Tan GQ Quick Find Payment Tan Name Account Contact Opportunity Birthdate Drag any of the fields above into the list below In the Field Set Survey Response 3 4 Select Save 4 Check your web form Page 50 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 4 1 Navigate to About AAkonsult Payments tab and select the web form you have modified AAkonsult Payments About AAkonsult Payments Getting Started AAkon
135. Akonsult Pty Ltd 2014 Page 256 User Manual konsult PAYMENTS How to publish Upcoming Events The Upcoming Events list can be published to your website set up with Salesforce Sites If you have set up an event it should appear on your upcoming list 1 Navigate to the Merchant Facility tab yments M ird WIE Payment Tx Merchant Facility amp DEMO FACILITY The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 257 User Manual konsult PAYMENTS 2 Select the Events Calendar URL Merchant Facility amp DEMO FACILITY tForms 5 Notes amp Attachments 1 Payment Txn s 5 Merchant Facility Detail Payment Setting Name FACILITY Merchant Fee Site URL 2 Events Calendar URL gt https paym developer edition na force EventsUpcomin Upcoming Events URL Payment Instructions You can provider this URL To your web master and they can either embed this calendar on your website or provide a link to it Please also How to add your form to your website 3 View Upcoming Events
136. Attach File 1 Select the File Type the path of the file or click the Browse button to find the file Choose File No file chosen 2 Click the Attach File button Repeat steps 1 and 2 to attach multiple files When the upload is complete the file information will appear below Attach File 3 Click the Done button to return to the previous page This will cancel an in progress upload You have just uploaded the following file File Name WV2 L etterhead gif Size 149KB c AAkonsult Pty Ltd 2014 Page 352 User Manual konsult PAYMENTS _ 7 Check that the file has loaded Notes amp Attachments Action Type Title Last Modified Edit View Del Attachment W2 eterhead aif 6 04 2015 12 20 PM Note The logo with the most recent date will be used in the receipt 8 Check that it appears on a receipt 8 1 Navigate to the Payment Txn s tab nts Merchant Facilities B iui IFTE Manual Payments Payment Txn s amp Home Ven Create N Recent Payment 5 Payment No Transaction Type Bank Deposit Date Tot PAY 0000054 Purchase 26 08 2014 8 2 Select a payment and select the Receipt button Payment Txn amp PAY 0000054 Show Feed Back to List Mail Merge Template Refund Txn s Recurring Authorisations Open Activities 0 Activit Payment Txn Detail Contact Information Membership Id 000054 Title Dr First Name Edward
137. Available For Use Email TemplateName New Email Sampe Template Unique Name New Sample i Encoding US amp Western Europe 150 8859 1 ISO LATIN 1 v Pesenption sample email ___ _ _ __ __ Subject Welcome new subscription awaits Email Body Dear Congratulations for choosing our quarterly gazette for all your news views and technology updates from across the four corners ofthe globe Your subscription will allow you to take advantage of special discounts on maps field guides and telescopes 1 5 Select the Field Type or location where your fields reside Available Merge Fields Copy Merge Field Value Copy and paste the merge field value inta your template below Use Payment Txn Fields for transaction details and Subscription Fields or Account Subscription Fields for membership details User Manual c AAkonsult Pty Ltd 2014 Page 398 konsult User Manual 1 6 Select the field and Copy Paste the field into your email template Select Field Type Select Field Payment Txn Fields Copy and paste the merge field value info your template below Email Template Edit Email Template Information Folder AAkonsult Payments Available ForUse 7 emai Tempat name Nev Ena Sampe Tonle Unie name Non Emal Sample i Encoding General US amp Western Europe 150 8859 1 ISO LATIN 1 Description Asampleemal __ O OoOo Subject Welcome new subscription aw
138. CILITY Active y Primary d Merchant Fee _ Site URL laa st developer edition ap1 force Events Calendar URL hittps aakpaytest developer mat rm v 73 I Navigate to the Merchant Facilities tab and scroll down to the Payment Forms heading 1 1 Select the form that the CAPTCHA will apply Payment Forms Action Payment Form Name Primary Payment Form Payment Type Default Campaign Enable Delivei 7 1 Online Payment Order J Edit Del 2 Membershi Membership Edit De 3 Subscription Subscription Edit Del 4 eal Donation DEMO 5 Donation with Edit Del option of regular Donation giving Edit Del 2 1 Evens Training User Manual c AAkonsult Pty Ltd 2014 Page 462 User Manual konsult PAYMENTS 1 2 Double click into the Enable CAPTCHA field Payment Form amp 1 Online Payment Back to List Custom Object Definitions Payment Options 0 Notes amp Attachments P Payment Form Detail Payment Form Name 1 Online Payment Payment Form Note Capture payments for goods supplies donatic services either online or from Accounts Conta Object in salesforce com Merchant Facility DEMO FACILITY Primary Payment Form Pre Authorisation _ Payment Type Order Enable URL Tokens Surcharge Card Type 1 Visa Surcharge Card Fee 1 2 00096 Surcharge Card Type 2 MasterCard Surcharge Card Fee 2 1 85096 c AAkonsult Pty Ltd 2014 Page 463 Use
139. Card Update Screen Edit 9 refundPayment AAkPay refundPayment Payment Transactions Refund Page Edit 8 statementTable AAkPay statementTable demise ncn i the table section This is typically a summary ofthe transactions Edit 2 tokenChargeDisplay AAkPay__tokenChargeDisplay Used on Credit Card Token Payment form in the section at the top where display only fields are shown User Manual c AAkonsult Pty Ltd 2014 Page 360 User Manual konsult PAYMENTS we 2 5 Drag amp drop fields into position receiptMailingAddress oS os Quick Find Payment Txn Name Account Delivery Address Delivery Street Fundraiser IO PaymentOpton Payment Type Type Suburb Manis Payment Option Label Postcode Delivery Postcode Donation Membership No Payment Souree state County Delivery State Donation By Name Payment For PaymentTxn No Street T gt Drag any of the fields above into the list below the Field Set i Suburb Tawn State Postcode Country After making the appropriate changes press SAVE If you added a new field make sure the security settings for this field are set to make them publically accessible as per procedure How to make a custom field visible on public web forms 3 Find Payment for information oer Thank you for trialing AAKonsult P Note you can include your lego on ne by attaching othe Merchant Fac Than K You Payment For
140. Cards Gateways Payment Express Payment Express PxPay or Payment Express PxFusion Direct Debits nvoice based systems User Manual c Pty Ltd 2014 Page 180 User Manual konsult PAYMENTS Recurring payments can also be generated automatically from the web form 1 Recurring payments process flow Recurring Manual Entry Payment Batch Protessor Mark Payment Processor setup Payment Schedule User Manual c AAkonsult Pty Ltd 2014 Page 181 User Manual konsult PAYMENTS How to stop start a Recurring Payment processor The Recurring Payment Processor is started once It will then run continuously checking for recurring payments at 1am every day Do not stop your Recurring Payment Processor unless advised 1 Navigate to the Merchant Facility tab is Beceem Payment xn Merchant Facility amp DEMO FACILITY Merchant Facility Detail The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 Scroll down to Batch Payments Processors heading Payments Processors Payments Processors Recurring Payments Processor Status 5 ei nag Last Recurring Payment Run gt Run Mow Next Ru
141. Compliance of both Payment Express and Salesforce as the form is hosted by Salesforce com 6 If using appeals there is a new option on the Payment form that allows you to filter campaigns based on Campaign Type This is useful if you are using one instance of salesforce across multiple business units where you only want to have appeals shown that related to a specific business unit 7 f Catpcha s are enabled they will now only be shown on public facing web forms and not on internal usage 8 Terms and conditions field has been added to most field sets so this can be added to the checkout form Terms and conditions are maintained on the Merchant Facility and will be shown from a link light box display This new feature is a useful way to show T amp C s on mobile devices without having the user navigate to a new page 9 A validation rule example has been added to provide a way of ensuring T amp C s are checked 10 For on invoice transactions where status is Awaiting Payment and if a donation is entered with suggested donations amount then the donation amount is now correctly shown when the payer clicks on the Pay Now link 11 All custom field sections now have firstname lastname phone mobile and email available This provides more flexibility and options for variations to contact information captured 12 Ability to have a button on confirmation page that enables navigation to another website page 2 Payment Processing 1 The rechecki
142. Create New View Personal Setup A BICIDIEIFIGIHITIJIKILIMINIOP Q 7 Other Al gt My Personal Information Email gt Import Action Rule Name Description Object gt Desktop Integration Is triggered by the Annual Statement Send button on the Campaign anne My Chatter Settings Edit Deactivate p Send Annual Statement Sends the Visualforce Mass Annual Statement Email when the status is changed to Member gt My Connected Data Statement Send Edit Deactivat A Send Client Direct Debit Signup After a new online Direct Debit Facility has been applied for send the customer details on Recurring v RiDeacivate E toms what they need to do next in order to have their facility activated Payment App Setup Edit Deactivat eh Send Interim Refund Notification Activate this method if you are not using the instant refund notifications This will email details Payment Txn eui ER it Deactivate RUM efthe refund confirmation to the online payer 0 create Activate this method if you are not using the instant receipts This will email details ofthe Send Interum Receipt Mos Edit Deactivate p Send Interum Recei payment confirmation to the online payer vi Custom Labels i When the online Payment Method is Invoice Me Pledge Send By Post Bank Transfer etc Objects Edit Deactivate p Send Pay Later Instructions then send details to the person making the order donation cd Packages Edit Deactivate 2
143. DIISCHANGED amp AkPay Last Renewed c ISPICKVALT AAkPay Membership Status c pproved AND ISCHAMGED AAkPay Membership Status c ISPICKVAL amp AkPay Membership Status c Approved Created By Jeff Challis 3 10 2013 6 00 PM Modified By Carol Challis 23 07 2014 10 47 AM 2 Check confirmation email 2 1 Navigate to Merchant Facilities tab Merchant Facilities Merchant Facilities amp Home 2 2 Scroll down to Payment Forms and select your form Ea Payment Forms Ne Action Payment Form Name Primary Payment Form Payment Type Edit Del 1 Online Payment Pod Order Edit Del 2 Membership Membership md Subscription Edit Del 4 Appeal P Donation User Manual c AAkonsult Pty Ltd 2014 Page 299 User Manual konsult PAYMENTS 2 3 Scroll down to Subscriptions Memberships heading edit your Membership Confirmation Text and SAVE A e mme momo Rum om ane Subscriptions Memberships Enable Payment Options gt v Enable Membership Search A Payment Option Label Membership Membership Id Label Membership No Membership Start Date of payment Membership Start Grace Days 29 Current ssue Issue 001 Membership Renewal Text _ bscription c AAkPay firstName_ ing the community During the next 12 months we membership section on our website at www T4der 3 Check Confirmation Body Text The Membership Confirmation email includes a PDF document The t
144. Date 3 94 9915 3 04 2015 m File Name Choose File No file chosen File Upload Details Cancel Next Select your merchant facility Select the Payment Form that the data will be matched with Match the Import Type This should match the source system you are importing form or you can start with your own custom mapping 4 Select the source for your import File file upload or Copy Paste If this is changed then file upload section will be changed to reflect the option selected If you wish to email the CSV file then see the installation manual How to setup Import Files Email Listner 5 If the import file does not have the headings on the first row then you can specify the row the headers are actually on 6 Allocate a campaign optional If selected then the transactions will be associated with this campaign 7 f the campaign was selected and the import file includes campaign names and these campaign names don t already exist then this option enables campaigns to be automatically created and linked to the Campaign as specified in point 6 CO N User Manual c AAkonsult Pty Ltd 2014 Page 142 User Manual konsult PAYMENTS 1 4 Match the data fields S Import File import Import File Step 2 Import Type Template _ Australia Everyday Herol Column in uploaded file mapsto Existing Payment Txn Field Receiving field ex
145. David Edit Remove Contact Statement Send James Follow up on any Statement Generated status for the correct email address c AAkonsult Pty Ltd 2014 Page 416 User Manual User Manual How to send out Annual Statements single 1 Navigate to the Contact tab and select the person you wish to send the statement to Contacts _4 Home View Edit Create New Recent Contacts Name Langhorne Alfred Dalgarno Elizabeth Figg Edward Garland Wilkinson George 2 Scroll down to the Activity History heading and select the Send an Email button Activity History Send an Email Action Edit Del Email uA Pty L E Edit Del Annual Statement 01 01 2014 31 12 2014 Annual Statement 2012 User Manual c AAkonsult Pty Ltd 2014 Page 417 User Manual konsult PAYMENTS 3 Select the Template button Task e Send an Email Send Attach File Check Spelling Cancel Edit Email Email Format Text Only Switch to HTML To Related To Additional To Renewal 2nd Account T Renewal 2nd Account Subscription Reminder with PDF sent Reminder w PDF automatically by workflow Renewal 2nd Text Renewal 2nd Reminder sent automatically by workflow Renewal 2nd Renewal 2nd Subscription Reminder with PDF sent Reminder w PDF automatically by workflow Email with PDF Statement Attached Works from Contact related Visualforce list Send Email
146. Debit Processing User Manual c AAkonsult Pty Ltd 2014 Page 120 User Manual konsult PAYMENTS 2 4 Check transactions now have Receipting Complete ay Payment Txn s New Payment Txn _ Action Payment Txn No Transaction Type First Name Transaction Date Status Edit Del PAY 0000045 Purchase William Hobson infoc aakonsultcom 25 08 2014 O Del PAY 0000049 Purchase Alfred Langhorne infofaakonsultcom 26 08 2014 O Del PAY 0000050 Purchase Thomas Chirnside infofmaakonsultcom 26 08 2014 Edit Del PAY 0000054 Purchase Elizabeth Dalgamo infommaakonsultcom 26 08 2014 Edit Del 0000054 Purchase Edward Garland Figg info aakonsultcom 26 08 2014 User Manual c AAkonsult Pty Ltd 2014 Page 121 User Manual Pay Later User Manual c AAkonsult Pty Ltd 2014 Page 122 User Manual konsult PAYMENTS How to set up Checkout amp Pay Later option There are several options where the Payee might be allowed to pay later these include Invoice Me Send By Post and Bank Transfer For these options the payee commits to the payment donation on the webform checkout and then later posts in or bank transfers the amount An internal staff member receives the payment and marks the payment as received 1 Enabling Pay Later Options Payment Txn s yments E ces Merchant Facility amp DEMO FACILITY Back to Li
147. Description M Is triggered by the Annual Statement Send button on the Campaign Edit Deactivate eh Send Annual Statement Sends the Visualforce Mass Annual Statement Email when the status is changed Statement Send After a new online Direct Debit Facility has been applied for send the customer details on what they need to do next in order to have their facility activated Activate this mathn if vni are nnt rrsinn the instant refiind nntificratinns This will email details nf the refiind confirmation tn the Edit Deactivate User Manual c AAkonsult Pty Ltd 2014 Page 104 User Manual konsult PAYMENTS 2 4 Check that the workflow is activated Workflow Rule send Client Direct Debit Signup forms Managed Back to List Workflow Rules c This Workflow Rule is managed meaning that you may only edit certain attributes Digpl Workflow Rule Detail Clone Deactivate Rule Send Client Direct Debit Signup forms Hamecnare Drefiv AA Da The Deactivate button will be set if the form has already been activated If this is the case then you do not need to do anything more If the button says Activate then please press to Activate 3 Review email wording for direct debit sign up 3 1 Select email Workflow Action Workflow Actions Immediate Workflow Actions Type Email Alert 3 2 Select Email Template New Direct Debit Email Alert send Email New New Direct Debit Ve
148. Donation By Options Individual Company Primary Payment Form gt Enable Subscribe To Emails gt Pre Authorisation 2 eNewsletter Campaign Payment Type Membership Enable Email Receipt Only gt Enable URL Tokens gt Opportunity Record Type _ Enable CAPTCHA _ Custom Theme Resource _ Active Types Visa MasterCard Success URL Surcharge Card Type 1 Previous URL gt Surcharge Card Fee 1 Pay Now Label Surcharge Card Type 2 3 Checkout Thankyou Message _ Surcharge Card Fee 2 _ Enable Donation With gt Donor Care gt Enable Suggested Amounts Large Payment Amount Suggested Donation Amt1 2 10 Suggested Donation Amt 2 20 Suggested Donation Amt 3 30 Suggested Donation Amt 4 Suggested Donation Amt 5 5 Settings 5 1 Tick the checkbox for the Enable Recurring field Recurring Retry Attempts Recurring Payments Type gt Regular Payment Frequency Options One off Monthly User Manual c AAkonsult Pty Ltd 2014 Page 186 konsult PAYMENTS User Manual 5 2 Select the Recurring Payment Type from the drop down menu Recurring Retry Attempts Recurring Payments Type _ ial Payment Frequency Options One off Monthly Regular payments of the same amount each time Variable stops the processing so that the amount charged can be manually inputted e On Shipment charges the account based on date of shipment 5 3 Select the payment frequency
149. Donation DEMO Appeal We 5 Donation with Edit Del option of regular Donation a a giving 5 Event Traininq jan jin s Edit Del Course Li Event Y Edit Del AAKonsult Training Edit Del Big Training Event 117 Edit Del Buy My Book Order Membership lish Magazine Edit Del User Manual c AAkonsult Pty Ltd 2014 Page 326 User Manual konsult PAYMENTS 2 2 Select the payment form set up based on issues Payment Forms New Action Payment Form Primary Payment Form Payment Type De Edit Del 1 Online Payment Order Edit Del 2 Membershi Membership Edit Del 3 Subscription Subscription Edit Del 4 Appeal i Donation DE 5 Donation with Edit Del option of regular x Donation giving Event Traininq m aM Event Cou re Edit Del Edit Del AAKonsult Training Edit Del Big Training Event Edit Del Buy My Book a Order Membership Edit Stylish Magazine 2 3 Scroll down to the Donations heading Y Donations Enable Donation With Donor Care _ Enable Suggested Amounts gt Large Payment Amount Suggested Donation Amt1 _ Enable Soft Credits Mo Suggested Donation Amt 2 Suggested Donation Amt 3 Enable Recurring gt Suggested Donation Amt 4 Enable Day of Month Selection _ A Suggested Donation Amt 5 Recurring R
150. Edit Del 4 Appeal Donation DEMO Edit Del option of regular Donation User Manual c AAkonsult Pty Ltd 2014 Page 369 User Manual konsult PAYMENTS 3 Select the payment form for the receipt o SS Payment Forms New Payment Form Action Payment Form Name Primary PaymentForm PaymentType Default Campaign E Edit Del El Online Payment P Order Edit Del i Membership Edit Del 3 Subscription A Subscription Edit Del 4 Appeal NM Donation DEMO al 5 Donation with Edit Del option of regular P Donation 4 Scroll down to the Receipting Text heading Receipt Item Receipt Text Dear lAAkPay Payment Txn c AAkPay FirstName Thank you for making your payment your support is very much appeciated Please also checkout our free App on the www appexchange com that allow Status Regards The team at AAKonsult Pty Ltd Invoice Text User Manual c AAkonsult Pty Ltd 2014 Page 370 User Manual 5 Choose an option for the Send Receipt field and SAVE Description Yes PDF Version An email receiptis sent out and includes the PDF attachment as described in the section above Receipt Layout If no Send Receipt option is selected the this option will be assumed Yes Interim An email receipt is automatically sent out The default i template does not include a PDF attachment and simply notifies the payer that a for
151. Edit Del gh Account Membership Confirmation Visualforce Wf ee eee approved Baich Paved Schedule Nol Rectah ut sa Send a reminder a little while after someo Edit Del Batch Payment Schedule Not Restarted Text vw 5 4 Select Visualforce Email Template Help for this Page New Template Step 1 Email Template New Template care Choose the type of email template you would like to create O Text CO HTML using Letterhead Custom without using Letterhead Visualforce cane User Manual c AAkonsult Pty Ltd 2014 Page 382 User Manual konsult PAYMENTS 5 5 Enter new template details Visualforce Email Template Help for this Page New Template Select the appropriate folder and enter the name and description for the email template below Note that the Description field is for internal use only Once you have completed the Visualforce email template check the Available For Use box to make this template available to your users Step 2 Visualforce Email Template New Template Step 2 of 2 canes Email Template Information 1 Required Information Folder AAkonsult Payments v vailable For Use e Emal Tempiste ame NewHeceip Template Unique Name New Receipt Encoding General US amp Western Europe ISO 8859 1 ISO LATIN 1 v X 3A A Visualforce E Attributes Required Information These values will be inserted into your component You
152. ILITY Donation By Options Primary Payment Form gt Enable Subscribe To Emails Pre Authorisation 2 gt eNewsletter Campaign Payment Type Order Enable Email Receipt Only c AAkonsult Pty Ltd 2014 Page 26 User Manual User Manual konsult PAYMENTS Change the fields relevant to your form and SAVE Payment Form Edit amp New Payment Form Payment Form Edit Information Payment Form Name 1 Online Payment o Payment Form Note gt Capture payments for goods supplies donations products amp Merchant Facility FACILITY Primary Payment Form j Pre Authorisation gt Enable URL Tokens Enable CAPTCHA jj m TI Avallable Chosen American Express Visa Diners MasterCard JCB RET Available Chosen MasterCard Visa American Express Diners v z The form must have 1 Name 2 Merchant facility 3 Credit Card types There are many options available to tailor to your requirements Test your form by selecting the Credit Card button Payment Form ey Buy My Book Payment Options 0 Notes amp Attachments D Payment Txn amp 0 Recurrin Payment Form Detal Payment Form Buy Book Enable Donation By Payment Form Note Example of a payment form Donation By Label gt C URL Tokens 2 Campaign User Manual c Pty Ltd 2014 Page 27 U
153. Individual Company My Payment Details Total Amount Charged 50 00 Payment Method 3k Method of Payment Cash Bank Deposit Date Drawer Bank BSB Account No 8 Cheque Number Comments o Step 1 of 4 Back Continue Follow the wizard through in selecting the tickets and attendees When you get to the checkout form you will have the option of selecting a manual payment Select this button and then enter the payment details NOTE This option is NOT shown on the public web forms It is only visible if you are logged into Salesforce User Manual c AAkonsult Pty Ltd 2014 Page 263 User Manual konsult PAYMENTS How to download AAkonsult Campaign Status app Managing multiple campaigns or events is made easier with AAkonsult Campaign Status app which allows you to create default Campaign Status values Many areas of AAkonsult Payments relies on specific Campaign status values to be present The AAkonsult Campaign Status App makes it easier to apply these status s and for them to not to be inadvertently forgotten when a new campaign is created 1 Download 1 1 Navigate to the RH drop down menu and select AppExchange Help AAkonsult Payments Sales ns EE Call Center Marketing Edit Layou Force com _ Community STOUR 1 Content Salesforce Chatter Site com screensteps for Salesforce Developer Community Success Community User Manual c AAkonsult Pty L
154. Jeff Challis Currency Recurring Payment Name Jeff Charles Recurring Donation Started 22 10 2011 Payment Amount 20 00 Merchant Facility Main Account Donation Amount Payment Form Donation Total Amount Paid 0 00 If only the Card Expiry date has changed then it is often a lot simpler and more secure to just get the card expiry date Press this button to update the card expiry date only 3 Update Card Details Card Number rents Merchant Facilities Payment Txn s Manual Payments ae Subscription Groups Account Subscriptions Subscriptions Recurring Payment Customize Page Edit Layout Printable View Help 1 Jeff Charles Recurring Donation Started 22 10 2011 Back to List Recurring Payments Payment Txn s 5 Recurring Payment Txns 3 Opportunities 5 Notes amp Attachments 9 Recurring Payment Detail Information Contact Jef Challis Currency Recurring Payment Name Jeff Charles Recurring Donation Started 22 10 2011 Payment Amount 20 00 Merchant Facility Main Account Donation Amount Payment Form Donation Total Amount Paid 0 00 Recurring Payment Status Suspended Max retries exceeded Freight Account Jeff Challis Expiry Reminder _ If the card has changed then you will need to re tokenise the card by entering the full card details by pressing Update Card Details button NOTE This will re authorise the card and in doing so the card holder may see a 1 charge reservation of funds
155. L Tokens o Av Previous URL o gg greater than 2 are tax deductable Enable CAPTCHA Y Pay Now Label on is setup from the Campaign Object and include pictures URLs and text formatting Active Card Types Visa MasterCard Checkout Thankyou Message Surcharge Card Type 1 Visa MasterCard Step 1 of 3 Surcharge Card Fee 1 3 000 My Contact Details Surcharge Card Type 2 _ Surcharge Card Fee 2 _ denotes compulsory field Please f of these fields in below and then press the Continue button Title Donations First Enable Donation With gt wy Donor _ Last Name Enable Suggested Amounts gt AX Large Payment Amount _ Membership Np Suggested Donation Amt 1 10 Suggested Donation Amt2 20 Enable Recurring M lone Suggested Donation Amt3 30 Enable Day of Month Selection gt y Email Recurring Retry Attempts R ing P its T Subscribe to Email Updates ecurring Payments Type gt Regular Payment Frequency Options One off Monthly 4 v Campaign Appeals Suburb To Williamstown Enable Appeals gt Default Campaign DEMO Appeal ry Victoria Appeals Label Appeal Campaign Member Paid Status Paid Pe Chat Memberships Country Australia s Enable Payment Options gt X Enable Membership Search gt i lv Fa Addrgss Same as Payment Option Label gt Payment By ad Membership Id Label Member
156. Layouts Buttons Links and Actions Record Types Limits Campaign Influence gt Campaign Members Leads gt Accounts 1 Navigate to Setup gt Customize gt Campaigns gt Field Sets 2 Click Edit next to the Field Set you wish to Amend c AAkonsult Pty Ltd 2014 Page 246 User Manual User Manual konsult PAYMENTS 4 2 Changing FieldSet Layouts Campaigns Layout eventCalendarPopup01 e eee Drag any of the fields above into the list beloy In the Field Set i Event Date Short Event Time Venue Name You can now e drag drop fields onto remove from the FieldSet rearrange the order double click to set if the field is required or not If you have added a custom field to the Campaign Object then you can also include this in the form Be sure to set the field level security so it is publically accessible see How to make a custom field visible on public web forms User Manual c AAkonsult Pty Ltd 2014 Page 247 User Manual User Manual konsult 4 3 Changing FieldSet Layouts Payment Txn Payment Item Desktop Integration gt My Chatter Settings gt My Connected Data App Setup gt Customize Custom Labels Packages Report Types Tabs Action Link Templates New Global Actions gt Workflow amp Approvals Develop gt Deploy Schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace Criti
157. Modified Personal Setup Edit Del Pay Later Instructions Text Used when Payment Method is Invoice Me Pledge Send By Postetc JChal 3 04 2015 My Personal Information Edit Del Payment Receipt 4 ce Email with PDF Receipt Attached JChal 3 04 2015 Edit Del p Jalforce 4 Email with PDF Invoice Attached JChal 3 04 2015 My Email Settings Settings My Templates WV Olay OUC AI BICIDIEFIGIHIIJIKILIMINIOIlPJalR S TIU VIWIXIY Z Oth My Mass Emails gt Import gt Desktop Integration My Chatter Settings My Connected Data 1 The actual email template sent can be maintained under setup gt administration setup gt Communication templates email templates or under Email My Templates 2 Select AAkonsult Payments Folder 3 Select P for templates beginning with P 4 Then click into the email template Payment Schedule Invoice 6 Receiving Payments There are a few different ways that payees can choose to Pay Details are in the section below You may also wish to review procedure How to set up Checkout amp Pay Later option and Import Files User Manual c AAkonsult Pty Ltd 2014 Page 204 User Manual konsult PAYMENTS 6 1 Online Credit Cards Dear Thank vou for your custom please find attached your PDF Tax Invoice You will need a PDF reader to open or print your receipt available free from www adobe com To pay your invoice online please
158. Name Credit PAY 0000035 Purchase 22 08 2014 19 99 41 11 PAY 0000075 Purchase 15 10 2014 19 99 Billy Hobson 41 11 User Manual c AAkonsult Pty Ltd 2014 Page 402 User Manual konsult PAYMENTS 3 2 Select the Receipt button Payment Txn amp PAY 0000075 de Shaw Feed Back to List Payment Txn s Refund 01 R ing Open Activities iat j Ou Tiption Payments 1 Payment Txn Detail Refund Receipt 3 3 View PDF receipt with merged fields RECEIPT AAkonsult AAKonsult Pty Ltd ABN 123 456 789 PO Box 175 Williamstown 3016 Australia 61 3 93970443 www 74demo com info 7 4demo com Wednesday 15 October 2014 Captain William Hobson 123 WAITANGI ST WILLIAMSTOWN VIC AUSTRALIA Dear Wiliam Congratulations for choosing our quarterly gazette for all your news views and technology updates from across the four corners of the globe Your subscription will allow you to take advantage of special discounts on maps field guides and telescopes User Manual c AAkonsult Pty Ltd 2014 Page 403 User Manual konsult PAYMENTS How to send out Annual Statements bulk Often organisations are required to produce a statement or summary of transactions Non profit organisations summary of all donations given during the financial year so the donor can claim the tax deduction Corporates list of transactio
159. Object Payment Txn or Payment Item c AAkonsult Pty Ltd 2014 AIR 10S 08 01 RIN RUN SASSIS AR RR RT RY NRT NR SN USUS Custom object for storing additional addresses for Household Accounts in the Nonprofit Starter Pack The holding object for batch entry Interaction with this object should occur only through the Batch Data Entry tab Errors can now be found in the Errors Log tab in the NPSP Settings page Direct Debits Batch contains a list of transactions that are to be uploaded to your bank for processing Contains errors generated from the NPSP package during normal operations Should any system errors be detected then they will be logged here Workflows will alert system administrators of these errors for actioning Accounting units used for allocating Opportunities Physical mailing address for grouping contacts Used for file imports such as BPAY Transactions Imported file line items details as extracted from the Import File Links the imported line item s with the associated Payment Txn s Payment settings Merchant Accounts for gateway and transaction types Custom object to hold denormalized data records that can be imported into the Nonprofit Starter Pack Payment Types for each merchant account The could be items such as Donations Membership Purchase Suppliers Training etc Related items to Payment Txn The related items could be Household Members Shopping Cart line items or Event attendee
160. Objects Required Always require a value in this field in order to save a record Packages Report Types Default Value Show Formula Editor Tabs Action Link Templates New Use formula syntax e g Text in double quotes hello Number 25 Percent as decimal 0 10 Date expression Today 7 H Global Actions Workflow amp Approvals cae Develop Deploy Schema Builder The key item in this step is the Field Name value This field is also known as the API Name For the matching process this field name must be exactly the same for all objects After entering the required information press the NEXT button and continue with the wizard all the way through using the default values User Manual c AAkonsult Pty Ltd 2014 Page 161 User Manual PROCESS User Manual c AAkonsult Pty Ltd 2014 Page 162 User Manual Payment Processing c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS _ How does the Batch Payments Processor work When the checkout form is used on a public website the Salesforce security settings for the Salesforce Sites Guest user does not allow for Accounts or Contacts to be updated For organisations that would like to have contact phone address etc details automatically updated from the online payment then the Batch Processor must be used in conjunction with the Merchant Facility Override Target Contact Values setting The Batch Proces
161. Open Activities 0 o 0 Attachments 0 cripti Subscription Detail Edit Delete Clone Renew Membership Approved Renewal Notice Confirmation Notice New Renevwal Membership Status Subscription Type Contact Quantity Print Email Receipt Charles Latrobe Top Notch Subscription Charles Latrobe 1 00 Renewal Reminder irst Subscription Date Payment Option Last Renewed Discount End Date URL Token UT 0000010 Original End Date Total Charged 4 805 13 Last No of Days Lapsed Total Paid 4 805 13 Ho of Days Lapsed Total Outstanding 0 00 No of Days a Subscriber Renewal URL https aakpaytest developer edition ap1 force com A amp amp kP Automatic Renewal Total Ho of Days a B2 Current Issue Subscriber First Subscription Issue Is First lssue Last Renewal Issue From End Issue Original End Issue Issues Remaining Renewal and confirmation notices are generated automatically with workflows based on dates 1st Remir 18 08 201 18 08 201 18 08 201 18 08 201 0 0 62 17 17 16 however you may wish to re issue or edit the subscription to suit your organisation s requirements Renew provides a web based form to send the the subscriber Membership Approved activates the the subscription after subscriber acceptance N 3 Renewal Notice provides a merged document with instructions to renew to send to the subscriber 4 Confirmation Notice
162. PAY 0000019 Visa 1 412 24 271 412 24 Rece 3 Reconcile records 3 1 Select the Contact Reconciliation button ey Ready for Contact Reconciliation Edit Delete Create New View Change Owner Authorisation Complete Payment Received Generate Receipts Action Payment No Credit Card Type Total Amount Char Total Amount Edit Del PAY 0000018 Visa 152 24 of 152 24 Del 9 PAY 0000019 Visa 1 412 24 of 1412 24 Note This will put you into another screen where you can choose to merge match with similar contacts or create a new one 3 2 Select Merge with or Create a new Contact from the drop down picklist its Merchant Facilities LORI Manual Payments Recurring Payments Subscription Groups Account Sub Process Matching Cancel Name Contact Name Compare Comments Email Account Payment Source 1 Governor Charles Latrobe Merge with Charles Latrobe Payee Contact Credit Card 2 Process Matching Cancel Page 177 User Manual c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS 3 3 Select the Process Matching button its Merchant Facilities Manual Payments Recurring Payments Subscription Groups Account Sub i Name Contact Name Compare Comments Email Account Payment Source 1 Governor Charles Latrobe Merge with Charles Latrobe Payee Contact Credit Card 2 Process Matching Ca
163. PI Name For the matching process this field name must be exactly the same for all objects After entering the required information press the NEXT button and continue with the wizard all the way through using the default values 4 Adding a new custom field to Payment Txn User Manual c AAkonsult Pty Ltd 2014 Page 157 User Manual 4 1 Locate Custom Object Payment Txn My Connected Data Edit Affiliation App Setup Edit g Batch t Customize Edit 4 Create DEPRECATED mes Edit 4 Relationship Custom Labels Error Report Types Edit Error Tabs Action Link Templates New Edit g Error Log Global Actions 4 n t Workflow amp Approvals GAU Allocation General Develop Edit g Accounting Unit De zu Edit Household Schema Builder Canvas App Previewer Edit gh Import File Installed Packages Edit 4 Import File Line AppExchange Marketplace item Critical Updates import File Line Edit g Item Payment Txn Administration Setup Edit 4 Merchant Facility t Manage Users Edit 4 NFSF Data Manage Apps Import Manage Territories r Company Profile Edit Payment Security Controls Edit Payment Form Domain Management Communication Templates Edit I fpei Translation Workbench Data Management cgit ae Group Monitoring Mobile Administration Desktop Administration 2 Email Connect BETA S Email Adm
164. PI0004030 Payment tem Edi Information Payment Item Name PI0004030 Payment Item Group b51G0001672 payment Tan PAY 0037181 Payment Option campain JA Account Mary Swiss A cc Contact Price 400 00 Membership Id 020157 Name amp Address Details Title Phone 39397 0443 frst Name Last Name Email jeff challis Qaakpaydev1 com 4 ac 2 sa oenen Postcode B08 postcode Devry County ness Seve ve amp New e ui Adjust the Payment Item Quantity and press Save button 3 Moving to a new event If you are moving an attendee from one event to another you need to do the following 1 Adjust the numbers on the from Campaign 2 Add them to the to Campaign You can add attendees to the to Campaign by either 1 Clicking the Add Attendee button on the Campaign If this button does not appear then either you or your administrator can add the button to the Page Layout See Installation instructions How to create a button on the Campaign Tab 2 Orregistering on line as you would normally do User Manual c AAkonsult Pty Ltd 2014 Page 280 User Manual Subscriptions User Manual c AAkonsult Pty Ltd 2014 Page 281 User Manual konsult PAYMENTS How do subscriptions memberships work Organisations that have subscriptions or a membership base can manage the processing of data payments and renewals Subscriptions types can be set up an
165. Page 228 User Manual konsult PAYMENTS 5 Select the Profiles that will be handling Event Management and SAVE Profiles Hold down the Ctrl key when selecting User Manual c AAkonsult Pty Ltd 2014 Page 229 User Manual konsult PAYMENTS How to set up an event form and tickets Events can be set up with three simple steps Event Payment Form e Ticket Types Event Details 1 Event Form Set up a payment form for your event 1 1 Navigate to the Merchant Facilities tab 18 Payment Merchant Facility amp DEMO FACILITY Back to List Apex Classes The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 1 2 Scroll down to the Payment Form heading Payment Forms New Payment Form Action Payment Form Name Primary Payment Form Payment Type Default Campaign Enable Delivery Edit Del 1 Online Payment Order t4 Edit Del 2 Membership Na Membership Nn Edit Del 3 Subscription Subscription r Edit Del 4 Appeal Li Donation DEMO Appeal Edit 5 Donation with option of regular giving Donation Edit Del B Event Training Course Event Page 230 c AAkonsult P
166. Payment konsult PAYMENTS _ Manual Payment Detail Transaction Information Merchant Facility Payment Type Contact Lookup Copy Default Contact Info From Contact Information Title First Name Last Name Account Email Phone Mobile Phone Mailing Information Suburb Town State Postcode Country DEMO FACILITY o Tonine Payment Mone Ann St Pier lt gt Williamstown 016 Australia 3 Check payment processing has occurred User Manual c AAkonsult Pty Ltd 2014 Cancel Page 132 User Manual konsult PAYMENTS 3 1 Navigate to the Payment Txn s tab 1s Merchant Facilities Manual Payment Payment Txn 8 PAY 0000005 LEM SS S Post 8 File Link jj Poll Write something Q Show All Updates There are no updates Refund 0 Recurring Authorisations 0 Op Payment Txn Detail Contact Information Membership Id 000002 Title FirstName Sam LastName Simon Receipt No 0000006 Account Sea Shepherd Transaction Source Manual Survey Response User Manual c AAkonsult Pty Ltd 2014 Page 133 User Manual konsult PAYMENTS 3 2 Scroll down to check that matching is complete moa PP Payment Information Payment Source Manual Payment Method of Payment Cash Transaction Date gt 22 07 2014 Quantity 1 00 Amount 4
167. Payment Receipt then the status is updated to Receipting Complete If the PDF receipt Email is not being used then Send Interim Receipt can be used This can be updated with a workflow field update to change the status to Receipting Complete Please also review the section on Batch Payment Processor After a receipt is sent and the status changed to Receipting Completed if the Merchant Facility Batch Payments Processor Status is started then the status is automatically changed from Receipting Completed to Matching Start when the next schedule starts approx every 10 minutes If the Background Processor is not running then the workflow set Matching Start will change the status from Receipting Complete to Matching Start Once the transaction is marked as Matching Start and if the Merchant Facility Automatic Matching has any value that is NOT Do Not Match then the matching reconciliation process is automatically run If the Merchant Facility has Automatic Matching a value of Do Not Match then users can use the manual matching process see Manual Matching section The Matching Start process triggers all reconciliation and matching to happen All contacts accounts and associated subscription memberships etc are created or updated At the completion of this process the status is marked as Matching Complete Should an error occur at any stage then the status is changed to error
168. Payment Options Name Mant Subscription Length Days _ Ate NE Period _ Subscription Level Contact m Start From Specific Issue _ fs Default gt Automatic Renewal Price 3 45 00 Currency gt E Description Description Family membership Link to the web payment form Create a unique name for the grouping Ensure the status is Active Keep the subscription to Contact individual Choose the subscription type Allocate pricing information Allocate term of subscription membership QUESO Ge OD NA User Manual c AAkonsult Pty Ltd 2014 Page 307 User Manual konsult PAYMENTS 6 Fill in details part 2 Group Family Subscriptions Memberships Subscription Group Type Group Minimum in Group _ 2 Member Type 1 Votes EN Type 1 No D Member 2 Member Type 2 Votes MN Member Type 2 Max Mo EN Member Type 3 Pet Other Member Type 3 Votes Member Type 3 Max Mo Member Type 1 Adult Select Group this will set prompts for the web form Allocate member types Adult Child Pet Allocate the minimum no of subscribers for the grouping Allocate the maximum no of Member Type 1 eg adults for the grouping iS Voting rules can also be set depending upon the rules of your organisation Voting rights are assigned on a first entered based by Member Type Voting can be automa
169. Paypal Bank Transfer Action Payment Option Subscription Type Subscription Level Default Price Subscription Length Months Frequency Automatic Renewal Credit Card Type visa MasterCard Edit Del Family Subscription Contact 45 00 12 Cardholder Nai Edit Del Corporate Membership Contact 500 00 12 Credit Card Numbe Edit Del Single Subscription Contact 30 00 12 Expiry Dates 9 10 2012 MM YYYY ccv o What s this Comments 2 Step 1 of 3 Continue The screenshot above shows the various sections on the Checkout form and the related data in the Payment Form related to the Merchant Facility that controls what data is shown and when those components appear on the form For details of the legend please see the index at Use table to look up explanations User Manual c AAkonsult Pty Ltd 2014 User Manual 3 Use table to look up explanations Form Layout Legend Key Setup Area Notes Browser Title Browser Title Shows companyname from Setup gt AdministrationSetup COMPAany information gt Company Profile Comp Information Test Mode This warning shows ifthe merchant facility being usedis a test or developer only account Test Mode MerchantFacility Payment Gateway UserID Header Section Overview Use the payments overview sectionto indude general text graphics that you wishto have about dnm your organisation on all formsthatrelateto this Verve
170. Pty Ltd 2014 User Manual 446 User Manual konsult PAYMENTS _ 5 Navigate to About AAkonsult Payments tab and select a test online form AAkonsult Payments e About AAkonsult Payments Getting Started AAKonsult Pty Ltd provides a sample DEMO account fo Please review the installation and user manual links pre Setup View Payment Form Notes _ Capture setup Views 1 Online Payment eal ei Membershi setup View 2 Membership T subscriptio setup View 3 subscription setup View 3 Subscription Appeals setup View 4 Appeal Multiple Ap 5 Donation with option of Regular gn Setup View regular givi used for ac setup View 5 Event Training Course Sii m User Manual c AAkonsult Pty Ltd 2014 Page 447 User Manual konsult PAYMENTS 6 Test the surcharge application in your form Transaction Details Payment Amount 100 m Donation Amount Payment By Individual 2 Company My Payment Details Surcharge 52 00 o Includes GST of 9 27 Total Amount Charged 102 00 Credit Card Type Visa MasterCard The surcharge is calculated when the type of credit card is chosen User Manual c AAkonsult Pty Ltd 2014 Page 448 User Manual konsult PAYMENTS How to calculate freight 1 Standard Freight 1 1 Navigate to the Merchant Facilities tab and scroll down to the Payment Forms heading Payment Forms Action Payment Form Na
171. Send Payment Schedule Invoice When a Payment Schedule Recurring Payment is generated this workflow will send out an Payment Txn v Hepat pes 22nd Payment Twoice invoice asking for payment Tabs Edit Deactivate eh send Receipt Automatic Use this option to automatically send receipts once a payment Online or Manual is made Payment Txn 4 Action Link Templates New This workflow rule if you wish to manually control when receipts sent out or use the Edit Deactivate Send Receipt Manual payments listview Receipting button Payment Txn Workflow amp Approvals Should a Recurring Payment be attempted more than the maximum number of retry times q Pay adage Edit Deactivate g LM the card will be put into a suspended status This workflow rule sends a notification of this Workflow Rules spended Alert update Payment iPProVal Processes Change the status to 1st Reminder due This will then trigger off the time based workflow to cS n Edit Deactivate set 1st Reminder Due lu EM Subscription Process Builder When receipting complete update status to Matching Start This will only happen when the Tasks Edit Deactivate eh set Matching Start background matching processor is not running Email Alerts This option is used when the AAkonsult Payments PDF receipts or Interim Receipting is not p pt sig Field Updates Edit Deactivate eh skip Receipt Aut
172. To Emails _ QJ 15 Enable Email Receipt Only gt posing Custom Theme Resource Name _ O O aada 2 231 User Manual konsult PAYMENTS 2 Link to Merchant Facility 3 Types of credit cards 1 5 Scroll down to the Events heading Event Type Tickets and Specify All Attendees Event FieldSet Layout gt 01 Category Training Max Mo Tickets Available 30 Max Mo Per Ticket Type 20 1 6 Select the type of tickets required Events Event Type gt EventFieldSet Layout 0 Category Training No Tickets Available 30 Per Ticket Type 20 Tickets Only This is a movie style ticket option eg buy two tickets and turn up there is no need to specify all attendees Tickets and Specify Attendees This option asks for attendee details if more than one ticket is purchased Tickets and Specify All Attendees This option ALWAYS asks for all attendee details even if just one ticket is purchased Tickets and Optionally Specify Attendees This is useful for groups of people eg golfing for a team of four and each of the players are asked for however if not all players are known at the time of booking then they dont need to be specified 1 7 Select the FieldSet Layout and SAVE Events Tickets and Specify All Attendees 01 Training Max Mo Tickets Available gt 30 No Ticket Type
173. User Manual AAkonsult E PAYMENTS E You can see more information on the extracted file standards at e ANZ http www anz com Documents AU corporate clientfileformatsH2H pdf e BNZ https www bnz co nz static www docs online banking ib4b file format guide pdf e Westpac NZ http www westpac co nz assets Business Accounts and Online Services Business Online download help pdf e ASB Bank https fnb asb co nz content fnb help pdf fnb import export guide pdf 1 Overview Manual Setup PEL for Direct Debit intial Facilities O wu Se Exiraci io Bank S Payment m r Payee signs up 1 457 Debit Once you have setup the Merchant Facility with the required Direct Debit fields and licensing options the direct debit process overview is as follows 1 When a new person wants to pay by direct debit setup their details in the Recurring Payments Tab with a new entry of type Direct Debit 2 The Recurring Payments processor runs everyday It looks for payments that are due that day and creates a Payment Txn entry for the payment with a status of Direct Debit Start 3 When you are ready to process Direct Debit transactions you create a new Direct Debit Batch and add all Payments Txn generated in step 2 above 4 The Direct Debit Extract process is run to create a text file containing all transactions in the correct format for uploading
174. _ SalesforceComdev Payment Gateway Password 92a76b69 PxPay Userld PxPay Password Fore SSL Credit Card Masking Policy 2X 2X Organisation id Q0DAO000000CCzeMAG Bank Deposit Account DEMO Savings Account Merchant Fee Site URL as doamsenseraatonnat casoni Payment Method Credit Card Bank Transfer PayPal v Payment Instructions Postal Instructions gt Send all payments to Care of finance PO Box xxxx Melbourne VIC 3000 Australia Bank Transfer Instructions Our bank details Westpac Bank BSB 111 222 Account 1234567 v PayPal PayPal Username sdk three_api1 sdk com PayPal Environment Sandbox PayPal Password QFZCWNS5HZM8VBG7Q PayPal API Signature gt A IzJhZZjhg29XQ2qnhapuwxlDzyAZQ92F RP5dqBzVesOkzbdUONzmOU v Recurring Payments Processor Batch Processor Status Stopped Start Next Run Time Chat v User Interface Last Recurring Payment Run Country Australia Form Width gt 700 Background Colour Theme CAPTCHA Theme redmond red User Manual Delivery Addrgss Same as 7 Bi Invoice No 9 Transaction Details Appeal 9 EO Financial Year Payment cy Corporate E Payment By 500 00 Email Receip Donation S 1009 2019 3o My Choice 9 Not at this stage 30 Enter your choice Frequency 9 one off Monthly Payment By individual Company Freight 20 00
175. a non salesforce com page such as Pay Pal Payee Actions are manual steps that a payee needs to do These could include sending payments Internal Staff are actions required by internal users of AAkonsult Payments where they need to perform a manual step within Salesforce 2 1 Pay Later Process Flow Confirm Payment Mark Payment Payment gt Received Complete Enter Details gt In many cases organisations will need to provide other options from Credit Card as methods of payments These could include Invoice Me For this option the payee is expecting your organisation to send an invoice e Send By Post or Pledge e Bank Transfer 3 Pay Later Payment Received ayments Merchant Facilities Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subsci Edit Delete Create New View M ay All Awaiting Payment Approve Refund Authorsaton Complete Payment Received Generate Receipts Contact Reconiiaton 3 8 5 E F16 WIJ Ki Action Payment Txn Mo t Total Amount Transaction Date Payment Source Name Drawer Bank Edit Del Kg PAY 0018003 20 00 9 05 2013 Send By Post Jeff Challis Jeff ANZ B Edit Del fg 0023244 50 30 9 10 2020 Joe VHPA Edit Del Kg 0023335 50 30 9 10 2020 Joe VHPA O Edit Del Kg 0023337 118 71 25 09 2013 ANZ O Edit Del 9 PAY 0023382 50 30 9 10 2020 Joe VHPA
176. a payment updates phone or address details then the Contact will now reflect the latest details Matching Reconciliation enhancements A new matching criteria for Phone has been added In addition matching has been improved by removing spaces and non numeric characters in phone numbers when comparing Suggested Donation buckets has been increased from 3 to 5 The ability to specify a Campaign for Subscribe to Email is now available If a subscription membership payment is linked to a recurring payment and one of payment fails more than the specified threshold number of items then the recurring payment is suspended and the subscription is ended Payment Options can now be ordered in the checkout picklist When using Account Matching of Contacts and Organisations for Non profits in conjunction with Create Opportunities then the Primary Contact Role is no longer created as this doubles up with the default settings in the Nonprofit Starter Pack Manual Payments retURL A new URL parameter has been added to enable organisations to specify where the user will be taken to after a manual payment has been made 2 0 Post upgrade notes Merchant Facility Page Layout User Manual c AAkonsult Pty Ltd 2014 Page 545 User Manual konsult PAYMENTS Batch Processor add to Recurring Payment Processor Section visualforce component Events Site URL e Custom UI Direct Debit ACH add all fields e Additional License Optio
177. ab custom related lis Force com API Action Label Installed Package Master Object De Edit Account Subscription AAkPayments Account Account subscription Edit Payment unt AAKPayments Account Subscription ScreensSteps for Edit Cache EDS IU Edit Direct Debit Batch AAkKPayments Edit Eror Log AAkPayments Edit Import File AAkPayments Edit Import File Line Item Import File Import File Line Item Import File Line Item Edi Payment Payment Txn Merchant Facility AAKPayments AAkPayments Merchant Facility c AAkonsult Pty Ltd 2014 Page 458 User Manual User Manual konsult PAYMENTS 3 Scroll down to Custom Fields amp Relationships heading and select Default Currency Custom Fields amp Relationships Action Field Label Edit ABN Edit Replace Account Matching Method Edit Account No Edit Account Template Edit S Active Edit Replace Automatic Matching Edit gt Background Colour Edit Replace p Bank Code Edit gt Bank Deposit Account Edit Bank Transfer Instructions Edit Replace Batch Processor Status Edit BSB No Edit CAPTCHA Private Key Edit CAPTCHA Public Key Edit Replace 8 CAPTCHA Theme Edit Contact Template Edit gt Create Opportunity Edit Create Opportunity Line Items Edit Replace Credit Card Masking Policy Edit i cronTriggerBatchld
178. ab and select the publication issue Subscription Issues E Home View Edit Create New View Recent Subscription Issues Subscription Issue Issue No Issue No 1 Issue Ma 4 2 2 Select the Mailout Generation button Subscription Issue Customize Page Edit Layout Printable View Help fa Issue No 3 Open Activities 01 Activity History 01 Notes amp Attachments 01 Subscription Issue Items 21 Subscriptions 21 Account Subscriptions 0 Recurring Payments 0 Payment Txn s 0 Subscription Issue Detail Payment Generation f Mailout Generation Mailout Single Mailout Final Mailout Multiple Mailout All Subscription Issue Name Issue Na 3 Mailout Batch Mo o 1 Issue Number 3 Last Mailout Generation Completed 21 08 2014 10 21 PM m a or oro 3 oma 2 3 Check details and process Subscription Issue Mail House Generation Process J Cancel Issue Details Subscription Issue Name Issue Ma 3 Issue Humber 3 Mailout Batch No 2 Publication Date 3 11 2014 Selection Criteria Include Account Level Subscriptions Include Contact Level subscriptions c AAkonsult Pty Ltd 2014 User Manual Page 332 User Manual konsult PAYMENTS 2 4 Check the Batch Apex Jobs is complete and close Batch Apex Jobs Apex Class Created Date Created By Status Complet subscriptionlssueMailoutAccountProcessor 25 08 2014 10 51 AM Carol Challis Complet
179. abel lt br gt 13 apex outputText Value SOrganization Name j br 14 amp apex outputText Value SOrganization S5treet br 15 apex outputlText Value SOrganization City amp nbsp apex outputText Value SOrganization State 16 Xapex outputText Value SOrganization Country j br 7 P apex outputText Value S0rganization Phone gt lt br gt 18 F apex outputText Value SOrganization Fax br L amp nbsp zczaper outputlTexrxt Value 20 e messaging htmlEmailBody 2 amp messaging plainlextEmailBody gt 2 Dear RelatedTo AAkPay FirstName 5 Ihank you for your payment please find attached your PDF RelatedTo AAkPay Payment Setting r AAkPay 6 You will need a PDF reader to open or print your receipt available free from www adobe com ot Label Position Ln 1 Ch 1 Total Ln 44 Ch 1881 When editing the text be sure to update both the HTML Version and the Text version The subject for the email can be updated on line 1 This is between the quotes and after subject For more details about Visualforce Email templates please consult the Salesforce online help Once you have completed the updates press SAVE button 5 Cloning Email Templates If you wish to create two templates say one for generic online payments and the other for memberships then you ll need to clone the email template and related workflow rul
180. able Restrictions Carol Challis 7 08 2014 3 39 PM 4 1 Navigate to the AAkonsult Campaign Status App in the top RH corner Help AAkonsult Payments Sales Call Center lai Marketing Force com y Community Content d Oalesforce Chatter Site com screensteps for Salesforce AppExchange Developer Community success Community User Manual c AAkonsult Pty Ltd 2014 Page 270 User Manual konsult PAYMENTS 4 2 Navigate to the Campaign Status Defaults tab Bee BCampaigns Campaign Status Defaults View Edit Create New View Accounts Contacts Leads aja Recent Campaign Status Defaults No recent records Click Go or select a view from the dropdown to display records 4 3 Select the New button to create a default status Campaign Status Defaults Home View Edit Create New View Recent Campaign Status Defaults Mo recent records Click Go or select a view from the dropdown to display records User Manual c AAkonsult Pty Ltd 2014 Page 271 User Manual konsult PAYMENTS 4 4 Select how you would like the status to be handled and SAVE Q AAKonsult Campaign Status Campaign Status Defaults Campaign Status Default Paramenters Campsian Webinar v Active e Remove All removes all status values that are not default e Add Update leaves previous status values and allows new ones
181. able View Help for this Page Campaign Hierarchy 1 Open Activities 10 Activity History 0 Attachments 15 Opportunities 15 Campaign Members 15 Payment Group 15 Payment Items 15 campaign Detail Campaign Owner E Jeff Challis Change Total Leads 0 Campaign Name DEMO Event View Hierarchy Converted Leads 0 Active X Total Contacts 50 Type Event Total Responses 0 Payment Form 6 Event Training Course Num Total Opportunities 13 Status Planned Num Won Opportunities 13 Expected Revenue Total Value Opportunities 3 350 Budgeted Cost Total Value Won Opportunities 3 350 Actual Cost Expected Response 0 00 Num Sent 0 Parent Campaign URL Token Create URL Token v When Start Date 2 05 2015 Start Time 09 00 AM End Date 4 05 2015 End Time 05 30 Add to Calendar Add to Calendar v Event Details Max No Tickets Available gt 200 No of Booked Tickets 105 To enter a manual payment for the Event locate the Campaign in Salesforce com and then press the Add Event Attendee button Should this button not be visible on campaigns ask your administrator to edit the page layout and add the button Add Event Attendee User Manual c AAkonsult Pty Ltd 2014 262 User Manual konsult PAYMENTS 2 2 Select Tickets and Checkout Manual Payment Transaction Details DEMO Event on Saturday 2 May Monday 4 May 2015 Member 1 50 Payment Amount 50 00 Donation By e
182. acility but some organisations need to have multiples as they may have donation payments go into one bank account and then training supplies etc into another bank account Payment Forms For each form on the website a new Payment Form is setup You may have one Payment Form for say training payments another for memberships and another for donations Payment Forms provides a number of configurable options that will drive the options and behaviour of what appears on the web payment form Payment Options Payment Options represent products or services They could be used for example for a memberships and have values such as Family Concessions Single Corporate etc In addition Payment Forms could be used for subscriptions Eg magazine publication with say 3 month subscription 1 year and 2 years For Payment Forms that have payment options any payments that are processed for this Payment Form a subscription and subscription payment record will be created for the contact as part of the matching process Payment Txn The Payment Transaction file stores all payments including credit cards manual payments refunds and card authorisation This object should be in read only view for most users as it is created as a result of one of the transactions types User Manual c AAkonsult Pty Ltd 2014 Page 485 User Manual konsult PAYMENTS How to make a custom field visible on public web forms If you have added a n
183. acility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 305 User Manual konsult PAYMENTS 2 Scroll down to Payment Forms heading and select the online form that will be used Payment Forms New Payment Form Action Payment Form Hame Primary Payment Form Payment Type Default Campaign Er Edit Del 1 Online Payment PO Order Edit Delf 2 Membership Membership Edit Del 3 Sut Subscription Edit Del 4 Appeal o Donation DEMO Appeal 5 Donation with Edit Del option of regular Donation ivin 5 EventT raining pus Edit Del unc M Event Edit Del AAKonsult Trainin Pod Edit Del Big Training Event 3 Scroll down to Payment Options heading and select the New Payment Option button Payment Options Action Payment Options Status Display Order Subscription Type Subscription Level Default Price amp Edit Del Single Membership Contact NM 10 00 Edit Del Corporate Membership Account 500 00 4 Select Subscriber from the drop down menu and Continue Select Payment Option Record Type User Manual c AAkonsult Pty Ltd 2014 Page 306 User Manual konsult PAYMENTS 5 Fill in the details part 1 Payment Option Edit amp New Payment Option Payment Option Edit Information Payment Form 2 Membership Membership news O Subscription Length Months 49 Q
184. ack to List Custom Object Definitions Payment Options 101 Notes amp Attachm Payment Form Detail Edit B Payment Form Name 4 Appeal Payment Form Note Appeals are linked to Campaiar specific information and receipt Multiple Appeals can be running Merchant Facility DEMO FACILITY Primary Payment Form gt Pre Authorisation gt Active Card Types gt Visa MasterCard surcharge Card 1 Surcharge Card Fee s 1 surcharge Card Type 2 surcharge Card Fee s 2 o 3 Set default information 3 1 Navigate to the URL Tokens tab and select New URL Tokens e Home View Edit Create New View Recent URL Tokens Bad URL parameter Name Amount Account Contact UT 0000018 500 00 Sea Shepherd Charles Latrobe UT 0000023 100 00 Bob Barker UT 0000001 User Manual c AAkonsult Pty Ltd 2014 Page 424 User Manual konsult PAYMENTS 3 2 Select the Merchant Facility and Payment Form using the lookup tables URL Token Edit amp New URL Token URL Token Edit Short Description Merchant Facility DEMO FACILITY Payment Fom 4 Online Payment 3 3 Fill in the default information for the fields and SAVE Payment Information Hide Transactions Details gt Amount 200 Discount s gt 30 EM Hide Payment Frequency gt Frequency One off T This example uses a specific amount and an applied
185. actRegistration s details Event Registration Attendees Screen individual persons eventAttendeeContactRegistration G6 AAKPayments AA kPay eventAttendeeContactRegistration 6 delais Event Registration Attendees Screen individual persons event amp ttendeeContactRegistration 7 AAKPayments AAKPay__eventAitendeeContactRegistrationO Event Registration Attendees Screen individual persons eyent amp ttendeeContactRegistration 8 AAkPayments AAkPay eventAttendeeContactRegistration 8 details eventAttendeeContactRegistration 9 AAKPayments AA kPay eventAttendeeContactRegistration 8 delais Event Registration Attendees Screen individual persons eventAttendeeContactRegistration1 AAKPayments AAKPay__eventAitendeeContactRegistration10 details Events Attendee registration Summary section of names eventAttendeeSummaryHeadingO1 AAKPayments eventAtfendeeSummarnyHeadingO1 thathave been added This is the section where you can edit delete attendees Events Attendee registration Summary section of names event amp ttendeesSummaryHeading02 AAKPayments AAkPay event ttendeeSummaryHeading0 2 that have been added This is the section where you can edit delete attendees Events Attendee registration Summary section of names eventAttendeeSummarnyHeading03 AAKPayments event ttendeeSummaryHeading03 thathave been added This is the section where you can edit delete attendees
186. age 224 User Manual konsult PAYMENTS It is important to ensure the status setup on the Payment Form entry exists as a valid Campaign Member Status AAkonsult recommends installing the free AAkonsult Campaign Member Status program from the AppExchange for easy management of status s On the Campaign Object the No of Booked Tickets field contains a count of the Campaign Member No of booked tickets ie the total number of tickets allocated sold 3 View examples of Event form layout 3 1 Calendar View February 2013 Sun Mon Tue Wed Thu Fri Sat LI DEMO Even 1 Wed 6 Feb 7011 5 00 AK 1 1 00 A amp konsult Organiser c AAkonsult Pty Ltd 2014 Page 225 User Manual User Manual 3 2 Booking form DEMO Event Saturday 23 March 2013 00 00 AM 5 0 FM Volunteer Training Sample minig wem 3 viet of ctt foeda edible ud Frimary Contact Fuse enter your reispranoa deals D First Name a Laar Drao Emad Be Attending iv 0 amp Norforprofic studem x 30 00 excl CST 0 00 g Member x 50 00 excl GiT 0 00 Noe Member x 200 00 excl GST Total Amount Payable 0 00 3 3 Booking form second example Morey ear BI ed Se Bam Cae GELS Se ge ett eed cr En amd Le a ee EL eed En
187. age 239 User Manual How to customise event forms 1 Event form customisation overview AAkonsult Payments Events Module allows for 10 different layouts to be used When you setup a Payment Form for an event you select which layout you wish to use For example you could use 01 Layout for training courses 02 Layout for breakfast events Has extra fields for dietary requirements 03 Layout for a team event eg Golf event and has extra fields for handy cap etc e 04 10 for other layouts AAkonsult Payments Events has made extensive use of FieldSets This provides organisations with a lot of flexibility into the information captured or displayed Some key Fieldsets that used are To cater for the 10 different possible layouts there are 10 FieldSets for each component of the form that uses a field set Each of these fieldsets end with a number from 01 to 10 If for example 02 is selected on the Payment Form Event FieldSet Layout setting then all fieldsets ending with 02 are used A list of FieldSets used by the AAkonsult Payment module and the object where they can be found are Campaigns e A eventCalendarPopup 01 10 This is shows the fields on the calendar when clicking on an event or overing over it B eventWhenWhere 01 10 Shown on the sidebar section When and Where e C eventContactUs 01 10 Shown on the sidebar section Contact Us D eventUpcomingHeader 01 10 Shown in upcoming events
188. aits Email Body Congratulations for choosing our quarterly gazette for all your news views and technology updates from across the four corners ofthe globe Your subscription AAkPay Payment Tzxn c AAkPay Subscriber Group will allow you to take advantage of special discounts on maps field guides and telescopes Page 399 User Manual c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS 1 7 Copy the Email Body text Email Template Edit Email Template Information Folder AAkonsult Payments Available ForUse 7j Email TemplateName New Email Sampe Template Unique New Email Sample Encoding General US amp Western Europe 150 8859 1 ISO LATIN 1 Description sample email __ _ __ ___ __ _______ Subject Welcome A new subscription awaits Email Body 2 Place merge fields into your email 2 1 Navigate to Merchant Facility tab ents E TS EET E Merchant Facility AM ncnan EACH it The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 400 User Manual konsult PAYMENTS 2 2 Scroll down to Payment Form
189. akonsultcom 26 08 2014 Direct Debit Processing LJ EditiDel PAY 0000054 Purchase Edward Garland Figg infag aakonsultcom 26 08 2014 Direct Debit Processing When a Payment Transaction is Marked in error the status is updated to Direct Debit Error Each time a recurring payment has a transaction in error this increments the number of retries and if the number of retries should exceed the Payment Form Maximum retries then the Recurring Payment status is changed to Suspended Max retries exceeded and the transaction will not be considered for future processing If the suspended recurring payment is associated with a membership subscription then the membership subscription is also cancelled 2 Complete transactions Marking transactions as complete is a necessary step and closes off all non errored payment transactions Failing to do this will mean the recurring payment will not be considered for future processing generation 2 1 Navigate to the Direct Debit Batch tab and select the relevant batch Direct Debit Batches View Edit Create New View Recent Direct Debit Batches Mew Direct Debit Batch Name Merchant Facility Processing Date Status No in Batch DD000005 DEMOFACIUTY 26 08 2014 Extracto 5 000000004 DEMO FACILITY New 000000003 DEMO FACILITY New User Manual c AAkonsult Pty Ltd 2014 Page 119 User Manual konsult PAYMENTS 2 2 Select the Mark Complete button Direct Debit Batch Custo
190. amespace Prefix Installed Package AAkPayments Object Payment Txn Email Template Refund Approval Protected Component Recipient Search User v for o Find Recipients Available Recipients Selected Recipients User Jef Challis gt Click Edit on the Email Workflow then Enter the name of the approver then press FIND button select the approver Use the right arrow to assign the approver Press SAVE button p e Des 2 4 Simple Approval Workflow Usage To use this workflow process e a refund requestor locates the Payment Txn they wish to refund presses the Refund button and enters the details and press Confirm User Manual c AAkonsult Pty Ltd 2014 Page 220 User Manual konsult PAYMENTS e The workflow sends an email to the Approver The Approver opens the emails and click on the link to review the request in Salesforce The Approver then presses the Approve Refund button if they are happy with the request This will then process the refund User Manual c AAkonsult Pty Ltd 2014 Page 221 User Manual konsult PAYMENTS MANAGE User Manual c AAkonsult Pty Ltd 2014 Page 222 User Manual Events User Manual c AAkonsult Pty Ltd 2014 Page 223 User Manual konsult PAYMENTS _ How does Event Management work AAkonsult Payments Events Module allows organisations to create events such as training sem
191. amp kPay recurmingSet Edit refundPayment AAkPayments refundPaym c AAkonsult Pty Ltd 2014 356 User Manual User Manual konsult PAYMENTS 1 5 Drag amp drop fields into position ciini nea oo iin lt A a e Original Payment Drag any of the fields above into the list below In the Field Set i Receipt Mo Transaction Date Payment For Tax Amount Transaction Amount Membership Id If you added a new field make sure the security settings for this field are set to make them publically accessible as per procedure How to make a custom field visible on public web forms c AAkonsult Pty Ltd 2014 Page 357 User Manual User Manual konsult PAYMENTS 2 Adjust address section fields RECEIPT AAkonsult Pty Ltd PO Box 175 Williamstown VIC 3016 Australia 03 9397 0443 www aakpaydev1 com info aakpaydevi1 com Josh Gilbert 109 JOSH ST WILLIAMSTOWN VIC 3207 AUSTRALIA Dear Josh Thank you for making your payment your support is very much Please also checkout our free App on the www appexchange com that allows you to default campaign member status s based on the Campaign Type Search for AAkonsult Campaign Status Regards The team at AAkonsult Pty Ltd This procedure describes how to amend order fields shown in the header section of the recei
192. and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 284 konsult User Manual 2 Scroll down to Payment Forms heading and select your subscription web form Payment Forms Hew Payment Form Action Payment Form Name Primary Payment Form Payment Type Default Campaign E Edit Del 1 Online Payment Pod Order Edit Del 2 Membershi Membership Edit Delf 3 Subscript N Subscription Edit Del 4 Appeal N Donation DEMO Appeal 5 Donation with Edit Del option of regular Donation givin N 6 Event raining T Edit Del Course Event Note A web form needs to be set up for your requirements 3 Scroll down to Payment Options and select the New Payment Option button Payment Options Action Payment Options Name Status Display Order Subscription Type Subscription Le Edit Del Monthly Magazine Subscription Contact Edit Del Quarterly Magazine Subscription Contact Edit Del Annual Magazine Subscription Contact Edit Del 55 Subscription Contact Edit Del Next Issue subscription Contact Edit De Notch Active 10 Subscription Contact Page 285 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 4 Select Subscriber from the picklist and select the Continue button Hew Payment Option select Payment Option Record Type Select a record type for the new payment option To ski
193. ank Fee for XXXX where XXXX is a reference for the row that has the fee The import Processor CSV import process will correctly handle the 2 line format of a GiveNow CSV file To process GiveNow transactions follow the steps in How to import CSV files c AAkonsult Pty Ltd 2014 Page 150 User Manual User Manual konsult PAYMENTS How to upload and bulk process Credit Cards Import Files includes the ability to bulk upload and bulk process credit cards Before doing this process ensure your have some good policies and processes in place and that you comply with your PCI Compliance requirements This particularly includes your processes outside of Salesforce where you capture and store the card details in a spreadsheet You should ensure that these spreadsheets are just being used for processing and are not stored saved or emailed at all to anyone The CSV file to be used can include the Credit Card Number CCV and Expiry date If the Credit Card Number or CCV is included then it is encrypted during the upload process and is cleared out when the card has been attempted to be charged The CSV file is temporarily stored against the import file It is therefore important to make sure only authorized staff with login access have access to the Import File Please consult your Salesforce CRM consultant or Salesforce online manuals for information on object level permissions based on profiles It is important that after upload
194. ansactions as complete this will activate recurring payment processes Refer How to process direct payments after banking 1 Verify Direct Debit setup Step 3 of 3 Payment Confirmation Details Thank you for signing up for reqular Direct Debit Payments We will be in contact with you shortly where we will ask for verification of ownership of this account and authority to set up this Direct Debit facility Upon successful verification we will then activate the account Please quote reference PAY 0000042 should you have any queries First Name William Last Name Hobson A payee can sign up for Direct Debits online After the press the submit button they will see the Confirmation Screen Screenshot above plus they will receive an email asking them to verify their User Manual c AAkonsult Pty Ltd 2014 Page 108 User Manual konsult PAYMENTS banking details The type of information they need to provide will be a requirement that your bank will specificify All Direct Debits that are signed up for online are recorded in Recurring Payments and Subscriptions Account Subscriptions with a status of Awaiting Account Verification Once the payee has returned the verification details requested their recurring direct debit payment can be and activated The following steps detail how you would activate the Direct Debit for a payee 1 1 Navigate to the Recurring Payment tab and use the picklist to find All Direct
195. anual konsult PAYMENTS 5 Remove all current contents and paste in copied details Visualforce Email Template Edit Help for this Page N New Receipt Visualforce Email Template Edit Component Reference Email Content Version Settings Q 249 A A i messaging emailTemplate subject RelatedTo AAkPay Payment Setting r AAkPay Receipt Label for RelatedTo AAkPay FirstNaia messaging htmlEmailBody Dear RelatedTo AAkPay FirstName c lt br gt lt br gt Thank you for your payment please find attached your PDF RelatedTo AAkPay Payment Setting Receipt Label lt br gt You will need a PDF reader to open or print your receipt available free from www adobe com lt br gt lt br gt lt br gt Kind regards lt br gt lt br gt lt br gt lt br gt lt apex outputText Value SOrganization Name br lt apex outputText Value SOrganization Street br apex outputText Value SOrganization City gt nbsp lt apex outputText Value SOrganization State gt nbsp lt apex outputText Value lt apex outputText Value SOrganization Country gt lt br gt P apex outputText Value SOrganization Phone br apex outputText Value SOrganization Fax gt lt br gt gt be He Cy 4 kb OW CO CO kb OW OHH CO IN 20 lt messaging htmlEmailBody gt
196. anually match Payee to Contact Manual reconciliation is used when low match score is found for contacts payee matching e automatically generated contacts are not required 1 Set to No Match 1 1 Navigate to the Merchant Facilities tab nts Big ud ell Payment Txn s Manual Paymen Merchant Facility amp DEMO FACILITY Back to List Contacts Payment Forms 8 Merchant Facility Detail Payment Setting Name DEMO FACILITY Active LIII a The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 174 User Manual konsult PAYMENTS 1 2 Scroll down to the Account Contact Opportunity Matching heading Account Contact Opportunity Matching Account Matching Method Create Using Contacts Name Automatic Matching Match and Create Mew If No Match Found Account Template _ Contact Template Matching Rules Account First Name Last Name First Mame Last Name Phone Last Name Email Last Name First Name Suburb Last Name Mobile Membership ld Last Name Disable Custom Indexing _ Subscription Lapsed Grace Days 30 1 3 Select not match in the Automatic Matching fie
197. arland Figg THE DOCTORS SURGERY WILLIAMSTOWN VIC AUSTRALIA It gives us great pleasure to welcome you to the Stylish Magazine subscription club and trust you will enjoy the literary offerings and exclusive deals in each issue Stylish Magazine prides itself on providing the best and most up to date information on all the latest technology including telegrams carriages shipping crates User Manual c AAkonsult Pty Ltd 2014 Page 348 User Manual konsult PAYMENTS How to put your company letterhead on the Receipt Template You can upload your own letterhead as an image This will replace your organisations name and logo top section of the Receipt Template NOTE The letterhead graphic should be approximately 2300px wide and 595px high The file name must contain Letterhead in it 1 Navigate to the Merchant Facility ments B Payment Ixn s Merchant Facility amp DEMO FACILITY Back to List Mail Merge Template The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 Scroll Down to the Notes amp Attachments heading Notes amp Attachments Mo records to display 3 Select Attach File butt
198. arterly Magazine Last Renewed 13 08 2014 Discount 2 Date 13 08 2015 URL Token UT 0000007 Original End Date 13 08 2015 User Manual c AAkonsult Pty Ltd 2014 Page 304 User Manual konsult PAYMENTS How to set up family group subscriptions This feature allows multiple contacts to be grouped under the one membership This is useful for households all family members are linked under a common reference or grouping of people within an organisation under the one subscription Subscriber Groups requires the background processor to be used and override contact values to be setup on the Merchant Faciltiy For more information on the background process see How does the Batch Payments Processor work When Subscription Groups are enabled the Checkout will prompt users for each subscription group family entry When renewing a membership subscription the Subscriber Group members will be pre populated and can be amended Various configurable member types are supported such as Adult Child etc Maximum numbers of a particular member type and number of voting rights are supported at each member type level 1 Navigate to the Merchant Facilities tab Merchant Facilities The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant F
199. ase see Change Section Headings and Messages User Manual c AAkonsult Pty Ltd 2014 Page 61 User Manual konsult 3 1 vemu mn voip w he Expand All Collapse All Salesforce1 Setup Force com Home System Overview Personal Setup gt My Personal Information gt Email gt Import gt Desktop Integration gt My Chatter Settings gt My Connected Data App Setup 1 Customize gt Create gt Develop gt Deploy Schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Administration Setup Manage Users Manage Apps gt Manage Territories gt Company Profile gt Security Controls gt Domain Management gt Communication Templates Translation Workbench Translation Settings Override Export Import PU User Manual Translate To get started in the Translation Workbench 1 Select a language if you re a translator for more than one language 2 Select a setup component ne it 3 If necessary select an object and aspect For example a workflow task has an object Account Contact etc and aspect Subject or Comment to filter for translatable terms 4 Double click in the translation column to enter new values You can tab to jump to the next row Select the filter criteria Setup Component Custom Field Object Paymen
200. ast Attempted Date Time Campaign Transaction Generated Credit Card Type Visa Retry Attempts c AAkonsult Pty Ltd 2014 Page 196 User Manual User Manual konsult PAYMENTS 4 Enter details for the payment and Confirm ts Merchant Facilities Payment Txn s Manual Payments Subscription Groups Account Credit Card Token Payment Payment Details Cancel Regular Payment Details This option uses the recurring payment token to make an additional charge to the Card Halder Before using this option ensure that you have the Card Holders permission and that they have previously agreed to your Terms and Conditions allowing for this additional charge Account Charles Latrobe Contact Charles Latrobe Payment Extra payment required for extra settlement supplies and a nice pair of boots Currency AUD GST 10 39 Surcharge 2 24 Total Amount Charged 114 24 dps paymentexpress Privacy Policy c AAkonsult Pty Ltd 2014 Page 197 User Manual User Manual konsult PAYMENTS How to set up recurring payments for invoicing Payment Schedules Payment schedules provide the ability to set up a schedule of payments notifications for customers For example a customer may need to pay 6 monthly installments of 100 each and they don t want to always pay for this by credit card To cater for this a Payment Schedule would be setup using the Recurring Payments tab a
201. ations to quickly setup a professional looking and secure online or internal salesforce com payments form to capture donations memberships subscriptions and recurring payments Automated receipting contact account matching and pre built workflow processes remove wasted office administration time and allow you to spend more time on donor care and customer relationships Use the following demo cards Visa 4111111111111111 MasterCard 5431111111111111 Amex 3 1111111111114 Diners 36000000000008 For Visa MasterCard any 3 digit CCV will work and for Amex Diners and 4 digit CCV Expiry dates can be any date that 15 in the future Step 1 of 3 My Contact Details t denotes a compulsory field Please fill all of these fields in below and then press the Continue button Title First Name 7 Use this URL for your website For adding the web form to your website please see the installation manual How to add your form to your website User Manual c AAkonsult Pty Ltd 2014 Page 39 User Manual konsult PAYMENTS How to add custom fields on a web form 1 Enable Custom Fields 1 1 Navigate to the Merchant Tab Payment Types ents Payment Txn s Manual Payments Recurring Payments Subscription Groups Merchant Facility amp DEMO FACILITY Back to List Email Templates 1 Notes amp Attachments 10 PaymentTxn s 54 Recurring Paym Merchant Facility Detail Pa
202. ave Information Payment Form Name 1 Online Payment Payment Form Note Capture payments for goods supplie donations products amp services either Merchant Facility DEMO FACILITY Primary Payment Form Pre Authorisation _ Payment Type Enable CAPTCHA American Express Diners S f Visa Mastercard Surcharge Card 2 _ Available A f Visa MasterCard Y Donations Enable Suggested Amounts _ C Suggested Donation Amt 2 20 Tax is not calculated in the Donation with component OR where the Payment Type is set to Donation 3 3 Select Save User Manual c AAkonsult Pty Ltd 2014 Page 443 User Manual konsult PAYMENTS How to calculate surcharges oome countries allow the merchant to recover the fee s charged by the credit card companies 1 Navigate to the Merchant Facilities tab and scroll down to the Payment Forms heading Payment Forms New Payment Form Action Payment Form Name Primary Payment Form Payment Type Default Campaign Enab Edit Del 1 Online Payment Order Edit Del 2 Membershi Membership Edit Del 3 Subscription Subscription Edit Del 4 eal D onation DEMO 5 Donation with Edit Del option of regular Donation giving 6 Event Training Edit Event User Manual c AAkonsult Pty Ltd 2014 Page 444 User Manual konsult PAYMENTS
203. ave clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 319 User Manual konsult PAYMENTS 4 2 Scroll down to Payment Forms New Payment Form Edit Del 1 Online Payment Order Edit Del 2 Membershi D Membership vt Edit Del 3 Subscription Subscription Pod Donation DEMO Appeal 8 LP Edit Del 4 Appeal 4 3 Select the publication Payment Form Payment Forms Action Payment Form Name Prim Edit Del 1 Online Payment Edit Del 2 Membership Edit Del 3 Subscription Edit Del 4 Appeal 5 Donation with Edit Del option af regular giving 5 Event Training Edit Del Cance Edit Del AAKonsult Training Edit Del Big Training Event Edit Del Bubble Form Edit Del Buy My Book 4 4 Scroll down to Payment Options heading and select the New Payment Option button No records to display User Manual c AAkonsult Pty Ltd 2014 Page 320 User Manual konsult PAYMENTS 4 5 Select Subscriber and Continue New Payment Option Select Payment Option Record Select a record type for the new payment option To skip this page in the future Select Payment Option Record Type Record Type of new recordf f Subscriber v continue 4 6 Enter details for magazine subscription and SAVE Payment Opt
204. ayment txn has been added for approving Also a list view button has been added for approving multiple transactions at once User Manual c AAkonsult Pty Ltd 2014 Page 515 User Manual konsult PAYMENTS 8 Receipts Statements and Confirmations 1 Logo is now right aligned 2 Acustom label has been added for the Thank You text so administrators can update 3 Statements had correction to work better from Contacts Accounts and Campaign Members 4 Receipt Date now respects local so works better for North American customers 5 Forms now respect the lang option enabling multiple language support 3 20 Post upgrade notes e Payment Form Edit layout and remove Enable membership search old add in Enable Membership Search Update all Payment Form s that should have membership search enabled to have appropriate picklist value User Manual c AAkonsult Pty Ltd 2014 516 User Manual konsult PAYMENTS 3 19 August 20149 3 19 Release Notes 1 Events enhancements 1 Added options to hide components on side bar These can be set in the Payment form or via URL Parameters 2 For upcoming events and calendar enable the option to go to a specified web page instead of going directly to the ticket booking page 3 Enhanced URL Parameter for upcoming events to be able to select multiple Campaign Types 4 Support for Group Team event types where one ticket represents multiple people
205. ayments Before we can activate this Direct Debit facility we require you ta complete the following steps 1 TO BE COMPLETED PLEASE WORK with your bank an what verification steps are required 2 User Manual c AAkonsult Pty Ltd 2014 Page 106 User Manual konsult PAYMENTS 3 5 Fill in test data and select OK Preview the template with the following records Recipient Record li Bil Gates a Related To Record li Send email preview to carol challispalace com Melbourne Establishemen 3 6 Check test email Hi Thank you for registering for Direct Debit payments Before we can activate this Direct Debit facility we require you to 1 TO BE COMPLETED PLEASE WORK with your bank on wh 2 Regards AAKonsult User Manual c AAkonsult Pty Ltd 2014 Page 107 User Manual konsult PAYMENTS How to process direct debit payments before banking Using the online web forms a payee can enter their details and choose to pay by direct debit An email template is automatically sent to them asking for authorisation Once this authorisation is returned the direct debit payments can be processed You will need to Verify the direct debit set up Run the Batch Processor Create a new batch Add transactions to the new batch Extract the batch to create an ABA file for your bank SE po qu c After the bank has imported your file you will need to 1 Check errors 2 Mark tr
206. being credited already exists on file 4 Icons now display correctly when checkout form is used with a sites sub domain 4 2 Post upgrade notes On the Page Layout Payment Form Drag drop Product and Donation Product onto the layout e the Page Layout Payment Option Drag drop Product onto the Page Layout User Manual c AAkonsult Pty Ltd 2014 Page 507 User Manual konsult PAYMENTS 4 1 March 2015 4 1 Release Notes Choose fontsize Aa A A A A AAkonsult Payments DEMO payment page AAkonsult Payments allows organisations to catiin nrn faeceeinnal lankina and 1 Checkout form now allows for parent website to change font sizes 2 See installation manual How to provide accessibility and text resizing User Manual c AAkonsult Pty Ltd 2014 Page 508 User Manual konsult PAYMENTS 4 0 February 2015 4 0 Release Notes 1 Authorize Net To use Authorize Net organisations must signed up through the AAkonsult Authorize Net page Supports all payment transactions Charge Refund Authorization Authorization Complete Token Card Charge Update Card Update Expiry Date Recurring Payments 1 Address auto complete Added two options for address auto complete on checkout and manual payment forms 1 Google Places Free to use register for free API key 2 DataTools Kleber More complete address list including Unit No s Building levels etc Integration
207. bit File Extracted Text va Notification that the Direct Debit Extract File has now been completed Edit Del g Error Log Notifcation Text 4 Notify system admin users if an an unexpected error is found Edit Del Import File Processing Complete Text 4 Notification that the Import File Processing has now been completed Editi Del p Interim Receipt Text Y Interim receipt instant receipts are not being used by an organisation Edit Del g Interim Refund Notification Text Interim refund notification Edit Del Large Payment Donation Notification Text va Notification to Donor Care person when amount gt Large Donation Amount Edit Del Mass Annual Statement w PDF Visualforce Email with PDF Statement Attached Works with workflow of Campaign membei Edit Del pe Matching Reminder Text 4 If payment has not been matched within a certain amount of time then remind p Edit Del Membership Confirmation Visualforce Membership Confirmation Email sent after membership has been approved Edit Del p New Direct Debit Text Send out an email with details on what is required for Direct Debit Verification an Edit Del eh New Online Membership Payment Notification Visualforce va Send an internal notification that a new online MEMBERSHIP payment has been Edit Del New Online Payment Notification Text va Send an internal notification that a new online payment has been made Edit Del Pay Later Instructions Text Used when Payment Method is Inv
208. bit Processing O PAY 0000050 Andrew Chirnside One off 19 99 Direct Debit Processing PAY 0000051 Elizabeth Dalgarno One off 519 99 Direct Debit Processing LJ PAY 0000054 Edward Garland Fiq One off 18 39 Direct Debit Pracessing 1 5 Select the Mark as Error button Direct Debit Batch Mark transactions as error Direct Debit Batch Information Direct Debit Batch Name DDOODO0005 Merchant Facility FACILITY Bank Account Name DEMO Savings Account Bank Code BOL Bank of Queensland Transactions to process 5 Payment Txn No Contact Frequency Total Amount PAY 0000045 William Hobson One off 19 99 PAY 0000048 Alfred Langhorne One off 19 99 Andrew Chirnside One off 19 99 c AAkonsult Pty Ltd 2014 Page 118 User Manual User Manual konsult PAYMENTS 1 6 Check the status of the transaction in error ee a M amp Payment Txn s New Payment Txn Mark Error s Action Payment Txn Transaction Type First Hame LastName Email Transaction Date Status Tex Edit Del PAY 0000045 Purchase William Hobson info aakonsultcom 25 08 2014 Direct Debit Processing JEdit Del PAY 0000049 Purchase Alfred Langhorne info aakonsultcom 26 08 2014 Direct Debit Error C Del PAY 0000050 Purchase Thomas Chirnside info aakonsultcom 26 08 2014 Direct Debit Processing Edit Del 0000051 Purchase Elizabeth Dalgarno infoma
209. bject you can create a custom tab custom related lists reports and dashboards for users to interact with the custom object data Y ou can also access custom object data through the Force com API New Custom Object Schema Builder Installed Package Master Object Deployed Description System Overview Action Label Personal Setup Account Edit rk Subscription AABkPavments My Personal Information MMC Account Email Edit p Subscription Import Payment Desktop Integration Edit ok Address Nonprofit Starter My Chatter Settings EXT Pack My Connected Data Edit h Affiliation Affiliations Nonprofit Starter App Setup Edit g Batch Pack 0 Customize Edit ok DEPRECATED Nonprofit Starter Fund Pack Create Apps DEPRECATED PP Edit B Relationship Relationships Error Edi A DECIDE AAkPayments Packages mcus onp Report Types Edit Error P ra z Tabs Action Link Templates New Edit Error Log AAKPayments 1 Global Actions EM E 4 Q Nonprofit Starter 5 Workflow amp Approvals Edit GAU Allocation Back General Nonprofit Starter Develop Edit Accounting Unit Pack De Edit p Household Households Schema Builder Edit p Import File AAKPayments Canvas App Previewer Installed Packages AppExchange Marketplace Edit Import File Line f 2 ients Critical Updates Import File Line Edit ph Item Payment AAkPayments Txn 1 Navi
210. both automatically and manually by searching for existing contacts already in the database After a receipt has been send the Payment Txn record is eligible for matching If automatic matching is enabled this process will start when e f the Batch Processor is started then the Batch Processor will change the status to Matching otart to trigger the update e If the Batch PRocessor is NOT running then the process will start when the Receipting is complete 1 Enabling Automatic Matching 1 1 Navigate to the Merchant Facilities tab ments 7191011730 Payment Txn s Merchant Facility amp DEMO FACILITY Back to List Development Package The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update c AAkonsult Pty Ltd 2014 Page 171 User Manual User Manual AAkonsult E PAYMENTS AM 1 2 Scroll down to the Account Contact Opportunity Matching heading Account Contact Opportunity Matching Override Target Contact Values Yes Create Opportunity d Create Opportunity Line Items d Contact Template Price Book gt Standard Matching Rules gt Account First Name Last Name First Name Last Name Multi Currency Handling Hide Fundrai
211. cal Updates Administration Setup Manage Users gt Manage Apps Manage Territories Company Profile gt Security Controls Domain Management i Communication Templates Translation Workbench Data Management gt Monitoring Mobile Administration Edit p Address Edit p Affiliation Edit g Batch Edit DEPRECATED Fund DEPRECATED Edit Relationship Error Edit p Direct Debit Batch Edit p Error Edit p Error Log Edit p GAU Allocation Edit General Accounting Unit Edit p Household Edit Import File Edit ImportFile Line Item Import File Line Item Edit Payment Txn Edit Merchant Facility Edit NPSP Data Import Edit p Payment Edit g Payment Form Edit fH Paymentitem o Payment Item Group Edit Payment Option Edit Nonprofit Starter Pack Account Affiliations Account Contact Nonprofit Starter Pack Nonprofit Starter Pack Relationships AAkPayments Nonprofit Starter Pack AAkPayments Nonprofit Starter Pack Nonprofit Starter Pack Households AAkPayments AAkPayments Import File Import File Line AAkPayments Payment Txn AAkPayments Nonprofit Starter Pack Contacts amp Organizations Opportunity AAkPayments Merchant Facility AAkPayments Payment Txn AAkPayments Payment Txn AAkPayments Payment Form AAkPayments 1 Navigate to setup gt Create gt Objects 2 Click into the
212. click Pay Now Kind regards AAkonsult Pty Ltd PO Box 175 Williamstown VIC 3016 Australia P 03 9397 0443 F 03 8080 6635 The invoice link being sent out includes a Pay Now link This link will take the payee to an online credit card payment form where their details and amounts will be pre populated and they can pay by credit card 6 2 Manual Payment is Received A Payee could mail in a Cheque organise a Money order bank transfer funds or similarly pay the invoice The Payment Txn is located and is marked as Payment Received Please see the Pay Later Payment Received section of How to set up Checkout amp Pay Later option 6 3 Import File The import file process allows for Payments to be uploaded into AAkonsult Payments from a CSV file For Payment Schedules Invoicing process the import file BPAY has some special processing to matching imported details with Payment Txns created as part of the Recurring Payments Payment Schedules Process Please review the Import Files procedure in particular User Manual c AAkonsult Pty Ltd 2014 Page 205 User Manual Refunds User Manual c AAkonsult Pty Ltd 2014 Page 206 User Manual konsult PAYMENTS How to refund Credit Card or PayPal payments Refunds can be given for any credit card or PayPal transaction e The maximum amount that can be refunded is the amount of the original transaction This is the sum of all refunds for tha
213. com 2 A simple flow might just involve sending an email to say finance and they then approve the refund Please see the step below for how to set this up User Manual c AAkonsult Pty Ltd 2014 Page 217 User Manual konsult PAYMENTS 2 1 Simple Approval Workflow activate System Overview View All Workflow Rules v Create New View Personal Setup AIJBICDIEFIGIHILJIKILM 5 Z Other Al gt My Personal Information Email Action Rule Name Description Object Active gt Import XN For organisations that need to get their card holders expiry date details for recurring payments Recurring Pay Expiry gt Desktop Integration Edit Deactivate ey Recurring Payment Card this workflow will remind you of when to follow up Payment Y gt My Chatter Settings Should a card be declined during a recurring payment send out an alertto internal staff so they Recurring Payment Error gt My Connected Data Edit Deactivate Recurring Payment Error can follow up the reasons for the failure Payment Txn Y Remind Payment Administrators if a Recurring Payment Schedule has been stopped but not restarted within 24 hours up Edit Activat h Recurring Payments Restart Reminder ADD Merchant 1 Customise RI TIME BASED WORKFLO UPDATE Facility Add time based workflow 1 day after rule trigger Email Alert send reminder that Recurring Payments Processor has been st
214. correctly e When checkout was run in internal mode and the first membership was free then a non free membership was selected an error message was appearing e Checkout associating with incorrect primary contact on occasions This was often the first created contact vs primary contact Checkout form Now defaults in country code correctly for renewals 1 Membership updates If someone leaves the group their membership number is cleared out We recommend turning on audit history on the membership number field for audit purposes e When using templates for accounts and contacts does not include the template membership no 1 Upcoming Events no only uses field sets for section values and does not require the Campaign Name to be included 2 Batch processor status now correctly set on all Merchant Facilities when starting stopping 3 13 Post upgrade notes Add matching method to Merchant Facility record type e Membership Id Last Name Mobile Membership Id Last Name Email User Manual c AAkonsult Pty Ltd 2014 Page 523 User Manual konsult PAYMENTS 3 12 February 2014 3 12 Release Notes 1 Opportunities now have a new field called Total Paid that is automatically updated from payments and refunds Allows for deposits and payment in full processes to be setup 2 Added new Payment Form option Send Receipt By This provides an easy way of setting which Payment Forms receive full receipts
215. cription c AAkPay firstName c AAkPay Account Subscription c AAkPay firstName Thank you for your continued support Your membership helps Organization Name to achieve our organisations goals in helping the community During the next 12 months we will be doing XXXXX and YYYYY To find out more about our services and your membership entitlements please visit the membership section on our website at https aakonsultpayments com Yours faithfully 7 Jeff Challis jeff challis aakonsult com v Orders Supplies Payments Enable Delivery Address gt If using mail merged fields we recommend go through the standard Salesforce email template setup design your email based of the Account Subscription or Subscription object Then copy paste the email body text with the mail merged fields back into this area 4 Approve memberships 4 1 Navigate to Subscriptions tab s ETE User Manual c AAkonsult Pty Ltd 2014 Page 302 konsult User Manual 4 2 Select All Waiting Approval from the drop down menu Go Subscriptions Home Edit Create Mew View 4 3 Select subscriptions memberships that have been approved using the check boxes E All Waiting Approval Edit Delete Create Mew View New Subscription Membership Approval s Action Subscription Type t Contact Membership Status Del Charles Latrobe Charles Latrobe 1 1 Edit Dal JJListon To
216. ction Type Status First Name Last Name Title Company Edit Remove Contact Paid Jodie Miners Test One Edit Remove Contact Paid challis null challis Edit Remove Contact Paid _ challis Edit Remove Contact Paid Rob Harris Rob Harris move Show 5 more Payment Item Group Payment Item Group Help Action Payment Item Group Name Payment Txn No In Group Payment Option Ticket Unit Price Ticket Ext Price Edit Del PIG0001394 PAY 0035602 2 0 00 0 00 Edit Del PIG0001396 PAY 0035603 2 0 00 0 00 Edit Del PIG0001397 PAY 0035604 2 0 00 0 00 Edit Del PIG0001399 PAY 0035605 2 0 00 0 00 Edit Del PIG0001401 PAY 0035606 2 0 00 0 00 Show 5 more Go to list 50 Payment Items New Payment Item Payment Items Help 2 Action Payment Item Name Registration Complete Payment Option Contact Quantity Price Ext Price Payment Item Group Payment Txn Edit Del Pl0004024 va Frank Waters 1 00 50 00 50 00 PIG0001661 PAY 0037055 Edit Del 0004025 4 John Waters 1 00 50 00 50 00 PIG0001661 PAY 0037055 On the related Campaign record scroll down to the related Campaign Members related list If you cannot see the Contact you wish to amend then you may need to press the Go to list link towards the bottom of the list Once you have located the contact you wish to amend press edit button next to it Page 277 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS w
217. ctions Chatter updates can be automatically generated for a Payment made Large payment First payment by Contact First payment by Account First Payment Form by Account First time Subscriber Renewing Subscriber or New recurring payment 7 New URL parameters added for payment form 1 HidePayFrequency URL parameter so that monthly payments can be setup requiring the option of showing selection on the screen 2 PayFrequency new URL parameter to default payment frequency 3 paymentOptionldReadOnly This URL parameter is normally used in conjunction with PaymentOptionld Using this parameter allows for the payment option to be pre selected and shown but does not allow the user to change the defaulted parameter 4 customField 1 2 3 Name customField 1 2 3 allows for 3 different custom fields to be updated by URL value passed in a URL parameter 8 Payment Options now allow for Payment Frequency and Freight Amounts to be specified at this level 9 Subscription Membership updates Subscriptions are now tied more closely with recurring payments This allows for example a 12 month magazine subscription to have 12 equal monthly payments Subscriptions also have the ability to allow for automatic renewals 1 Recurring Payments have an optional end date If an end date is specified and the end date has passed the subscription status will be automatically changed to Expired unless automatic renewal is specified 2 Refund pa
218. ctoria Inc PO BOX 100 Abbotsford VIC 3067 P 0394450310 E User Manual c AAkonsult Pty Ltd 2014 Page 375 User Manual konsult PAYMENTS How to change the email text This procedure takes you through the process of creating your own version of the email template used to send out PDF Receipts e Annual Statements e Invoices Renewal Notices e Confirmation Notices We will be using Receipts as a step by step example The same steps will apply to the other document types but they will be Clone off different originals Quick steps 1 Locate template under the AAkonsult Payments Folder in setup gt Administration setup gt Communication Templates Email Templates 2 Edit and Save Optional Clone quick steps 1 Locate template under the AAkonsult Payments Folder in setup gt Administration setup gt Communication Templates Email Templates 2 Edit and select all 3 Create a new email template of type visualforce 4 Paste values selected from point 2 above 5 Edit the line that has c PDFReceiptComponent PT RelatedTo gt and change to lt AAkPay PDFReceiptComponent PT Related To gt User Manual c AAkonsult Pty Ltd 2014 Page 376 User Manual konsult PAYMENTS 1 Navigate to setup Administration Setup Communication Templates Email Templates Critical Updates Administration Setup MH Manage Users H Manage Apps Manage Territories Co
219. custom field visible on public web forms 1 Navigate to Setup gt Create gt Objects gt Payment Txn App Setu E n screensteps for Ae gt Edit Cache Salesforce Edt ph Beep ee AAKPayments Y Custom Labels Edit Eror Log AAkPayments v Objects Edit Import File AAkPayments Packages Report Types Edt File Line AAKPayments Import File d Global Actions __ Import File Line Import File Line Tabs Edit ltem Payment AAkPayments Item Payment Workflow amp Approvals Txn Txn 4 Merchant gt Develop Edit Facility AAkPayments Deploy Schema Builder Edit gt Paymentitem AAkPayments Payment xn d Canvas App Previewer TEM Edit payment AAKPayments Payment AppExchange Marketplace SIUE Sca posts Edit Payment Option AAKPayments Payment Type d Administration Setup Edit g Payment Txn AAkPayments v User Manual c AAkonsult Pty Ltd 2014 Page 29 User Manual konsult E PAYMENTS E 2 Enter the Payment Txn screen and scroll down to Field Sets Field Sets New Action Field Label Installed Package API Name Where is thi Edit checkoutComplete AAKPayments checkoutComplete i Shown Edit checkoutCompleteBankTransfer AAkPayments AAkPay checkoutCompleteBankTransfer payment m E dit checkoutCompleteDirectDebit AAKPayments AAKPay checkoutCompleteDirectDebit selon Events Pay Edit chec
220. d 2014 shine Did you know that AAkonsult Payments does so much more thar Page 255 User Manual konsult PAYMENTS 3 Payment Form Type Payment Form Customize Page Edit Layou amp 6 Event T raining Course Back to List Custom Object Definitions Payment Options 4 Notes amp Attachments 0 Payment Txn s 3 Recurring Payments 0 URL Tokens 0 PaymentForm Name 6 Event Training Course Enable Donation By y Payment Form Note Events Training courses is an optional module that allows a Donation By Label Donation By far calendar af events to be published for online registration variety af ticket types are catered for including free events requiring all attendees details ta be registered etc Merchant Facility FACILITY Donation By Options Individual Company Primary Payment Form Enable Subscribe To Emails gt Tipaigns 1 Subscription sue eNewsletter Campaign Enable Email Receipt Only gt Opportunity Record Type _ Enable CAPTCHA Custom Theme Resource Name _ Active Card Types Visa MasterCard Confirmation Page Action Surcharge Card Type 1 _ Confirmation Page Button Label Surcharge Card Fees 1 Success URL 2 Surcharge Card Type 2 gt Previous URL Surcharge Card Fee 2 o Pay Now Label Checkout Thankyou Message _ The Payment Form associated with the Campaign has a Payment Type of Event or Program User Manual c A
221. d English if you need to override standard labels provided by AAkonsult 2 Press SAVE button User Manual c AAkonsult Pty Ltd 2014 Page 56 User Manual konsult PAYMENTS 2 Change Section Headings and Messages Expiry dates can be any date that is in the future Step 1 of 3 My Contact Details James laos atl ES Title None First Name Last Name Membership No 8 Phone Mobile Phone Email Street E Suburb Town Williamstown State Victoria Postcode 3016 Country Australia Transaction Details Membership Family Membership Amount 45 00 Donation Amount 0 00 This procedure walks you through steps on updating section headers and custom messages If you are looking at changing the field labels then please see Overriding Field Labels 1 Section headers are the names at the top of a group of fields If you are using custom sections then these can be updated in the Payment Form gt Custom Headings section Examples of sections headers that are applicable to this procedure are My Contact Details and Transaction Details User Manual c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS 2 Messages are text on the form that display helpful information or error messages They are also used for labels on buttons An example of a message is denotes a compulsory field All of these updates are maintained under the Custom Labe
222. d Page Layout Name Auth Layout Direct Debit Layout Events Layout Manual Layout Payment Layout Refund Layout Shopping Cart Layout When finished click Save amp Mew to create more custom fields or click Save if you are done 3 Add Custom Fields to your web form User Manual c AAkonsult Pty Ltd 2014 Page 47 User Manual konsult PAYMENTS 3 1 Navigate to Setup Create Objects Payment Txn App Setu ScreenSteps for pp Edit Cache a a y gh e Debit AkPayments Y Edit Error Log AAkPayments Y Edit Import File AAkPayments 4 Report Types Edit IE AAkPayments Import File Global Actions Import File Line Import File Line Tabs Edit ltem Payment AAkPayments Item Payment d Workflow amp Approvals Txn Txn Develop Edit 14 ant AAKPayments y Deploy Schema Builder Edit Paymentltem AAkPayments Payment Txn Canvas App Previewer Installed Packages Edt gh CUT AAkPayments Payment Txn x AppExchange Marketplace EN PEE Edit Payment Option AAkPayments Payment Type y Administration Setup ro mem User Manual c AAkonsult Pty Ltd 2014 Page 48 User Manual konsult E PAYMENTS 3 2 Scroll down to Field Set s and select Edit for your custom field Field Sets New Action Field Label Installed Package API Name Edit checkoutComplete AAKPayments checkoutComplete Edit checkoutCompleteBankTransfer A
223. d attached to e Individual Contact e Group Organisation Account Family subscriptions oome organisations may require an approval process for subscribers AAkonsult Payments also offers a magazine style subscription 1 Subscription Memberships process overview Online signup Ihrough Checkout Related Payment Trans action Created Members hip Approval Members Subs cription Created Manual Payment intemal Signup Each membership program can have its own price subscription length payment frequency and freight amounts associated with it These Payment Options are setup against a Payment Form Payment Forms are setup and related to the Merchant Facility If the payment type transacted is for a membership subscription then details of the membership type and last paid etc are created against the Account or Contact record Account level subscriptions subscription history and current status are all stored related to the Accounts object For Account level subscriptions if anyone at that account renews the subscription then the subscription will carry on from the Account next subscription period Page 282 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS Contact level subscriptions subscription history and current status are all stored related to the Contacts object For contacts the subscription renewal is only relevant to the individual contact Time based w
224. d then the surcharge will also be recalculated to include tax amount for the surcharge 2 Foreign Transactions 2 1 Tick if you would like foreign transactions excluded from tax calculations Tax Calculation Tax Code GST Tax Calculation Amounts Exclude Tax Rate 10 00000 IMPORTANT NOTE A transaction is considered to be foreign if the country selected does NOT match the Default Country specified on the Merchant Facility User Manual c AAkonsult Pty Ltd 2014 Page 441 User Manual konsult PAYMENTS 3 Donations Tax is not calculated on the donation portion when using the Donations With feature OR if the Payment Form Type is set to Donation 3 1 Scroll down to Payment Forms heading and select edit for the form you wish to modify Mu i Payment Forms Action Payment Form Name Primary Payment Form Payment Type Default Campaign Enable Delivery Address Enable Donation By Enable Donation With Enable Ema Edit 1 Online Payment Order Edit Del 2 Membership E Membership Edit Del 3 Subscription Subscription y Edit Del 4 Appeal Donation DEMO r4 5 Donation with Edit Del option of regular Donation giving 6 Event Training Edit Del course 1 Event User Manual c AAkonsult Pty Ltd 2014 Page 442 User Manual konsult PAYMENTS 3 2 Tick the Enable Donation With checkbox Payment Form Edit Sy 1 Online Payment Payment Form Edit S
225. dden Tab Hidden Tab Hidden Tab Hidden Tab Hidden Tab Hidden Tab Hidden Tab Hidden Tab Hidden Tab Hidden Tab Hidden Tab Hidden Tab Hidden Default On Tab Hidden Tab Hidden Default On Default On Default On Tab Hidden Tab Hidden Tab Hidden Varies by Record Type Import File Line Item Payment Txn Layout Import File Line Item Layout Import Layout Lead Layout Varies by Record Type Data Import Layout Varies by Record Type Opportunity Product Layout Payment Type Layout Payment Item Group Layout Varies by Record Type Varies by Record Type Payment Layout Varies by Record Type Price Book Entry Layout Price Book Layout Product Layout Recurring Donation Layout Varies by Record Type e c AAkonsult Pty Ltd 2014 491 User Manual 3 5 Enhanced Edit Field Level Security Payment Txn s Profile Overview gt Object Settings Payment Txn s Payment Record Types and Page Layout Assignments Record Types Master Auth Direct Debit Events Manual Payment Refund Shopping Cart Object Permissions Read Create Edit Delete View All Modify All Field Permissions Field Account Account Ma Press edit Page Layout Assignment Payment Layout Auth Layout Direct Debit Layout Events Layout Manual Layout Payment Layout Hefund Layout Assigned Record Types Kx OO is Update
226. ded by your bank or Amex Dinners must be set up before you can capture these types of cards th th User Interface Theme Merchant Facility User interface Theus terface section allows youto selectthe form stylingattributes such as width background colour or form coloursfrom a list of 22 different themes To see examples ofthe differentthemes visit http jqueryui com themeroller then Gallery Tab H eee e EN Note Custom themes are only available in as an extra license option Thelicense optionneedsto be valid expiryandlicense key Please seethe section on Custom Themes in this manual for more information Use CAPTCHA to ensure a human is processing 1 thistransactionandnotan automatic process PaymentForm payment Enabling CAPTCHA will ask the payee to sd complete the word text section This processuses googles ReCaptcha product i entered on the Merchant Facilitytab along witha User Manual c AAkonsult Pty Ltd 2014 User Manual How to create a web form 1 Navigate to the Merchant Facility tab nts BIET e Merchant Facility DEMO FACILITY konsult PAYMENTS Payment Txn s Merchant Facility Detail The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in oalesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once
227. dencies standard Fields Controlling Field Indexe Custom Fields amp Relationships Action Field Label API Name Installed Package Data Type Indexed Controlling Field Mc Jel Edit Amount AAkPay Amount c AAkPayments Currency 2 aC 11 Jej Edit Rd Bank AAkPay Bank c AAkPayments Text 50 A 1 Scroll down to the Custom Fields amp Relationships section 2 Press NEW button User Manual c AAkonsult Pty Ltd 2014 155 User Manual konsult PAYMENTS 3 3 Choose field data type pT LIP Help for this Page WV New Custom Field Step 1 Choose the field type Step 1 Cancel Specify the type of information that the custom field will contain ane Selected Select one of the data types below C Auto Number A system generated sequence number that uses a display format you define The number is automatically incremented for each new record A read only field that derives its value from a formula expression you define The formula field is updated when any of the source fields change Q Formula A read only field that displays the sum minimum or maximum value of a field in a related list or the record count of Q Roll Up Summary all records listed in a related list Creates a relationship that links this object to another object The relationship field allows users to click on a lookup C Lookup Relationship PEN icon to select a value
228. ding and graphics 3 Using the Mail Merge Template ents Merchant Facilities Manual Payments Payment Txn s amp Home View Edit Create New Vi Recent Payment Txn s Payment Txn No Transaction Type Bank Deposit Date Total Amount Charged PAY 0000075 Purchase 15 10 2014 19 99 0000076 Purchase 15 10 2014 476 00 Navigate to the Payment Txn s tab and select the transaction you would like to use for the merge User Manual c AAkonsult Pty Ltd 2014 Page 394 konsult User Manual 3 1 Scroll down to the Active History heading and select the Mail Merge button Activity History Mail Merge Action Subject Name Task Due Date Edit Del Receipt Sent William Hobson 1510 2014 3 2 Select the template and Generate Task Mail Merge On this page you can generate a Microsoft Word docume 1 Choose the record to merge 0000997 J 2 specify the contact to merge with the Word document 3 Choose a mail merge template AAkonsult Workorder Pre paid Credit Note Standard iiid bilans amp Consulting bal 4 N Log an activity Generate Cancel Select the previously uploaded template and generate NOTE Should you have issues with your browser type then you may wish to log a case with oalesforce Support and ask for Mass Mail Merge feature to be enabled User Manual c AAkonsult Pty Ltd 2014 Page 395
229. discount This information will be already filled in when the web visitor opens the payment page 3 4 Check the newly created URL E UT 00 00025 Customize Page Edit Layout Printable View Help for this Page Payment Txn s 0 Account Subscriptions 0 Subscriptions 0 Accounts 0 0 Opportunities 0 0 Campaign Members 0 URL Token Detail URL parameter UT 0000025 URL Parameters gt keyza0J9000000Vg5Xt amp Token T8gdADK 2FAa0EW3eKyFTsq5Tx5xyN1QSBwE 2Fi8nEi 2Fw0 3D Where Used gt Public Web Forms FullURL Renew Now Short Description gt PayNow Pay Now Merchant Facility DEMO FACILITY PaymentForm 1 Online Payment Payment Method Credit Card Recurring Payment User Manual c AAkonsult Pty Ltd 2014 Page 425 User Manual konsult PAYMENTS 3 5 Click into the URL and check online form Transaction Details Payment Select an option _ Payment Amount 200 00 Discount Amount 60 00 Donation Amount 10 00 Payment By Individual Company The payment amount and discount have been entered as default entries 4 Send URL in an email or insert into your website 4 1 Cut and paste this URL with your default information into your email or 2 UT 00 00025 Customize Page Edit Layout Printable View Help for this Page Payment Txn s 0 Account Subscriptions 0 Subscriptions 0 Accounts 0 Contacts 0 Opportunities 0 Campaigns
230. dit Layout Printab 0 Subscription Issue tems 0 Membership Approved Renewal Notice Confirmation Notice New Renewal Renewal Membership Status gt Approved Renewal Reminder 1st Reminder First Subscription Date 12 08 2014 Last Renewed End Date 11 08 2015 Original End Date Last No of Days 2 No of Days Lapsed gt 0 Ho of Days a Subscriber _ Total No of Days a Subscriber 0 Automatic Renewal gt First Subscription Issue Last Renewal Issue From Currentissue 0 End Issue Original End Izsue gt Issues Remaining 0 Most Recent Mailout Subscription Issue 2 Page 293 User Manual konsult PAYMENTS _ 4 Manage details Account Subscription d Top Five Back to List Subscriptions Account Subscription Pavn Account Subscription Detail bscription o Edit Membership Approved Renewal Notice Confirmation Notice Customize Page Edit Layout Printable Account Subscription Top Five New Renewal Renewal Account Melbourne Establishement Membership Status J Approved Subscriber Contact John Batman Renewal Reminder 1st Reminder Print Email Receipt gt infogaakonsultcom First Subscription Date 12 08 2014 Payment Option gt Last Renewed URL Token End Date B 11 08 2015 Quantity Original End Date _ Total Charged 500 00 Last of Days Lapsed Total Paid 0 00 of Days Lapsed 0 Total Outstanding 500 00 Ho
231. e 1 2 Update Status and or No of Tickets Campaign Member Edit Mary Harris DEMO Event Campaign Member Edit Campaign Member Information Je Create URL Token gt You can do one AND OR both of the following 1 Change the status to something that is not Paid eg Canceled 2 AND OR adjust the quantity 2 Adjust Payment Items Optional Step The previous step will adjust the number of tickets available You only need to do the following steps if you are using attendee reporting options that use the Payment Item as its data source User Manual c AAkonsult Pty Ltd 2014 Page 278 konsult User Manual 2 1 Edit Payment Item Details Edit Del Event Racnel Sampson 1 11 2014 Closed won 4UU UU 1 11 2014 Campaign Members Manage Members v Campaign Members Help 2 Action Type Status First Name Last Name Title Company Edit Remove Contact Paid Jodie Miners Test One Edit Remove Contact Paid _ challis null challis Edit Remove Contact Paid challis Edit Remove Contact Paid Rob Harris Rob Harris Edit Remove Contact Paid Mary Harris Mary Harris Show 5 more Go to list 36 Payment Item Group Payment Item Group Help Action Payment Item Group Name Payment Txn No In Group Payment Option Ticket Unit Price Ticket Ext Price Edit Del PlG0001394 PAY 0035602 2 0 00 0 00 Edit Del PlG0001396 PAY 0035603 2 0 00 0 00
232. e Create New View change Owner Autnorisaton Complete Payment Received Generate Receipt Contact Reconciiaton ta 8 gt Action PaymentTxnNo Status First Name Last Name Contact LJ Edit Del PAY 0000001 Matching Complete Sam simon Sam Simon O Edit Dal PAY 0000005 Matching Complete Sam Simon Sam Simon Editi Del Pay 0000026 Matching Complete John Batman John Batman Note The status of the transaction must be either Receipting Complete or Matching Complete 4 Select the Refund button Payment Txn PAY 0000026 Customi Back to List Payment Txn s Refund Txn s 0 Recurring Authorisations 0 O 01 Notes amp Attachments D Account Sub Payment tem Group 0 Payment tems 0 Error Logs 0 Jeroces manua Payment Payment Txn Detail Contact Information Membership ld 000017 Phone Title Mobile Phone FirstName John Email LastName Batman Receipt Email gt car Receipt 0000027 Biller Code _ Account Melbourne Establishement Transaction Source Manual User Manual c AAkonsult Pty Ltd 2014 Page 213 User Manual konsult PAYMENTS 5 Enter details of refund and select the Confirm button amp Refund Payment Details Refund Payment Details Original Amount Charged 300 00 Payment Source Manual Payment Contact John Batman Bank BSB Ho Account Cheque Humber Soe gg Inclusive Refund Reaso
233. e com custom fields and add them to the checkout page This enables for items such as agreeing to terms and conditions short surveys etc 5 Now using geonames premium giving better response and better security 6 Error Log added in the event of any unexpected errors system administrators can be notified and details of the error store for further analysis 7 FieldSets used for checkout manual payments credit card updates This allows for drag drop page layout changes and also allows for user configurable required field settings 8 Custom labels now used for all text and messages This enables custom language translations to be setup User Manual c AAkonsult Pty Ltd 2014 Page 553
234. e from t Direct Debit Batch Information Direct Debit Batch Name DDOOO0005 Direc Merchant Facility DEMO FACILITY Bank Account Name DEMO Savings Account User Idei Bank Code BOL Bank of Queensland Batch Apex Jobs Apex Class Created Date Created By Status directDebitBatchExtractProcessar 25 08 2014 11 42 AM Carol Challis Processing 5 4 Download file for bank from the Notes amp Attachment heading Notes amp Attachments Action Type Edit View Del Attachment 5 5 Import ABA file to your bank After the bank has imported your file you will need to 1 Check errors 2 Mark transactions as complete this will activate recurring payment processes Refer How to process direct debit payments after banking User Manual c AAkonsult Pty Ltd 2014 Page 116 User Manual konsult PAYMENTS How to process direct debit payments after banking After the bank has imported your file you will need to 1 Check errors 2 Mark transactions as complete this will activate recurring payment processes 1 Check errors 1 1 Check bank report for transaction errors If accounts are incorrect or have insufficient funds the bank will return a list of transaction errors 1 2 Navigate to the Direct Debit Batch tab and select the relevant batch Direct Debit Batches Home View Edit Create New View Hew Recent Direct Debit Batches Direct Debit Batch Name Merchant Facility Processing Date Status No
235. e refund cannot be more than the amount paid 2 Reason for Refund 3 The refund will not proceed if the Approved checkbox is not ticked 4 A valid reason must be entered User Manual c AAkonsult Pty Ltd 2014 Page 210 User Manual konsult PAYMENTS 6 Check refund transaction Payment Txn PAY 0000025 Customize Page Edit Layou J Show Feed Back to List Payment Txn s Notes amp Attachments 3 Error Logs jo Payr Payment Txn Detail Refund Information Original Payment PAY D000012 Cardholder Name Banjo Patterson Refund Reason Over Payment Credit Card Type Visa Transaction Source Refund Credit Card No Method of Payment Credit Card Total Amount Charged 500 00 Refund Description gt Item priced at 195 64 Tax Calculation Amounts Include Tax Bank Tax Code GST Account Ho Tax Amount 4545 BSB No Total Amount 500 00 Cheque Humber Banked Amount 0 00 No of Subscription Days 3 0 Currency FJD Survey Response When checking the transactions you need to check the status for Receipting Complete or Matching Complete If the status is Refund Start then make sure the Approved checkbox is selected and refresh the browser as it can take a few moments for the request to complete c AAkonsult Pty Ltd 2014 Page 211 User Manual User Manual konsult PAYMENTS How to refund a Manual Payment or Direct Debit e tis the responsibility of the user to
236. e the package name AAkonsult Lty Ltd Support and select the time period required by AAkonsult 4 Press SAVE button 2 Setup Option AAkonsult sean PAYMENTS d Home About AAkonsult Payments Merchant Facilities Payment Txn s Manual Payment bscription Groups Chatter People Jeff Challis ee Tan all OW ees eis 1 Click on your name top right 2 Select Setup Option User Manual c AAkonsult Pty Ltd 2014 Page 496 User Manual 2 1 Granting Access k sult Search Search Jeff Challis Help AAkonsult Payments PAYMENTS Bs Home About AAkonsult Payments Merchant Facilities PaymentTxn s Manual Payments Recurring Payments Subscription Groups Search All Setup ds G ra nt Login Access Help for this Page 2 Expand All Collapse All To assist with support issues you may grant your administrator or support personnel the ability to login as you and access your data Salesforce1 Setup My Username jeff challis 19demo com Force com Home Grant Access To Access Duration Your Company s Administrator Mo Access w System Overview Salesforce com Support No Access Personal Setup AAKonsult Pty Ltd Support l E My Personal Information o Salesforce com Foundation Support No Access Change My Password o ae Save Cancel My Groups a s Grant Login Access Reminders amp Alerts Record Type Selection
237. e you wish to Authorise Confirm selected records gt Payments submitted for processing Please check transaction status to ensure they were successful 2 6 Return to the Payment Txn s tab and check the Payment Status field Recent Payment Txn s Payment Txn No PAY 0000011 PAY 0000010 PAY PAY 0000008 PAY 0000012 Bank Deposit Date 24 07 2014 24 07 2014 24 07 2014 24 07 2014 24 07 2014 Total Amount Charged Cardholder Name Credit Card No 17 34 Reverend Green 471 24 Colonel Mustard 104 04 Henry Lawson 10 212 24 Charles Latrobe 695 64 Banjo Patterson Credit Card Type TxnRef Visa Visa Visa Visa Visa 00000001159a19d4 00000001159a19bd 00000001159a19ab 00000001159a1999 00000001159a059f Email Recently Viewed V If the transactions is successful the status will be either Receipting Complete or Matching Complete User Manual c AAkonsult Pty Ltd 2014 477 User Manual How to use automatic Chatter posts Chatter is an inbuilt social media platform designed for Salesforce Chatter updates can only currently be generated for transactions that are created updated by an internal user and not from the online payment checkout form This is due to a restriction in place by salesforce com If you wish to track these updates then it is suggested to enable chatter feed tracking on the Payment Transaction Object field Chatter Posts 1 Available automatic Chatter posts ava
238. ecific logic exists for each of the above import types User Manual c AAkonsult Pty Ltd 2014 Page 140 User Manual konsult PAYMENTS How to import CSV files The Import files tab enables organisations to import payment transactions from virtually any system that can generate a comma separated value CSV file The import file process involves three steps 1 Preparing the import file and matching column headings in the spreadsheet with fields in AAkonsult Payments 2 Uploading and reviewing data 3 Processing data to create Payment Txn s records which are processed by the Batch Processor 1 Prepare import file 1 1 Navigate to the Import Files tab Import Files o Home View Edit Create New View Recent Import Files New recent recards Click Ga ar select a view from the dropdown to display records 1 2 Select the New button Import Files Home View Edit Create New View Recent Import Files C No recent records Click Go ar select a view from the dropdown to display records User Manual c AAkonsult Pty Ltd 2014 Page 141 User Manual konsult PAYMENTS 1 3 Enter details for import file and select Next Import File ance nex Import File Step 1 Merchant Facility DEMO FACILITY Payment Form 4 Online Payment EN mere cm Import From _ File Upload Copy Paste Automatically Create Child Campaigns Import
239. ect Tempiate aine ie Check Speting Cancel EmailFormat Text Only Switch to HTML WN Developer lt david farrington aakonsultcom To M PAY 0002900 bo 7000 User Manual c AAkonsult Pty Ltd 2014 373 User Manual 4 Select Folder and template Type Visualforce Text Direct Debit Bulk Process Text Direct Debit File Extracted Text Text Text Text Text Large Payment Donation Notification Text Mass Annual Statement wi PDF Visualforce Matching Reminder Text Membership Confirmation Visualforce New Direct Debit Text New Online Membership Payment Notification Visualforce New Online Payment Notification Text Pay Later Instructions Text 1 2 Select Payment Receipt email template User Manual Visualforce Text Text Highlight All Account Level Membership Confirmation Email sent after membership has been approved Send a reminder a little while after someone stops or no action from the batch payment schedule Motification that the Direct Debit Bulk Processing has now been completed Notification that the Direct Debit Extract File has now been completed Notify system admin users if an an unexpected error is found Notification that the Import File Processing has now been completed Interim receipt instant receipts are not being used by an organisation Interim refund notification Notification ta Donor Care pe
240. ed 100 25 08 20 subscriptionlssueMailoutProcessor 25 08 2014 10 51 AM Carol Challis Completed o0 100 O 25 08 20 2 5 Check your email for mailout details Hi Jeff Challis The Payment Generation Process request is completed for Issue Issue 49 Please review this Subscription Issue by clicking on the following link https aakpaymc2test dev ed mvy salesforce com a0FAOODODOSQSIn 3 Run Mailout 3 1 Follow email link back to Subscription Issue tab Subscription lssue Customize Page Edit Layout Printable View Help fo Issue No 3 Open Activities 0 Activity History 0 Notes amp Attachments 0 Subscription Issue tems 2 Subscriptions 2 Account Subscriptions 0 Recurring Payments 0 Payment Txn s 0 Subscription Issue Detail Payment Generation Mailout Generation Mailout Single Mailout Final Mailout Multiple Mailout All Subscription Issue Name Issue Ma 3 Mailout Batch 1 Issue Number 3 Last Mailout Generation Completed 21 08 2014 10 21 PM Payment Form Stylish Magazine Publication Date 3 11 2014 Payment Generation 2 Created By Carol Challis 21 08 2014 11 46 AM Last Modified By Carol Challis 21 08 2014 10 21 PM User Manual c AAkonsult Pty Ltd 2014 Page 333 User Manual konsult PAYMENTS 3 2 Select Mailout button according to your needs subscription Issue Customize Page Edit Layout Printable View Help for t
241. ed By Carol Challis 21 08 2014 10 21 PM ion Issue Items 2 Subscriptions 2 Account Subscriptions 01 Recurring Payments 0 Payment Tan s 0 User Manual c AAkonsult Pty Ltd 2014 Page 324 User Manual konsult PAYMENTS 2 2 Select Mailout button according to your needs subscription Issue Customize Page Edit Layout Printable View Help for tt Issue No 3 Open Activities D Activity History 01 Notes amp Attachments 01 Subscription Issue Items 2 Subscriptions 21 Account o 5 ring Payment o Subscription Issue Detal men Geneon Generator IIT Subscription Issue Issue Mo 3 Mailout Batch Ho 2 1 Issue Number 3 Last Mailout Generation Completed _ 21 08 2014 10 21 PM Payment Form Stylish Magazine Publication Date 341 2014 Payment Generation Created By Carol Challis 21 08 2014 11 46 AM Last Modified By Carol Challis 21 08 2014 10 21 PM Single issue Final subscription issue Multiple issues in the one mailout All subscriptions that are due for that issue p Ic 2 3 Check report and print or export Subscription Issue All Report Generation Status Complete Report Options Time Frame Summarize information by Show Date Field Range From To un fepor tide vetare cote Se Ax ri Vn roin Filtered By Edit Subscription Issue ID equals a0G9000000RZ07J Clear
242. ed line item s with the associated Payment Tanis Payment settings Merchant Accounts for gateway and transaction types Custom object to hold denormalized data records that can be imported into the Nonprofit Starter Pack Payment Types for each merchant account The could be items such as Donations Membership Purchase Suppliers Training etc Related items to Payment Txn The related items could be Household Members Shopping Cart line items or Event attendees Related to Payment Txn Used by Event bookings to group Payment Items attendees by Ticket Type Payment options are a list of items and pricing For example this might be memberhips of type Single Family Concession etc Payment transactions Updated for both manual and credit card payments Recurring Donations with no end date Page 158 User Manual konsult PAYMENTS 4 2 Add a new field i Custom Object Payment Txn Managed This Custom Object Definition is managed meaning that you may only edit certain attributes Displa Standard Fields 5 Custom Fields amp Relati 154 Validation Rules 4 Page Layouts 7 Field Sets 55 act Layouts 1 Search Layouts 8 Apex Sharing Reasons 3 ex Sharing Recalculation o Object Limits 11 Custom Object Definition Detail Singular Label Payment Txn Description Payment trans card payments Plural Label Payment Txn s Enable Reports Object Name Payment Txn Track Activities
243. eld as a currency amount Allows users to enter a date or pick a date from a popup calendar Allows users to enter a date and time or pick a date from a popup calendar When users click a date in the popup that date and the current time are entered into the Date Time field ME 1 Select Field data type In our example we are adding a new Currency field 2 Press the NEXT button c AAkonsult Pty Ltd 2014 Page 160 User Manual User Manual konsult PAYMENTS 4 4 Enter field Label and Continue with Wizard AAKONSUIT Search Search Jeff Challis 5 Home About AAkonsult Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Search All Setup e Payment Txn Help for this Page New Custom Field Expand All Collapse All Salesforce1 Setu Step 2 Enter the details Step 2 of 4 Force com Home Cancel System Overview Personal Setup Please enter the length of the number and the number of decimal places For example a number with a length of 8 and 2 decimal places can accept values to 12345678 90 My Personal Information ban em s 5 5 dao Import E Desktop Integration Number of digits to the left of the decimal ee of digits to the right of the decimal My Chatter Settings My Connected Data App Setup Customize xls 3 Create dns 4 Custom Labels
244. endar now only show Campaigns that are linked to Payment Forms with a Payment Form of Event This means Campaigns and Events don t get shown together on the Calendar 4 Added two new reports and links on Campaign 1 Event Attendee List 2 Event Group List 5 If previous URL entered on Payment Form then the Back button on the first screen of the events registration will now go to that field 6 Payment Items are now linked to Campaigns 6 Memberships 1 New option for Membership No Search Option now include the ability to allow entry of last name and membership number to search on the public website OR to just validate the membership number on the public website but allow internal staff users to enter and search display membership details 2 Membership numbers have been increased to 8 digits 3 Renewals matching for subscriber groups If primary contact renews but to a single type membership then remainder in subscriber groups will have their membership numbers removed and subscription membership canceled 4 If a non primary contact renews but renews as a single then they will be given a new membership number subscriber group members will stay active 5 Some minor corrections to the setting of Primary Contact on renewals 7 Refunds 1 A workflow has been created for requesting refund approval This needs to be activated and the recipient of the email to be updated should you wish to use 2 A new button on the refund p
245. ensure the sum of all refunds do not exceed the original transaction amount A check exists to ensure any single transaction does not exceed to original payment amount e Refunds are designed to work with the Salesforce Workflow Approvals As this process is unique for each organisation workflow approvals need to be setup by your administrator or you can engage AAkonsult Professional Services for help email info aakonsult com For a simple approval process to manage approvals see How to setup a Simple Refund Approval Process NOTE For Direct Debit Refunds It is important to note that the refund transactions are for internal purposes only and WILL NOT be included as a reversal in future Direct Debit processing You must get the refund to the payee by other means 1 Navigate to the Payment Txn s tab nts Merchant Facilities Payment TIxn s Manu Change Owner payment Re 2 Select All Manual Payments or All Direct Debits from the pick list A All Manual Payments T dit Delete Create New View Change Owner Authorisation Complete Payment Receivea Generate Receipts a Action Payment Txn No t Status First Name LJ Del 0000001 Matching Complete Sam LJ Edit amp 8 0000005 Matching Complete Sam User Manual c AAkonsult Pty Ltd 2014 Page 212 User Manual konsult PAYMENTS 3 Select the payment to be refunded 0 All Manual Payments v Edit Delet
246. er Manual c AAkonsult Pty Ltd 2014 Page 42 User Manual konsult PAYMENTS 2 2 Scroll Down to Custom Fields amp Relationships and select New Call FXERCUUI ype MELU Set History Tracking ield Dependencies Custom Fields amp Relationships Action Field Label API Name Installed Package Data Type i Edit p Account AAkPay Account c AAkPayments Lookup Edt ccount Account Edit gt Account No AAkPay Account No c AAkPayments Text 20 Lookup E dit Account Subscription AAkPay Account Subscription c AAKPayments Account Subscription User Manual c AAkonsult Pty Ltd 2014 Page 43 User Manual konsult PAYMENTS 2 3 Specify the type of field you would like and select Next Payment Txn New Custom Field Step 1 Choose the field type Specify the type of information that the custom field will contain Data Type None Selected Select one of the data types below Auto Number system generated sequence number that uses incremented for each new record A read only field that derives its value from formi when any of the source fields change Q Formula A read only field that displays the sum minimum Roll Up Summa 5 E count of all records listed in a related list Creates a relationship that links this object to anoti a lookup icon to select a value from a popup list T Lookup Relationship Creates
247. er Manual konsult PAYMENTS 2 5 Set field security for your new field Payment Txn Help for this Page New Custom Field Step 3 Establish field level security Step 3 of 4 Field Label Survey Response Data Type Text Field Name Survey Response Description Select the profiles to which you want to grant edit access to this field via field level security The field will be hidden from all profiles if you do not add it to field level security Field Level Security for Profile _ Visible Read Only Contract Manager L Cross Org Data Proxy User Custom Marketing Profile Custom Sales Profile E Custom Support Profile i Force com App Subscription User _ User Manual c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS 2 6 Add to page layouts and Save Payment Txn New Custom Field Help for this Page Step 4 Add to page layouts Step 4 of 4 Previous Cancel Field Label Survey Response Data Type Text Field Name Survey Response Description select the page layouts that should include this field The field will be added as the last field in the first 2 column section of these page layouts The field will not appear on any pages if you do not select a layout To change the location of this field on the page you will need to customize the page layout To change the values that appear you will need to customize the Record Types Add Fiel
248. er Manual konsult PAYMENTS How to use Custom Fields with URL Tokens To use custom fields with URL Tokens create a custom field of the same type and same internal developer name on both the URL Tokens Object and Payment Txn object For example if you create a lookup field on the URL Tokens to the contacts object with a name of Trainer you also need to create a field with the same type name on Payment Transactions This would then allow entry of Trainer on the URL Token and when this URL Token record is used to make a payment the Trainer entered will appear on the Payment Txn record created Page 433 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS How to use URL Parameters The recommended option is to use the URL Tokens and NOT the URL Parameters option The URL Parameter options parameters in the URL to control the defaults and behaviour of the online checkout form This can include which Merchant Facility and Payment Form are being used 1 Example 1 Connect your payment form to your Merchant Facility 1 1 Locate your Merchant Facility record ID C fi https ap1 salesforce com a Search Search PAYMENTS Home About AAkonsult Payments te ic Payment Txn s DEMO FACILITY Merchant Facility User Manual c AAkonsult Pty Ltd 2014 Page 434 User Manual konsult PAYMENTS 1 2 Place your Mercha
249. erd Barker Loan Repayments shepherd Charles Latrobe month James Bond 3 Select Payment Schedule from the drop down menu and Continue nts Merchant Facilities Payment Ixns Manual Payments 4 New Recurring Payment Select Recurring Payment Record Type Select a record type for the new recurring payment To skip this page in the future change your Select Recurring Payment Record Type Continue Cancel c AAkonsult Pty Ltd 2014 User Manual Page 199 User Manual konsult PAYMENTS 4 Enter details for the recurring payment and SAVE i Recurring Payment Edit New Recurring Payment Recurring Payment Edit Information comet ft 6 mer mE el Merchant Facility Click lookup icon EN i Frequency Payment Form j a Last Attempted Date Time _ Recurring Payment Status Transaction Generated gt Last Subscription Issue Purchased fo Last Payment Date 1 30 07 2014 Next Payment Date 30 07 2014 Account Subscription Contact Subscription Payment Method Send By Post Payment After Next Payment Date _ 30 07 2044 Payment Month None End Date _ 30 07 2014 sve dew User Manual c AAkonsult Pty Ltd 2014 Page 200 User Manual konsult PAYMENTS How to manager recurring payements for invoicing Payment Schedules Payment sc
250. ership Renewal or Token Card Charge User Manual c AAkonsult Pty Ltd 2014 Page 78 User Manual konsult PAYMENTS 2 1 Make Payment Example Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions DEMO FACILITY 1 Online Payment 2 Membership E ii 3 Subscription w 4 Appeal 5 Donation with option of regular it 6 Event Training Course After selecting the Make Payment Option in the previous section the following screen is shown This allows for quick selection of any of the currently setup Payment Forms Also going across the top is Credit Card Manual Payment or Charge Card options providing different ways menthods of transacting The Charge Card option will only appear if there is a valid related Recurring Payment associated with the contact This allows for a card to be tokenised saved and then later on charged 3 Charging a previously tokenised card With the appropriate permissions you can charge a card that has been previously tokenised and stored Please see How to make an additional payment to a recurring payment Token Charge for more information User Manual c AAkonsult Pty Ltd 2014 Page 79 User Manual konsult PAYMENTS How to set up credit cards 1 Configuring Credit Cards Before you can take Credit Card Payments you must have a merchant facility Please see Sett
251. ersion and are sent to Email field Print Email Receipt Object Subscription Issue edit page layout and add buttons Mailout generation Mailout single mailout multiple mailout final mailout all Also add field mailout batch No Last mailout generation make both fields read only on page layout User Manual c AAkonsult Pty Ltd 2014 Page 541 User Manual konsult PAYMENTS 2 3 May 2013 2 3 Release Notes 1 Introduction of Subscription Issues management Added ability to support subscription types of style magazine publication where the subscription is based on issue number vs the length in months of the subscription For more details please see the Subscriptions Magazine Issue No style section 2 Refunds for Manual Payments Refunds have been updated to also work with Manual Payments 2 3 Post upgrade notes Payment Type Add Current Issue to Membership Subscriptions Section e Payment Options Payment Options Layout Add Start Subscription amp Start Subscription From No of Subscriptions per Subscription Period e Account Subscriptions Page Layout Add First Issue Last Renewed Issue End Issue original end issue Issues Remaining e Subscriptions Page Layout Add First Issue Last Renewed Issue End Issue original end issue Issues Remaining e Payment Txn Manual Layout add button refund User Manual c AAkonsult Pty Ltd 2014 Page 542 User Manual konsult PAYMENTS
252. es User Manual c AAkonsult Pty Ltd 2014 Page 380 User Manual konsult PAYMENTS 5 1 Select all of the text from original email template and copy Visualforce Email Template Edit Payment Receipt Visualforce Email Template Edit Save Component Reference Email Content Version Settings FA Aa Position Ln 1 Ch 1 Totat Ln44 Chi891 Follow all the steps prior to this for editing the email template but instead of editing right click select all then right click copy 5 2 Navigate to setup Administration Setup Communication Templates Email Templates Critical Updates Administration Setup Manage Users Manage Apps Manage Territories Company Profile Security Controls Domain Management 3 Communication Templates Email Templates Mail Merge Templates Translation Workbench Data Management Monitoring User Manual c AAkonsult Pty Ltd 2014 381 User Manual konsult PAYMENTS 5 3 Create New Template AAkonsult Payments Below is a list of all your email templates in the folder selected Click the new button to create a new text HTML Custom or Vi sending single emails For mass emails only text HTML and Custom templates may be used Folder AAkonsult Payments Editi Create New Folder Action Email Template Name Tunt Available For Use Description
253. esforce com PROCESS Administrative procedures such as receipting reconciliation refunds payment status and managing recurring payments become automatic MANAGE To help you manage your business AAkonsult Payments has included a number of pre built reports and dashboards Information stored allows for event and subscription management which can be enhanced with Salesforce features such as Chatter and specialised customisation EXTRA Of course payment systems need to be able to handle tax calculations surcharges CAPTCHA freight and currency conversion with ease User Manual c AAkonsult Pty Ltd 2014 Page 9 User Manual konsult PAYMENTS What are the key features of AAkonsult Online Payment Forms e Secure Unlimited number of forms Tailor with your own text logo and Terms amp Conditions and select from one of 22 different colour themes Configurable options including memberships recurring payments suggest amounts etc e Suggested suburbs and postcodes allow for quick entry and better quality of address information Receipting Generate PDF email receipts instantly Donor care can utilise workflow to identify and manage donors that make a larger amount or are first time donors e Annual Statements Memberships Organisation and or Contact level memberships Flexible membership types and terms e Auto reminders of renewal Events Movie ticket style eg buy 2 tickets and turn up
254. esource d Name Active Card Types gt Visa MasterCard Confirmation Page Action u NEP NEP EP c AAkonsult Pty Ltd 2014 Page 41 User Manual konsult PAYMENTS 1 3 Scroll down to Custom Fields and enable Custom Fields with the tick box Custom Fields Enable Custom Fields mi Enable Custom 4 Fields Custom Fields Header Quick Survey Custom Fields 4 Header Enable Custom 2 Fields mi Enable Custom 5 Fields Custom Fields 2 Header Extra Information X Custom Fields 5 Header Enable Custom 3 Fields Enable Custom 6 Fields Custom Fields 6 Header Custom Fields 3 Header Create a Header names for your new fields 2 Create Custom Fields 2 1 Navigate to Setup gt Create gt Objects gt Payment Txn App Setu screensteps for pp Edit Cache Eris eium y Edi 201 AAkPayments Y Edit ErrorLog AAkPayments Edit Import File AAkPayments y Report Types Edit gh os AAkPayments Import File d Global Actions oll MEN Import File Line Import File Line Tabs Edit ltem Payment AAkPayments Item Payment Workflow amp Approvals Txn Txn Develop Edit p AAKPayments Deploy Schema Builder Edit Paymentltem AAkPayments Payment Txn d Canvas App Previewer Installed Packages Edt gh a AAkPayments Payment Txn x AppExchange Marketplace Edit Payment Option AAkPayments Payment Type 4 Administration Setup ro mem Us
255. ession you define The formula field is updated when any of the source fields change CO Roll Up Summary A read only field that displays the sum minimum or maximum value of a field a related list or the record count of all records listed in a related list Creates a relationship that links this object to another object The relationship field allows users to click on a lookup icon to select a value from a popup list The other object is the source of the values in the list Creates a special type of parent child relationship between this object the child or and another object the parent or master where The relationship field is required on all detail records The ownership and sharing of a detail record are determined by the master record When a user deletes the master record all detail records are deleted You can create rollup summary fields on the master record to summarize the detail records The relationship field allows users to click on a lookup icon to select a value from a popup list The master object is the source of the values in the list 2 Lookup Relationship CO Master Detail Relationsh ip External Lookup Relationship Creates a relationship that links this object to an external object whose data is stored in an external data source Allows users to select a True checked or False unchecked value Allows users to enter a dollar or other currency SIS automatically formats the fi
256. et 4 1 Changing FieldSet Layouts Campaigns Search All Setup Q Campaign Field Sets Expand All Collapse All A field set is a grouping of fields Field sets can be displayed on Visualforce pages and added to managed packages Organizations with field sets deployed can add remove or re Salesforce1 Setup the field set without altering the Visualforce page Force com Home Field Sets _New Field Label API Name Where is this used System Overview On event Calendar when clicking on a particular event a popup ofthe event details is shown 2 eventCalendarPopup01 AAkPay__eventCalendarPopup01 Fields are marked as required will show in bold Personal Setup 2 eventContactUs01 AAKPay__eventContactUs01 Details to show on the event registration screen Contact Us section My Personal Information eventUpcomingDetail AAKPay__eventUpcomingDetail Header details highlighted in the Upcoming Events list normally set to the Place of the event Email 7 enn 2 eventUpcomingHeader AAKPay__eventUpcomingHeader Header details highlighted in the Upcoming Events list normally set to the name of the event gt Desktop Integration amp eventWhenWhere01 AAkPay__eventWhenWhere01 Details to show on the event registration screen when and where section gt My Chatter Settings gt My Connected Data App Setup EJ Labels Home x Activitic ields Related Lookup Filters Validation Rules Triggers Page Layouts ce Search
257. etails denotes a compulsory field Please fill all of these fields in below and then press the Continue button Title Student First Name Last Name Membership No 8 Phone Mobile Phone Email Street _ Suburb Town Williamstown State Victoria Postcode 3016 pom Australia 3 4 Translation Trouble Shooting User Manual c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS 4 1 Check your selected language matches the Sites user langaue User Edit Payments Site Guest User User Edit General Information First Name User License Guest LastName SiteGuest User Profile Payments Pre we guest O O Email jeff challis aakonsult com Username payments nfpaakpay devell Salesforce CRM Content User Nickname Payments 1 Email Encoding General US Division Locale Settings Time Zone When you added a language to the Translation Workbench ensure that this language matches the locale for the user setup for the Sites User le Under Setup gt Develop gt Sites Click into your website Click on Public Access Settings button click onto View Users Asssigned User button Click Edit next to the users and review update the Locale For more information and steps on this users please see the installation manual How to set up external site security older version in particular the Name and TimeZone section User Man
258. etry Attempts Recurring Payments Type On Shipment Payment Frequency Options User Manual c AAkonsult Pty Ltd 2014 Page 327 User Manual konsult PAYMENTS 2 4 Tick the checkbox for the Enable Recurring field Donor Care _ Large Payment Amount Enable Soft Credits Wo Recurring Retry Attempts Recurring Payments Type gt On Shipment Payment Frequency Options This ensures that details entered from the web form are brought forward 2 5 Set the Recurring Payment Type field to On Shipment and SAVE Donor Care Large Payment Amount _ Enable Soft Credits Mo Subscriptions set to On Shipment will only be processed when you are ready to ship your product When you wish to process the payment refer How to manage subscriptions charge on shipment User Manual c AAkonsult Pty Ltd 2014 Page 328 konsult User Manual How to manage subscriptions charge on shipment 1 Charge payment before shipping 1 1 Navigate to the Subscription Issue Tab nts Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscription EEEE P Subscription Issues WA Home Vie Edit Create New View Help for this Page Recent Subscription Issues ARE Subscription Issue Name Payment Form Issue Number Publication Date Mailout Batch No Last Mailout Generation Completed Issue 002 3 Subscription 2 20 05 201
259. ets Available gt 30 Event Name _ Magic Tricks with AAkonsult Payments Event Brief Description gt Getting the most out of your payments product Payment Form Text BI Uae a ES EE Get the most out of your payment product with this intensive week long training course that will guide you through all the screens layouts and workflows to make your system shine Did you know that AAkonsult Payments does so much more than just handling payments lul lil Events training amp conferences Subscriptions Memberships Integration with Shopify Reports and Dashboards 1 Check that the Publish on Web checkbox is ticked 2 Check that the Start Date is on or after today User Manual c AAkonsult Pty Ltd 2014 Page 236 User Manual konsult PAYMENTS 3 5 Fill in extra details if required and SAVE Venue Name Big Building Street 453 The Street CY Melbourne Country Australia 5 mus L co ig coL I Le Lt Xr Phone 41393970443 EM _ a Save amp New 4 Test c AAkonsult Pty Ltd 2014 Page 237 User Manual User Manual konsult PAYMENTS 4 1 Navigate to the Merchant Facility tab and select the Upcoming Events URL ts Merchant Facilities Payment Txns Manual Payments Recurring Payments Subscription Grot Merchant Facility amp DEMO FACILITY Forms 101 Notes amp Attachments 01 Payment T
260. ev1 com R EC El PT AAkonsult Pty Ltd Monday 9 codi Josh Gilbert 109 JOSH ST WILLIAMSTOWN VIC 3207 AUSTRALIA Dear Josh Thank you for making your payment your support is very much appeciated Please also checkout our free App on the www appexchange com that allows you to default campaign member status s based on the Campaign Type Search for AAkonsult Campaign Status o The team at AAkonsult Pty Ltd 9 02 2015 Membership Page 368 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS How to choose send options for receipts There are a number sending of receipt options included with the standard package 1 Navigate to the Merchant Facilities tab ients Merchant Facilities Payment Ixn s Merchant Facility amp DEMO FACILITY Back to List Custom Object Definitions The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 Scroll down to Payment Forms heading New Payme Action Payment Form Name Primary Payment Form Payment Type Default Edit Del 1 Online Payment MN Order Edit Del 2 Membership MN Membership Edit Del 3 Subscription y Subscription
261. ew custom field and would like this field to be visible or editable on the public website forms then you need to set the field level security for these fields under the developer gt sites profile When you create a field in Salesforce it gives you the option of setting the field level security for profiles however this does NOT include the public sites profiles You ll need to follow the steps in this procedure 1 Navigate to Site Create Your Force com Sites App Setup Your Force com domain name is nfpaakpay developer edition ap1 force com Force com Sites Terms and Conditions Dex Classes Apex Triggers Apex Test Execution Sites nfpaakpay developer New API edition ap1 force com Components Site Label Site URL Site Description Active Site Type Last Modified By Custom Permissions Edit D 88 http nfpaakpay developer edition ap1 Forcecom Jeff Challis 3 04 2015 11 53 AM Custom Settings Email Services Lightning Components BETA Pages S Controls Q Static Resources Tools Remote Access External Data Sources External Objects Secure Agents gt Deploy Schema Builder The Site was previously setup during the installation procedure Force com Sites 1 Navigate to setup gt Develop gt Sites 2 Click into your site c AAkonsult Pty Ltd 2014 Page 486 User Manual User Manual konsult 2 Site Profile Site Details Payments
262. ext in this PDF document needs to be updated to reflect your organisations words 3 1 Navigate to the Merchant Facility tab Payments Merchant Facilities I ayment Manual amp DEMO FACILITY The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 300 User Manual konsult PAYMENTS 3 2 Scroll down to the Payment Forms heading v System Information Created By Jeff Challis 21 03 2015 9 53 AM Last Modified By Jeff Challis 6 04 2015 8 41 AM Record Type Payment Delete New Payment Form Action Payment Form Name Primary Payment Form Payment Type Default Campaign Enable Delivery Address Enable Donation By Enable Donation With Enable Email Receipt Only Enable Payment Edit Del 1 Online Payment Y Order Edit De Membership Edit Del 3 Subscription Subscription Edit Del 4 Appeal Donation DEMO Appeal 5 Donation with Edit Del option of reqular P Donation giving BE X NUS US lt Show 1 Go to list 6 Notes amp Attachments Scroll down to the Payment Forms related list Click into the Payment Form you are using for Memberships Subscriptions
263. f Line Items 4 No of Lines with Errors 0 Total Amount 176 00 Notes User Manual c AAkonsult Pty Ltd 2014 Page 146 User Manual konsult PAYMENTS 3 3 Await email when processing is complete and select Close Import File Process Uploaded Items Close D Your request has been submitted and you will receive an email confirmation ance the updates are complete Process Uploaded Items Import Name 120140825001 Merchant Facility DEMO FACILITY Payment Form ipti Import Type Australia Everyday Hera Import Date 25 08 2014 Ho of Line Items 4 Total Amount 151 25 Notes Sample data for csv import Campaign gt Ho of Lines with Errors 0 Updating Progress Your request has been submitted and you will receive an email canfirmation ance the updates are complete Apex Class Created Date Created By Status importFileProcessor 25 08 2014 12 43 PM Carol Challis Completed 100 User Manual c AAkonsult Pty Ltd 2014 Page 147 User Manual konsult PAYMENTS How to handle BPAY Australia import files The import file process allows for a CSV file to be uploaded and automatically match payment details with existing Payment Transactions generated by the Payment Schedule processor invoices The matching process 1 The processor searches for Payment Txn s with a status Awaiting Payment that match the Biller Code and the amount 2 Ilf there are no Payment Txns with the Same Amount for that Biller Code the
264. f upcoming expiries easier 6 Events registration updates to allow Once off Authorise and to update ticket numbers for Auth type transactions 7 Correctly to false positive reporting of security access to Subscriptions and Account Subscriptions oe De 3 10 Post upgrade notes Navigate to setup gt create gt objects gt Merchant Facility Scroll down to record types section Click into NOT Edit click edit next to Mobile Responsive add values Click on the Merchant Facility Tab click into a merchant facility Edit Layout drag drop the Mobile Response fields and Upcoming events URL field onto page layout Save From the Merchant Facility Tab scroll down to Payment Types click into a payment type Click Edit layout Add a new section Social then copy all fields beginning with Social onto the Page Layout Save User Manual c AAkonsult Pty Ltd 2014 Page 525 User Manual konsult PAYMENTS 3 9 December 2013 3 9 Release Notes 1 Support for Internet Explorer 11 2 Further enhancement for language translations 3 FieldSets for Receipt and Membership Confirmation Renewals address fields User Manual c AAkonsult Pty Ltd 2014 526 User Manual konsult PAYMENTS 3 9 December 2013 3 8 Release Notes 1 Added opportunity line item products to opportunities for Shopify integration where Create Opportunity Line checkbox is selected on the Merchant Facility 2 Stronge
265. force com When using Manual Payments in conjunction with Subscriber Group family members please ensure you read details in the Subscription Groups Family Membership section Page 130 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 1 Navigate to the Manual Payments tab s MerchantFacilities Payment Txn s Recurring Payments Manual Payment Manual Payment Detail Transaction Information Merchant Facility DEMO FACILITY e amp Paymenttyee x Contact Lookup Copy S Contact Information Tite sd aa S MEER 0 0 1 Mailing Information Vv Street Suburb Town State Postcode County Payment Information Metho ot Payment None V Bank Deposit Date 22 07 2014 22 07 2014 Amount Account No accio A __ Transaction Date 32 07 2014 22 07 2014 Payment By So Total Amount 0 00 Notes Information Comments For quick entry of contact details 1 Uses the lookup next to the Default Contact Info From section 2 Enable Membership Search on the Payment Form Merchant Facility scroll down to related Payment Forms This will allow you to use a membership number supporter number to quickly locate the contact 3 Press the Manual Payment button from an existing contact User Manual c AAkonsult Pty Ltd 2014 Page 131 User Manual 2 Enter details and Save Manual
266. from a popup list The other object is the source of the values in the list Creates a special type of parent child relationship between this object the child or detail and another object the parent or master where The relationship field is required on all detail records The ownership and sharing of a detail record are determined by the master record When a user deletes the master record all detail records are deleted You can create rollup summary fields on the master record to summarize the detail records The relationship field allows users to click on a lookup icon to select a value from a popup list The master object is the source of the values in the list C2 Master Detail Relationship i Lookup Relationship Creates a relationship that links this object to an external object whose data is stored in an external data source Allows users to select a True checked or False unchecked value Checkbox Allows users to enter a dollar or other currency amount and automatically formats the field as a currency amount This can be useful if you export data to Excel or another spreadsheet Date Allows users to enter a date or pick a date from a popup calendar Allows users to enter a date and time or pick a date from a popup calendar When users click a date in the popup that date and the current time are entered into the Date Time field Date Time Allows users to enter an ema
267. g Payments If payment day is blank then uses last payment date day Previously always made this the first day of the month 5 Subscription Issues Added new tab to make easier management updated to have warning if not current issue on payment generation and mailout generation plus provided button to quickly set 6 Cloning of subscription issue resets system maintained fields such as last batch number Added charts to subscription issue page 8 Direct Debits Cloning of Direct Debit batches resets system maintained fields such as otatus Number in Batch etc otatus is marked as completed if all transactions are marked as complete or error Counters for number of transactions completed or in error added User Manual c AAkonsult Pty Ltd 2014 Page 529 User Manual konsult PAYMENTS 3 5 November 2013 3 5 Release Notes Refunds Allows for entry of number of days subscription to refund 2 About AAkonsult Payments View training courses now shows the training course registration screen 3 Merchant Facility Tab Run now for batch processor recurring processor now have hover warning not to click multiple times and display a warning message 4 URL Tokens for Opportunity Create now assigns Opportunity Contact role related contact o Added Invoice Text to Payment Form and updated Payment Schedule Invoice Email template to use this text Also Allowed option on invoice body to use the full layout layoutType
268. gate to Setup gt Create gt Objects 2 Click into Import File Line Item User Manual Account Account Subscription Account Account Contact Import File Import File Line Item Payment Txn c AAkonsult Pty Ltd 2014 Y amp 5 o EM lt Used for storing memberships and subscriptions that an Account may have joined up with subscribed to Joiner object between Accuount Subscriptions and payments This will allow for visibility of different Account Subscription amounts paid and when It also allows for summarising of all subscriptions by Account Custom object for storing additional addresses for Household Accounts in the Nonprofit Starter Pack The holding object for batch entry Interaction with this object should occur only through the Batch Data Entry tab Errors can now be found in the Errors Log tab in the NPSP Settings page Direct Debits Batch contains a list of transactions that are to be uploaded to your bank for processing Contains errors generated from the NPSP package during normal operations Should any system errors be detected then they will be logged here Workflows will alert system administrators of these errors for actioning Accounting units used for allocating Opportunities Physical mailing address for grouping contacts Used for file imports such as BPAY Transactions Imported file line items details as extracted from the Import File Links the imp
269. gazine Campaign Annual Statement 2014 15 Only include transactions for 0 Heading to Statment From Date 1 01 2014 To Date 31 12 2014 Payment Type _ Process User Manual c AAkonsult Pty Ltd 2014 Page 414 User Manual konsult PAYMENTS 5 4 Wait for sending process to finish Payment Type Batch Apex Jobs Apex Class Created Date Created By Status FDFStatementSendProcessor 27 10 2014 6 07 PM Carol Challis Queued E An email will notify you when this is complete 6 Follow up 6 1 Navigate to the Campaign tab and select the Annual Statement campaign created above Campaign Annual Statement 2014 15 Back to List Installed Package C ign Hierarchy 11 Open Activities J0 Campaign Detail E Campaign Owner Carol Challis Change Campaign Name Annual Statement 2014 15 View Hierarchy Active yf Type Other Payment Form Stylish Magazine Status Planned Expected Revenue ivity History 10 Attachments 0 OF c AAkonsult Pty Ltd 2014 Page 415 User Manual User Manual konsult PAYMENTS 6 2 Scroll down to Campaign Members heading and check the Status Campaign Members Manage Members Action Type Status First Nan Edit Remove Contact Bob Edit Remove Contact Henry Edit Remove Contact John Edit Remove Contact James Edit Remove Contact James Edit Remove Contact Jeff Edit Remove Contact Caroline Edit Remove Contact
270. hallis 1 01 2013 2 47 PM Where is tl Edit checkoutlomplete AAkPay checkoutComplete Payments Edit checkoutlompleteBank Transfer AAkPay checkoutCompleteBankTransfer Shown on Edit checkoutCompleteDirectDebit AAkPay checkoutCompleteDirectDebit Shown on lt Events Edit checkoutCompleteEventsFree AAkPay checkoutCompleteEventsFree psc cpu x m curan Pra aa Events Pa Edit 2 checkoutCompleteEventsPaid AAkPay checkoutCompleteEventsPaid event nd 2 4 Select and the FieldSet to Edit Manual Payments Entry Name and Contact details Section Edit 9 manualPaymentName AAkPay manualPaymentName LastName must remain required Edit 9 manualPaymentNotes AAkKPay__manualPaymentNotes Manual Payments Entry Notes Section Edit 9 manualPaymentPaylInfo AAkPay manualPaymentPaylnfo Manual Payments Entry Payment Info Section receiptDate AAkPay receiptDate PDF receipts main transaction date section Normally a single field receiptMailingAddress AAkPay receiptMailingAddress PDF receipts Mailing Address section Default or when component parameter AddressType Mailing receiptOtherAddress AAkPay receiptOtherAddress PDF receipts Mailing Address section when component parameter AddressType Other 3yme AAkPay receiptPaymentlnfo Used on PDF receipt line where amount date etc is shown Edit 9 recurringSetup AAkPay recurringSetup Recurring Payments
271. hat your new default currency is shown in the drop down menu Account Contact Opportunity Matching Account Matching Method Create Using Contacts Name Override Target Contact Values Yes Automatic Matching Match and Create New If No Match Found Create Opportunity _ Account Template _ IP Defaulting gt y Contact Template _ Multi Currency Handling Hide Matching Rules Account First Name Last Name First Name Last Name Default Currency IIS vo Phone Last Name Email Last Name First Name Suburb Last Name Mobile Membership 19 Last Name Disable Custom Indexing Enable Geonames Autocomplete y Subscription Lapsed Grace Days 30 Default State _ Default Country Australia Print Email Receipt gt carol 74demo com User Manual c AAkonsult Pty Ltd 2014 Page 461 User Manual konsult PAYMENTS How to enable CAPTCHA A CAPTCHA is a program that can generate and grade tests that humans can pass but current computer programs cannot AAkonsult Payments uses Google s reCAPTCHA to generate images and validate responses CAPTCHA usage is useful as a tool to help prevent automated scripts using payment forms to automatically submit fraudulent transactions 1 To enable Merchant Facility amp DEMO FACILITY Back to List Custom Object Definitions Payment Forms 6 Notes amp Attachments o P Merchant Facility Detail Edit Delete Clone 5 Payment Setting Name DEMO FA
272. he Payment Form record Under the Donations section This option should be used in conjunction with the Create Opportunities set to Yes on the Merchant Facility Once enabled the person to Soft Credit Section will appear on the manual payment forms 1 Enabling Soft Credits ents uta Payme Merchant Facility JE mrcnam TAM 1 Navigate to the Merchant Facility The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 135 User Manual konsult PAYMENTS 1 1 Enable Create Opportunity on Merchant Facility v Account Contact Opportunity Matching Account Matching Method gt Create Using Contacts Name Automatic Matching gt Match and Create New If No Match Found Account Template Contact Template gt Price Book Standard Matching Rules Account First Name Last Name First Name Last Name Multi Currency Handling gt Hide Fundraiser ID First Name Last Name Phone Last Name Email Last Name First Name Suburb Last Name Mobile Membership Id Last Name Disable Custom Indexing gt Default Currency gt AUD Subscription Lapsed Grace Days gt 30 Print Email Rece
273. he pick list and select Continue New Recurring Payment Select Recurring Payment Record Type Select a record type for the new recurring payment To skip this page in the future char Select Recurring Payment Record Type Continue Cancel 4 Enter details for the recurring payment and SAVE s Recurring Payment Edit 4 New Recurring Payment Recurring Payment Edit Save Save amp New Cancel Information Recurring Payment Name Lease Payments o Currency EUR Lease Payments Merchant Facility DEMO FACILITY e o a Freight fF Payment Form 1 Online Payment o a i Frequency Six Monthly Bank Account Name Lani 5 Last Attempted Date Time Transaction Generated L Financial Institution Institution Address BSB No 123 456 Last Subscription Issue Purchased Do C 4 Last Payment Date 25 08 2014 Account No Statement Text Hext Payment Date 26 08 2014 25 08 2014 Recurring Payment Status Active Payment After Next Payment Date 25 08 2014 Account Gu Payment Day None Campaign a Payment Month None Account Subscription Qu End Date fd 25 08 2014 Contact Subscription a Record Type Direct Debit Link to a Contact name or add if details are not found Create a name for the recurring payment Link to your Merchant Facility Link to your online form Enter bank details Enter BSB No For Australia the format
274. he surcharge field will only appear if one or more types has a surcharge If the Tax option Amounts Include or Amount Excludes is selected thenthe tax amount will be calculated and shown onthe screen eee eee CERE SENSO E e When multi currency handling is Input then the web site visitor will beableto selectthe currency they are making their payments in MerchantFacility Account Contact Opportunity Matching section When multi currency handling is show thenthe web site visitor will be shown the currencythatthe transactionwill bein This willbe the Default Payment Method allows the payeeto selecthow they will pay for this transaction Options are Credit Cara i Merchantfacility Main section ondetail part of tab Invoice Me If selected your organisation will post email and invoiceto the Payee BankTransfer If selected after pressing the confirm button the payee will be shown the bank transfer instructions as entered on the Merchant Facility Bank Transfer Instructions Pledge or Send By Post If selected after pressing the confirm button the payee will be shown the postal instructions as entered in the Postal Instructions section onthe Merchant Facility Credit Card Types Payment Form Credit Card Type Payment Forms creditcard form Pleasenote iat your Merchant Facility provi
275. hedules provide a way of regularly sending payment requests invoices to persons that are on a recurring payment schedule such as subscribers members or regular donors 1 Payment Schedules Overview Flow Online Credit Card Manual Entry Payment Mark Payment E remm R Ricoh eceipted Payment Setup Payment Recuming Payment Erb Schedule Processor Import File The diagram above shows an overview of the process with details of each step described in the following sections 2 Payment Schedules Setup For creation of a new Payment Schedule please refer to How to set up recurring payments for invoicing Payment Schedules User Manual c AAkonsult Pty Ltd 2014 Page 201 User Manual konsult PAYMENTS 3 Recurring Payment Processor IzIhzzihg28xQ2qnhapuwxIDzyAzZQ92FRP5dqBzVesOkzbdU ONzmOU Batch Payments Processors Recurring Payments Processor Status gt Stopp Last Recurring Payment Run gt Next Run Time Batch Payments Processor Status gt Stopped Last Batch Processor 3 04 2015 10 56 AM Run Now Mext Run Time The Recurring Payment Processor will check for all Recurring Payments including Payments schedules that are due to be charged on or before todays date For Recurring Payments of record type Payment Schedule a Payment Txn record will be created with a status of Payment Schedule Start The Recurring Payment Processor only needs to be
276. hip No Q Display Order 3 Description Description Extra special price for members _save J save new Payment Options Name eg Member Non member Front Row Status should be Active Display Order appearance order on form Pricing Code Requires Membership No extra feature to tighten ticket security Te ON gt 3 Event Set up the event details 3 1 Navigate to the Campaign tab Campaigns Home View My Active Campaigns Edit Create New View User Manual c AAkonsult Pty Ltd 2014 Page 234 User Manual konsult PAYMENTS 3 2 Select the New button T Campaigns Home Edit Create Mew View 3 3 Fill in the Campaign Information for the event Campaign Edit New Campaign Campaign Edit Campaign Information Campaign Owner Carol Challis Campaign Name Active Status Planned Li Expected Revenue Budgeted Cost Actual Cost Expected Response Hum Sent Parent Campaign URL Token Create URL Token gt 1 Create a meaningful name User Manual c AAkonsult Pty Ltd 2014 Page 235 User Manual konsult PAYMENTS 2 Ensure the event is Active 3 Link the Event Form just created 3 4 Fill in Event Details When o Start Date 3 08 2015 7 08 2014 StartTime 9 00 v EndDate 7 08 2015 7 08 2014 End Time Event Details Max No Tick
277. iber 1 Scroll down to the related Chatter Section 2 Double click to select post types and press SAVE User Manual konsult PAYMENTS 4 Check your Chatter feed on the Home tab Payment Txn 8 PAY 0000013 Post File 2 Link pf Poll Follow Write something Share Followers mE Mo followers Q Show All Updates Carol Challis E e New Contact Caroline Chisholm created made payment of 23 472 24 Comment Like Today at 3 59 PM Carol Challis e New Person Acount Caroline Chisholm created and made payment of 23 472 24 Comment Like Today at 3 59 PM Chatter feeds have been automatically generated User Manual c AAkonsult Pty Ltd 2014 Page 483 User Manual konsult PAYMENTS What data model and objects are used The data model shown below is designed to give a high level overview 1 Data model Payments High Level Data Model C Account amp lt a Account Subscriptions L Subscriptions Page 484 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 2 Objects Object Notes Merchant Facility The merchant account object contains details on a particular facility Payment Setting c AAkonsult Payment customers need to arrange with their bank a Merchant Facility that works with Direct Payment Solutions DPS Most organisations would just have one merchant f
278. ies Payment Txn s Manual Payments ring Payments New Recurring Payment select Recurring Payment Record Type Select a record type for the new recurring payment To skip this page in the future change your Select Recurring Payment Record Type Continue Cancel 4 Enter details for the recurring payment and SAVE ts Merchant Facilities Payment Txn s Manual Payments csl nbn ui Subscription Groups Account Subscriptions Subscriptions Subscription Issues Recurring Payment Edit Help for New Recurring Payment Recurring Payment Edit Save Save amp New Cancel Information 1 Required D s omes AUD 7 Recurring Payment Name O Payment Amount fe Merchant Facility Click lookup icon Donation Amount ee Recurring Payment Status gt None v Expiry Reminder gt j qm Campaign A Last Attempted DateTime O 4 042015 1 41 PM Credit Card Type None v Transaction Generated gt Credit Card Retry Attempts gt fe DpsBillingld fs Last Payment Date 1 4 04 2015 Payment Gateway Customer Profileld gt D E Next Payment Date e 4 04 2015 Original Authorisation Transaction 0 0 OE Payment After Next Payment Date _ 1 4 04 2015 Last Card Update Auth Transaction SY Payment Day None Account Subscription Qu Payment Month gt None v Contact Subscript
279. ies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according to time triggers For example salesforce com can automatically send an email reminder to the account team if a high value opportunity is still open ten days View All Workflow Rules Create Mew View Bicipie rie nir LUI New ule Mark Refunds as having been receipted so they will ga through the ma Action Rule t Description Edit Deactivate mark Refunds as Receipte Edit Activate sends out a confirmation email when a membership is approved or ar 12 User Manual c AAkonsult Pty Ltd 2014 Page 298 User Manual konsult PAYMENTS 1 5 Select Activate Workflow Rule Help for this Page Membership Confirmation Managed Back to List Workflow Rules A This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail Rule Name Membership Confirmation Object Subscription Namespace Prefix AAkPay Evaluation Criteria Evaluate the rule when a record is created and every time it s edited Installed Package AAKPayments Active Description Sends out a confirmation email when a membership is approved or an approved member renews Rule Criteria OR AMD ISMEWTQISPICKVAL amp AkPay Membership Status c Approved AN
280. ike to proceed with using the workbench click Enable If you need to turn the workbench off click Disable on the translation settings page gt My Chatter Settings gt My Connected Data o App Setup Customize Create gt Develop gt Deploy Schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Administration Setup Manage Users gt Manage Apps gt Manage Territories gt Company Profile gt Security Controls gt Domain Management Communication Templates ansi auon YVOLKDencr Import gt Data Management 1 Under setup gt administration setup gt Translation Workbench gt Translation Settings 2 Click ENABLE User Manual c AAkonsult Pty Ltd 2014 Page 54 User Manual konsult PAYMENTS 1 3 Add Languages for Translation Workbench Home About AAkonsult Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Search All Setup Translation Workbench Help for this Page Expand All Collapse All Click Add to select the languages your organization supports and the users who are responsible for translating that Salesforce1 Setup language Supported Languages Force com Home Action Language Active Translator s System Overview Edit Spanish Edit French Personal Setup fet Edit Japanese My Personal Information Email The Tra
281. il address which is validated to ensure proper format If this field is specified for a contact or lead users can choose the address when clicking Send an Email Note that custom email addresses cannot be used for mass emails C Email Allows users to define locations Includes latitude and longitude components and be used to calculate 1 Select Field data type In our example we are adding a new Currency field 2 Press the NEXT button User Manual c AAkonsult Pty Ltd 2014 Page 156 User Manual konsult PAYMENTS 3 4 Enter field Label and Continue with Wizard Import File Line Item Help for this Page New Custom Field Step 2 Enter the details Step 2 of 4 m rene Fe E Please enter the length ofthe number and the number of decimal places For example a number with a length of amp and 2 decimal places can accept values up to 12345678 90 ew Decimal Paces 2 7 7 Number of digits to the left ofthe decimal Humber of digits to the right ofthe decimal nin point m Required Always require a value in this field in order to save record Default Value Show Formula Editor Use formula syntax e g Text in double quotes hella Number 25 Percent as decimal 0 10 Date expression Today 7 cance The key item in this step is the Field Name value This field is also known as the A
282. ilable with AAkonsult Payments Generated The payment amount is greater than the Large Donation Amount field on the Payment Form record New Account with Created when a new Account is generated Payment New Contact with Created when a new Contact is generated Payment First time Subscriber Generated the first time an Account level or Contact level subscription is created Renewing Subscriber Generated when an Account or Contact Subscription is renewed New recurring payment Generated Each time a new Recurring Payment is setup 2 Enabling Chatter Posts for Payment Txn Object Before Chatter posts can be used you need to enable chatter posts for the Payment Txn Object User Manual c AAkonsult Pty Ltd 2014 Page 478 User Manual konsult PAYMENTS 2 1 Navigate to Setup gt Customize gt Chatter gt Feed Settings LJ MAN Reports amp Dashboards Influence Email Settings Chatter For SharePoint gt Triggers Groups gt Communities Social Apps Integration Topics User Interface Create User Manual c AAkonsult Pty Ltd 2014 Page 479 User Manual konsult PAYMENTS 2 2 Enable Feed Tracking for Payment Txn MEET ores Fields in payment txn s Account 2 9 a Cancel ackin Restore Defaults ad aes WS I V Enable Feed Tracking Account Subscription Payment rou cam Select up to 20 fields Address 0 Fields Account C AccountNo Affiliation Account S
283. in the AAkonsult Payments Installation guide After installation and post installation configuration at least one Merchant Facility and one Web Payment Form for the Merchant account should be setup If you are looking for notes on how to add the payment for URL to your website please see How to add your form to your website 1 Navigate to Setup gt App setup gt Develop gt Sites App Setup Customize gt Create 3 Develop Apex Classes Apex Triggers Apex Test Execution Components Custom Settings Email Services Pages Sites Static Resources Tools Remote Access 2 Select your site Sites aakpaytest developer edition ap1 force com Action Site Label t Site URL Site Description Active Site Type Edit Deactivatdl Payments f http aakpaytest developer edition ap1 force com x Force com User Manual c AAkonsult Pty Ltd 2014 Page 37 User Manual konsult PAYMENTS 3 Find your website name Custom URLs Mia 3ETI HN4EI W e oa 4 Copy this into your browser with https as a prefix 5 Add aakpay checkout at the end a https aakpaytest developer edition ap1 force cor User Manual c AAkonsult Pty Ltd 2014 Page 38 User Manual A Akonsult 6 Enter to see your web form online Information Payments in test mode Only test cards accepted AAkonsult Payments DEMO payment page AAkonsult Payments allows organis
284. inars marketing activities etc where person s can acquire tickets and register for these events You may need to activate the page layouts for event management before creating an online payment form for your event campaigns You can customise the form to suit your event and the information you need from participants The event can be shown in a calendar format on your website The events module utilises the Salesforce CRM Campaign modules to define core event details such as name location and information about the event The Campaign can be marked as Publish on the web and this will show the event on a public facing calendar where attendees can view details register and pay 1 View event flowchart Setup Payment Type and Payment Options M EC aoe Register individual i Attendees 2 Running Events Overview As attendees book and pay for events their details are recorded as Campaign Members For some ticket types its likely that one person may purchase more than one ticket To cater for this a field on the Campaign Members object contains the number of booked tickets In addition another field called No of booked tickets is automatically populated when the Campaign Member status matches the Payment Form Campaign Member Paid Status If the attendee cancels the simply changing the status to a different value will free up the tickets and make more available User Manual c AAkonsult Pty Ltd 2014 P
285. ing telegrams carriages shipping crates We also provide the inside knowledge on boot cleaning services provision stocking convict handling procedures Keep in touch with us by stopping by the general post office when you sight a ship coming up the bay SPECIAL OFFER Telescopes for half price 0000075 15 10 2014 43 27 476 00 FJD User Manual c AAkonsult Pty Ltd 2014 Page 343 User Manual konsult PAYMENTS How to put your company logo on the Receipt Template Upload a logo graphic for your receipt NOTE Logos will be shown at 50px in height 1 Navigate to the Merchant Facility ments B Jie Facilities Payment Txn s Merchant Facility amp DEMO FACILITY Back to List Mail Merge Template The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 Scroll Down to the Notes amp Attachments heading Notes amp Attachments New Note Attach File records to display 3 Select Attach File button Notes amp Attachments Mo records to display User Manual c AAkonsult Pty Ltd 2014 Page 344 User Manual konsult PAYMENTS 4 Select Choose File button to l
286. ing the CSV file that if the file is still stored against the related list that you make sure it is deleted This file should not be visible after the upload and would only be still left there should their be an unexpected error The process is similar to the other CSV methods mentioned earlier where the CSV is uploaded the column headings are mapped to Salesforce fields and the details are imported into Salesforce The line items are reviewed and when complete the Process button is pressed The main difference with the Credit Card Imports vs the normal CSV processing is that a separated process runs after the main Process where the cards are actually charged To process Credit Card upload transactions follow the steps in How to import CSV files The main difference in processing is that the final step will trigger a second batch processor that goes through and actually charges the cards User Manual c AAkonsult Pty Ltd 2014 Page 151 User Manual konsult PAYMENTS How to add custom fields to Import Files The import file process allows for extra fields to be added and processed Quick Steps 1 Add a new Custom field to the Import File Line Item Custom Object 2 Add a new Custom field with the same API name to Payment Txn Custom Object 3 Optionally add a new Custom field with the same API name to Account Contact or Opportunity 1 Data Model and the Processes Import File Import File Line ttem Account Imp
287. ing up Merchant Facilities Installation Manual for details about Merchant Facilities and how to get one Generally speaking Visa and MasterCard are provided by your bank or a Merchant Facility Provider Others such as American Express and Diners are provided by those vendors So you may need to have multiple Merchant Facilities setup with various providers 1 1 Cards types to Accept Payment Form amp 1 Online Payment Back to List Custom Object Definitions Payment Options 0 Notes amp Attachments 0 Payment Form Detail Payment Form Name 1 Online Payment Payment Form Note gt Capture payments for goods supplies donations products amp services either online or from Accounts Contact Object in salesforce com Merchant Facility DEMO FACILITY Primary Payment Form gt MeL Pre Authorisation gt FU V dru AUT Surcharge Card Fee 1 2 Surcharge Card Type 2 gt Surcharge Card Fee 2 _ Donations The various types of cards that you wish to accept for a web form are maintained on the Payment Form To locate the Payment Form navigate to the at the end of the tabs and select Merchant Facility Then press the GO button and click into a Merchant Facility Scroll down the Merchant Facility Form to the related Payment Forms and then click into the appropriate form Update the Active Card Types with the Cards you would like to process Please note if a Merchant Facility has not been reques
288. ining with a variety of ticket types available This section is setup from the Campaign Tab and can include pictures URLs and text formatting o Member x 50 00 0 00 8 0 Non Member x 200 00 0 00 The Venue m PO Box 175 WNot for profit student free x 0 00 0 00 Williamstown VIC 3016 m PT Sat 2 May Mon 4 May 2015 g Team of Four x 400 00 0 00 09 00 AM 05 30 PM Total Amount Payable 0 00 Add To Calendar Primary Contact Flease enter your registration details below e Contact Us T AAkonsult Pty Ltd First Jeff Challis Last Name 03 9397 0443 mE PO Box 175 io em Williamstown VIC 3016 Email Office Hours 5pm Mon Fri Phone Calendar 2 Mobile Phone Will Be Attending Continue The following FieldSets are used on the Event Tickets view Campaigns 1 eventWhenWhere 01 10 Shown on the sidebar section When and Where 2 eventContactUs 01 10 Shown on the sidebar section Contact Us User Manual c AAkonsult Pty Ltd 2014 Page 244 User Manual konsult PAYMENTS Payment Txn 3 eventPrimaryContactRegistration 01 10 Shown on the first primary ticket purchaser registration screen 3 4 Registration DEMO Event When amp Where Saturday 2 May Monday 4 May 2015 09 00 AM 05 30 PM Williamstown Volunteer Training Sample training with a variety of ticket types available
289. inistration Google Apps Donations Account Affiliations Contaci Nonprofit Starter Fack Nonprofit Starter Pack Relationships AAKPayments Nonprofit Starter Pack AAkPayments Nonprofit Starter Pack Nonprofit Starter Pack Households AAKPayments AAKPayments Import File Import File AAKPayments Line Item Payment Txn AAkPayments Nonprofit Starter Pack Contacts amp Organizations Opportunity Merchant AAKPayments Facilit AAKPayments Payment Txn AAkPayments Payment Txn Payment Donations 1 Navigate to Setup gt Create gt Objects 2 Click into Import File Line Item User Manual c AAkonsult Pty Ltd 2014 CR RR KR KR K A E ME ME GN GR The holding object for batch entry Interaction with this object should occur only through the Batch Data Entry tab Errors can now be found in the Errors Log tab in the NPSP Settings page Direct Debits Batch contains a list of transactions that are to be uploaded to your bank for processing Contains errors generated from the NPSP package during normal operations Should any system errors be detected then they will be logged here Workflows will alert system administrators of these errors for actioning Accounting units used for allacating Opportunities Physical mailing address for grouping contacts Used for file imports such as BPAY Transactions Imported file line items details as extracted from the Import File Links the import
290. ion Subscription history and current status are all stored related to in relation to the individual Contact Time based workflows are used to send reminders that a membership is due to expire or has expired For more information about workflows refer to the AAkonsult Payments Installation Guide 1 Check entries created by web form 2 Navigate to the Subscriptions tab tions E 3 Select All and Go 441 Subscriptions Home View Edit Create New View 4 View recent subscriptions entered via the web form Wii an vjestiDeetel Create New View amp 6 New Subscription Membership Approval s t3 A B c bp E F G H ti 3 K L H N O P a R S TJ u vV w X Y Z Other Action Subscription Type t Contact First Subscription Last Renewed End Date Payment Option Renewal Reminder Total Pa Edit Del Apricot Tuffebx Qu Apricot Tuffetx 13 08 2014 13 08 2014 13 08 2015 Quarterly Magazine 1st Reminder 130 0 Edit Del Charles Latrobe Charles Latrobe 18 08 2014 18 08 2014 18 08 2015 Monthly Magazine 1st Reminder 4 805 Edit Del JJListon Top Not JJ Liston 13 08 2014 13 08 2014 13 08 2015 Top Notch ist Reminder 6 139 User Manual c AAkonsult Pty Ltd 2014 Page 288 User Manual 9 Manage details Subscription ms Charles Latrobe Top Notch Subscription Customize Page Edit Layout Printabl Back to List Subscriptions Subscripti ing Payments 1
291. ion 5 End Date 4 042015 Record Type Credit Card Save Save amp New Cancel You ll need to complete the required field plus e Either Donation Amount or Payment Amount Last Payment Date if unsure make this today User Manual c AAkonsult Pty Ltd 2014 Page 189 User Manual konsult PAYMENTS Next Payment Date this can be left blank and will be calculated on Save from the Last Payment Date and Frequency Selected e Status Only those that are Active will be included for processing Please NOTE the credit Card number will have a masked card details after tokenising Please see the next step for tokenisation instructions 5 Update Card Details Tokenise iments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Subscr Customize Page Ei 2 Recurring Payment Donald Rickard Recurring Payment Started 13 3 2015 D Back to List Development Package Payment Txn s 2 Recurring Payment Txns z Opportunities 1 Notes amp Attachments 0 Edit Credit Card Token Paymer Update Card Details Update Expiry Date Recurring Payment Detail D Information Contact Donald Rickard Currency AUD Recurring Payment Name Donald Rickard Recurring Payment Started 13 3 2015 Payment Amount 10 00 Merchant Facility Donation Amount 0 00 Payment Form Total Amount Paid 20
292. ion Event Page URL Event Form Layout Options User Manual c AAkonsult Pty Ltd 2014 Page 517 User Manual konsult PAYMENTS e setup gt create gt objects gt Merchant Facility Page Layouts Add fields to receipt section Receipt Text Colour e setup gt create gt objects gt URL Tokens Page Layouts Add fields Account Subscription Subscription setup gt create gt objects gt Payment Options Page Layouts Events Add field Group Size User Manual c AAkonsult Pty Ltd 2014 Page 518 User Manual 3 16 July 2014 3 16 Release Notes 1 Annual Statements have been added These can be generated and stored against a contact record along with mass emailing Annual statements are flexible with mail merged text and fieldsets to control which transactions details are printed Please see the Annual Statement part of this manual for more information 2 Payment Forms object has been renamed to Payment Form This more accurately reflects the roll of this object 3 About AAkonsult Payments Provides better description if the user does not have Marketing User checkbox selected when attempting to create sample campaigns 4 Added workflow notification for Recurring Payments that are placed on to Suspended Max retries exceeded 3 16 Post upgrade notes 1 Need to add remote settings How to setup Annual Statements 2 Add Annual Statement button campaign 2 buttons campaign member contact
293. ion Edit amp New Payment Option Payment Option Edit Information Payment Form Payment Options Name Status Display Order Subscription Level Subscription Type Default Prorate Fees Price Currency _ Freight User Manual Stvish Magazine 9 im 2 28 Mone v 44 39 c AAkonsult Pty Ltd 2014 scc en Subscription Length Days _ No of Issues Per Subscription Period _ Start Subscription From Frequency M onthly Automatic Renewal _ Page 321 User Manual konsult PAYMENTS How to manage magazine style subscriptions This procedure covers how to generate mail outs for magazine style subscriptions If you have not previously setup a Subscription Issue for the current mailout then please review How to set up magazine style subscriptions The mailout data is generated from a database object called Subscription Issue Item This is a link between the Subscription Issue and the Subscription Subscriber 1 Generate data for mail out 1 1 Navigate to Subscription Issues tab and select the publication issue Subscription Issues Ome View Edit Create New View Recent Subscription Issues Mew Subscription Issue Name Issue No Issue No 1 Issue Ma 4 1 2 Select the Mailout Generation button Subscription Issue Customize Page Edit Layout Printable View Help fa Issue No 3 Open Activitie
294. ipt gt jeff challis aakpaydev1 com v Tax Calculation Tax Code GST TI o Scroll down the screen to the Account Contact Opportunity Matching section Enable Create Opportunity Press SAVE button 1 2 Click into the Payment Form New Payment Form Payment Forms Primary Payment Form Payment Type Default Campaign Enable Delivery Address Enable Donation By Enable Donation With A Order E Membership P RR BN Edit Del 1 Online Payment Edit Del 2 Membership Edit Del 3 Subscription P Subscription MN A aW m PE Ner E Edit Del 4 Appeal P Donation DEMO al my P 5 Donation with Edit Del option of reqular giving Donation PU Pd P CETTE Mannes DT Show 1 more Go to list 6 Notes amp Attachments Attach File View All 1 Scroll down to the related Payment Form Section 2 click into the required Payment Form User Manual c AAkonsult Pty Ltd 2014 Page 136 User Manual konsult PAYMENTS 1 3 Enable Soft Credit on Payment Form a oe ray Www LOCI Checkout Thankyou _ Suggested Donation 1 gt 10 Suggested Donation Amt 2 20 Suggested Donation Amt 3 30 Suggested Donation Amt 4 Enable Day of Month Selection A Suggested Donation Amt 5 Recurring Retry Attempts 3 Product Payment Recurring Payments Type gt Regular Donation Product gt
295. is 999 999 c AAkonsult Pty Ltd 2014 Page 98 User Manual User Manual konsult PAYMENTS 7 Enter Account No 8 Set Recurring Payment Status to Active 9 Enter payment amount 10 Select frequency User Manual c AAkonsult Pty Ltd 2014 Page 99 User Manual konsult PAYMENTS How to set up a direct debit online A Direct Debit can be setup manually by your organisation or a payee can sign up online This procedure is for a Payee Signing up for Direct Debits online To set up direct debits online 1 Check set up 2 Activate Workflow for email template 3 Review email template 1 Set up These items may already be set up 1 1 Navigate to the Merchant Facility tab and scroll to the Merchant Facility Details heading Payment Setting Name DEMO FACILITY Merchant Fee site URL gt htips aakpaytest developer edition ap1 force User Manual c AAkonsult Pty Ltd 2014 Page 100 User Manual konsult PAYMENTS 1 2 Check for Direct Debit in the Payment Method field Merchant Facility Detail Payment Setting Name DEMO FACILITY Events Calendar URL https aakpawt op edition ap1 force com A amp kPay EventsCalendar Credit Card Manu 1 3 Scroll to the Direct Debit ACH T amp C heading Direct Debt ACH T amp C s Terms and Conditions Terms and Conditions These terms and conditions will be based on your organisations advise from
296. is created for Recurring Payments of record type Payment Schedule These payment transactions are created by the recurring payment processor on the Next Payment Date Payment Start PxFusion is assigned when the Payment Gateway selected is Payment Express PxFusion and where the user has committed to pay The Payment is Marked as Payment Complete when the charge has successfully been made If for some reason the browser session is cut off before the payment is completed the background processor will check all Payment Txn s that are this status and ensure they are completed successfully The recurring payments processor looks for all Active Direct Debit entries that are ready for processing and extracts creates a Payment Txn Record ready for assigning to a Direct Debit Batch Users use the Assign to Batch button on the Direct Debit Batch screen to locate all transactions with a status of Direct Debit Start and then associated them with that batch Once the transaction is assigned to the batch its status is updated to Direct Debit Assigned Batch From the Direct Debit Batch Tab Users click on the Export Direct Debit button to create a file for uploading to the direct debit processing solution This then updates the status to Direct Debit Processing After the Direct Debits have been processed by the bank individual transactions may fail for various reasons including insufficient funds etc Transactions are updated to a stat
297. ists Mandatory to proceed Comments Amount Bank Bank Deposit Date use the standard date format dd mm yy Biller Code 9 Campaign Name A This Import File Line field has no equivak Comments mE Country Credit Card CCV to Process A This Import File Line field has no equivale Credit Card Expiry MMYYYY A This Import File Line Item field has no equivale Credit Card No to Process This Import File Line field has equivale Currency Donation By Donation By Company Name Email o First Name Freight Frequency Fundraiser First Name A This Import File Line field has no equival Ensure that mandatory fields are matched 1 These mappings can be saved and used for future imports If saving then the best practice is to use the predefined name short description after For example Australia Everyday Hero custom 2 Import and review import file User Manual c AAkonsult Pty Ltd 2014 Page 143 User Manual konsult PAYMENTS 2 1 Select the Import button when data matching is complete sada To qpo 0 oper ere g S Import File c Import File Step 2 Import Type Template Australia Everyday Herol Column in uploaded file maps Existing Payment Txn Field Receiving field exists Mandatory to proceed Comments Bank Bank Deposit Date use the
298. ity History 0 Notes amp Attachments 0 Contact Roles jo Partners 0 Competitors o S Opportunity Detail Opportunity Owner E Carol Challis Change Opportunity Name Goodness Knows Amount Account Name Expected Revenue Type Close Date 14 10 2014 Lead Source Next Step 1 6 Tick the checkbox and SAVE Create URL Token URL Token UT 0000029 2 Automatically setting Create URL Token You can automatically set the Create URL Token by using Workflow Field Updates AAkonsult Payments includes a number of example workflows for Accounts Contact Opportunity and Case Objects To use these you will first need to activate them using the following steps The below steps show an example for activating the Opportunity related workflow User Manual c AAkonsult Pty Ltd 2014 Page 429 User Manual konsult PAYMENTS 2 1 Navigate to Setup gt Create gt Workflow amp Approvals gt Workflow Rules User Manual App Setup Customize Create Apps Custom Labels Objects Packages Report Types Tabs Action Link Templates New Global Actions EJ Workflow amp Approvals Workflow Rules Pracess Builder Tasks Email Alerts Field Updates Outbound Messages Post Templates Settings Develop c AAkonsult Pty Ltd 2014 E dit Edit E dit E dit Page 430 User Manual 2 2 Local Create Opportunity URL Token and Activate Edit Activate conac rererea
299. kflow can Assign follow up tasks to a support rep send sales management an email alert Change the Owner field an a contract thr Trigger an outbound API message to an Each workflow rule consists af Criteria that cause the workflow rule to Immediate actions that execute when ar Time dependent actions that queue whe high value opportunity is still open ten days C Don t show me this page again User Manual c AAkonsult Pty Ltd 2014 Page 103 User Manual konsult PAYMENTS 2 3 Use the alphabet search function to locate Send Client Direct Debit Signup forms All Workflow Rules Configure your organization s workflow by creating workflow rules Each workflow rule consists Quick Tips Criteria that cause the workflow rule to run Useful Sar Immediate actions that execute when a record matches the criteria For example salesforce com can automatically send an email that notifies the account team when new e yideo Tuto high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according to time triggers For example salesforce com can automatically send an email reminder to the account team if a high value opportunity is still open ten days before the close date View All Workflow Rules Create Mew View Action Rule
300. koutCompleteEventsFree AAkPayments checkoutCompleteEventsFree completion payment is Events Pay Edit p checkoutCompleteEventsPaid AAKPayments AAkPay checkoutCompleteEventsPaid completion Payment by iceM 3 S Shown on c Edit checkoutCompletelnvoiceMe AAKPayments checkoutCompletelnvoiceMe payment mi F ch Payments Edit checkoutCompleteManual AAKPayments checkoutCompleteManual Manual pay mu Y Shown on c Edit checkoutCompletePostal AAKPayments checkoutCompletePostal payment m Payments on payment TR A AL Da ALD 7r Displays un Edit checkoutCustom Fields AAKPayments checkoutCustom Fields a ae Allows for a field set anc Payments on payment Edit gh checkoutCustom3Fields AAkPayments AAKPay checkoutCustom3Fields sea i Allows for a field set anc User Manual c AAkonsult Pty Ltd 2014 Page 30 User Manual konsult PAYMENTS 2 1 Note each field set name on the diagram below User Manual c AAkonsult Pty Ltd 2014 konsult User Manual 3 Rearrange Fields checkoutCustom Fields Save Cancel 4 Undo Redo E set Properties Jayment Txn E 1 Quick Find Payment Tan Name Dewey County DeverySuburiTown Ages fe Te FirstName Tin Account Contact Opportunity Drag any of the fields above in
301. l be assigned a status of Confirmation Checked When a payee selects a non Credit Card or PayPal method for payment through the online payment form the status will be set at Awaiting Payment When the payment is received via post or bank transfer then an internal user will click the Payment Received on the Payment Txn to complete the payment process The status is set to Import Payment Start when a batch of records is imported through the Import File section and that batch includes Credit Card details When the Process button is pressed the related transaction are assigned this status before the card is charged and after the card is charged it will have either Payment Complete or Error status Authorisation This status is used in conjunction with Authorisation Complete Start Authorisations transactions will reserve funds but will not transfer the funds to the organisations bank account If the Payment Form Pre Authorisation field is checked then payments will be updated to this status when the website visitor or internal users presses the Pay Now button Refund Start Refund start is the status assigned when a refund payment is submitted Recurring Start Payment Start Payment Schedule Start Payment Start PxFusion Direct Debit Start Direct Debit Assigned Batch Direct Debit Processing Direct Debit Error Refunds are designed to be used in conjunction with Approval Workfl
302. lar Li Donation givinq Edit Del x Event Edit Del Bubble Form PO Membership User Manual c AAkonsult Pty Ltd 2014 Page 184 User Manual konsult PAYMENTS 3 Select a webform that has been created to capture recurring payments Payment Forms Action Payment Form Name Primary Payment Form Payment Type Default Campaign Enab Edit Del 1 Online Payment Order Edit Del 2 Membershi Membership Edit Del ME Subscription Edit Del 4 Appeal N Donation DEMO Appeal 5 Donation with Edit Del option of regular Pod Donation givin 6 Event Traininq a Edit Del use Pod Event Edit Del Bubble Form Membership A new web form to suit your requirements can also be created c AAkonsult Pty Ltd 2014 185 User Manual User Manual konsult PAYMENTS 4 Scroll down to the Donations heading Payment Form Customize Pa amp 2 Membership Back to List Recurring Payments Payment Options 31 Notes amp Attachments 0 Payment Tan s 0 Payment Form Detal Payment Form 2 Membership Enable Donation By gt PA Payments 01 URL Tokens 0 Campaigns O Sul Payment Form Note Memberships can be setup at Contact level and or Account level Donation By Label Payment By Time based workflows are used for renewal reminders Members Id Lastname can be used far quick entry when making payment Merchant Facility FACILITY
303. ld and SAVE Account Contact Opportunity Matching Account Matching Method Create Using Automatic Matching Contact Template _ Matching Rules Account First Name Last Name First Name Last Name Phone Last Name Email Last Name First Name Suburb Last Name Mobile Membership ld Last Name Disable Custom Indexing Subscription Lapsed Grace Days 30 2 Select records to be reconciled 2 1 Navigate to the Payment Txn s tab nts Merchant Facilities Payment Txn s Manual Payments Recurring Payment Txn s amp Home nor Edit Create New View Recent Payment Txn s User Manual c AAkonsult Pty Ltd 2014 Page 175 User Manual konsult PAYMENTS 2 2 Select Ready for Contact Reconciliation from the View picklist and select Go Payment Txn s eM Home Recent Payment Txn s Payment Txn Mo Transaction Type Bank Deposit Date Total Amount Charged Cardholder Ma 0000017 Purchase 26 07 2014 963 24 Charles Hothe PAY 0000016 Purchase 26 07 2014 32 54 John Batman c AAkonsult Pty Ltd 2014 Page 176 User Manual konsult User Manual 2 3 Select the payments you wish to reconcile with the tickbox eX Ready for Contact Reconciliation w Edit Delete Create New View Action Payment Mo t Credit Card Type Total Amount Char Total Amount Stat Edit Del 16 PAY 0000018 Visa 7 152 24 3 152 24 Matc jEdit Del 8
304. le in the app menu Learn More Assigned Connected Apps Settings that specify which connected apps are visible in the app menu da Fs objects and fields and settings that specify which record types page layouts and tabs are visible Permissions Permissions ta perform app specific actions such as Manage Call Centers Permissions to execute Apex classes Visualforce Page Access Permissions to execute Visualforce pages External Data Source Access Permissions to authenticate against external data saurces Hamed Credential Access Permissions to authenticate against named credentials Custom Permissions Permissions to access custom processes and apps If your screen does not include a section similar to the above then you might be using the original profile editor please check the sections towards the begging of section 3 of this procedure Click into Object Settings User Manual c AAkonsult Pty Ltd 2014 Page 490 User Manual 3 4 Enhanced Select Object Price Book Entries Price Books Products Profile Profile Feed Profile Overview Read No Access Mao Access No Access No Access No Access No Access Read Create No Access No Access No Access No Access No Access No Access No Access Read Access No Access Select the object you wish to update User Manual 49 24 59 13 g7 12 of 38 12 159 c to 20 ae Default On Tab Hidden Tab Hi
305. leshoot events calendar If your event is not showing in the calendar view check the following On Campaign Dates Start date is on or after today Active e Published Web e Has a Payment Form assigned On Payment Form Payment Type is either Program or Event 1 Navigate to the Campaign tab Campaigns Home View My Active Campaigns Y Edit Create New View User Manual c AAkonsult Pty Ltd 2014 Page 254 User Manual konsult 2 Check the setting shown below Campaign p AAkonsult ase Campaign Detail Campaign Owner Campaign Name Active Type Payment Form Status Expected Revenue Budgeted Cost Actual Cost Expected Response Hum Sent Parent Campaign URL Token Create URL Token When Start Date End Date Add to Calendar Event Details Clone Carol Challis Change AAKonsult Training View Hierarch Manage Members Webinar A amp konsult Training Planned 0 00 3 08 2015 o 7108 2015 Add to Calendar Max No Tickets Available 30 Ho of Booked Tickets Event _ Magic with A amp kansult Payments Event Brief Description Getting the most out of your payments product Payment Form Text Getthe most out of your payment product with this intensive week long 1 Active ticked 2 Current Start amp End Dates 3 Published on Web ticked 4 Has a Payment Form assigned User Manual c AAkonsult Pty Lt
306. ll create a new Payment Txn record and charges the payees card The recurring processor can process transactions in one of three different methods To select the method used navigate to the Payment Types related list from the Merchant facility tab and updated the Recurring Payments Type field The selected values can be Regular Use this if you have more than 200 payments that could happen in any one given day Also select this option when your regular payments will be the same amount each month e Variable Select this option if you wish to update the amounts before they are processed each month If amounts need to be manually updated before going out then update the amounts and change the status to Payment Start to transact e On Shipment The Recurring Payment does not trigger the generation of the Payment but a button on the Subscription Issue called Payment Generation does This is used by memberships subscriptions such as wine clubs that only charge cards when they are ready for the next shipment to go out Note if you have enabled the regular payment time based workflow of one hour offset then this will process the payment automatically one hour after it has been created Note Credit card details have not been stored tokenised billing is used to re bill This will be helpful for your organisation in obtaining PCI DSS compliance If the Recurring Payments Processor is started recurring payments can be made with Credit
307. loi Subscription Issue Name Issue Ma 3 Mailout Batch Ho Issue Number 3 Last Mailout Generation Complete Payment Form Stylish Magazine Publication Date 3 11 2014 Payment Generation Created By Carol Challis 21 08 2014 11 46 Last Modified Delete Clone Payment Generation Mailout Generation Mailoi The Payment Generation button will look for all recurring payments that are active and have On shipment set in the Recurring Payment field Refer How to set up subscriptions charge on shipment 1 4 Lit mei subscription issue is Issue 41 Press the Set Current Issue Button below to make this Issue 49 the current one Subscription Issue Payment Generation Subscription Issue Details Required Information This Payment Generation will go through all active recurring payments of type Shipment that are linked to this subscription issue and will charge those related Credit Cards and generate transactions for Direct Debits processing Subscription Issue Name Issue 49 Issue Number 49 Publication Date Set Current Issue If you have not previously set this as the current issue then you will get a warning 1 advising of this Press Set Current Issue 2 before continuing User Manual c AAkonsult Pty Ltd 2014 Page 330 User Manual konsult PAYMENTS 1 5 Select the Process button to confirm payment Subscription Issue Payment Generation
308. lp No records to display mission Set License Assignments Permission Set License Assignments Help No records to display Assigned Mobile Devices Assigned Mobile Devices Help Device Address Operating System Salesforce Classic Version Last Registration Connection Status r Locate the user you wish to assign the Permission Set to This is located under setup gt Manage Users gt Users Click into the user to show details c AAkonsult Pty Ltd 2014 User Manual Page 216 User Manual konsult PAYMENTS 1 Once you have clicked into the user detail scroll down the screen to the Permission Set Assignment Related List 2 Click on Edit Assignments 1 2 Assign Permission Set Permission Set Assignments Jeff Challis Available Permission Sets Enabled Permission Sets AAkonsult Payments Sites Akonsult Payments Admin Users AAkonsult Payments Standard Users 1 Select the Permission Set you wish to assign 2 Click the right arrow to add 3 SAVE 2 Approval Workflows There are two general options for setting up approval workflows 1 Acomprehensive approvals process can be setup using the Workflow and Approvals Approvals flows feature of Salesforce This allows for multiple levels of authority and alternative approvers should someone be away You will need to consult the Salesforce online help for more information on this or engage AAkonsult Professional Services info aakonsult
309. ls section in Salesforce 2 1 Locate Custom Label Home About AAkonsult Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Al munne Expand All Collapse All Custom Labels are custom text values up to 1 000 characters that can be accessed from Apex Classes or Visualforce Pages If Translation Workbench has been enabled for your Salesforce1 Setup organization these labels can then be translated into any of the languages salesforce com supports This allows developers to create true multilingual apps by presenting information to users for example help text or error messages in their native language You can create up to 5 000 custom labels Force com Home View Create New View lt Previous Page Next Page Ws eroe mme Sy stem Overview New Custom Label Personal Setup Action Name Categories Short Description Value Language gt My Personal Information Checkout Label Step Checkout Label Checkout Label Step Step 0 of 1 English gt Email en Checkout Label Tax Exclusive Checkout Label Tax Checkout Label Tax Exclusive 0 Amount English Import eh Checkout Label Tax Inclusive Checkout Label Tax Checkout Label Tax Inclusive Includes 0 of English Desktop Checkout Label Terms and Conditions Checkout Label Terms Checkout Label Terms and Conditions Terms amp Conditions English se xd Checkout Label What
310. mailinator co Registered Members Action First Name Last Name c Angela Shakespear c John Shakespear Luke Shakespear My Payment Details Total Amount Charged 0 00 Payment Method Method of Payment Bank Deposit Date Drawer Bank BSB No Account No Cheque Number Comments e Step 1 of 3 Continue Enter details for the membership then Select Manual from the payment options Please note the Manual option will not appear on your public website forms This will only appear for persons logged into Salesforce User Manual c AAkonsult Pty Ltd 2014 Page 312 User Manual konsult PAYMENTS How to set up magazine style subscriptions This procedure is for organisaitons wishing to track magazine publication issues and manage subscribers This procedure requires four set up steps Magazine Publication Issues Current Issue Subscription Type gt ON a Notes e Payment Forms publication e Subscription Issue individual issue of the publication e Payment Options types of subscriptions 1 year 2 year Subscribers are linked to the magazine when they fill in the web based form and are managed for mail outs 1 Set up Magazine Publication 1 1 Navigate to the Merchant Facilities tab ts Merchant Facilities Merchant Facilities ey Home The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select
311. mal receipt will be sentlater No Skip Receipting No receipts will be sent out However the Payment Txn status will be updated so that Matching process is performed No Manually mark as Receipted Receipts are not automatically sent out However if the user presses the Generate Receipts list view filter button then the PDF receipt version will be sent 5 1 Manually mark as receipted ants Merchant Facilities Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Subscription Issues Ready for Receipting Y Edit Delete Create New View BEE List A Fed Change Owner Approve Refund Authorisation Complete Payment Received Generate Rec ipts Contact Reconciliation f AIBICIDIEIFIGIHIIIJIKILIMINIOIJPIQIRISITIU Payment No Credit Total Amount Char Status TxnRef First Name Last Name Contact Street Edit Del PAY 0027857 Manual Payment Tim barr Tim barr 125 Tot If you choose this option then you can mark a transaction as being receipted by 1 Navigating to the Payment Txn Tab in salesforce com 2 Select Ready for Receipting from the list view filter 3 Select records and press the Generate Receipts button User Manual c AAkonsult Pty Ltd 2014 Page 371 User Manual konsult PAYMENTS How to resend receipts This process takes you through the steps on h
312. me NULLVALUE relatedTo AAkPay Payment Setting r Document Wype c Label AAkPay Receipt Label Rel tedTo AAkPay Receipt No c pdf lt c PDFReceiptComponent PT RelatedTo gt 43 messaging attachment 44 messaging emailTemplate Position Ln39 Ch165 Tota 1 44 1819 Locate the line in the email template that starts with lt message You will see that the Label AAkPay Receipt Label has been replace with Label xxxxxx Please update to have the values shown above Or copy paste messaging attachment renderAs PDF filename INULLVALUE relatedTo AAkPay__ Payment Setting r Document Type c Label AAkPay RelatedTo AAkPay Receipt No cj pdf c AAkonsult Pty Ltd 2014 Page 387 User Manual User Manual konsult PAYMENTS How to set advanced PDF Options Procedure How to change the email text describes how to update and clone a Visualforce email template When editing the visualforce email template there a line the references a visualforce component This begins with AAkPay The component can accept a number of parameters and these are document below 1 Receipt PDF Component Options pacc px mx E AER amata mammam a a a a mama t a am aaa ti aao 28 Kind regards 38 0rganization Name 31 0rganization Street 32 Organization City 0rganization State Organization PostalCode 33 0rganization Country 34 0rganizati
313. me Primary Payment Form Payment Type Default Campaign Edit Del 1 Online Payment Order Edit Del 2 Membership Membership Edit Del 3 Subscription Subscription Edit Del 4 Appeal 1 Donation DEMO 5 Donation with Edit Del aption of regular Donation gring Edit Del T m User Manual c AAkonsult Pty Ltd 2014 Page 449 User Manual konsult PAYMENTS 1 2 Select the form that the freight applies to and click on the Edit button Payment Form amp 1 Online Payment Payment Options 0 Notes amp Attachments 0 Payment Txn s 3 Payment Form Detail Payment Form Name 1 Online Payment Payment Form Note Capture payments for goods supplies donations proc amp services either online or from Accounts Contact Opportunities Any Object in salesforce com Merchant Facility DEMO FACILITY Primary Payment Form _ Pre Authorisation Payment Type Order Enable URL Tokens _ Enable CAPTCHA _ Active Card Types Visa MasterCard Surcharge Card Type 1 _ Surcharge Card Fee 1 _ Surcharge Card Type 2 surcharge Card Fee 2 _ There are two types of surcharges that can be applied depending upon the choice of credit card 1 3 Scroll down to Orders Supplies Payments heading Orders Supplies Payments Enable Delivery Address 1 4 Select Enable Deliver Address Optional and enter an amount for standard freight charges and Save Orders Supplies Payments Enable Delivery Addre
314. ments Merchant Facilities Payment Manual Payments Recurring Payments Subscription Groups ge Import File o 120150411000 amp DEMO FACILITY Import Fle Step 2 amp Jeff Challis Impo pe Template O reryd aT amp Payments Site Guest User reus Conca Sve manpina impo Column in uploaded file Misting Payment Txn Field Receiving field exists Mandatory to proceed Comments Max Fisher Recurrin pM i LM aL i Payment Started 3 4 2015 goss w Amount Please select c use the standard date format dae v Bank Deposit Date o Please select Biller Code PAY 0000006 Oo Import File Line Item field has no amp PAY 0000005 E Please select Campaign Name Auivalent Payment Txn Object Please select Comments Coun Recycle Bin country ntry Credit Card CCV to This Import File Line field has no Please select Process equivalent in the Payment Txn Object ia Credit Card Expiry This Impart File Line Item field has no Please select m MM YYYY chs equivalent in the Payment Txn Object This Import File Line Item field has Please select Credit Card No to Process A equival ntin Payment Txn Object Currency Please select Donation By
315. ments Sea Shepherd Charles Latrobe month James Bond User Manual c AAkonsult Pty Ltd 2014 Page 83 User Manual konsult PAYMENTS 1 2 Find the recurring payment name ants Merchant Facilities Payment Ixns Manual Payments Recurring Payments All Credit Cards Edit Delete Create New View change owner C Action Recurring Paymen Payment Amount Recurring Paymen Contact Edt Del Bob Barker dona Bob Barker Edit Del month James Bond 2 New Card 2 1 Select the Update Card Details button Subsc ants Merchant Facilities Payment Txns Manual Payments Subscription Groups Account Subscriptions Recurring Payment Bob Barker donations Back to List Recurring Payments Payment 0 Opportunities 0 Notes amp Attachments 01 Credit Card Token Payment Update Card Details Bl Update Expiry Date Recurring Payment Detail Information Contact Bob Barker Payment Amount Recurring PaymentName Bob Barker donations Currency AUD Merchant Facility DEMO FACILITY Freight Payment Form 1 Online Payment Expiry Reminder User Manual c AAkonsult Pty Ltd 2014 Page 84 User Manual konsult PAYMENTS 2 2 Update details and confirm Details Update Regular Payment Credit Card Details Regular Payment Details Visa MasterCard Cardholder Name Comments E gt
316. merchant facility Header Section Campaign Use the Payment Form Text on the Campaigns Tab to define specific text and graphics that may Campaigns PaymentForm related to the campaign This willshow ifthe camid URL parameter is used ora default campaign on Payment Forms is assigned Membership Search When Enable Membership Search is enabled the membership field will appear on the paymentform i ioe Ifthe user specifies theircorrectLastNameand je con Membership No combinationthen the rest ofthe known details onfile will be automatically When theuser starts typing a few characters fora Suburb a list of cities containing those suburb names is shown This allowstheuser to enter data quickly and provides your organisation with more accurate details If a valid suburbis entered then the same autocomplete facility is provided for postcodes The postcodes shownare those located geographically closestto the suburb Autocomplete geonames org Shipping Address Enables the payee to specify a shipping addressif i Payment Forms this is different from the mailing address Orders Supplies Payments H section H Custom Sections Custom section allows for administrator to capture Appeals custom fields on the paymentform Usethis for Section ome to Terms and Conditions quick surveys To add fields add new custom fields to the Al
317. mize Page Edit Layout Printabl DD0000005 Back to List Recurring Payments Payment Txn s 5 Open Activities 0 Activity History 0 Notes amp Attachments 1 Direct Debit Batch Detail Add to Batch Bulk Add to Batch Extract for Processing Mark Error Mark Complete Bulk Mark Complete Direct Debit Batch Name 000000005 Owner Carol Challis Change Merchant Facility DEMO FACILITY Processing Date 26 08 2014 PaymentForm Stylish Magazine Status Extracted Statement Text No in Batch 5 Direct Debit File Format Australian Banking Association ABA Total Batch Amount 99 95 Note If you have a large quantity of transactions to process use the Bulk Mark Complete button which will run the processor in the background and notify you by email when the process is complete 2 3 Select the Mark as Complete button Direct Debit Batch if Mark transactions as complete Direct Debit Batch Information Direct Debit Batch Name DDO0O00005 Merchant Facility DEMO FACILITY Bank Account DEMO Savings Account Use Bank Code Bank of Queensland Transactions to process 4 Payment Txn No Contact Frequency Total Amount Status EAY 0000045 William Hobson One off 19 99 Direct Debit Processing PAY 0000050 Andrew Chirnside One off 19 99 Direct Debit Processing PAY 0000051 Elizabeth Dalgarno One off 19 99 Direct Debit Processing PAY 0000054 Edward Garland Fiqq One off 19 99 Direct
318. mpany Profile gt Security Controls Domain Management Communication Templates Peter esc Email Templates gt Translation Workbench M Data Management gt Monitoring F Mahila Administration 2 Select AAkonsult Payments Folder AAkonsult Payments Below is list of all your email templates in the folder selected Click the Adit Create New Folder Action Email Template Name m LI JL A amm 1 aw hin La n Ean E d a User Manual c AAkonsult Pty Ltd 2014 Page 377 User Manual konsult 3 Click Edit next to the template you wish to update AAkonsult Payments Below is a list of all your email templates in the folder selected Click the new button to create a new text HTML Custom or Visualforce email template You can use these email templates when sending single emails For mass e Folder AAkonsult Payments v Edit Create New Folder New Template Action Email Template Name t Template Type Available For Use Description Edit Del Account Membership Confirmation Visualforce v Account Level Membership Confirmation Email sent after a membership has be Edit Del Batch Payment Schedule Not Restarted Text Y Send a reminder a little while after someone stops or no action from the batch p Edit Del Direct Debit Bulk Process Text Notification that the Direct Debit Bulk Processing has now been completed Edit Del pt Direct De
319. mplete Enter Credit Card Details Enter Details 3D Secure LELE U gt Some organisations may already have a Payment Express PxPay account and wish to continue with this or for organisations that their banks require a DPS hosted payment option User Manual c AAkonsult Pty Ltd 2014 Page 81 AA E For this option the payee enters their core payment details When they press continue they are taken to the payment express page to capture the credit card details and confirm the transactions They are later returned to AAkonsult Payments and shown the payments screen The 3D Secure process will only occur if your merchant facility with the bank and payment express is setup for this option and the person making the payment is enrolled or their bank supports 3D Secure 2 3 Credit Card PxFusion Non Hosted nter Details Ee d Confin Payment 3D Secure The Payment Express PxFusion option would be selected by customers where their bank requires them to have 3D Secure facilities or their bank requires this option over the hosted Payment Express option From a user perspective this option is very similar to the Hosted Payment Express option where they user normally only sees the AAkonsult Payments Checkout forms The user would only leave these forms when 3D Secure is enabled and the payees bank also supports 3D secure In this case they will be taken to the appropriate 3D secure site such as
320. n Payment in Error Approved gj Refund Description _ This payment was not required paymentexpress Privacy Policy Confirm Cancel e It is the responsibility of the user to ensure the sum of all refunds do not exceed the original transaction amount A check exists to ensure any single transaction does not exceed to original payment amount User Manual c AAkonsult Pty Ltd 2014 Page 214 User Manual konsult PAYMENTS 6 Check refund information Payment Txn amp PAY 0000027 Jj Show Feed Back to List Payment Txn s Notes amp Attachments 0 E Payment Txn Detail Refund Information Original Payment 2 0000026 Refund Reason Payment in Error Transaction Source Manual Refund Method of Payment Cash Refund Description This payment was not required Tax Calculation Amounts Include Tax Tax Code GST Tax Amount 27 27 Total Amount 300 00 Banked Amount 0 00 Ho of Subscription Days 0 Currency FJD Survey Response When checking the refund transaction you need to ensure the status is either Receipting Complete or Matching Complete If the status is still at Refund Start then make sure the Approved checkbox is ticked and or wait a few moments and then refresh the screen 7 Arrange refund payment cheque or bank transfer User Manual c AAkonsult Pty Ltd 2014 Page 215 User Manual konsult PAYMENTS How t
321. n Hide Transactions Details gt Amount gt 500 00 Donation By Individual Discount Donation By Name Freight Currency AUD c AAkonsult Pty Ltd 2014 Page 362 User Manual User Manual konsult PAYMENTS 3 4 URL Parameter If the URL for the checkout form includes the parameter paymentFor then that will be used For example https yoursiteurl secure force com AAkPay checkout paymentFor My custom payment for 3 5 Use Receipting text on the Payment form Receipting Text Receipt Text ft gives us great pleasure to welcome you to the Stylish Magazin Stylish Magazine prides itself on providing the best and most up telegrams Carianes 3 6 Use Payment Options ie Family Membership LUL 06551 Sr 5 Payment Options Action Payment Options Name Status Display Order Subscription Type Subscription Level Default Price Edit Del Stylish Active Subscription Contact 14 99 AAkonsult Pty Ltd 2014 Page 363 User Manual User Manual konsult PAYMENTS 3 7 Use Campaign tab g Campaign v Amazing Event Back to List Custom Object Definitions Campaign Hierarchy 1 Open Activities 0 Activi Campaign Detail Campaign Owner Mi Carol Challis Change View Hiera Campaign Name Active Uses the Campaign Name if a campaign is linked to the Payment
322. n Status AAKonsult VERSION EDITION AAKonsult Campaign Status 2012 03 27 1 4 0 Developer SUBSCRIPTION USER NAME Free carol 4demo com DURATION Does Not Expire NUMBER OF SUBSCRIBERS Site wide have read and agree to the terms and conditions Cancel Install Back to previous ste eo Confirm and Install 2 Settings 2 1 Select the user s who will have access to this App salesforce Select a user name Edit carol 4demo com Login with a diferent user name User Manual c AAkonsult Pty Ltd 2014 Page 267 User Manual konsult PAYMENTS 2 2 Select Continue Package Installation Details Package Mame AAKonsult Campaign Status Version Name 2012 03 27 Version Number 14 Publisher AAKonsult Campaign Status Description Continue ancel 2 3 Approve access settings and select Next Package Installer AAKonsult Campaign Status Step 1 Approve Package API Access These settings control the access that s controls and other components in this package ha package is installed from the package detail page Tell me more Package Custom Objects This Package will have the users access via the API to all custom objects in your organiza Extended Object Permissions Read Create Edit Delete Accounts A f Assets A O Contracts Documents oy uj y User Manual c AAkonsult Pty Ltd 2014 Page 268 User Manual konsult PAYMENTS 2 4
323. n Time 31 07 2014 1 00 AM Batch Payments Processor Status 5 cu Last Batch Processor 30 07 2014 12 28 PM Run Now Next Run Time 30 07 2014 12 38 PM User Manual c AAkonsult Pty Ltd 2014 Page 182 User Manual konsult PAYMENTS 3 Start or Stop the processor Batch Payments Processors Run Mow You can choose to run the processor immediately by clicking on Run Now User Manual c AAkonsult Pty Ltd 2014 Page 183 User Manual konsult PAYMENTS How to generate recurring payments automatically Recurring payment transactions can be automatically set up from a web form 1 Navigate to the Merchant Facilities tab ants Merchant Facility DEMO FACILITY Merchant Facility Detail The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 Scroll down to Payment Forms heading Payment Forms Action Payment Form Hame Primary Payment Form Payment Type Default Campaign Enable Edit Del 1 Online Payment x Order Edit Del 2 Membership a Membership Edit De 3 Subscription x Subscription Edit Del 4 Appeal NE Donation 2 Donation with Edit Del option of regu
324. n it will look for other transactions and will start applying the amount from the oldest to the newest If it able to allocate all the funds and have some left over then it will apply the remainder to the oldest invoice If it the Payment Txn amount is greater than the founds amount then the Payment Txn will be made to the same amount as the funds amount and a new Payment will be generated for the shortfall and will have a status of Awaiting Payment If there no Payment Txn s on file then a new Payment Txn will be generated using the contact details that have the biller code allocated 4 fthere are no contacts with the biller code on file then the payment will be uploaded with as much details as possible from the imported file This will need to be manually edited before it can be processed 1 Set up Biller Codes Biller Codes or Customer Reference Numbers CRN can be generated by programs downloaded from your bank For more information go to the BPAY help page 1 1 Navigate to the Contact tab m Contacts Home View New This Week Y Edit Create New View Recent Contacts Name Potter Harry Batman John Latrobe Charles Barker Bob simon Sam User Manual c AAkonsult Pty Ltd 2014 Page 148 User Manual konsult PAYMENTS 1 2 Enter the unique Biller Codes for each contact m Contact 4 Governor Charles Latrobe e snow Feed Back to List Payment Txn s Customizt Opport
325. n mobile devices 1 Events e Membership number validation is now supported To enable select Validate Membership No at the Payment Option level e When a valid membership number is entered the Payment Item is linked to the contact In future releases this could be used to have validation rules around membership types details Afix has been added for when only one person then the Payment Item was not being linked to the Payment Item Group Afix has been put in place whereby if an unexpected error occurred on the first step of the event registration wizard then a duplicate id error used to occur 1 Demo Merchant Facility Setup Now defaults account model being used person account Contacts amp Organisations for NP NP3 Now defaults create opportunity to true User Manual c AAkonsult Pty Ltd 2014 Page 511 User Manual konsult PAYMENTS 3 22 Post upgrade notes e Add a new picklist value to the Merchant Facility Object field Account Matching Method with value of Nonprofit Starter Pack 3 Make sure you add it to the record type User Manual c AAkonsult Pty Ltd 2014 Page 512 User Manual konsult PAYMENTS 3 21 November 2014 1 3 21 Release Notes 1 Updated checkout forms and event forms to have improved compliance for screen readers software that reads out text on the screen for those persons that are visually impaired 2 Text next to radio buttons can be selected t
326. nal View Object o Field Level Security standard Field Level Security Account Asset Campaign Campaign Member Case Contact Contract Event Idea Custom Field Level Security Account Subscription Account Subscription Payment Address Affiliation Batch DEPRECATED Fund DEPRECATED Relationship Error Direct Debit Batch Error Error Log GAU Allocation General Accounting Unit Household Import File Import File Line Item Import File Line ltem Payment Txn Merchant Facility NPSP Data Import Custom App Settings If your screen does not include a section similar to the above then you might be using the enhanced View View View View View View View View view konsult Lead Opportunity Opportunity Product Price Book Price Book Entry Product Solution Task User Payment Payment Form Payment Item Payment Item Group Payment Option Payme Recurring Donations Recurring Payment Recurring Payment Txn Relationship Schedulable Subscriber Group Subscription Subscription Issue Subscription Issue Item Subscription Payment Trigger Handler URL Token profile editor please check the sections for this later on in the procedure 1 Scroll down the screen until you come to the Field Level Security Section 2 Press View next to the object you wish to update User Manual c AAkonsult Pty Ltd 2014 View View View View View
327. ncel 3 4 Check the details are correct ants Merchant Facilities Manual Payments Recurring Paymer Cancel Payment Reference Contact Name Account PAY 0000020 Governor Charles Latrobe Charles Latrobe User Manual c AAkonsult Pty Ltd 2014 Page 178 User Manual Recurring Payments c AAkonsult Pty Ltd 2014 User Manual How the Recurring Payment Processor works If the payee had selected to make a recurring payment by selecting any payment frequency other than one off then a Recurring Payment entry is created A special frequency of One off Authorise is used to capture a card and to create a an Inactive recurring payment with its associated token This is useful in the case where you may need to have charge a card at a later date using the Recurring Payment Tokenise Charge facility An example of this might be when you charge a nominal fee for a training event with the understanding that they will be charged a full fee if they don t attend Please ensure you check in your country to ensure this type of terms and conditions are allowed Recurring Payment Options are only available with Credit Card payment types and for the Payment Gateway of Payment Express Payment Express or Payment Express PxFusion and Authorize Net Recurring Payments is not supported with PayPal A recurring payment scheduler checks all active payments on a daily basis and if one is due then it wi
328. nd then creating a new entry with a record type of Payment Schedule On the payment record you would enter the amount payment frequency and other details such as payment method options The background Recurring Payment processor would generate a new Payment Txn record and a new URL token on the date the next payment is due The workflow Send Payment Schedule Invoice emails details of the next payment due and includes the Pay link for payment by Credit Card If the Payee mails a cheque money order or EFT s the payment then you simply locate the payment and press the Payment Received button to acknowledge receipt 1 Navigate to the Recurring Payments tab ents Merchant Facilities Payment Ixns Manual Payments Hecurring Payments Recurring Payments lt Home View Alda Ett Create New View New Recent Recurring Payments New Recurring Payment Name Campaign Account Contact Date Establishe Bob Barker donations DEMO Appeal Sea Shepherd Barker Loan Repayments Sea Shepherd Charles Latrobe month James Bond c AAkonsult Pty Ltd 2014 Page 198 User Manual User Manual konsult E PAYMENTS E 2 Select the New button ants Merchant Facilities Payment Manual Payments Motie Recurring Payments lt Home View All Recent Recurring Payments Recurring Payment Hame Campaign Account Contact Date Established Bab Barker donations DEMO Appeal Sea Sheph
329. ng of Payments that are not completed now changes the status to Confirmation Check vs Error if the user has not pressed the Pay Now button 2 Person account matching process correction Used to report an error if a Person Account existed with same name but was not a matched on address phone mobile etc 3 Manual Payments User Manual c AAkonsult Pty Ltd 2014 Page 514 User Manual 1 If manual payments are initiated from the Account Screen then it will now go into Save mode vs Save and New 4 Recurring Payments 1 Anew custom object has been that links Payment Txns to Recurring Payments This enables for roll up summary fields to total details such as total payments last payment donation date average donations etc etc 2 Recurring payments now have two values Donations and Amount This means a regular payment with donation can now be setup 3 If no maximum number of retry attempts is entered then the system now defaults to 10 vs previously being infinite 5 Events 1 Buttons on Payment Form object and Sample about AAkonsult Payments now launch the Events for vs previously launching the checkout form 2 If Payment Option ticket has Require Membership then the membership number will be required when entered details and will be validated to ensure the contact is a current member and that the contacts surname is the same as the surname on the ticket 3 Upcoming Events and Event Cal
330. ng payment To skip this page in the future change your Select Recurring Payment Record Type 4 Enter details for the recurring payment and SAVE Recurring Payment Edit New Recurring Payment Recurring Payment Edit Information Contact Recurring Payment Name Merchant Facility Payment Form Bank Account Name Financial Institution Institution Address BSB Mo Account Mo Statement Text _ Recurring Payment Status Account Campaign Account Subscription Contact Subscription Record Type User Manual Direct Debit c AAkonsult Pty Ltd 2014 Payment Amount Currency Freight Frequency Last Attempted Date Time _ Transaction Generated Retry Attempts Last Subscription Issue Purchased _ Last Payment Date Next Payment Date gt Payment After Next Payment Date Payment Day Payment Month End Date _ 30 07 2014 30 07 2014 30 07 2014 30 07 2014 Page 194 User Manual konsult PAYMENTS How to make an additional payment to a recurring payment Token Charge Organisations may have a need to make an extra charge to a persons card This can be done when prior permission is gained and your terms and conditions specify that you are able to do this Examples person sponsoring a child may wish to give an extra gift for that child s birthday Arental organisation may need to charge if equipment is damaged or goes missing
331. nge You will need to understand how Salesforce works and we strongly recommend following their online tutorial to become familiar with features and navigation Page 14 c AAkonsult Pty Ltd 2014 User Manual User Manual CAPTURE User Manual c AAkonsult Pty Ltd 2014 Page 15 User Manual Web Form Design User Manual c AAkonsult Pty Ltd 2014 Page 16 User Manual konsult PAYMENTS _ How does the web form work This is an overview of the source information for the web form The checkout web form is maintained by configuration data that is stored in Salesforce in both the Merchant Facility Tab and the Merchant Facility related Payment Forms Page 17 c AAkonsult Pty Ltd 2014 User Manual User Manual 1 Match letters with fields from the Merchant Facilities tab main page The screenshot below shows the various sections on the Checkout form and the related data in the Merchant Facility that controls what data is shown and when those components appear on the form For details of the legend please see the index at Use table to look up explanations It Payments DEMO payment page AAkonsult Payments allows organisations to quickly setup a professional looking and secure online or internal salesforce com payments form to capture donations memberships subscriptions and recurring payments Automated receipting contact account matching and pre built workflow processes rem
332. nisations with features especially designed for donations memberships supply payments subscriptions and internal external payments The product has been developed by the team at AAkonsult Pty Ltd who are happy to customise the product to your company and organisation requirements What does it do AAkonsult Payments allows you to CAPTURE PROCESS and MANAGE payments coming into your organisation CAPTURE Capture online and manual payments simply and securely using your website with all details recorded in salesforce com PROCESS Administrative procedures such as receipting reconciliation refunds payment status and managing recurring payments become automatic MANAGE To help you manage your business AAkonsult Payments has included a number of pre built reports and dashboards Information stored allows for event and subscription management which can be enhanced with Salesforce features such as Chatter and specialised customisation EXTRA Of course payment systems need to be able to handle tax calculations surcharges CAPTCHA freight and currency conversion with ease User Manual c AAkonsult Pty Ltd 2014 Page 8 User Manual konsult PAYMENTS What can do with AAkonsult Payments AAkonsult Payments allows you to CAPTURE PROCESS and MANAGE payments coming into your organisation CAPTURE Capture online and manual payments simply and securely using your website with all details recorded in sal
333. nization Country S0rganization Phone S0rganization Fax G G L in ads to 36 37 messaging plainTextEmailB 3 lt Messaging attachment renderAs PDF filename NULLVALUE relatedIo AAkPay Payment Setting r AAkPa 1 ttachment gt 44 FU eT emailTemplate lt Position Ln 42 Ch 1 Tota Ln44 Ch 1896 Change line that has c PDFReceiptComponent PT RelatedTo gt to lt AAkPay PDFReceiptComponent PT RelatedTo gt That is c is changed to AAkPay And now press SAVE button NOTE There are more configurable receipt options defined in How to set advanced PDF Options User Manual c AAkonsult Pty Ltd 2014 Page 386 User Manual konsult PAYMENTS 6 Error after editing email template Field Label xxxxxx does not exist AAkonsult aa Search Steve Haris Help amp Training PAYMENTS Home About AAkonsult Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Subscriptionissues Search All Setup Q Visualforce Email Template Help for this Page ATED Payment Receipt Managed Preview your email template below This Email Template is managed meaning that you may only edit certain attributes Display More Information Salesforce1 Setup Force com Home NL ILLE III System Overview Email Template Detail Per
334. nload Builder 2 4 Save the theme to your hard drive 3 Prepare file for loading Before starting this section we recommend that you have the option to see file extensions turned on and that these steps are carried out on a PC To turn on file extensions to be shown open windows file explorer then click on the view menu option then options change folder and search options Then click on the View Tab and untick the option Hide Extensions for known file types 3 1 Unzip and open folder Theme Test jquery ui 1 3 2 custom gt jquery ul 1 9 2 custom css custom theme C Name Date modified Type Size di images 3 04 2015 3 18 PM File folder Sa Jquery ui 1 9 2 custom css 1 01 2013 8 45 PM Cascading Style 5 19 KB M jquery ui 1 9 2 custom min css 1 01 2013 8 45 PM Cascading Style 5 17 KB Navigate through the unzipped folder structure until you come across a folder with images and the css for example jquery ui 1 9 2 custom css custom theme User Manual c AAkonsult Pty Ltd 2014 Page 69 konsult User Manual 3 2 Select the file containing the name jquery ui custom css L Name Date modified Type Size E VI A jquery ui 1 9 2 custom css 1 01 2013 8 45 PM Cascading Style 5 i i n V l dSCaclint pa Jquery ui 1 9 2 5 55 3 3 Rename the file to jquery ui custom css Name Date modified Type Size 1 jquery ui custom css 18 07 2
335. ns Include Contact Level subscriptions User Manual c AAkonsult Pty Ltd 2014 Page 323 User Manual konsult PAYMENTS 1 5 Check the Batch Apex Jobs is complete Batch Apex Jobs Required Information Apex Class Created Date Created By Status Completion Date subscriptionlssueMailoutAccountProcessor 21 08 2014 10 04 PM Carol Challis Completed Po 100 24 08 2014 10 04 PM subscriptionlssueMailoutProcessor 24 08 2014 10 04 Carol Challis Completed 24 08 2014 10 04 PM 1 6 Check your email for mailout details The Mailaut Generation Process request is completed for Issue Issue No 2 Number of generations for this issue are 1 Please review this Issue Generation by clicking on the following link https apn1 salesforce com a 0G3000000RZ 7E 2 Run Mailout 2 1 Follow email link back to Subscription Issue tab Subscription Issue Customize Page Edit Layout Printable View Help fo Issue No 3 Open Activities 0 Activity History 0 Notes amp Attachments 0 Subscri Subscription Issue Detail Payment Generation Mailout Generation Mailout Single Mailout Final Mailout Multiple Mailout All Subscription Issue Name Issue Mo 3 Mailout Batch No 1 Issue Number 3 Last Mailout Generation Completed 21 08 2014 10 21 PM Payment Form Stylish Magazine Publication Date 3 11 2014 Payment Generation Created By Carol Challis 21 08 2014 11 46 Last Modifi
336. ns Section Merchant Facility Object Record Types Update License Options Bank Codes DD File Format picklist values e Add Custom theme to theme picklist options Remove old Payments Pro from available optiosn Payment Type Page Layout Enewsletter campaign e Suggested Donations 4 5 e Shopify Webhook e Events Section Payment Options Page Layout e Record Page Type Payment Option e Add field display order e New Section Group Family Subscriptions Memberships description Workflow rules e Field updates set Status Receipting Complete must have Re evaluate Workflow rules Campaign update 3 event Sections Non profits e f running Background processor then turn off Household Settings Roll Up on Triggers setting and schedule in background User Manual c AAkonsult Pty Ltd 2014 Page 546 User Manual konsult PAYMENTS 1 15 October 2012 1 15 Release Notes 1 Added PayPal Support to enable more options for collecting payments Works with PayPal accounts that support Express Checkout 2 New Payment Method options provided This includes the ability for a payee to select to be invoiced or to post in payment eg Cheque Money Order to pledge a payment or to nominate they will pay by direct bank transfer 3 Added Payment Express PxPay support This enables customers to use a Direct Payment oolutions hosted offering enabling customers of AAkonsult Payments to have much simpler pa
337. ns that a customer s finance has asked for so they can reconcile their books IMPORTANT before running statements for the first time please make sure Remote Site URL has been setup in How to setup Annual Statements 1 Create a Campaign 1 1 Navigate to the Campaign tab and Select the New button Campaigns Home View My Active Campaigns Edit Create New View Recent Campaigns Campaign Name User Manual c AAkonsult Pty Ltd 2014 Page 404 User Manual konsult PAYMENTS 1 2 Enter details about your statement Campaign Edit New Campaign Campaign Edi Campaign Information Campaign Owner Carol Challis DC Annual Statement 2014 15 WI Payment Form Status Planned T Q Stylish Magazine 1 Create a relevant name 2 Tick to make sure the campaign is Active 3 Select Other for Type 4 Select the Payment Form 5 Select Planned for Status User Manual c AAkonsult Pty Ltd 2014 Page 405 User Manual konsult PAYMENTS 1 3 Enter text for your Statement and SAVE Statement Text Jerus year pb many generous idm pem given to our m including your contribution as shown e trust that you will continue to be part of our growing community of like minded individuals and enjoy the benefits of being part of our team Note Mail merge fields can be added if required There are
338. nslation Workbench is currently enabled for your organization To disable it click tne Disable button 5 imt pes Desktop Integration My Chatter Settings My Connected Data App Setup Customize Create Develop Deploy Schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Then add a translation language User Manual c AAkonsult Pty Ltd 2014 Page 55 User Manual konsult PAYMENTS 1 4 Select Language to Add to Translation Workbench Search Setup 60a Translation Workbench New Language Expand All Collapse All Choose the language you wish to add Add translators for this language to the Selected List box and click Save After Salesforce1 Setup translations available to your users Force com Home Language Translation Edit System Overview Select Language Language English Australian My Personal Information z m Identify Translators for this Language Email Import To make users translators for this language select them from the Available List and click Add Make sure you give all transla translating sp Aaa Search Users H My Chatter Settings Available List Selected List My Connected Data Personal Setup 4 nome Jeff Challis a App Setup Customize Create Develop Deploy Schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace 2 Critical Undates 1 Ad
339. nt Facility record ID into your URL with the parameter 1 https aakpaytest developer edition ap 1 force com AAKonsult Payments DEMO payment page AAKonsult Payments allows organisations to quickly setup a profess secure online or internal salesforce com payments form to capture memberships subscriptions and recurring payments Automated rei contact account matching and pre built workflow processes remove administration time and allow you to spend more time on donor care relationships Use the following demo cards Visa 4111111111111111 MasterCard 5431111111111111 e Amex 371111111111114 Diners 36000000000008 For Visa MasterCard any 3 digit CCV will work and for and 4 digit CCV Expiry dates can be any date that is in the future My Contact Details 2 Example 2 Place default contact details into the form User Manual c AAkonsult Pty Ltd 2014 Page 435 User Manual konsult PAYMENTS 2 1 Navigate to the Contact tab and locate the person you wish to send your form to Contacts 4 Home View Edit Create New View Recent Contacts 2 2 Locate your Contact s record ID https ap1 salesforce com 00390000012b1FO ult Search Search konsult Payments Merchant Facilities Payment Manual Paymi Contact 4 Governor Charles Latrobe User Manual c AAkonsult Pty Ltd 2014 Page 436 User Manual konsult PAYMENTS 2
340. nt Type amp 1 Online Payment Back to List Development Package Customize Page Edit Layout Printable View Help for this f AAkonsult Payments allows organisations to quickly setup a professional looking and secure online or internal salesforce com payments form to capture donations memberships subscriptions and recurring payments Automated Payment Options 3 Notes amp Attachments 0 PaymentTxn s 0 Recurring Payments 0 URL Tokens 0 receipting contact account matching and pre built workflow processes remove wasted office administration time and Payment Type Detail Edit Delete Clone CreditCard Manual Payment Use the following demo cards PaymentType Name 1 Online Payment Enable Donation By v Payment Type Note Capture payments for goods supplies donations products amp Donation By Label Payment By 453 74111111111111111 p services either online or from C fstercard 5431111111111111 Accounts Contact Opportunities Any Object in salesforce com Merchant Facility DEMO FACILITY Donation By Options Individual C Diners 36000000000008 LER atia o Primary Payment Type able Subscribe To Emails gt v For Visa MasterCard any 3 digit CCV will work and for Amex Diners and 4 digit CCV Pre Authorination Enable Email Receipt Only V Expiry dates can be any date that is in the future Payment Type Orders Success URL End of Financial Year Enable UR
341. o setup a Simple Refund Approval Process Refunds have been designed to work with a refund approval process To facilitate some options with approvals the design is to use the Approved checkbox Once this is set the refund transaction will OCCUF 1 Set Approval checkbox field level security In order to make effective use of the Approvals process you should change the field level security for the users that should not have access to actually approve a request to make this field read only and for approver s make this read write updatable A simple way to assign the right permission is by assigning a permission set to the user AAkonsult Payments Standard Users to those users that can request a refund but cannot approve it e AAkonsult Payments Admin Users to Approvers Another option is to set the profile Payment Txn Object Field Level Security for field Approval Please consult the Salesforce online help for Field Level Security FLS for more information 1 1 Assigning Permission Set to a user Mobile EmailEncoding General US amp Western Europe ISO 8859 1 ISO LATIN 1 Employee Number Startofday 5 00AM Endofday 10 00PM Used Data Space 27 1 MB View Used File Space 27 3 View Last Login 5 04 2015 1 25 PM Last Password Change or Reset 12 07 2013 3 12 Created By Jeff Challis 9 03 2013 7 56 PM Modified By Jeff Challis 21 03 2015 11 59 AM Permission Set Assignments Permission Set Assignments He
342. ocate your logo file amp Attach File to Merchant Facility DEMO FACILITY 1 Select the File Type the path of the file or click the Browse button to find the file Choose File aakonsult payments jpg 2 Click the Attach File button Repeat steps 1 and 2 to attach multiple files When the upload is complete the file information will appear below Attach File 3 Click the Done button to return to the previous page This will cancel an in progress upload 5 Select Attach File amp Attach File 1 Select the File Type the path of the file or click the Browse button to find the file Choose File No file chosen 2 Click the Attach File button Hepeat steps 1 and 2 to attach multiple files When the upload is complete the file information will appear below Attach File 3 Click the Done button to return to the previous page This will cancel an in progress upload You have just uploaded the following file Repeat Steps 1 amp 2 if more files are required c Pty Ltd 2014 Page 345 User Manual konsult User Manual 6 Select the Done button amp Attach File 1 Select the File Type the path of the file or click the Browse button to find the file Choose File No file chosen 2 Click the Attach File button Repeat steps 1 and 2 to attach multiple files When the upload is complete the file information will appear below
343. ocument date unless AAkonsult Pty Ltd authorizes an extension Limitation of Liability To the fullest extent permitted by law and not withstanding any other provision of this Agreement the total liability in the aggregate of the AAkonsult Pty Ltd and the AAkonsult Pty Ltd s officers directors partners employees and sub contractors and any of them to the Client and anyone claiming by or through the Client for any and all claims losses costs or damages including attorneys fees and costs and expert witness fees and costs of any nature whatsoever or claims expenses resulting from or in any way related to the Project or the Agreement from any cause or causes shall not exceed the total compensation received by the AAkonsult Pty Ltd under this Agreement It is intended that this limitation apply to any and all liability or cause of action however alleged or arising unless otherwise prohibited by law User Manual c AAkonsult Pty Ltd 2014 Page 7 User Manual konsult PAYMENTS What is AAkonsult Payments What is AAkonsult Payments AAkonsult Payments is a cloud based software application that captures processes and manages payments This includes credit cards cash cheques direct debit and money orders Using oalesforce com technology AAkonsult Payments provides customised reports workflow rules approval processes validation rules and much more The application is built for both the not for profit and corporate orga
344. ofessional Services contact info aakonsult com for more details Like a MS Word document data from Salesforce CRM can be mail merged into the text component of receipts and membership notifications This procedure shows how to produce a merged document for a selected individual c AAkonsult Pty Ltd 2014 Page 391 User Manual User Manual konsult PAYMENTS 1 Create a Mail Merge MS Word template PAYMENT FIRSTNAME PAYMENT TXN_LASTNAME PAYMENT TXN MAILINGSTREET PAYMENT TXN MAILINGCITY PAYMENT TXN_MAILINGSTATE PAYMENT MAILINGPOSTALCODE PAYMENT TXN MAILINGCOUNTRY Thank you for your subscription Dear PAYMENT TXN FIRSTNAME Thank you for your recent subscription to our wonderful gazette You ll be pleased to know that you will be provided with the most up to date information regarding technological breakthroughs Our most recent edition features Steam engines Horse hamessing Chronometer measurement techniques Mavigation by the stars Merino sheep Remember to check for our next edition arriving by mail ship every three months free telescope is offered to new members to assist with this Yours sincerely John Fawkner Chief Editor and Everything Else Port Phillip Association Heceipt Number Date of Payment Type Amount Tax deductible PAYMENT TXM RE PAYMENT TXM TRA PAYMENT TXN TYPE PAYMENT TX PAYMENT TXN CEIPT NO NSACTION D
345. oice Me Pledge Send Post etc Edit Del d Visualforce Y Email with PDF Receipt Attached Edit Del g Visualforce Y Email with PDF Invoice Attached Edit Del Recurring Payment Card Expiry Text 4 Credit Card Expiry Reminder Email Template used for internal notification of ca Edit Del Recurring Payment Failure Text Alert internal staff an error has occurred with recurring payment Edit Del Recurring Payment Schedule Not Restarted Text Send reminder little while after someone stops the recurring payment sched Edit Del h Recurring Payment Suspended Notication Text Used by workflows to send a notification when an account is marked as suspen Edit Del p Refund Approval Text v Works with Refund Approval workflow Del p Renewal 1st Account Reminder Text Renewal 1st Account Subscription Reminder sent automatically by workflow _ Edit Del g Renewal 1st Account Reminder w PDF Visualforce Renewal 1st Account Subscription Reminder with PDF sent automatically by w Show me fewer A Y more records per list page Click into not edit the email template you wish to modify The email templates of type Visualforce are the ones that generated attached PDF s User Manual c AAkonsult Pty Ltd 2014 Page 378 User Manual konsult PAYMENTS 4 Edit the template Visualforce Email Template Payment Receipt Managed Preview your email template below d This Email Template is
346. ol 4demo com 2 Select Edit Multi Currency Handling ul Default Currency AUD User Manual c AAkonsult Pty Ltd 2014 Page 455 User Manual 3 Select how your organisation will handle multi currency handling OPTIONS EFFECT None or Hide No currency information will show on the Payment Checkout or receipt form The default currency specified on the Merchant Facility or passed in through the URL parameter Currency will be shown Input When the payment is not for a Membership Payment Option then the currency type can be selected The available options will be based on the Merchant Facility default currency If the currency you wish to use is not in the default settings please go to How to add more default currencies User Manual c AAkonsult Pty Ltd 2014 Page 456 User Manual konsult PAYMENTS How to add more default currencies If different currencies are being used these can be added to the default settings 1 Navigate gt setup gt App Setup gt Create gt Objects App Setup Customize Create Apps Custom Labels Objects Packages Report Types T User Manual c AAkonsult Pty Ltd 2014 Page 457 User Manual konsult PAYMENTS 2 Select the Merchant Facility object Custom Objects Custom objects are database tables that allow you to store data specific to your organiz Once you have created a custom object you can create a custom t
347. omatic used but you still wish to have the matching reconciliation process r Y Outbound Messages Subscription Issue Mailout Subscription Post Templates Edit Deactivate c Generation Notification of Subscription Issue Mailout Generation Notification of Completion 4 Completion Settings Subscription Issue Payment Subscription 0 Edit Deactivate Generation Notification of Subscription Issue Payment Generation Notification of Completion 4 Develop Issue Completion Sena tae Show me fewer records per list page The workflow that sends the invoice can be maintained at setup gt Create gt Workflow amp Approvals gt workflows Then click into Send Payment Schedule Invoice User Manual c AAkonsult Pty Ltd 2014 Page 203 User Manual konsult PAYMENTS 5 2 Invoice Email Template Search All Setup O Q AAkonsult Payments Help for this Pa Expand All Collapse All Below is a list of all your email templates in the folder selected Click the new button to create new text HTML Custom or Visualforce email template You can us Salesforce1 Setup these email templates when sending single emails For mass emails only text HTML and Custom templates may be used Foer AAkonsult Payments v Ed o New Folder Force com Home m AIBICIDIEFFIGIHIIIJIKIL P dnsiT UVIWX Y Z Oth System Overview Action Email Template Name Template Type Available For Use Description Author Last
348. on Notes amp Attachments No records to display User Manual c AAkonsult Pty Ltd 2014 Page 349 User Manual konsult PAYMENTS 4 Select Choose File button to locate your logo file amp Attach File Select the File Type the path of the file or click the Browse button to find the file Choose File WV2 Letterhead gif FUCK Ie ATAT On Repeat steps 1 and 2 to attach multiple files When the upload is complete the file information will appear below Attach File 3 Click the Done button to return to the previous page This will cancel an in progress upload NOTE The file name must contain the word Letterhead in it User Manual c AAkonsult Pty Ltd 2014 Page 350 User Manual konsult PAYMENTS 5 Select Attach File amp Attach File 1 Select the File Type the path of the file or click the Browse button to find the file Choose File WV2 Letterhead gif 2 Click the Attach File button Hepeat steps 1 and 2 to attach multiple files When the upload is complete the file information will appear below 3 Click the Done button to return to the previous page This will cancel an in progress upload Done You have just uploaded the following file Repeat Steps 1 amp 2 if more files are required User Manual c AAkonsult Pty Ltd 2014 Page 351 User Manual konsult 6 Select the Done button User Manual amp
349. on Phone 35 F 0Organization Fax Parameters that can be added are e AddressType can be Mailing Default or Other This determines which set of addresses fieldsets are to be used The fiedsets used are on the Payement Txn Object and are called receiptMailingAddress and receiptOtherAddres contactNa Contact Name to use If not specified then the related First Name and Last Name are used receiptLabel It not specified then the Receipt Label on the Merchant Facility is used e suppressStatusUpdate Defaults to false If set to true the stops the Payment Txn Status being updated to receipting complete AAkonsult Pty Ltd 2014 Page 388 User Manual User Manual konsult PAYMENTS 2 Subscription and Account Subscription PDF Renewals Confirmations Component Options 35 36 Mf Organization Name 37 Organization Street 38 0rganization City 0rganization State 0rganization PostalCode 39 Organization Country 0rganization Phone 41 0rganization Fax 42 43 messaging plainTextEmailBody een e BENE re Rent Membership_No__c pdf gt lt PDFMembershipConfirmationComponent SUB RelatedTo RorC RENEW createActivity true a Position Ln 46 Ch 11 Tota 1 49 1810 Parameters that can be added are e clid Id for the Contact e POld Id for AAkKPay Payment Options c record Id
350. on approval 295 How to set up family group SUDSCTIPTIONS ccc cece secs eee eeeeeeteeeeeeeeeeeeeeeseeeseeeeseeeeeseeeteeess 305 How to do Manual payments for family group 310 How to set up magazine style subscriptions 313 How to manage magazine style subscriptions 322 How to set up subscriptions charge on shipment 326 How to manage subscriptions charge ON 329 How to automatically schedule changes to subscriptions memberships 335 Receipts Statements and 338 How to put your company information into the Receipt Template 339 How to put your company logo on the Receipt 344 User Manual c AAkonsult Pty Ltd 2014 Page 3 User Manual How to put your company letterhead on the Receipt Template 349 How to adjust the payment information in the Receipt Template
351. onsult PAYMENTS 2 Token charge now works with without contact being specified Special handling for Accounts only being specified 2 11 Post upgrade notes e Add CustomSection fields to Payment Type Add Receipting Colour Fields to Merchant Facility e Add Manual as a Payment Method to Merchant Facility For Payment Txn Record Types Auth Refund Events Manual Payment Update Method of Payment to have values e Add Add Event Attendees button to Campaign e Reorder Method of Payment onto Payment Txn fieldSets manualPaylnfo goes to where payment source was remove payment source e For all receipt text add Dear 1 Payment Txn c AAkPay FirstName as this no longer appears in text by default User Manual c AAkonsult Pty Ltd 2014 Page 535 User Manual konsult PAYMENTS 2 10 July 2013 2 10 Release Notes 1 Run now option added to Merchant Facility Recurring Payment Processor and Background Payment Processor 2 Correction to Subscriber Group memberships where members were getting mixed up between payment transactions 3 Memberships Subscriptions A new membership subscription will get created if the related Payment Form name is different User Manual c AAkonsult Pty Ltd 2014 Page 536 User Manual konsult PAYMENTS 2 8 July 2013 2 6 Release Notes 1 Added new Recurring Payment Record Type Payment Schedules which enables for a
352. op Validate into the Address Validation oection 2 Click into Payment record type for Merchant Facility Object Edit Validate and add all available options User Manual c AAkonsult Pty Ltd 2014 Page 506 User Manual konsult PAYMENTS 4 2 April 2015 4 2 Release Notes 1 Creation of Opportunity Line Items Products are setup at the Payment Form and Payment Options level If specified and the Merchant Facility Create Opportunity Line items is selected the opportunity will be created and linked to the products This feature provides more reporting options and better more options for integrations into financial systems 2 Receipt Confirmation Letter Renewal Notice and Statement layout update to allow for an image to be uploaded for the header section If an image with a file name containing Letterhead is loaded against the Merchant Facility then this will be used instead of the standard logo and organisation address details 3 Checkout in manual payment mode now allows for Once off Authorise type transactions so Recurring Payments can be created 4 Various fixes and updates 1 Site checkout error now logs more details so organisations can get a better understanding of who and what is trying to access their website in an invalid manner 2 Correction to error handling when a contact insert is created and the transaction was for a member or event ticket type of purchase 3 Soft Credits now working correctly when person
353. or The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 500 User Manual konsult PAYMENTS 1 2 Scroll down to Batch Payments Processors heading and Stop any processors running Account nnnnnnn v PayPal PayPal Username sdk three_api1 sdk com Environment Sandbox PayPal API Password gt BG7Q PayPal API Signature gt v Batch Payments Processors Recurring Payments Processor Statu gt started Last Recurring Payment Run Run Now Next Run Time 29 05 2015 1 00 AM Batch Payments Processor Status B started Last Batch Processor Run Run Now Next Run Time 28 05 2015 10 43 PM w User Interface Form Width gt 500 Theme redmond Mobile Responsive Yes iFrame Breakout Custom Theme Resource Name gt Background Colour gt CAPTCHA Theme red User Manual c AAkonsult Pty Ltd 2014 Page 501 User Manual konsult PAYMENTS 1 3 Install new version from AppExchange appexchange Q Are you new Login y PROCESS Q e3 AAkonsult AAkonsult Payments Online Payments Memberships Events amp Receipting Online Credit Card payments member
354. ore information about the Change Schedule Types available AAkonsult Pty Ltd 2014 Page 336 User Manual User Manual konsult PAYMENTS 1 2 Enter Change Schedule Details and SAVE Change Schedule Edit Help for this Page a New Change Schedule Change Schedule Edit Information 1 Required Information Record Type Off Status Waiting Owner Jef Challis Updates related to Subscription Account Subscription Schedule From pate jtaoosaots Updates to apply ef Payment Amount DO Previous Donation Amount _ Recurring Payment Status Previous Recurring Payment Status User Manual c AAkonsult Pty Ltd 2014 Page 337 User Manual Receipts Statements and Templates c AAkonsult Pty Ltd 2014 User Manual How to put your company information into the Receipt Template Information on your receipt is found on different screens 1 Update address 1 1 Navigate to Setup gt App Setup gt Company Profile gt Company Information App Setup Customize Create Develop Deploy Schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Administration Setup Manage Users Company Information 2 Business Hours User Manual c AAkonsult Pty Ltd 2014 Page 339 User Manual konsult PAYMENTS 1 2 U
355. orexample Someone might be payingfor supplies or training and you would alsoliketo promptthem to makea donationatthe same time thenthe payee will be prompted with an amount field Thesecond suggested donation will be used as default value Recurring Payments Payment Form Donations When Enable Recurring Payments is selected the options selected for Payment Frequency Options is displayed If a user selects a non One off frequency type then a recurring payment record will be created for that contact H To show allow selection ofthe day ofthe week then the Enable Day of Month Selection i The picklist value on the payment txn object for day of month can beused for defaulting a preferred day H i Donations By can have the field label changed using the Donation By Label in the Payment Forms Payment Form Payment Detail H If the paymentis not by an Individual thenthis will display another screen andask the name for example Company Name Ifthe freight amount for the Payment Form is not blank then the freight amount will be shown onthe screen and included as part ofthe total Orders Supplies Payments charged amount a X H Pr Surcharge Surcharges are calculated once a credit cardtypeis Payment Form Payment en T
356. orkflows are used to send reminders that a membership is due to expire or has expired For more information refer to the AAkonsult Payments Installation Guide Workflows Optional When a Payment Frequency is selected on the payment form or specified at the Payment Options level a recurring payment will be created and linked to the subscription If the subscription length is specified then the recurring payment will have a subscription end date calculated as todays date plus the number of months specified The end date will always be the last day in that month If automatic renewal is specified in conjunction with a payment frequency then the automatic renewal option will be copied to the recurring payment option automatic renewal When the Automatic renewal option is specified on a recurring payment and the end date has passed then the subscription will automatically be renewed by the number of months specified in the payment options subscription length If a subscription payment is linked to a recurring payment and one of payment fails more than the specified threshold number of items then the recurring payment is suspended and the subscription is ended Discounts can be applied at the Account Subscription or Subscription levels These are entered as a percentage and will be applied as a discount to the current Payment Option Subscription Type selected The Payment Option Membership Subscription Option Status is used to indicate if
357. orm you are extracting unprocessed direct debits from and SAVE amp Direct Debit Batch Edit 7 New Direct Debit Batch Direct Debit Batch Edit Information Merchant Facility DEMO FACILITY e 1 Payment Form Styli E 4 Add transactions to new batch 4 1 Select the Add to Batch button Direct Debit Batch DDO0000005 Back to List Recurring Payments Payment Tan s 3 Open Activities 0 Activity H Direct Debit Batch Detai Add to Batch Add to Batch Jextrac for Processing Direct Debit Batch DDO 0000005 istory 01 Notes amp Attachn Merchant Facility DEMO FACILITY Processi Payment Form Stylish Magazine Statement Text Ho i Direct Debit File Format Australian Banking Association ABA Total Batch User Preferred Specification Account Ho in Last Extrac User Identification Number 1234 Total Amount in Last Exti Bank Code BQL Bank of Queensland Download Last Extrac Note If you have a large quantity of transactions to process use the Bulk Add to Batch button which will run the processor in the background and notify you by email when the process is complete User Manual c AAkonsult Pty Ltd 2014 Page 113 User Manual konsult PAYMENTS 4 2 Check transactions to be included Transactions to process 5 0000045 William Hobson One off 19 99 Direct Debit Start William Hobson PAY O000049 Alfred Langhorne One off 19 99
358. ort File Line Item Payment Txn Opportunitity Before adding new fields it is useful to understand which Objects are updated and when The above process shows the data model being used as part of the Import Files Process 1 When you add a new Import File select the CSV to upload match the columns to the field names in Salesforce and press the Import button This creates the Import File and Import File Line Item s Each import line item represents a row in the CSV file imported 2 On the Import File screen in Salesforce when you press the Process button followed by Process Now this process creates the Import File Line Item Payment Txn record and an User Manual c AAkonsult Pty Ltd 2014 Page 152 konsult User Manual Payment Txn record The records are created for every Import File Line Item record The main reason why a Import File Line Item is not matched directly to a Payment Txn record and the Import File Line Item Payment Txn record is created is because one Import File Line Item row in a CSV file could match to multiple Payment Txns Eg when using BPAY and a person over pays a payment 3 The Batch Processor runs every 10 minutes and processes Payment Txn records For more info about the Batch Processor see How does the Batch Payments Processor work 2 Field Mappings AAKonsult lt Search Search PAYMENTS Jeff Challis Help AAkonsult Payments Home About AAkonsult Pay
359. orted line item s with the associated Payment Tanis Page 154 User Manual konsult 3 2 Add a new field Custom Object Import File Line Item Managed This Custom Object Definition is managed meaning that you may only edit certain attributes Display More Information Standard Fields 3 Custom Fields amp Relationships 45 Validation Rules 0 PageLayouts 1 Field Sets 0 Buttons Links and Actions 8 Record Types 0 Object Limits 11 Custom Object Definition Detail Singular Label File Line Item Description Plural Label Impart File Line Items Enable Reports Object Name Import File Line Item Track Activities Namespace Prefix AAKPay Allow Sharing AAKPay_Import_File_Line_Item__c Allow Bulk API Access Allow Streaming API Access Track Field History Deployment Status Help Settings Created By Jeff Challis 3 04 2015 11 48 AM Modified By Package Information Installed Package AAkPayments Available in Versions Help for thi Compact Layouts 1 Search Layouts J Imported file line items details as extract the Import File Deployed Standard salesforce com Help Window Jeff Challis 3 04 2015 11 51 AM 4 2 Current Standard Fields Action Field Label Field Name Data Type Created B CreatedBy Lookup User Import File Line Item Name Name Auto Number LastModified By Lookup User o Modified By qustom Fields amp Relationships Field Depen
360. ouched for selecting the ratio button 3 Short URL s now available for URL Tokens This means makes it easier to send a payment request via SMS s Texts 4 Custom fields that are not marked as visible no longer show the labels for the associated field in custom sections on the checkout form 5 Accessing the checkout form from the Credit Card payment button on the Payment Form now shows scroll bars when required 6 Recurring Payment Processor Correction where Salutation would override Job Title 7 New Payment Form Type of Program added Upcoming events and event calendar will now show campaigns with Payment Form Types of Event and Program 2 3 21 Post upgrade notes User Manual c AAkonsult Pty Ltd 2014 Page 513 User Manual konsult PAYMENTS 3 20 October 2014 3 20 Release Notes 1 Checkout form 1 New URL Token options and URL Parameter options to provide more control over the display 2 hidePaymentOverview Enables the main text at the top of the payment form to be hidden This is a useful option when used with events 3 hidePaymentNote Hides the text at the bottom of the checkout form 4 hideCampaignOverview Hides the Campaign Overview on the checkout form The Campaign Overview text appears if Payment Overview text is entered on a Campaign and that campaign is linked to the checkout form 5 Clicking on the Payment Express logo takes the user to a page that has more information about the PCI
361. ount Charged Cardholder Name BAY 0000012 Complete 24 07 2014 695 64 Banjo Patterson PAY 0000011 Auth 24 07 2014 17 34 Reverend Green PAY 0000070 Auth 24 07 2014 471 24 Colonel Mustard PAY O000009 Auth 24 07 2014 104 04 Henry Lawson PAY 0000008 Auth 24 07 2014 10 212 24 Charles Latrobe PAYX 000000 7 Purchase 24 07 2014 522 74 Charles Hotham PAY 0000006 Purchase 24 07 2014 102 00 Govemer Charles Hotham User Manual c AAkonsult Pty Ltd 2014 Page 475 User Manual konsult PAYMENTS ss 2 2 Select Ready for Authorisation Completion from the View drop down menu and select Go ts Merchant Facilities sires Manual Payment Txn s amp Home View Ready for Authorisation Completion v 2 3 Tick the checkbox of the transactions to be authorised amp Ready for Authorisation Completion Edit Delete Create New View Contact Reconciliation Acton Payment Txn No Status Total Amount Char fe A B C D E F G H I J K L M N C Credit Card Type TxnRef First Name Last Name 2 4 Select Authorisation Complete button ay Ready for Authorisation Completion Edit Delete Create New View Action Payment No Status Total Amount Char Credit Card Type TxnRef First Name Last Name A B c D E F G H I J K EL M N O User Manual 476 c AAkonsult Pty Ltd 2014 User Manual 2 5 Confirm the authorisation konsult PAYMENTS Are you sur
362. ove wasted office administration time and allow you to spend more time on donor care and customer relationships Use the following demo cards af 4111111111111111 371111111111114 Diners 36000000000008 For Visa MasterCard any 3 digit CCV will work and for Amex Diners and 4 digit CCV Expiry dates can be any date that is in the future End of Financial Year gp greater than S2 are tax deductable on is setup from the Campaign Object and can include pictures URLs and text formatting Step 1 of 3 My Contact Details denotes a compulsory field Please fill all of these fields im below and then press the Continue button Title None B First Name Last Name Membership Np 9 sr Email Subscribe to Email Updates o Street Suburb To Williamstown S Victoria Po ints Merchant Facilities peri ge tsi Payment Txn s Manual Payments Recurring Payments Account Subscriptions Subscriptions Accounts Contacts Opportunities Merchant Facility amp DEMO FACILITY Back to List Development Package Customize Page Edit Layout Printable View Payment Types 5 Notes amp Attachments 0 PaymentTxn s 0 Recurring Payments 0 Merchant Facility Detail Edit Delete Clone Submit for Approval Payment Setting Name FACILITY Owner Jeff Challis Change Active v Payment Gateway Payment Express Primary _ Payment Gateway Userld
363. ow to make a custom field visible on public web forms 1 1 Navigate to Setup gt App Setup gt Create gt Objects App Setup Customize E Create Apps Custom Labels User Manual Pty Ltd 2014 355 User Manual konsult PAYMENTS 1 2 Select Payment Txn E dit Payment Item Group AAKPayments Payment Txn v Related to Payment Txn Used by Event bookings to group Payment Items E dit Payment Option AAKPayments Payment Form Payment options a list of items and pricing For example this might be me Edit Payment Txn J AAKPayments Payment transactions Updated for both manual and credit card payments E dit Recurring Payment AAKPayments Regular payments or donations Subscriber group or members where all members that belong to that one sub a i ee ee a CEE i eee sea 1 3 Scroll down to Field Sets heading Field sets Action Field Label Installed Package Edit ph checkoutComplete AAkPayments Edit checkoutCompleteBankTranster Edit i checkoutCompleteDirectDebit AAKPayments 1 4 Select and Edit receiptPaymentlnfo Edit receiptDate AAKPayments AAkPay receiptDate Edit receiptMailingAddrass AAKPayments AAkPay receiptMailin Edit receiptOtherAddress AAkPayments X AAkPay receiptOther Rd receiptF aymentinfo AAkPayments AAkPay receiptPaym Edit recurringSetup AAkPayments AA
364. ow to resend a receipt Quick Steps Locate the Payment Txn record Scroll down the Activity History and press the Send Email Select an email template Select Folder AAkonsult Payments Select Template Send oo OS 1 Locate Payment Txn the receipt is required for 89 Payment Txn s Payment Txn s Help Action Payment Txn No Transaction Type Bank Deposit Date TxnRef Status Total Amount Edit Def PAY 0002900 Purchase 28 07 2015 000000030eec954b Matching Complete AUD 2 00 Edit Del PAY 0002902 Purchase 28 07 2015 000000030eec9ecf Matching Complete AUD 2 00 aac 22an ee m Mul 3 m sas 1 search for the Contact by Name 2 Click into the Contact 3 Scroll down the screen and click into the Payment Txn record the receipt is required for 2 Scroll down to Activity History and press Send Email taw Peeves tw wre Activity History Activity History Help Action Subject Name Task Date Assigned To Last Modified Date Time Edit Del Receipt Sent JEFF CHALLIS 4 27 07 2015 Payment Site Guest User 27 07 2015 9 32 PM Google Docs Notes amp Attachments New Note Notes amp Attachments Help 1 Scroll down the Payment Txn record screen to the Activity History related list 2 Click on the Send Email button User Manual c AAkonsult Pty Ltd 2014 Page 372 User Manual konsult PAYMENTS 3 Press Select Template Task e Send an Email Send se
365. owing broad steps Select the import file Match the column Headings from the spreadsheet with fields in AAkonsult Payments Upload the CSV file Review the imported data and make sure all is OK Process the Imported details This creates Payment Txn records which are then processed by the Batch Processor as normal Credit Card or Manual Payments would be processed ae Sy cx For some import files they may bring in values for Fundraiser first name Fundraiser last name and Fundraiser ID For these import types the Payment Txn Generated will have a related Payment ltem created of type Soft Credit It is recommended that the following settings be enabled 1 The Merchant Facility Tab has Matching rules that include Fundraiser ID eg First Name Last Name Fundraiser ID 2 he Payment Form has Enable Soft Credits set to Yes 3 You are using the Non profit starter pack as this has special functionality for Soft Credits Should the import line item be matched to a Campaign Name and there is a value in this data then the line will be linked to an active Campaign with the same name If an active campaign does not exist then the line item will be marked as being in error Whilst the import process is generic it has built in templates to make the process much simpler for Australia GiveNow Australia GoFundraise e Australia Everyday Hero e Australia BPAY CBA e Paypal Please see related sections for details on items where sp
366. ows that your organisation administrator can setup or stand alone as by installation default Once the Approved checkbox is selected either through the User Interface or by Approval Workflows field Updates then the status is changed to Payment Start and this starts the refund process The Recurring Payments Processor Start button on the Merchant Facility looks for all Recurring Payments that are scheduled for that day and creates a Payment Transaction record with a status of Recurring Start If the Recurring Payment Type on the Payment Form record is set as Regular then the status is set to Recurring Complete which automatically triggers that Payment Start Process If the Recurring Payment Type on the Payment Form record is set as Variable then the workflow Payments Recurring Process ADD TIME BASED WORKFLOWT workflow process This updates the status to Payment Start to trigger the payment process It can be useful to disable this workflow rule if regular payments are variable to allow for manual updates of the amounts and then to manually set the status to Payment Start Payment Start is assigned by various workflow updates and also by the Pay Now button on the online checkout form This status will start the payment transaction through the payment gateway to actually transact between the customer and your organisations bank accounts Payment Schedule Start status is assigned when a new Payment Txn
367. p Mot JJ Liston Member Sam Simon Edit Dal Part Phillip Socie Jahn Batman Edit De Worthy Group Harry Patter 4 4 Select the Membership Approval s button Eu All Waiting Approval v Edit Delete Create New View Action Subscription Type t Contact Membership Status 303 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 4 5 Confirm amp OK your action The page at https ap1salesforce com says Membership status update was successful This will approve the memberships and send out a confirmation email Text for confirmation email can be found at Merchant Facilities gt Payment Forms gt Membership 4 6 Check membership status Subscription Apricot Tuffetxx Quarterly Magazine Subscription Customize Page Edit Layout Printable View Hi Back to List Subscriptions Subscription Payments 11 Recurring Payments 11 Open Activities 0 Activity History 0 Notes amp Attachments 01 Subscription Groups 0 Subscription Issue tems Subscription Detail Membership Approved Confirmation Notice Subscription Type Apricot Tuffetxx Quarterly Magazine Subscription New Renewal New Contact Apricot Tuffebo _ Membership Status D Approved Quantity 1 00 Renewal Reminder 1st Reminder Print Email Receipt info maakonsultcom First Subscription Date 13 08 2014 Payment Option Qu
368. p this page in the futi Select Payment Option Record Type Record Type of new record T Subscriber v 7 5 Fill in the detail for your subscription and SAVE Payment Option amp Family Payment Option Detail Payment Form Payment Options Mame Status Display Order gt Contact o Subscription Type gt Subscription Level Prorate Fees gt 45 00 Currency gt Price Freight gt Description Description gt Member Type 2 gt Member 3 gt Created By Member Type 1 gt Adult Child Jeff Challis 21 03 2015 9 53 AM Notes amp Attachments 0 Account Subscriptions 0 Subscriptions 2 Clone Payment Txn s 2 2 Membership Family eo o Start Subscription From Membership Last Modified By Record Type Clone 1 Connect the subscription to a Payment Form web form 2 Choose a unique name for your subscription User Manual c AAkonsult Pty Ltd 2014 Subscription Length Months Subscription Length Days 2 No of Issues Per Subscription Period Start From Specific Issue Frequency Automatic Renewal gt Product Minimum Mo in Group Member 1 Votes Member Type 1 Max No 2 Member Type 2 Votes Member Type 2 Max No Member Type 3 Votes 2 Member Type 3 Customize Page Edit Layout Printable Payment Items 5 Family Membership Jeff Challis
369. pdate your company s details and SAVE Company Information AAKonsult Pty Ltd The organization s profile is below User Licenses 21 F Organization Detail Edit Organization Name Primary Contact Jeff Challis Division Address Fiscal Year Starts In Newsletter Pi Admin Newsletter f Hide Notices About System Maintenance Hide Motices About System Downtime LTEM Created By Jeff Challis 10 05 2013 6 14 PM Edit 2 Update website ABN email telephone receipt and footer text 2 1 Navigate to the Merchant Facilities tab nts TET Payment Ixn s Merchant Facility amp DEMO FACILITY Back to List Mail Merge Template The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs User Manual c Pty Ltd 2014 Page 340 User Manual konsult PAYMENTS Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 2 Scroll down to the Receipting heading Our Website gt http www 4demo com General Email gt info 4demo com Receipt Label gt RECEIPT Receip Document gt Receipt ABN 123 456 789 Receipt Text It gives us great pleasure to welcome you to our exclusive subscription club and trust yc the best and most up to date
370. pgrade notes e Add Tickets and Specify All Attendees to Payment Type c Event Type c Can setup timebased workflows for batch processor scheduling User Manual c AAkonsult Pty Ltd 2014 Page 538 User Manual konsult PAYMENTS 2 5 June 2013 2 5 Release Notes 1 Print email receipt updates to cater for Person Accounts and related Subscriptions and Account Subscriptions 2 Updates to ensure AAkonsult Payments work better with other installed AppExchange Packages User Manual c AAkonsult Pty Ltd 2014 Page 539 User Manual 2 4 June 2013 2 4 Release Notes 1 For subscription issues mailout address details are now generated and related to the particular issue Four new reports have been created for mailout management These are all subscribers that have purchased as single issue all subscribers where this is their last issue to receive all subscribers with multiple copies and all subscribers for this issue regardless of number of copies or final issue 2 Subscription issues now support multiple copies The number of copies requires a manual update and is not currently driven from the online checkout 3 Free memberships support for memberships processed through the manual payments option This is useful for gifted membership or life membership types 4 For new members they can now go through an approval process New buttons have been added to the Account Subscriptions and Subscriptions list vie
371. proper keyboard layouts shown For example telephones have phone layout emails have an email layout Dates are not yet covered For Payment Options ensure only one Default is ticked If another for the same Payment Form is checked then this is removed e Change Schedule updates create Change Schedule History Paypal better managing of errors more information in error messages correction to mailing city being overridden on mobile devices Better handling of install process for upgrades 4 5 Upgrade Notes User Manual c AAkonsult Pty Ltd 2014 Page 505 User Manual konsult PAYMENTS 4 4 June 2015 4 4 Release Notes 1 Change Schedules New functionality for Memberships Subscriptions that allows for setting up in advance of changes For example a wine club subscriber might have 1 Red for every Winter and 2 White packs for summer 2 datalools Kleber updates Checkout and Manual Payments now support validation for phone Australia email address verify address repair and BSB validation checkout only Leads Accounts and Contacts now have a button for auto complete and validation repair of addresses 3 Make Payments for Token Charges on opportunities now pass in the description and amounts New configuration options added for URL parameters amount paymentFor 4 Make Payments now launch Events Registration where related Payment Form has a type of Event 5 Subscriptions Memberships have the option of creating m
372. pt 1 Receipt Date 2 Mailing Address 3 Other Address Shown as an alternative to Mailing Address if the Receipt Component has the AddressType set to Other If you are adding a new field make sure the security settings for this field are set to make them publically accessible as per procedure How to make a custom field visible on public web forms User Manual c AAkonsult Pty Ltd 2014 Page 358 User Manual konsult PAYMENTS 2 1 Navigate to Setup gt App Setup gt Create gt Objects App Setup Customize E Create Apps Custom Labels Interaction Log Layouts CO Report Types Tabs Action Link Templates New Global Actions Workflow amp Approvals Develop 2 2 Select Payment Txn Edit Edit 4 PaymentForm Merchant Facility Edit 2 Paymentitem Payment Txn Edit Payment Txn Edit 4 Paymer lor Payment Form 1 Edit Edit Edit Recurring Payment Recurring Payment Payment Txn Edit Subscriber Grou Edit Subscription Contact Edit 4 Subscription Issue Payment Form Edit ou Issue Subscription Issue m ata am Pi de e o Ph abe m m bs m o User Manual c AAkonsult Pty Ltd 2014 359 User Manual konsult PAYMENTS 2 3 Scroll down to Field Sets heading Edit Del 2 Shopping Cart Layout Jeff C
373. ption Level Default Price Subscript Edit Delf Monthly Magazine Subscription Contact Du 240 00 Edit Del Quarterly Magazine Subscription Contact Y 120 00 Edit Del Annual Magazine Subscription Contact 500 00 Edit Del CurrentIssue Subscription Contact i 15 00 Edit Del Nextissue Subscription Contact 15 00 Edit Del Top Notch Active 10 Subscription Contact 10 000 00 4 Tick the check box for Automatic Renewal and SAVE Payment Option ey Monthly Magazine Back to List Subscriptions Customize Page Edit L Notes amp Attachments 01 Acco Payment Option Detail unt Subscriptions 0 Subscriptions 11 Payment Form 3 Subscription Subscription Length Months 12 Payment Options Name Monthly Magazine Subscription Length Days Status Ho of Issues Per Subscription 11 Period _ Display Order gt Start Subscription From Subscription Level 2 Contact Start From Specific issue Subscription Type Subscription Default Prorate Fees Price 240 00 Currency Freight 40 00 Subscribers will be automatically renewed based on the frequency unless there is a problem with their payment credit card expired etc User Manual c AAkonsult Pty Ltd 2014 Page 291 User Manual konsult PAYMENTS How to manage organisation subscriptions Organisation subscription details are captured with web forms and stored in the Account area of Salesforce Account le
374. r Manual User Manual konsult PAYMENTS 1 3 Tick the Enable CAPTCHA check box and SAVE Payment Form amp 1 Online Payment Back to List Custom Object Definitions Payment Options 0 Notes amp Attach Payment Form Detail Payment Form Name 1 Online Payment Payment Form Note Capture payments for goods supplies donations pro services either online or from Accounts Contact Oppc Object in salesforce com Merchant Facility DEMO FACILITY Primary Payment Form _ Pre Authorisation _ Payment Type Order Enable URL Tokens Enable CAPTCHA Active Card Types Surcharge Card Type 1 Visa c AAkonsult Pty Ltd 2014 Page 464 User Manual User Manual konsult PAYMENTS 2 To test Navigate to About AAkonsult Payments tab About AAkonsult Payments Merchant Facilities Payment Txn s Man AAkonsult Payments e About AAkonsult Payments 5 Getting Started AAkonsult Pty Ltd provides a sample DEMO account Please review the installation and user manual links Setup View Payment Form Note Setup View Onine Payment MO FACILITY Setup View 2 Membership ae jht Sparks pe Setup View 3 Subscription Subs Y 0000006 Y 0000005 Setup View 4 Appeal 9000002 a MEME 5 Donation with option of Regu 0000001 Setup Men Ra ON REM Ix setup View 6 Event Training Course Y 0000002 E 2 1 Click on the Credit Card button to pre
375. r enforcement of profile security when doing database updates 3 Corrections to Member Type selection on Family Subscriber Group type memberships 3 8 Post upgrade notes Merchant Facility Add price book Create Opportunity Line Items to page layout User Manual c AAkonsult Pty Ltd 2014 Page 527 User Manual konsult PAYMENTS 3 November 2013 3 Release notes 1 Added Soft Credits to Manual Payments See Non Profit Section Soft Credits in this user manual for more info 2 URL Parameter lang xxx defaults to sites locale if none specified 3 Updates to recurring payments including direct debits with last payment dates Now uses the transaction date vs the date batches are closed off 4 Sites Sub domains now supported with custom UI 3 7 Post upgrade notes e add Soft Credit to Payment Type screen NB User Manual for updates on Payment Types User Manual c AAkonsult Pty Ltd 2014 Page 528 User Manual konsult PAYMENTS 3 6 November 2013 3 6 Release Notes 1 Checkout and manual payment now populate all fields in the Payment Txn from similar field names on the related contact record This include custom fields on the form 2 Invoice Confirmation Renewal Notices Receipts Changed address format to Uppercase All forms now use fieldsets for address section Invoicing long format available 3 Account Subscription Membership No is now correctly printing 4 Recurrin
376. records User Manual c AAkonsult Pty Ltd 2014 Page 334 User Manual konsult PAYMENTS How to automatically schedule changes to subscriptions memberships Change Schedules Change Schedules provide the ability for membership subscription updates to setup to scheduled ahead of time On the schedule date an automated process will apply the updates requested The types of schedules that are available are e Once off This allows for a person to book a schedule that will occur on a particular date and will be restored back to that option once that date is completed For example in a wine club someone may update their order quantity from 1 to 2 during the month of December then have it restored to 1 for January Ongoing This option will apply a permanent update effective on the from date An example of this might be for a wine club subscription where someone asks for their order to be change from a white pack to a red pack from the beginning of next year Recurring The Recurring Option allows for schedules to be setup that occur every year The option is very similar to the Once off option but will continue year after year An example of this option is for a wine club subscriber that has Whites every Summer and Reds for every winter Change Schedules can be setup and related to the follow areas e Recurring Payments e Account Subscriptions e Subscriptions 1 Creating a Change Schedule No records to display
377. reviews for Confirmation and Renewal notices 3 15 Post upgrade notes After installing would recommend doing the following 1 Setup gt create gt custom objects gt Payment Txn Scroll down to the fields section locate Matching Rules click into NOT edit then add First Name Last Name Fundraiser ID MAKE sure you select to add to all record types before saving 2 Click on the Merchant Facility Tab for each active Merchant Facility update the matching rules to have the new value First Name Last Name Fundraiser ID User Manual c AAkonsult Pty Ltd 2014 Page 521 User Manual konsult PAYMENTS 3 14 May 2014 3 14 Release Notes 1 Events module now allows for upto 10 different layouts Payment Form specifies which layout fieldset to use 2 Added new URL parameter to Manual Payments and Credit Card Payments to default in the amount to be paid Also added new defaultAmount to URL Token 3 New Mobile Responsive Option Yes iFrame Breakout allowing for payment forms embedded within an iframe to come to the top when displayed on a mobile device This enables mobile responsiveness 4 Manual payments update opportunities with total amount Previously amount did not include donation amount 5 Creation of URL token for Campaign and Campaign Member will use the Payment Form linked at the Campaign level If not present uses default merchant facility and Payment Form 6 Default Receipt
378. rification instructions Managed Back to List Workflow Rules This Email Alert is managed meaning that you may only edit certain attributes Dis Rules Using This Email Alert 1 A Email Alert Detail Edit Clone Description Send Email New New Direct Debit Verification instructions Unique Name Send_Email_New_New_Direct_Debit_Verification_instructions Object Recurring Payment Namespace Prefix AAKPay Installed Package AAkPayments From Email Address Current Users email address Recipients Related Contact Contact Additional Emails User Manual c AAkonsult Pty Ltd 2014 Page 105 User Manual 3 3 Edit and review email wording and SAVE Email Template Edit Save Save amp New Cancel Email Template Information Available For Use v Email Template New Direct Debit Template Unique Name New Namespace Prefix AAKPay Installed Package AAKPayments Encoding General US amp Western Europe ISO 8859 1 ISO LATIN 1 v Description Organization_Name Welcome Subject Email Body The email template text should be updated as required You may wish to add supporting forms and documents into the attachments section after the form is saved 3 4 Test email Email Template Subject Organization Wame Welcome Plain Text Preview Recurring Payment c AAkPay FirstMame Thank you for registering for Direct Debit p
379. rson when amount gt Large Donation Amount Email with Statement Attached VVorks with workflow of Campaign member If payment has not been matched within a certain amount of time then remind payment administrators to followup Membership Confirmation Email sent after a membership has been approved Send out an email with details on what is required for Direct Debit Verification and Activation Send an internal notification that a new online MEMBERSHIP payment has been made Send an internal notification that a new online payment has been made Used when Payment Method is Invoice Me Pledge Send By Post etc Ovi PDF Receipt Attached A Email with PDF Invoice Attached Credit Card Expiry Reminder Email Template used for internal notification of card expiring Alert internal staff if an error has occurred with a recurring payment y Match Case 4 of 5 matches x select AAkonsult Payments folder c AAkonsult Pty Ltd 2014 Page 374 User Manual AAkonsult E 5 Preview and Send Receipt Task Send an Email Attach File Cancel Edit Email i To Related Payment Txn PAY 0002900 Additional Cc BCC Subject RECEIPT for Jeff Challis 0002901 Dear Jeff Thank you for your payment please find attached your PDF RECEIPT You will need a PDF reader to open or print your receipt available free from www adobe com Kind regards Wildlife Vi
380. rue this will hide the component on the right hand side that has details on when and where the event will run hideContactUs When set to true this will hide the component on the right hand side that has details on how to contact us hideRightSideBar When set to true this will hide both the When amp Where and Contact Us components There are a number of options for configuring what is shown and how the Upcoming Events widget is formatted To change the data values fields used in the widget please see How to customise event forms There are a number of URL parameters that allow you to control the behaviour of the Upcoming Events Widgets For example https yourwebsiteupcomingeventsURLY width 2350 amp campaignType Conference sets the width to 350 pixels wide and only shows upcoming conferences In the example URL yourwebsiteupcomingeventsURL the Upcoming Events URL from the Merchant Facility as described earlier in this procedure A full list of URL parameters available is shown in the table above c AAkonsult Pty Ltd 2014 Page 259 User Manual User Manual konsult PAYMENTS How to pay for an event manually Events can be paid for manually cash cheque or money order 1 Include Manual Payments in set up 1 1 Navigate to the Merchant Facility ments EGEA Payment Txn s Merchant Facility DEMO FACILITY Back to List Installed Package The Merchant Facility tab can be
381. s Related to Payment Txn Used by Event bookings to group Payment Items attendees by Ticket Type Payment options are a list of items and pricing For example this might be memberhips of type Single Family Concession etc Payment transactions Updated for both manual and credit card payments Page 248 User Manual 4 4 Changing FieldSet Layouts Payment Txn Payment Item FieldSet Edit Del Soft Credit Layout AAkPayments Jeff Challis 3 04 2015 11 50 AM Jeff Challis 3 04 2015 11 50 AM Edit Dal Subscriber Group Member Layaut AAkPayments Jeff Challis 3 04 2015 11 50 AM Jef Challis 3 04 2015 11 50 AM New Field Sets Help Field Label Installed Package API Name Where is this used Event Registration Attendees Screen individual persons erirtenseecoracregisiratono1 AAKPayments AAKPay__eventAitendeeContactRegistrationO1 details Event Registration Attendees Screen individual persons eyent amp ttendeeContactRegistration 2 AAKPayments AAKPay__eventAttendeeContactRedgistration02 details event ttendeeContactRegistration03 AAkPayments _event ttendeeContadRegistrationt3 details Event Registration Attendees Screen individual persons event amp ttendeeContactRegistration 4 AAKPayments AAkPay eventAttendeeContactRegistration 4 details Event Registration Attendees Screen individual persons eyent amp ttendeeContactRegistration 5 AAKPayments AAkPay eventAttendeeCont
382. s 0 Activity History 01 Notes amp Attachments 0 Subscription Issue Items 2 Subscriptions 21 Account Subscriptions 01 Recurring Payments 01 Payment Tan s 01 Subscription Issue Detail Payment Generation Mailout Generation Mailout Single Mailout Final Mailout Multiple Mailout All Subscription Issue ssue Ma 3 Mailout Batch No gt 1 Issue Number 3 Last Mailout Generation Completed gt 21 08 2014 10 21 PM m oa User Manual c AAkonsult Pty Ltd 2014 Page 322 User Manual konsult PAYMENTS 1 3 Set Current Issue o Subscription Issue Mail House Generation Warning The current subscription issue is Issue 001 Press the Set Current Issue Button below to make this Issue 002 the current one Issue Details Subscription Issue Name Issue 002 Issue Number 2 Mailout Batch No Publication Date 20 05 2015 Selection Criteria Include Account Level Subscriptions Include Contact Level Subscriptions If you have not previously set this as the current issue then you will get a warning 1 advising of this Press Set Current Issue 2 before continuing 1 4 Check details and process E Subscription Issue Mail House Generation Process Cancel Issue Details Subscription Issue Issue No Issue Humber 2 Mailout Batch Ho Publication Date 6 10 2014 Selection Criteria Include Account Level Subscriptio
383. s and select your online form Payment Forms New Payment Form Action Payment Form Name Primary Payment Form Payment Type Default Campaign Ena Edit Del 1 Online Payment Order Edit Del 2 Membership Membership Edit Del 3 Subscription A Subscription Edit Del 4 eal Donation DEMO Appeal 5 Donation with Edit Del option of reqular Donation giving Edit Del NE Event Edit Del AAkonsult Training PO Training Edit Del Big Training Event Edit Del Order Edit Delf Stylish Me a Membership 2 3 Scroll down to Receipting Text heading and select the Edit button v Receipting Text Receipt Item Subscription to the latest and greatest Stylish Magazine Receipt Text Send Receipt Yes PDF Version Invoice Text Created By Carol Challis 21 08 2014 11 39 AM User Manual c AAkonsult Pty Ltd 2014 Page 401 User Manual konsult PAYMENTS 2 4 Paste the text copied from the email template into the Receipt Text field and SAVE Receipting Text Receipt Item gt Subscription to the latest and greatest Stylish Magazine Receipt Text 3 Test your email 3 1 Navigate to the Payment Txn s tab and select a relevant transaction ts Merchant Facilities Manual Payments Recurring Payments Subscri Payment Txn s amp Home View Edit Create New View Recent Payment Txn s Payment Txn Mo Transaction Type Bank Deposit Date Total Amount Charged Cardholder
384. s made This section describes errors that may occur and what to do about them 4 1 The formula references fields across 11 relationships while only 10 are allowed If your install has failed and you receive an error message similar to the one below this most likely means that your organisation has added some custom formula fields that are of type Cross Object You can see the Salesforce online Help for details on Cross Object Formula s The best solution is to log a case with Salesforce Support Tell them you are trying to implement a package upgrade and are now exceeding the number of cross object formula fields Perhaps ask for the limit to be increased from 10 to 15 Sample Error Message Your request to install package AAkPayments 4 5 150609 was unsuccessful None of the data or setup information in your salesforce com organization was affected If your install continues to fail contact Salesforce CRM Support through your normal channels and provide the following information Organization XXXXXXXXX 00DN0000000XXXX User Administrator 0059000000 XXXXX Package AAkPayments 04tA0000000XXXX Problem 1 Payment Txn c Pay Now 4c The formula references fields across 11 relationships while only 10 are allowed Please contact support at salesforce com for more assistance User Manual c AAkonsult Pty Ltd 2014 Page 504 User Manual konsult PAYMENTS 4 5 June 2015 4 5 Release Notes Mobile fields to have
385. s menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update c AAkonsult Pty Ltd 2014 Page 87 User Manual 1 1 Enabling PayPal Payment Method Pledge Bank Transfer Manual Direct Debit OK Cancel Locate the Payment Method field and double click 2 Select PayPal and then press OK button followed by the SAVE button User Manual konsult PAYMENTS 1 2 Checkout preview My Payment Details Total Amount Charged 45 00 Payment Method Comments o Step 1 of 3 On the Merchant Facility you can click on the Site URL and this will show you the updated checkout form This will now include the newly included payment options 2 PayPal Process Flow Overview disi External Web Pay ments Internal Staff The sections below provide more details of the process flows The colour coding used in the processes are e AAkonsult Payments pages are those pages using salesforce com sites functionality e External web is a non salesforce com page such as Pal Payee Actions are manual steps that a payee needs to do These could include sending payments Internal Staff are actions required by internal users of AAkonsult Payments where they need to perform a manual step
386. s that only need to be charged when deliveries are ready 3 Added support for date formats and currency formats to mail merged PDF documents such as receipts and renewal notices 3 0 Post upgrade notes e Add button Payment Generation to Subscription Issue Add On Shipment to Payment Type Recurring Payments Type c AAkonsult Pty Ltd 2014 Page 533 User Manual User Manual konsult PAYMENTS 2 11 August 2013 2 11 Release Notes 1 Receipting enhancements There have been quite a number of changes made to receipts and membership renewal confirmation notes these include 2 Ability to specify receipt colours on the Merchant Facility 3 Ability to embed mail merge fields in receipt body For example Dear Payment Txn c AAkPay firstName The existing Dear firstname has now been removed 4 Provide ability to configure transaction summary sections New fieldset receiptPaymentlnfo on Payment Txn o Receipt and membership renewals confirmations emails are now able to be cloned and the body of the email updated 6 The address shown can be user specified with either Mailing or Other 7 Updates to Account Organisation Name print under more conditions For more information on these updates please consult the receipting section of this manual 1 More configurations options for checkout user layout These include 2 Ability to re order sections on the screen The fieldset
387. schedule to be setup to notify payees that a new payment is due For more information see the Recurring Payments Payment Schedule section in this user manual 2 Subscription renewals will now use the correct Person Account address 3 Events tickets minor updates to better manage all attendees being required to register their individual details 4 Subscriptions membership refunds Updates to show payments and negative value and to not increment subscription by another period 5 Individual bucket contacts are automatically updated to Accounts and Contacts should the payee make a payment related to a Company User Manual c AAkonsult Pty Ltd 2014 Page 537 User Manual konsult PAYMENTS 2 June 2013 2 Release Notes 1 Added Event Type Tickets and Specify All Attendees Also minor Ul updates to Events including help text for ticket types position of ticket information on registration screen 2 Update to family memberships to correctly process memberships where non primary person ends up being the person renewing Update banking report to use a new Banked Payment field to differentiate transactions that are successful vs those that are in Error but will be credited to bank account 4 Time based workflow templates setup to allow for exception emails on Batch Payments Processor should it stop working or not be restarted 5 Add a validation rule on Site URL to have at the end 2 Post u
388. scription Type Membership Default _ Prorate Fees _ Price 10 00 2 5 Save User Manual c AAkonsult Pty Ltd 2014 Page 454 User Manual konsult PAYMENTS How to use multi currency Multi currency does not require the salesforce com multi currency capabilities to be turned on It will also work with organisations that have multi currency turned on The currency selected used will be used provided to the payment gateway to transact in that currency and will be stored against the payment transactions Please note that not all banks provide merchant facilities that are multi currency capable If salesforce com multi currency is enabled then the currency used will be applied to the salesforce com ISO Currency field 1 Navigate to the Merchant Facilities tab and scroll to the Account Contact Opportunity Matching heading Create Using Contacts Name Automatic Matching Match and Create New If Mo Match Found Create Opportunity Account Template _ Defaulting y Contact Template _ Matching Rules Account First Name Last Name First Name Last Name Phone Last Name Email Last Name First Name Suburb Last Name Mobile Membership 19 Last Name Disable Custom Indexing Enable Geonames Autocomplete Account Matching Method _ Override Target Contact Values Yes Subscription Lapsed Grace Days 30 Default State _ Default Country _ Australia Print Email Receipt car
389. ser ID First Name Last Phone Last Name Email Last Name First Name Suburb Last Name Mobile Membership Id Last Name Disable Custom Indexing Default Currency AUD Subscription Lapsed Grace Days 30 Print Email Receipt gt jeff challisghaakpaydev1 com nr Tow C sleulsatian 1 3 Select Match and Create New if No Match Found and SAVE 2 How does matching work Matching works on the number of fields that match on a payment record to fields on the contact record Each field that matches is allocated a weighted score When the score is greater than 50 it is considered a good match The weighting for different field values 80 Mobile 60 Phone 20 Membership Id 90 Street Account 25 Last Name 25 Suburb 15 First Name 20 Fundraiser Id 70 3 Match Only option Match Action No Match new Account Contact record is automatically created High Match The payment is automatically linked with the contact The payment will need to be reconciled manually If the Automatic Matching is set to Match Only then depending on the score calculated is High Low or None then the resulting action as shown in the table above will apply User Manual AAkonsult Pty Ltd 2014 Page 172 User Manual Low matches need to be reconciled manually User Manual c AAkonsult Pty Ltd 2014 Page 173 User Manual konsult PAYMENTS How to m
390. ser Manual konsult PAYMENTS View your creation Ul 3 My Contact Details denotes a compulsory field Please fill all of these fields in below and then press the Continue button Title None First Last Phone Mobile Phone Email Subscribe to Email Updates O e Street By Suburb Town Williamstown State Victoria Postcode mE Country Australia 2 Delivery Address Same as v Billing Transaction Details Book Purchase Amount 0 Freque e One off My Payment Details Freight 510 00 Includes CST of 0 91 Total Amount Charged 10 00 FJD The order of fields and the appearance of the form can be changed to suit your organisation There are a few more steps required to publish your web form User Manual c AAkonsult Pty Ltd 2014 User Manual AAkonsult PAYMENTS How to rearrange fields on a web form To provide the best possible flexibility AAkonsult Payments makes extensive use of the Salesforce CRM fieldset capabilities This enables administrators to easily add custom fields or move hide existing fields used on the forms The hiding of fields should only be used if there is not a standard Payment Form configuration setting as described in the previous section of this manual If you have added your own custom fields please ensure you make the fields publically accessible see How to make a
391. ser defined previous page before checkout form 8 Updated manual payments to share more of the checkout URL Parameter URL Token options User Manual c AAkonsult Pty Ltd 2014 Page 549 User Manual konsult PAYMENTS 1 11 May 2012 1 11 Release Notes Updated styling for help tooltips to be more aligned with theme selected Added pre authorisation and authorisation complete functionality For Tax Included Amounts now show value of checkout screen Added CAPTCHA functionality Added Campaign Member Status and associated payments with Campaign if specified Updated About AAkonsult Tab to generate sample data and forms Added Dashboards and more Reports c AAkonsult Pty Ltd 2014 Page 550 User Manual User Manual konsult PAYMENTS 1 10 April 2012 1 10 Release Notes User interface change to section headings on payments and confirmation form Tax Calculations added This includes calculations as additional to amount charged or tax is included in amount charge or tax is not calculated shown 3 Surcharge percentage used is now stored on payment transaction 4 Matching updates on Company Name search Now excludes parts of the name such as Pty Limited etc so as better locate two companies that are the same 5 Added new matching run Account Name Last Name 6 Chatter updates This is available for internal transactions as this stage due to salesforce com restri
392. ship recurring donations amp receipting ooo 18 OVERVIEW DETAILS REVIEWS EB PROVIDER Save Get It Now App by AAkonsult Pty Ltd Recurring Memberships Donations Subscription Events amp other payment types can be easily captured and reconciled with AAkonsult Payments Highly suitable for Not For Profit s amp Corporates Built 100 on Force com enables workflow reporting etc RELEASED Watch a Demo 1 9 2012 PRICING Contact us for pricing Discounted for Nonprofits CATEGORIES Install the latest version from the AppExchange This can be found at https appexchange salesforce com listingDetail listingld aON300000059H93EAE Press the Get It Now button and follow the installation wizard For more details on the wizard please see How to download from the AppExchange 2 Restart any previously running Recurring Payments Processor and or Batch Processor User Manual c AAkonsult Pty Ltd 2014 Page 502 User Manual konsult PAYMENTS 2 1 Navigate to the Merchant Facility tab yments ayment Manual Payments Recurring Paym amp J DEMO FACILITY B Back to List Recurring Payments Payment Forms 5 Notes amp Attachments Merchant Facility Detail Edit Delete Clot The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or
393. ship No Membership Start Date of payment Membership Start Grace Days _ wv Orders Supplies Payments Invoice No 9 able Delivery Address SU wy m Freight Amount gt 20 00 Custom Fields Transaction Details Enable Custom Fields gt Enable Custom 3 Fields Appeal EO Financial Year Custom Fields Header gt Invoice Custom Fields 3 Header Payment By Corporate E Enable Custom 2 Fields Payment By 500 00 Custom Fields 2 Header a Email Receip 4 Oui Donation Amo o o o le ice i 1877 MEE ee Chatter Updates _ Large payment New Account with Payment New Contact with Payment First time Subscriber Renewing Subscriber New recurring payment 30 Enter your choice Frequency 9 one off Monthly v Receipting Text Payment By individuati Company ReceiptText Thank you for making your payment your support is very much appeciated Please also checkout our free App on the www appexchange com that allows you to default campaign member status s based on the Campaign Type Search for AAkor Campaign Status Regards My Payment Details The team at AAkonsult Pty Ltd Freight 20 00 Created By Jeff Challis 6 10 2012 4 50 PM Last Modified By Challis 7 10 2012 3 01 PM Surcharge 9 516 50 Ae Edit Delete Clone Credit Card Manual Payment Includes GST o 51 50 Total Amount 566 50 AUD Payment Options New Payment Option Payment Options H e Payment Method 9 Credit Card
394. so Custom Objects gt Payment Txn custom object then add those fields gt FigldSets to the checkoutCustomEelds FieldSet Keep in mind thatthe sites profilefor object payment tsn must have update to these fields Threelots of custom sections are possible The Field sets checkoutCustomFields2 and i checkoutCustomFields3 are used for the 3 different sections Appeals When the Enable Appeals checkboxis selected on the Payments Type form the web form will showa PaymentForm Appeals ist of all Campaigns that are active have publish Section on web enabled and are within the current date range Some organisations may choose to use have one form for each Appeal Please see point D above Membership Types When Enable Payment Options is ledonthe H Payment Forms form the web form will display a H i ini picklist of values for Membership Thesevalues plions ri are returned from the Payment Forms Payment Options related list H When a payee changes the Membership Type the pricing amounts willalso change NB Whilst membershipis given as an example above this option could beused for any product service that have a value PaymentForm Donations paymentis Not Donation then the choice of Not at this stage will appear Suggested Donations amounts can be used in conjunction with Donation With F
395. sonal Setup Folder AAkonsult Payments My Personal Information Email Template Name Payment Receipt Available For Use gt Email Template Unique Name Payment Receipt Last Used Date gt Import Namespace Prefix Times Used gt Desktop Integration Installed Package Salesforce com Version 25 0 My Chatter Settings Encoding General US amp Western Europe ISO 8859 1 ISO LATIN 1 On some occasions you may get an error message if you edit the text and save This is a feature of salesforce that will hopefully be fixed one day 6 1 Edit email template Visualforce Email Template Edit Payment Receipt Visualforce Email Template Edit Save Quick Save Cancel Component Reference Email Content Version Settings HFA Aa lt apex outputText Value 0rganization City amp nbsp apex outputText Value 0rganization State amp nbsp apex outputText Value 0Organization PostalCode gt lt br gt apex outputText Value 0rganization Country br P apex outputText Value 0rganization Phone br F apex outputText Value 0rganization Fax br messaging htmlEmailBody c ou o 2 N He o 3 m rt pu 3 oa tv N ti rt em o c 3 a lt 37 lt messaging plainTextEmailBody gt 39 emessaging attachment renderAs PDF filena
396. sor is required for two reasons 1 It improves the performance of the checkout form processing as the processor does much of processing updates required 2 As the public forms are using a guest salesforce user license type that user does not have the Salesforce license options to update many of the database tables objects The online guest user simply populates the Payment Txn object details and then the Batch Processor has the full level of access based on the user that started it and it can therefore do updates that would not be otherwise be possible The Batch Payments Processor e runs every 10 minutes activates processes set up within AAkonsult Payments ensures that details entered on web forms are automatically updated into your system checks the Payment Status field in the Payment Txn s tab and activates any workflows that you have set up Workflows are set up when AAkonsult is installed to notify if the Payment Processor was inadvertently or unexpectedly stopped If using the batch processor conjunction with the Nonprofit Starter Pack then please read the section on the Nonprofit Starter Pack before enabling User Manual c AAkonsult Pty Ltd 2014 Page 164 User Manual konsult PAYMENTS 1 Navigate the Merchant Facilities tab nts 8 Payment Txn s Merchant Facility amp DEMO FACILITY Back to List Payment Txn s Merchant Facility Detail The Merchant Facility tab can be found
397. ss _ Freight Amount 12 00 User Manual c AAkonsult Pty Ltd 2014 Page 450 User Manual konsult PAYMENTS 1 5 Navigate to About AAkonsult Payments tab and test your form Lani Capture new info Survey Response Comments Transaction Details Payment Amount 0 Donation Amount 0 00 Payment By Individual gt Company My Payment Details surcharge 0 00 Includes GST of 1 09 Total Amount Charged 12 00 2 Variable Freight This is used if a monthly magazine subscription will have more deliveries than a quarterly subscription and hence will attract more postage freight User Manual c AAkonsult Pty Ltd 2014 Page 451 User Manual konsult PAYMENTS 2 1 Navigate to the Merchant Facilities tab and scroll down to the Payment Forms heading Payment Forms Action Payment Form Name Primary Payment Form Payment Default Campaign Enabi Edit Del 1 Online Payment Order Membership Subscription Edit Del 4 eal Donation DEMO 5 Donation with Edit Del option of regular E Donation giving c cg Event User Manual c AAkonsult Pty Ltd 2014 Page 452 User Manual konsult PAYMENTS 2 2 Select the form that the freight applies to and scroll down to the related Payment Options Payment Form F 2 Membership Notes amp Attachments 0 Payment Txn s o Rec ayment Form Detail Mailout G Payment
398. st Custom Object Definitions The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 123 1 1 Select the allowable Payment Methods Payment Method OK Cancel 1 Locate the Payment Method field and double click 2 Select PayPal and then press OK button followed by the SAVE button User Manual konsult PAYMENTS 1 2 Checkout preview My Payment Details Total Amount Charged 45 00 Payment Method Credit Card Name On Card Credit Card Number Expiry Date 04 s 2015 What s this Comments 2 Step 1 of 3 On the Merchant Facility you can click on the Site URL and this will show you the updated checkout form This will now include the newly included payment options 2 Pay Later Process Overview AAKonsult Internal Staff External Web Payments The sections below provide more details of the process flows The colour coding used in the processes are e AAkonsult Payments pages are those pages using salesforce com sites functionality User Manual c AAkonsult Pty Ltd 2014 Page 125 User Manual konsult External web is
399. stom Sec checkoutCustomSec checkoutPaymentDe Drag any of the fields above into the list belg In the Field Set checkoutContactDetails checkoutCustomSection1 checkoutCustomSection2 checkoutCustom Section3 checkoutCustomSection4 checkoutCustom gt ection5 checkoutCustomSection6 checkout T ransactionDetails checkoutPaymentDetails c AAkonsult Pty Ltd 2014 Page 34 User Manual konsult PAYMENTS _ Q How to publish a web form using URL tokens preferred method This method of publishing your web form is useful if you have more than one merchant facilities or more than one payment form Before starting this step make sure your Merchant Facility has a Site URL specified on it To setup the Site URL please see How to connect your new site to your Merchant Facility 1 Navigate to the URL Tokens tab Recurring Payments Subscription Groups Account Subscriptions Subscriptions Direct Debit Batches URL Tokens PCR Accounts 2 Select New URL Tokens amp Home View Edit Create New View Recent URL Tokens URL parameter Name Amount Account Contact Payment Option Token UT 0000001 QuoAqfFt I MMHDSUImMLEMdzz UT 0000000 C 2FP 2Fv 2FPSENctbzynjHO User Manual c AAkonsult Pty Ltd 2014 Page 35 User Manual konsult PAYMENTS 3 Select Merchant Facility and Payment Type from the drop down menu and Save URL Token Edit 2 New URL Token
400. stom Theme and Save Static Resource Static Resource Edit Static Resource Information us m Description A hail File C Users Carol Documents 4Akonsult Manuals Theme Cache Control Public C Provide a name for the theme no spaces Upload the zipped file that you created from the folder oet Cache Control to Public oave DO II 4 4 Navigate to the Merchant Facilities tab and scroll to User Interface User merce Interface Form Width 500 Theme Background Colour Custom Theme Resource Name CAPTCHA Theme red User Manual c AAkonsult Pty Ltd 2014 Page 72 User Manual konsult PAYMENTS 4 5 Change Theme to Custom Theme User Interface Form Width 4500 Background Colour _ Custom Theme Resource Name _ CAPTCHA Theme red 4 6 Enter your new Custom Theme name Theme Custom theme Custom Theme Resource Name NewThemd J CAPTCHA Theme gt 4 7 Save 5 Test custom theme 5 1 Navigate to About AAkonsult Payments tab and select a web form e About AAkonsult Payments Getting Started AAkonsult Pty Ltd provides a sample DEMO account for evaluation and test pur Please review the installation and user manual links provided in the Quick Links Setup View Payment Type Notes Appeals are linked to Campaigns Setu View 4 Appeal Tab Multiple Appeals can be running at the Vi 5 Donation with option
401. sult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 Scroll down to the Receipting heading xeceipting 1 Our Website gt http www 4demo com Receipt Body Colour gt f115f9 General Email gt info 4demo com Receipt Body Border Colour 8BASGCD Receipt Label RECEIPT Receipt Totals Header Background 958307 Colour gt Document Type Receipt Receipt Totals Header Text Colour gt 000000 ABN gt 123 456 789 3 Select the colour based on HTML colour codes Receipt Text Colour Receipt Body Colour Receipt Body Border Colour Receipt Totals Header Background Colour Receipt Totals Header Text Colour Colours can be chosen using this chart User Manual AAkonsult Pty Ltd 2014 Page 366 User Manual konsult PAYMENTS 4 Match fields with the receipt o Receipt Text Colour 666665 Receipt Body Colour gt f1f5 Receipt Body Border Colour gt 8BAOT Receipt Totals Header Background 9554 Colour Q Receipt Totals Header Text Colour gt 000000 User Manual c AAkonsult Pty Ltd 2014 Page 367 User Manual konsult PAYMENTS 5 View results PO Box 175 Williamstown VIC 3016 Australia 03 9397 0443 www aakpaydev1 com info aakpayd
402. sult Pty Ltd provides a sample DEMO account for evaluation and test pur Please review the installation and user manual links provided in the Quick Links Setup View Payment Type Notes Capture payments for goods supplies setup View 1 Online Payment A ts Contact C tunities Any O Memberships be setup at Contact a reminders Members 19 Lastname ca subscriptions be setup with varyim setup View J Subscription renewed and have freight amounts adc Appeals are linked to Campaigns Setu setup View 4 Appeal Tab Multiple Appeals can be running at the 5 Donation with option Regular giving is easy to setup Updati setup View of regular givi salesforce com Tokens are used for Events Training courses is an optional setup View 6 Event Training Course registration A variety of ticket types 4 2 View your new fields in the web form Capture new info Survey Response Comments o c AAkonsult Pty Ltd 2014 Page 51 User Manual User Manual konsult PAYMENTS How to change field names section heading names and information messages As AAkonsult Payments is part of a managed package you cannot update the object field labels using the normal administration options However you can use the translation workbench to achieve the same outcome To update labels you will need to first enable the translation workbench then update the object label or the custom label settings
403. t Refund Custom fields are available URL Tokens Create a custom field with the same name using the standard salesforce custom field s functionality Where yyy is the record id for the Merchant Facility if not specified then irst Merchant Facility that is primary and active is used Where yyy is the record id forthe Payment Form if not specified then primary for the Merchant Facility is used If using this option you must also specify the payMSetting yyy option as Where yyy is the Contact Record Id This is used to default in payment contact details If specified will defaultname address phone fax and email details Where yyy is the Account Record Id _ Used to link the payment with an account If specified will default Donation By Name address details and phone fax details from the account values link the paymentwith an existing Opportunity Where is Campaign Id Used to link the paymentwith an existing Campaign Note the defaultcampaign on the Payment Form will be assignedto the transaction if appeals are enabled Id of a particular payment option eg Family membership or perhaps a product PaymentOptionld Using this parameter allows for the paymentoption to be pre selected and shown but does not allow the userto change the defaulted parameter Hides the Payment
404. t Issue No 3 Open Activities D Activity History 01 Notes amp Attachments 01 Subscription Issue Items 2 Subscriptions 21 Account o 5 ring Payment o Subscription Issue Detal men Geneon Generator IIT Subscription Issue Issue Mo 3 Mailout Batch Ho 2 1 Issue Number 3 Last Mailout Generation Completed _ 21 08 2014 10 21 PM Payment Form Stylish Magazine Publication Date 341 2014 Payment Generation Created By Carol Challis 21 08 2014 11 46 AM Last Modified By Carol Challis 21 08 2014 10 21 PM Single issue Final subscription issue Multiple issues in the one mailout All subscriptions that are due for that issue p Ic 3 3 Check report and print or export Subscription Issue All Report Generation Status Complete Report Options Time Frame Summarize information by Show Date Field Range From To un fepor tide vetare cote Se Ax ri Vn roin Filtered By Edit Subscription Issue ID equals a0G9000000RZ07J Clear Mailout Batch No MembershipNo Issues Remaining Salutation FirstName LastName Account Name Mailing Street Mailing City Mailing State Mailing PostalCode Mailing Country Quantity Finallssue 1 000037 11 Governor Henry Barkly Henry Barkly Williamstown VIC Australia 100 7 1 000036 11 Reverend George Wilkinson George Wilkinson Williamstown VIC Australia 100 Grand Totals 2
405. t Debit Batch Name DD0000005 Merchant Facility DEMO FACILITY Payment Form Stylish Magazine Statement Text Direct Debit File Format Australian Banking Association User Preferred Specification gt My Account User Identification Number 1234 Bank Code BQL Bank of Queensland AccountNo 123456 BSBNo 111 222 Bank Code Value BQL Created By Carol Challis 26 08 2014 11 25 AM 5 2 Select Extract Transactions Direct Debit Batch Add to Batch Bulk Add to Batch f Extract for Processing Mark Error Mark Complete Bulk Mark Complete Owner J Carol Challis Change Processing Date Status New No in Batch 5 Total Batch Amount 99 95 No in Last Extracted File Total Amount in Last Extract File Download Last Extracted File _ Last Modified By Carol Challis 26 08 2014 11 33 AM o Extract Direct Debits for Bank Processing Direct Debit Batch Information Direct Debit Batch Name Merchant Facility Bank Account Name Bank Code User Manual c AAkonsult Pty Ltd 2014 Extract Transactions 5 DEMO FACILITY DEMO Savings Account BOL Bank of Queensland Extract Transactions 115 User Manual konsult PAYMENTS 5 3 Await processing and select Close Direct Debit Batch o Extract Direct Debits for Bank Processing The Direct Debit process has been started When itis complete you will get email notification and can then download the fil
406. t Pty Ltd 2014 Page 23 User Manual konsult PAYMENTS 6 View your creation Ul 3 My Contact Details denotes a compulsory field Please fill all of these fields in below and then press the Continue button Title None First Last Phone Mobile Phone Email Subscribe to Email Updates O e Street By Suburb Town Williamstown State Victoria Postcode mE Country Australia 2 Delivery Address Same as v Billing Transaction Details Book Purchase Amount 0 Freque e One off My Payment Details Freight 510 00 Includes CST of 0 91 Total Amount Charged 10 00 FJD The order of fields and the appearance of the form can be changed to suit your organisation There are a few more steps required to publish your web form User Manual c AAkonsult Pty Ltd 2014 User Manual How to clone a web form Navigate to the Merchant Facility tab nts BIET e Merchant Facility DEMO FACILITY konsult PAYMENTS Payment Txn s Merchant Facility Detail The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in oalesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update Scroll down
407. t files This new feature is introduced with this release It currently allows for Payment Schedule invoices to be paid for by BPAY Uploaded files are automatically matched with outstanding payment schedule invoices For more information please see the Importing Files in the Payment Schedule section of this manual 1 Receipts now allows for a user defined name to be included This is useful when a purchase or donation is donated and organisations want to adjust who s name is shown on the receipt 2 URL Token creations for Accounts Contacts Opportunity Campaign Campaign Members and Cases Simply check the Create URL Token and a URL Token will be created Sample workflows included to set automatically Please see the section in this manual called Emailing URL Tokens for more information 3 Disable Custom Indexes checkbox added to Payment Txn This enables organisations an option whilst waiting for Salesforce com to add custom indexes when more than 100k contacts or accounts reached User Manual c AAkonsult Pty Ltd 2014 Page 532 User Manual konsult PAYMENTS 3 0 September 2013 3 0 Release Notes 1 Introduction of new PxFusion Payment Gateway offering This enables support by more banks in particular those in New Zealand Also offers a 3D Secure option for those organisations that need this 2 New recurring option On Shipment This is useful for organisations such as wine clubs etc that have member
408. t the original transaction Credit card numbers are not required because the details are calculated from the tokenised details from the original transaction Refunds are designed to work with the Salesforce Workflow Approvals As this process is unique for each organisation workflow approvals need to be setup by your administrator or you can engage AAkonsult Professional Services for help email info aakonsult com For a simple approval process to manage approvals see How to setup a Simple Refund Approval Process NOTE The refund does not happen until the Approved checkbox has been selected or updated by a workflow rule 1 Navigate to the Payment Txn s tab ents Merchant Facilities Payment Man Payment Txn s e Home 2 Search for the transaction with any field using the alphabet Change Owner Authorisation Complete Payment Received Generate Receipts Contact Reconciliation Action Payment Txn Ho Bank Deposit Acc Bank Deposit Date Total Amount Cha O Edit Del o PAY 0000012 DEMO Savings Acc 24 07 2014 595 54 O Edit Del eo PAY 0000021 DEMO Savings Acc 30 07 2014 1 00 16260815d3ca810 User Manual c AAkonsult Pty Ltd 2014 Page 207 konsult User Manual 3 Select transaction to be refunded Payment Txn amp PAY 0000012 Jp Show Feed Back to List Payment Txn s Refund Txn s 0 Recurring 4uthorisations 0 Open Activities 0 Activity Hi Payment T
409. tTxn 9 Field Label v Master Field Label Discount Amount Donation Amount Donation By Donation By Name Drawer Email Email Receipt Only Expiration Month Expiration Year Expiry Date Financial Institution First Name Foreign Transaction Tax Excluded Freight Frequency Fundraiser ID 1 Agree to the Terms and Conditions 1 Will Be Attending Institution Address Invoice Description Invoice No IP Job Title Last Name Lat e c AAkonsult Pty Ltd 2014 sare cae Field Label Translation Student First Name Field Type Formula Currency Currency 7 2 Picklist Text 60 Text 60 Email Checkbox Picklist Picklist Formula Text Text 40 Text 40 Checkbox Currency 12 2 Picklist Text 40 Checkbox Checkbox Text 60 Rich Text Area 32768 Text 20 External ID Text 20 Text 128 Text 60 Text 20 Navigate to setup gt administration setup gt Translation workbench gt Translate Select your language eg English Australia oelect Custom Fields for the component Select Payment Txn for the Object Select Field Label for the Aspect Locate the field you wish to update double click into the Field Label Override area Press SAVE button Out of Date ES ES ES ES ES ES ES ES ES ES ES E ES ES ES ES EE ES ES ES ES S E Ej Ej 62 User Manual konsult PAYMENTS 3 2 Review your updates Step 1 of 3 My Student Registration D
410. td 2014 Page 264 User Manual konsult 5 1 2 Search for AAkonsult Campaigns 99125901 aakonsult campaign Filters All Prices All Editions AllRatings AllLanguages Apply Cle Home Popular Status Defaults New Quick Simple Free Collections Categories 11 FREE Customer Service Marketina 1 3 Select the Get It Now button Email W Tweet 11 3 Save Get It Now Calida Help amp Training User Manual c AAkonsult Pty Ltd 2014 Page 265 User Manual konsult PAYMENTS 1 4 Login to the AppExchange To get this app select one of the below options Log in to the AppExchange Use your Salesforce credentials don t have a login Continue as a guest Even if you plan to install into your sandbox first login to the AppExchange using your production credentials 1 5 Select either production or sandbox How would you like to continue amp Install in production Includes active trial or developer orgs E Install in sandbox Test in a copy of your production org Sandbox allows you to test the App before applying to your live version User Manual c AAkonsult Pty Ltd 2014 Page 266 User Manual konsult PAYMENTS 1 6 Tick the Terms and Conditions checkbox then Confirm and Install Almost there WHAT YOU ARE INSTALLING WHERE YOU ARE INSTALLING PACKAGE ORGANIZATION AAkonsult Campaig
411. ted and activated by AAkonsult then you will not be able to accept that type of card Page 80 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 2 Credit Card Process Flows External Web Payee Actions Internal Staff Depending on your country and bank you have your Merchant Facility with will determine which of the following process flows will be used for taking Credit Card Payments The sections below provide more details of the process flows The colour coding used in the processes are e AAkonsult Payments pages are those pages using salesforce com sites functionality e External web is a non salesforce com page such as Pay Pal Payee Actions are manual steps that a payee needs to do These could include sending payments Internal Staff are actions required by internal users of AAkonsult Payments where they need to perform a manual step within Salesforce 2 1 Credit Card hosted Payment Express or Authorize Net Confirm Payment Enter Detais P Compite Payment The most common flow process is using the Credit Card hosted option This takes the payee through 3 simple steps These being entering of the details confirming of the payment and the payment complete screen This option works when the Payment Gateway is set as Payment Express or Authorize Net and the payment method is set as Credit Card 2 2 Credit Card PxPay Non Hosted Payment Co
412. th type and will have the funds reserved on their credit card The vendor MUST make the completion transaction to actual charge the card and transfer funds within 7 days 1 Authorise individual transactions 1 1 Navigate to the Payment Txn s tab its Merchant Facilities 70 Manual Payments Recurring Payments Subscriptior Payment Txn s amp Home View Editi Create New View Recent Payment Txn s Payment Txn No Transaction Type Bank Deposit Date Total Amount Charged Cardholder Name PAY 0000012 Auth 24 07 2014 695 54 Banjo Patterson PAY 0000011 Auth 24 07 2014 1 34 Reverend Green PAY 0000010 Auth 24 07 2014 4 1 24 Colonel Mustard PAY 0000009 Auth 24 07 2014 104 04 Henry Lawson PAY 0000008 Auth 24 07 2014 10 212 24 Charles Latrobe PAY 0000007 Purchase 24 07 2014 522 24 Charles Hotham PAY 0000006 Purchase 24 07 2014 102 00 Govemer Charles Hotham User Manual c AAkonsult Pty Ltd 2014 Page 473 konsult User Manual 1 2 Open a transaction and select the Authorisation Complete button Customize Pat amp PAY 0000012 DM SS S I oL LLIAIL PA Follow Post HP File Link gly Poll EE Write something Share Followers No followers Show All Updates There are no updates Notes amp Attachments EnorLogs 0 Payment Items 0 Authorisation Complete Back to List Payment Txn s Payment Txn Detail Banjo Patterson Cardholder Name Authorisation
413. tically assigned to non Subscriber Group contacts by simply setting the Member Type 1 Votes to 1 User Manual c AAkonsult Pty Ltd 2014 Page 308 User Manual konsult PAYMENTS 7 Check your online form Membership Details Membership Family Family membership Please enter details for each person including yourself Person 1 Copy from Contact Member Type Adult First Name Last Birthdate Phone Mobile Phone Email m Save Hi Save and Add User Manual c AAkonsult Pty Ltd 2014 Page 309 User Manual konsult PAYMENTS How to do Manual payments for family group subscriptions For family group memberships currently only the checkout form supports the prompting for and updating of multiple family group contacts This procedures takes you through the process of enabling checkout to take manual payments 1 Navigate to the Merchant Facilities tab Payment Txn s nts Merchant Facility amp DEMO FACILITY The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update User Manual c
414. time it s edited to subsequently meet criteria Installed Package AAKPayments Active Description This is a sample simple approval request More comprehensive approvals can be setup using workflows amp approvals See Salesforce online help This workflow needs to have the email recipient s updated to approvers Rule Criteria Payment Txan Record Type EQUALS Refund AND Payment Txn Approved EQUALS False AND Payment Txn Status EQUALS Refund Start Created By Jeff Challis 3 04 2015 11 50 AM Modified By Jeff Challis 3 04 2015 11 50 AM Workflow Actions Immediate Workflow Actions Type Email Alert Time Dependent Workflow Actions See an example Edit Click into the detail of this workflow rule Refund Approval then click on the Send Refund Approval Email request User Manual c AAkonsult Pty Ltd 2014 Page 219 User Manual konsult PAYMENTS 2 3 Simple Approval Workflow Assign Approver Edit Email Alert send Refund Approval Email request Managed Create an email alert to associate with one or more workflow rules approval processes or entitlement processes When changing an email alert any modificatic or entitlement processes associated with it This Email Alert is managed meaning that you may only edit certain attributes Display More Information Email Alert Edit Edit Email Alert Description Send Refund Approval Email request Unique Send_Refund_Approv i N
415. tions of this manual for more information 1 Fundraiser Id New Fundraiser Id field added to contact along with new Matching Rule criteria to check for existing fundraisers with that id This is particularly useful with some of the new import file types now available 2 Batch Processor check and restart if not running On rare occasions and normally during a Salesforce upgrade the batch processor can hang or stop The daily recurring payment processor now check to see if this processor should be running and restarts if there appears to be an issue 3 An extra check to see if a Payment has been processed or not is not has been added After the daily recurring payment processor run all Payment Txns that are at a Confirmation stage are re checked to see if they should have actually had the card successfully charge If the check does not locate anything then the status is updated to Confirmation Checked otherwise its updated to Payment Complete 4 PDF generated documents such as receipts renewals invoices confirmation etc now have currency fields always formatted to 2 decimal places eg 59 7 now shows as 59 70 5 Checkout form for day of month selection for recurring payments now has single digit dates zero filed le 6 for oi day of the month now shows as 06 This is more consistent with list of options available 6 Allow for bulk updates of Account Subscriptions when Payment Option is blank 7 Correctly rendering of PDF p
416. to ask for the option where you can upload a direct debit file for processing This option is normally added to your internet banking More information Australian Direct Debits Australian Payments Clearing Association APCA was established in February 1992 to oversee and manage the development and operation of the Australian payments clearing system Most Australian bank use the Australian Banking Association ABA format for direct debit transactions The following links provide more information about this e Direct Entry fact sheet http www apca com au docs about payments direct entry fact sheet pdf For information about the ABA Text file format generated please see http www cemtexaba com aba format cemtex aba file format details html e Westpac upload guide http www westpac com au docs pdf bb BOLStepbyStep Aug2006 pdf New Zealand Direct Debits When setting up direct debits in New Zealand you ll need to ensure the following The Direct Debit Authority Number assigned by your bank is entered into the User Identification Number Field e The Bank and Branch number are entered into the BSB No field These are in the format of 99 9999 e The Account number and suffix are entered into the Account No field These are in the format of 9999999 999 Enter your company name or account name into User Preferred Specification on the Merchant Facility c AAkonsult Pty Ltd 2014 Page 92 User Manual
417. to be added 4 5 Select the New Campaign Member Status Default Value button Campaign Status Default Webinar Customize Page Edit Layout Printable View Campaign Member Status Default Values 0 Campaign Status Default Detail Campaign Type Webinar Owner SI Carol Challis Change Active D wf Action Add Update Created By Carol Challis 7 08 2014 4 48 PM Last Modified By Carol Challis 7 08 2014 4 48 PM Campaign Member Status Default Values New Campaign Member Status Default Value Campaign Member Status De No records to display Back To Top Always show me fewer F more records per related list User Manual c AAkonsult Pty Ltd 2014 Page 272 konsult User Manual 4 6 Create default status values to suit and SAVE Campaign Member Status Default Value Edit Campaign Member Status Default Value Edit New Campaign Member Status Default Value Information Campaign Status Default Webinar Default 7 5 Use Back AAkonsult Payments 5 1 Navigate to the Campaign tab and select your event Campaigns Home Edit Create Mew View View My Active Campaigns Y Recent Campaigns Amazing Event DEMO Event Page 273 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult 5 2 Select the Type field and re save Campaign Campaign Detail Campaign Owner Campaign Name Active Payment Form
418. to have more than 100k of contacts or accounts 2 4 Post upgrade notes Payment Types Edit page layout add membership renewal text membership confirmation text current issue e Account Subscription edit layout add membership status quantity current issue most recent mailout subscription Print Email receipt Also add buttons Membership Approved Renewal notice confirmation notice e Account subscription Search Layouts Account Subscriptions List View Add button Membership Approval User Manual Pty Ltd 2014 540 User Manual konsult PAYMENTS e Subscription edit layout add membership status quantity current issue most recent mail out subscription Print Email receipt Also add buttons Membership Approved Renewal notice confirmation notice e subscription Search Layouts Subscriptions List View Add button Membership Approval Merchant facility Remove current value in Print Email Receipt Save Put value back into Print Email Receipt and save again This will do a global update e Email Templates Update renewal reminders Renewal 1st Account Reminder w PDF Renewal 1st Reminder w PDF Renewal 2nd Reminder w PDF Renewal 2nd Account Reminder w PDF Ensure values are entered on Payment Type 2 by text fields for renewal reminders membership confirmation Also update all 4 time based workflows to use new email templates Make sure use w PDF v
419. to suit Payment Frequency Options Available One off Autharise Weekly Fortnight 6 Save 7 Test the web form Transaction Details ik Membership Single Membership Amount 510 00 Payment By le individual Company User Manual c AAkonsult Pty Ltd 2014 Page 187 User Manual konsult E PAYMENTS How to set up recurring payments for credit cards 1 Navigate to the Recurring Payments tab ents Merchant Facilities Manual Payments Recurring Payments Recurring Payments 4 Home View All Go Edit Create New View H Ir Recent Recurring Payments Recurring Payment Name Campaign Account Contact Date Establishe Bob Barker donations DEMO Appeal SeaShepherd Barker Loan Repayments Sea Shepherd Charles Latrobe month James Bond 2 Select the New button ants Merchant Facilities Payment Txns Manual Payments iS HIP E Recurring Payments lt Home View AJ Edit Create New View New Recent Recurring Payments Recurring Payment Name Campaign Account Contact Date Established Bob Barker donations DEMO Appeal Sea Shepherd Barker Loan Repayments sea shepherd Charles Latrobe manth James Bond User Manual c AAkonsult Pty Ltd 2014 Page 188 User Manual konsult PAYMENTS 3 Select Credit from the drop down menu and Continue nts Merchant Facilit
420. to the Payment Forms heading Paymen Action Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del User Manual orms New Payment Form Payment Form Primary Payment Form Payment Type Default Campaign Enable Delive 1 Online Payment 2 Membership Do 3 Subscription r 5 Donation with option of regular od giving Event Training Course oe c AAkonsult Pty Ltd 2014 Order Membership LETT TIT Subscription naci p Donation DEMO Donation Event Page 25 User Manual konsult PAYMENTS Select the web form you would like to clone Payment Forms Order Edit Del 2 Membershi p Membership Edit Del 3 Subscription Subscription Edit Del 4 Donation DEMO Appeal 5 Donation with Edit Del option of reqular Donation givin 6 EventT raining Edit Del Pus NM Event Select the Clone button Payment Form amp 4 Online Payment Payment Options 0 Notes amp Attachments 0 Payment Tan s 104 Recurring Payments 2 URL Tokens 2 Can Credit Card Manual Payment Payment Form Name 1 Online Payment Enable Donation By Payment Form Detail Payment Form Note gt Capture payments for goods supplies donations products amp Donation By Label services either online or from Accounts Contact Opportunities Any Object salesforce com Merchant Facility DEMO FAC
421. to the lis In the Field Set ia e Invoice No Q 27 Locate the particular fieldset you wish to update then press the edit link next to 1 Drag fields from the pallet on off the fieldset When hovering over the field on the pallet double click or press the wrench icon to make required Some fields that are set by AAkonsult Payments are required cannot be made optional Page 32 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 4 Rearrange Sections You can re arrange the various sections on the payment form for example you can move the transactions amount details to the top of the form 4 1 Select the fieldset called checkoutOrderSections Edit checkoutlnternal Shipping amp ddress AAKPayment Edit checkoutMemberSummary AAkPayment Edi checkoutOrderSections f AAkPayment Edit checkoutPaymentCCDetails AAkPayment Edit checkoutPaymentComments AAKPayment Edit checkoutPaymentDetails a LJ jon d mmi EI S rU c AAkonsult Pty Ltd 2014 Page 33 User Manual User Manual konsult PAYMENTS 4 2 Drop and Drag fields into the order you require User Manual checkoutOrderSections Se Sos ee iym m Q Quick Find Payment Txn Name Payment Txn Name Txn Name x checkoutContactDe checkoutCustom Sec checkoutCustomSec checkoutCustom Sec checkoautCustomSec checkoutCu
422. tomField1Value Sydney i section Normally used when all name address info are passedas URL parameters on the payment form will be hidden Normally used in conjunction with Amount parameter or if the only field shown in this section is the amount Normally used if passedto gateway eg short description of goods or service If not specified will be defaulted from campaign or payment method y The value entered must equal one of the options on the Payment Form Donation by options for example Individual Company etc Normally used in conjunction with PaymentBy Would mainly be used to pass company name information in currency needs to be setup in the Merchant Facility Currency options before using Where yyy is the ISO Language eg fr de for French German returned too after save All of these fields can be defaulteda value User Manual c AAkonsult Pty Ltd 2014 Page 438 User Manual Other User Manual c AAkonsult Pty Ltd 2014 Page 439 User Manual konsult PAYMENTS How to calculate tax Tax can be calculated within the total amount or shown as an additional amount to the total Tax is not calculated on the donation portion when using the Donations With feature 1 GST 1 1 Navigate to the Merchant Facilities tab ts I Payment Txn s Manual Payments Re Merchant Facility
423. ty Ltd 2014 User Manual User Manual konsult 1 3 Select the New Payment Form button Payment Forms Action Edit Del 1 Online Payment Edit Del 2 Membership Edit Del 3 Subscription Edit Del 4 Appeal Payment Form Name Edit Del 5 Donation with option af regular givin Edit Del B Event Training Course 1 4 Enter details for Information Payment Form Edit amp New Payment Form Payment Form Edit Information ramenromune 1 Payment Form Note gt Merchant Facility DEMO FACILITY a eo Primary Payment Form gt Pre Authorisation gt occ Enable URL Tokens Enable CAPTCHA _ nM Available gt Chosen a Visa MasterCard American Express m M Surcharge Card Type 1 Available A 0 Chosen Visa MasterCard American Express E LLL MAI Available 0 a Visa MasterCard American Express Y Ld Surcharge Card Fee 2 Customise to suit your event s requirements Compulsory fields 1 Name of your Payment Form User Manual c AAkonsult Pty Ltd 2014 Delete Submit for Approval M Order PU Membership TE Subscription Donation DEMO Appeal Donation Event Manann Help for this Page Required Information Enable Donation gt Donation By Label 2 Donation By Donation By Options Available A 0 Individual For Friend Enable Subscribe
424. ual c AAkonsult Pty Ltd 2014 Page 64 User Manual konsult PAYMENTS How to create a custom theme In addition to the standard themes that are available you can define our own custom theme This is available as an additional license option Please contact info aakonsult com for more info Please note AAkonsult Payments is currently compatible with jquery themes 1 9 2 This may change as new releases of AAkonsult Payments comes out or JQuery updates their themeroller AAkonsult does not warrant forward backward compatibility so please check new themes out thoroughly before deploying 1 Activate Custom Themes 1 1 Navigate to Merchant Facilities tab and scroll down to Additional License Options We yr 0 61 IIT Receipt Text _ Receipt Footer Thank you for trialing A amp konsult Payments Mote you can include your logo on the receipt by attaching it to the Merchant Facil i Shopify Direct Debit Events Custom Themes License Expiry Date 28 06 2014 License Key hHw64 ZeuPPHgatS4X56pVHxw3nwCRcpRXckKDapBfkK Y System Information Created By Carol Challis 14 05 2014 1 25 PM Submit for Approval User Manual c AAkonsult Pty Ltd 2014 65 User Manual konsult PAYMENTS 1 2 Select Custom Themes from available additional licenses License Options Available Shopify Direct Debit User Manual c AAkonsult Pty Ltd 2014 Page 66 User Man
425. ual 4 Akonsult PAYMENTS 1 3 Enter License Expiry Date and License Key to activate Additional License Options License Options Shopify Diredi Events Gustom Themes 7 License Expiry Date 28 06 2014 License Key h pbi ridi 2 Create a custom theme 2 1 Navigate to http jqueryui com themeroller user interface Demos Download API Documentation Themes Development Support Blog About Search ThemeRoller ThemeRoller Roll Your Own Gallery Help Accordion Section 1 A Mauris mauris ante blandit et ultrices a suscipit eget quam Integer ut neque Vivamus nisi metus molestie vel gravida in condimentum sit amet nunc Nam a nibh Donec suscipit eros Nam mi Proin viverra leo ut odio Curabitur malesuada Vestibulum a velit eu ante scelerisque vulputate http jqueryui com themeroller c AAkonsult Pty Ltd 2014 Page 67 User Manual User Manual 2 2 Design your theme ThemeRoller Roll Your Own Gallery Help Download Edit Download Q Deam Jam Em Be Ta Be TH Fr Download Edit Download Edit Themes can be configured to suit your organisation s style Page 68 c AAkonsult Pty Ltd 2014 User Manual User Manual 4 Akonsult PAYMENTS 2 3 Download your theme _ Roll Your Own Gallery Help Step through the Dow
426. ubscription Addressid Asset Amount Approved 1 Automatic Renewal No xs ue Bank Bank Account Name Contact A Fields Bank Deposit Account Bank Deposit Date Content Document D Fields Biller Code Birthdate Contract Browser Details Campaign DEPRECATED Fund Chatter Post Cheque Number DEPRECATED Relationship Error Comments O Contact Dashboard Error Credit Card No L Credit Card Type L Error Log Currency Delivery Address Same as Billing t Delivery County 0 Delivery Pointld 7 Allocation Delivery Postcode Delivery State General Accounting Unit 7 Fields Delivery Street Delivery Suburb Town L Household Direct Debit Batch Discount Import File Donation Amount C Donation LNE E Donation By Name Drawer U Import File Line Item Payment Txn Email 7 Email Receipt Onl 0 mail Recei Lead 3 Fields Expiration Month Expiration Year Merchant Facility E i L NPSP Data Import Financial Institution C FirstName Opportunity 5 Fields Foreign Transaction Tax Excluded Freight Payment Frequency FundraiserID Payment Form Agree to the Terms and Conditions L Will Be Attending LJ Payment Iter IP Institution Address Payment Item Group E Invoice Description Invoice No LJ al JobTile 0 LastName 7 Lat LI Lon 9 Chat p 1 Select the Payment Txn Object 2 Enable Feed
427. ultiple subscription memberships for the same form This is applicable when organisations might have a certification accreditation product service and customers can sign up for multiple certifications 6 Subscriptions Issues now allow for Payments to be Charged for a particular Payment Option For example you may have a Wine Club member type subscriptions and you are ready to send out only Mixed then a couple of weeks later you wish to generate Payment Charges for those that have subscribed to Red s 7 Receipts now allow for mail merging of standard Amount fields in the body text area 8 Clicking into the Card Holder name field and using Card Scanners that read track1 of the data will now populate Card Holder Card and Expiry Date 9 PayPal Correction to 0 being shown on return from PayPal login when used in conjunction with suggested donations 10 More custom labels used to allow for user updates Includes Privacy Policy link Suggested donation options on checkout 11 Receipts and membership documents now handle NPSP 3 account names ending with Household correctly 12 When generating import files for full copy sandboxes the import now manages the exception of not having a valid Merchant Facility or Payment Form 13 More anti spam options inbuilt including having the ability to restrict the number of external public website payments from the one IP address 4 4 Upgrade Notes 1 Edit Page Layout for Merchant Facility Drag dr
428. unities 0 Cases 0 Open Activities 0 Activity History 8 Campaign History 0 Notes amp Attachments 0 HTML Email Contact Dea Contact Owner LI Carol Challis Change Phone Name Governor Charles Latrobe Home Phone AccountName Charles Latrobe Mobile Title Governor Other Phone Department Fax Birthdate Email Reports To View Org Char Assistant Lead Source Asst Phone Mailing Address Other Address 1 3 Importing and Processing BPAY Transactions To process BPAY transactions follow the steps in How to import CSV files User Manual c AAkonsult Pty Ltd 2014 Page 149 User Manual konsult PAYMENTS How to handle GiveNow import files The standard CSV file provided by GiveNow includes some details before the first heading line and also some totals after the last line The AAkonsult Payments supports either having the header and total information in the file or having this removed prior to the import If the heading information is left in the value after Appeal Name will be read and the associated campaign will be found and applied to every line on the import file In addition the header and total sections will be removed before the CSV file is saved and attached to the main Import File batch object in salesforce The GiveNow CSV file has two rows of data for each donor The first line contains donor details and the second line contains the GiveNow merchant fee These lines contain the text B
429. updating the related fieldset 4 0 Post upgrade notes v Address Validation Address Helper Google Places Enable Geonames Autocomplete gt Address Password Token AlzaSyCmt1 2BtAg0B35 6ZUdPYiYJOKSUwf2oE Default State Address Helper URL Default Country Australia IP Defaulting gt Edit the Merchant Facility Page Layout Add the below section to Merchant Facility Updated Merchant Facility record type Address Helper fields and add values to this User Manual c AAkonsult Pty Ltd 2014 Page 510 User Manual konsult PAYMENTS 3 22 December 2014 3 22 Release Notes Payment Processing Updates to payment types to correct issue where re checks were not working 100 of the time 3 Support for Nonprofit Starter Pack 3 Added new Matching Method for Nonprofit Starter Pack 3 For this to work best we recommend having matching options of Last Name Street Suburb 1 Manual Payments Merchant Fee added to field set This allows for entry of party payments that charge fee e If the Payment Form being used for the Manual Payment has a payment type of Donation then the Donation Amount is now being updated instead of the Amount field This makes the manual payment more consistent with the Checkout Form 1 Checkout Form Correction to Rich Text Areas that were not displaying correctly on mobile devices Terms and conditions CCV pop up window formatted to fit correctly o
430. ur name Top Right 2 Select My Settings Page 495 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 1 1 Grant Access AAkonsult gt search JeWChals Setup Heip amp Training PAYMENTS Home About AAkonsult Payments Merchant Facilities PaymentTxn s Manual Payments Recurring Payments Account Subscriptions Subscriptions Chatter Accounts Contacts Grant Account Login Access Help for this Page To assist with support issues you may grant your administrator or support personnel the ability to login as you and access your data My Settings My Username jeff challis aakonsult com Your Company s Administrator No Personal Information lt Salesforce com Support No Access Change My Password Akonsult Pty Ltd Support i 1 Week exp 17 04 2015 Language amp Time Zone Grant Account Login Access AppExtremes dba Conga Support No Dashcord Support No Access My Groups Kugamon LLC Support No Reset My Security Token ProvenWorks Support 1 No Access Connections Timba Software Support No Access Login History salesforce com Support No Approver Settings Advanced User Details Save Cancel Authentication Settings for External Systems fig Display amp Layout 1 Locate Personal oelect Grant Login Access 3 Locat
431. us of Direct Debit Error to flag this transaction as having errors Authorisation Setting the status to Authorisation Complete within 7 days of the Complete Payment Complete Manual Payment Receipting Start Receipting Complete Matching Start Matching Complete Error authorisation start will change the funds from reserved and will transaction the amount from the customers bank account to your organisations account This status is set from the Authorisation Complete button on the Payment Transaction detail screen or on mass from the Payment Transaction List View and Authorisation Complete button After the Payment Start or Authorisation Complete transactions have been processed the status is updated to Payment Complete To automate the receipting process the workflow send Receipt Automatic sends the receipt and changes the status to Receipting Complete When a Manual Payment Entry is saved the Payment Transaction record is created with a status of Manual Payment To automatically receipt the workflow Send Receipt Manual will send the receipt If the workflow send Receipt Automatic is not enabled then users can change the status to Receipting Start but navigating to the Payment Transaction Tab then selecting the listview filter Ready for Receipting selecting the items to receipt and pressing the Generate Receipts button When receipting is completed by the Visualforce Email
432. ustom Object Definitions Payment Options 0 Payment Payment Form Detail Save Payment Form Name 1 Online Payment Payment Form Note Capture payments for goods supplies donations pro services either online or from Accounts Contact Oppc Object in salesforce com Merchant Facility DEMO FACILITY Primary Payment Form Pre Authorisation Payment Type Enable URL Tokens Enable CAPTCHA Active Card Types Visa MasterCard Surcharge Card Type 1 Visa 5 Navigate to the Payment Txn s tab and check that new transactions now must be authorised auth Recent Payment Txn s New Payment Txn No Transaction Type Bank Deposit Date Total Amount Charged Cardholder Name PAY 0000008 E7 24 07 2014 10 212 24 Charles Latrobe PAY Q000000 7 Purchase 24 07 2014 522 274 Charles Hotham PAY 0000006 Purchase 24 07 2014 102 00 Governer Charles Hotham Once pre authorisation is enabled all transactions will come in as an Auth type and will have the funds reserved on their credit card The vendor MUST make the completion transaction to actual charge the card and transfer funds within 7 days To complete the transactions go to How to authorise pending payments c AAkonsult Pty Ltd 2014 User Manual Page 472 User Manual konsult PAYMENTS How to authorise pending payments Refer to How to set up pre authorisation Once pre authorisation is enabled all transactions will come in as an Au
433. vel subscriptions subscription history and current status are all stored related to the Accounts object For Account level subscriptions if anyone at that account renews the subscription then the subscription will carry on from the Account next subscription period 1 Navigate to Account Subscriptions tab ts Merchant Facilities Payment xns Manual Payments Recurring Payments Subscription Groups Subscriptions Account Subscriptions Help for tt Home View Edit Create New View New Recen Recent Account Subscriptions Recently Vi Account Subscription Name Payment Option Account First Subscription Date Last Renewed Renewal Remind Top Five Corporate Melbourne Establishement 12 08 2014 1st Reminder Company Halt Corporate Hogwarts 2 11 2013 2 Use the View picklist to locate organisation 441 Account Subscriptions Home View Edit Create New View User Manual c AAkonsult Pty Ltd 2014 Page 292 User Manual konsult 3 Adjust subscription details to suit Account Subscription Eu Top Five Account Subscription Detail Account Subscription Name Five Account Melbourne Establishement Subscriber Contact gt John Batman Print Email Receipt gt infog aakonsultcom Payment Option Corporate URL Token UT 0000003 Quantity 1 00 Total Charged 500 00 Total Paid 0 00 Total Outstanding 500 00 Discount 20 0096 User Manual c AAkonsult Pty Ltd 2014 Customize Page E
434. view ments E es PaymentTxn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Payment Form Customize Page Edit Layout Printable View Help f amp 1 Online Payment D Back to List Custom Object Definitions Payment Options 10 Notes amp Attachments 10 Payment Txn s 1 Recurring 0 URL 10 0 Subscription Issues 0 Payment Form Detai Ea beme ou Geneon rac prn ramen B Payment Form Name 1 Online Payment able Donation By gt Payment Form Note Capture payments for goods supplies donations products amp Donation By Label gt Payment By services either online or from Accounts Contact Opportunities Any Object in salesforce com Merchant Facility FACILITY Donation By Options Individual Company Primary Payment Form gt Enable Subscribe To Emails Pre Authorisation eNewsletter Campaign gt x Fini max Tina redar Cnahla Cmail Nannint inbhe User Manual c AAkonsult Pty Ltd 2014 Page 465 User Manual konsult PAYMENTS 2 2 Check the CAPTCHA feature is present on the form pe the text reCAPTCHA Privacy amp Terms Q Www If you wish to change the theme colour of the CAPTCHA please go to How to Change the CAPTCHA theme User Manual c AAkonsult Pty Ltd 2014 Page 466 User Manual konsult PAYMENTS Ho
435. w to change the CAPTCHA theme 1 To Change theme colour ents Payment Txn s Manual Payn Merchant Facility amp DEMO FACILITY Back to List Custom Object Definitions Payment Forms Merchant Facility Detail Payment Setting Name DEMO FACILITY The Merchant Facility tab can be found within the AAkonsult Payments menu Top right picklist in Salesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 1 1 Scroll down to User Interface heading Y User Interface f Form Width 500 Theme _ redmond Background Colour _ Custom Theme Resource Name _ CAPTCHA Theme red 1 2 Double click into CAPTCHA theme select a colour theme and SAVE User Interface Form Width 4500 Theme redmond Background Colour _ Custom Theme Resource Name _ CAPTCHA Theme O Pme User Manual c AAkonsult Pty Ltd 2014 Page 467 User Manual konsult 2 To test theme colour change Payment Forms New Payment Form Action Edit Def LA PaE EE 1 Online Payment e n i AN Order Edit Del Edit Del 3 Subscription Subscription Edit Del 4 Appeal Donation DEMO Appeal 5 Donation with Edit Del option of reqular Donation giving Show 1 more Go to list 6 Va SERRE
436. with AAkonsult free to use if you sign up to Kleber through our referral URL Kleber Sign up 1 Checkout Form e Icons for Credit Cards Icons are for Payment Methods Payments methods are now laid out vertically Suggested donations has box around amounts For events on payments page A fix was made Rich Text fields to make sure they did not go outside the boxed section If delivery address is being used the system no longer defaults the street from the postal address previously entered e Payment Processor error AF now treated the same as a timeout error and automatic retry check will occur 1 PayPal Now available in production 2 Import File process Allow for matching of columns to fields to be saved for future processing Allow for import of Credit Card details and processing off If frequency is imported then creates updates Recurring Payments e Status Progress for Import File Processing to show process if Credit Cards are to be process New status s for Credit Card Processing Complete A count of number of Credit Cards in error New options for file uploads These are copy paste and email to Salesforce Updated to Payment Txn layout to show import file details Fix for logging invalid lines error messages better Includes catching and managing of invalid email addresses 1 Manual Payments User Manual c AAkonsult Pty Ltd 2014 Page 509 User Manual konsult PAYMENTS e Save and Cancel buttons now
437. within Salesforce User Manual c AAkonsult Pty Ltd 2014 89 User Manual konsult PAYMENTS 2 1 PayPal Process Flow Confirm Payment Enter Details 5 Payment Compete For payee s that wish to use their PayPal accounts to pay salesforce com they will need to enter their core details in the first capture screen then they need to login to their PayPal Account and confirm the transactions followed by Confirming the payment in salesforce com This option is available when the PayPal is selected as one of the Payment Method options Please see the AAkonsult Payments Installation manual for details on How to set up PayPal c AAkonsult Pty Ltd 2014 Page 90 User Manual User Manual Direct Debits User Manual c AAkonsult Pty Ltd 2014 Page 91 User Manual konsult PAYMENTS How to activate direct debit payments The Direct Debit option available as an additional license allows your customers members donors to pay regular payments or membership subscriptions directly from their bank account as an alternative option to paying by credit card Currently AAkonsult Payments supports direct debits in the following countries e Australia All Banks New Zealand ANZ ASB BNZ Westpac Before you can use a direct debit with AAkonsult Payments you will need to contact your bank and arrange to have a Direct Debit facility setup You will need
438. within the AAkonsult Payments menu Top right picklist in oalesforce Select AAkonsult Payments or it can be found under the at the end of the tabs Once you have clicked on the Merchant Facility Tab click the GO button and click into Merchant Facility you wish to update 2 Scroll down to the Batch Payments Processors heading Batch Payments Processors Recurring Payments Processor Status Started Last Recurring Payment Run Run Now Next Run Time 26 07 2014 1 00 AM Batch Payments Processor Status arted Last Batch Processor Run n Now 2 Next Run Time 25 07 2014 11 29 AM 1 The Batch Payments Processor can be started stopped or run immediately 2 Shows the date of the last Batch Payments Processor run User Manual c AAkonsult Pty Ltd 2014 165 User Manual konsult PAYMENTS How to check the status of a payment 1 Navigate to the Payment Txn s Tab ts Merchant Facilitie Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Payment Txn s Help for this Page W amp Home Recent Payment Txn s New Payment Txn No Transaction Type Bank Deposit Date Total Amount Charged Cardholder Name Credit Card No Credit Card Type TxnRef Email PAY 0000006 Purchase 24 07 2014 102 00 Governer Charles Hotham 41 11 Visa 0000000115968cf5 PAY 0000013 Complete 24 07 2014 23 472 24 Carolyn Chisholm
439. ws and page details to allow for quick and simple approval or one or multiple members at once o For new approved members and renewing members a membership confirmation PDF can document be generated and emailed to subscribers 6 For contacts account subscribers and subscribers a Print Email Receipt field is maintained automatically This will have the Merchant Facility Receipt email value if the contacts email address is blank or will have the contacts email if it is available This is used for workflows to either send details directly to the contact or if no email address is on file these emails can go to an internal staff member This is particularly useful for membership renewal notices so that staff can print and mail out renewal notices if an email address is not on file 7 Membership Subscriber renewals now generate a PDF attachment providing a more professional and better looking renewal document 8 Receipts have been updated to not print bucket account names eg Individual or account names if they are the same contact name Some other minor were made to styling 9 Minor User interface updates Save button no longer appears twice on family memberships removal of flicker for family memberships membership No defaults in with renewal URL token 10 Special processing and handling when more than 100 000 contacts are on file Updates to installation manual for specific instructions for organisations that have or are likely
440. xn Detail Contact Information Membership Id _ Title First Banjo Last Name Patterson Receipt No 0000013 Account Banjo Patterson Receipt Email carol 4demo com Membership Next 000013 Transaction Source Checkout Method of Payment Credit Card Survey Response Page 208 c AAkonsult Pty Ltd 2014 User Manual konsult User Manual 4 Select the Refund button Payment Txn amp PAY 0000012 A Show Feed Back to List Payment Txn s Refund Txn s 0 pen Activities 0 Activit Payment Txn Detail Contact Information Membership Id Title First Mame Banjo Last Name Patterson Receipt No 0000013 Account Banjo Patterson Receipt Email gt caral i 4dema com Membership Next No 000013 Transaction Source Checkout Method of Payment Credit Card survey Response Page 209 c AAkonsult Pty Ltd 2014 User Manual User Manual konsult PAYMENTS 5 Enter details for refund and select CONFIRM amp Refund Payment Details nfirm Cancel Refund Payment Details Original Amount Charged 695 64 Payment Source Credit Card Credit Card Type Visa Contact Banjo Patterson Expiry Date _ 07 2016 MM YY Y Y Soe Jp o Inclusive d Refund Reason Over Payment Approved gt jy Item priced at 195 64 o Refund Description dps paymentexpress Privacy Policy 1 Th
441. xn s i0 Re Merchant Facility Detail Submit for Approval Payment Setting DEMO FACILITY Payment Method Credit Card Manual User Manual c AAkonsult Pty Ltd 2014 Page 238 User Manual konsult PAYMENTS 4 2 Check your form Magic Tricks with AAkonsult Payments When amp Where Monday 3 August Friday 7 August 2015 9 00 AM 4 30 PM Melbourne Get the most out of your payment product with this intensive week long training m 1 B course that will quide you through all the screens layouts and workflows to make mA 0 your system shine Did you know that A amp Akonsult Payments does so much more than just handling payments Y B e 1 VM Events training amp conferences A e Subscriptions Cow Memberships P c Integration with Shopify A _ Reports and Dashboards EV au 395906 Big Building 123 The Street Melbourne VIC 3000 O a Special Members Price x 20 00 inc GST 0 00 Mon 3 Aug Fri 7 Aug 2015 9 00 AM 4 30 PM 0 gt Non Members x 100 00 inc CST 50 00 Add To Calendar Total Amount Payable 0 00 Primary Contact Please enter your registration details below Trainers R Us 61393970443 First Name infofmaakonsuli com ace hame Specify Magic Tricks with A amp konsult Payments Organisation m Calendar Email Phone Mobile Phone Will Be Attending User Manual c AAkonsult Pty Ltd 2014 P
442. y Customize Page Edit Layc i AAkonsult Memberhsip B Jj Show Feed Back to List Recurring Payments Products 01 Open Activities D Activity History 0 Notes amp Attachments 01 Contact Roles 1 Partners 0 Competitors o Stage History 1 opportunity Deta porre pm Opportunity Owner DE Change Amount 250 00 Private Expected Revenue 25 00 Opportunity Name AAKonsult Memberhsip Close Date 28 05 2015 Account Name AAkonsult Next Step Type Existing Customer Upgrade Stage X Qualification Lead Source Probability 10 Primary Campaign Source Contact Id for Role Opportunity Record Type Main Change Order Humber Delivery Installation Status Tracking Humber Main Competitor s Current Generator s Created By Jeff Challis 28 05 2015 9 36 PM Last Modified By Jeff Challis 28 05 2015 9 36 PM Pre defined buttons exist for charging a Credit Card against and Account Contact or Opportunities Custom buttons can be added to any object in Salesforce Please see the Installation Manual Buttons Optional section for setting up buttons in your instance of Salesforce There are two button options available as Standard 1 Credit Card Payment This button simply launches the online checkout form and pre fills the related information eg Contact details if available 2 Make Payment This button prompts for some options on the type of payment and related options such as Subscription Memb
443. y order cash etc Address Validation e Integration with Google Places and DataTools Kleber e Auto complete for online forms and manual payments c AAkonsult Pty Ltd 2014 Page 11 User Manual konsult PAYMENTS How does AAkonsult Payments work Website Visitor e fills in customized payment form provided e presses PAY NOW button Payment Gateway securely processes transaction through the selected Payment Gateway Payment Express Authorize net or PayPal e Payment Gateway validates transactions and transfers the funds to your organisations Merchant Facility AAkonsult Payments sends a receipt to the visitor e matches and reconciles data deduplicating payments made by the same contact e manages linking of transactions to memberships events Campaign Opportunity etc e sends refund via the secure gateway if required User Manual c AAkonsult Pty Ltd 2014 Page 12 User Manual Akonsult PAYMENTS c AAkonsult Pty Ltd 2014 User Manual konsult PAYMENTS How does Salesforce work Salesforce is a powerful CRM Customer Relationship Management system that uses cloud based technology It does not require any software to be installed just an internet connection AAkonsult Payments is an add on application to Salesforce providing a complete payment solution for your organisation AAkonsult Payments is available from the Salesforce App directory call the AppExcha
444. y you wish to update User Manual c AAkonsult Pty Ltd 2014 Page 470 User Manual konsult PAYMENTS _ 2 Select the form that the pre authorisation will apply Payment Forms Payment Form Name Primary Payment Form Payment Type Default Campaign Enable Delive 1 Online Payment T Order Y Edit Del 2 Membership Edit Del 3 Subscription Subscription Edit Del 4 eal Donation DEMO 5 Donation with Edit Del option of regular Donation giving b Event Training Edit Del Event 3 Double click into the Enable Pre Authorisation field Payment Form amp 1 Online Payment Back to List Custom Object Definitions Payment Options 0 Notes amp Attachments o P Payment Form Detail Payment Form Mame Payment Form Mote Merchant Facility Primary Payment Form Save Cancel 1 Online Payment Capture payments for goods supplies donatic services either online or from Accounts Conta Object in salestorce com DEMO FACILITY Payment Type Order Enable URL Tokens Enable CAPTCHA Active Card Types surcharge Card Type 1 Surcharge Card Fee 1 Surcharge Card Type 2 Surcharge Card 2 User Manual c AAkonsult Pty Ltd 2014 Visa MasterCard Visa 2 00095 MasterCard 1 650 Page 471 User Manual konsult PAYMENTS 4 Tick the Pre Authorisation check box and SAVE Payment Form amp 1 Online Payment Back to List C
445. yment Option Label gt Payment Membership Id Label Membership No ee ee O M eba c 4h 1 Scroll down the form to the Events Section 2 In Event FieldSet Layout select a number between 01 and 10 If no number is selected then 01 is assumed 3 Determining Which FieldSet to update When looking at which fieldset is to be updated you need to think about where the information is shown that needs to be updated The following sections show the screenshot and point to the Object where the fieldset is located and the name of the fieldset c AAkonsult Pty Ltd 2014 Page 242 User Manual User Manual konsult PAYMENTS 3 1 Calendar O O today May 2015 month week day DEMO Event x Sat 16 May Sun 17 May 2015 Details The following FieldSets are used on the Calendar view Campaign 1 eventCalendarPopup 01 10 This is shown when hovering over the event 3 2 Upcoming Events QO veo Event a Williamstown VIC 3016 The following FieldSets are used on the Upcoming Events view Campaign 1 eventUpcomingHeader 01 10 The date section User Manual c AAkonsult Pty Ltd 2014 Page 243 User Manual konsult PAYMENTS 2 eventUpcomingDetail 01 10 The event detail section 3 3 Ticket Purchase DEMO Event When amp Where Saturday 2 May Monday 4 May 2015 09 00 M 05 30 PM Williamstown Volunteer Training Sample tra
446. yment Setting Name DEMO FACILITY Active Primary f Merchant Fee Pay Site URL gt https pa force com Events Calendar URL gt htips 0 AAKP EventsCalend Upcoming Events URL https evelop Payment Method Credit Card Bank Transfer PayPal Manual Direct Debit Max Sub Cre c AAkonsult Pty Ltd 2014 Page 40 User Manual User Manual User Manual konsult PAYMENTS 1 2 Select Online Payment and select Edit ients Merchant Facilities Payment Manual Payments Recurring Payments Subscription Groups Back to List Email Templates Payment Form 1 Online Payment Customize Page Edit Layout Printal Payment Options 0 Notes amp Attachments 0 Payment Txn s o Recurring Payments URL 0 Campaignsi O Payment Form Detai ea eee Payment Form Name 1 Online Payment Enable Donation By f Payment Form Note Capture payments for goods supplies Donation By Label gt Payment By donations products amp services either online or from Accounts Contact Opportunities Any Object in salesforce com Merchant Facility DEMO FACILITY Donation By Options Individual Company Primary Payment Form gt Enable Subscribe To Emails Pre Authorisation eNewsletter Campaign Payment Type gt Order Enable Email Receipt Only Require URL Token Opportunity Record Type _ Enable CAPTCHA gt gt Custom Theme R
447. yment industry compliance or for customers that banks require a hosted only option 4 For recurring payments a new option to update expiry date has been added This simplifies expired card update processing as the payee only needs to provide the new expiry date and all of the card and CCV details User Manual c AAkonsult Pty Ltd 2014 Page 547 User Manual konsult PAYMENTS 1 13 July 2012 1 13 Release Notes 1 Number of Card Retries is now user definable If the card fails more than the retry count then the recurring payment goes into a suspended status 2 Credit Card Type field is no longer required The type is determined from the Card Number In addition card number validation is done within salesforce com before it is submitted to the payment gateway saving transaction costs and improving speed 3 Memberships start dates can be set to round up down to 19Ulast day of month or based on payment date 4 The Pay Now button will default to Donate if Payment Form is of type donation This field will also be able to be user defined The message on the confirmation page has changed if the Payment Form is of type donation as well 5 Object This allows you to use the recurring token to make an additional payment This could be useful when a person is sponsoring a child and they want to give an extra donation for a birthday or a rental organisation and the equipment is damaged so they need to charge for the
448. yments A separate workflow and email template is now setup for refunds so that the person refunded gets a different message to that of making a payment User Manual c AAkonsult Pty Ltd 2014 Page 551 User Manual konsult PAYMENTS 1 9 February 2012 1 9 Release Notes 1 Simple freight capabilities added allowing administrators to setup a default freight rate and to have that added to all transactions 2 Changes to the way defaults managed for picklists multi picklists on checkout giving more flexibility and administrator control over what is shown defaulted 3 Added ability to enable disable day of month selection for recurring transactions 4 Enable Disable day of month selected added for payment frequency c AAkonsult Pty Ltd 2014 Page 552 User Manual User Manual konsult PAYMENTS 1 8 January 2012 1 8 Release Notes 1 Account Level Memberships added enabling organisations to have a membership and all of their staff to be considered as part of that membership 2 Multi currency support added Allows for different currencies to be processed as well as the ability to show and or user select payment currency Support for organisations with without salesforce com multi currency enabled 3 Two levels of credit card surcharge by card types added allowing organisations to recover the credit card fees charged 4 Custom Sections added allowing administrators to create their own salesforc
449. yments Automated receipting contact account matching and pre built workflow processes remove wasted office admit allow you to spend more time on donor care and customer relationships Use the following demo cards e Visa 4111111111111111 e MasterCard 5431111111111111 e Amex 371111111111114 e Diners 36000000000008 For Visa MasterCard any 3 digit CCV will work and for Amex Diners and 4 digit CCV Expiry dates can be any date that is in the future Payment Note Use this payment note section for Contact details Alternative Payment method arrangements eg Where to send Cheques Money Orders to Links to privacy statements etc To Contact AAkonsult regarding setting up a merchant account or questions on AAkonsult Payments Email info aakonsult com Phone 61 3 9397 0443 e Website http www aakonsult com AAKPayments html v Receipting Our Website http www aakpaydev1 com General Email _ info aakpaydev1 com Receipt Label RECEIPT DocumentType Receipt ABN Receipt Text ReceiptFooter Thank you for trialing AAkonsult Payments Note you can include your logo on the receipt by attaching it to the Merchant Facility c AAkonsult Pty Ltd 2014 User Manual 2 Match letters with fields from the Merchant Facilities tab Payment Forms Online Payment ts 35150 Payment Txn s Manual Payments Recurring Payments Account Subscriptions Subscriptions Accounts Contacts Opportunities Payme
450. your bank and your legal adviser This must be setup before using the Direct Debits module 1 4 Check that your organisation s Terms amp Conditions about Direct Debits has been updated Direct Debt ACH T amp C s Terms and Conditions iil lul MU liil 3 r B I U se Terms and Conditions These terms and conditions will be based on your organisations advise from your bank and your legal adviser This must be setup before using the Direct Debits module 2 Workflow for Direct Debit Sign up forms An email template is automatically sent to a payee for direct debit verification User Manual c AAkonsult Pty Ltd 2014 Page 101 User Manual konsult PAYMENTS 2 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules App Setup Customize 3 Create Apps Custom Labels Objects Packages Report Types Tabs User Manual c AAkonsult Pty Ltd 2014 Page 102 User Manual konsult PAYMENTS 2 2 Read Understanding Workflow and select Continue Understanding Workflow Many af the tasks you normally assign the em it automatically What is Workflow Workflow automates the following types af acti Tasks Assign a new task to a user rali Email Alerts Send an email to one or rr Field Updates Update the value af a fie Outbound Messages Send a secure c For example wor
451. yout Assignment Campaign Page Layouts Action Page Layout Name Installed Package Created By Edit Del AAKPayments Campaign Layout AAKPayments Jeff Challis 310 2013 6 00 PM Edit Del Campaign Layout Jeff Challis 10 05 2013 6 14 PM User Manual Pty Ltd 2014 227 User Manual 3 Select the Edit Assignment button Page Layout Assignment Campaign The table below shows the page layout assignments for different profiles Profiles Page Layout Contract Manager Campaign Layaut Custom Sales Profile Custom Support Profile Gold Partner User Marketing User Partner Community Login User Partner Community User Partner User Read Only Service Cloud Silver Partner User Solution Manager Standard User 4 Select AAkpayment Campaign Layout from the drop down pick list Edit Page Layout Assignment Campaign The table below shows the page layout assignments for different profiles Use SHIFT click or click and drag to select a range of adjacent cells L multiple cells that are not adjacent Then choose a new page layout from the drop down Save Cancel Page Layout To Use AAKPayments J 0 Selected 0 Changed Profiles Page Layout Contract Manager Campaign Layout Custom Marketing Profile Campaign Layout Custom Sales Profile Campaign Layout Custom Support Profile Campaign Layout User Manual c AAkonsult Pty Ltd 2014
452. yrillic Up Sl Serbian Latin Customize English Australian mE English Malaysian Sa Down English Indian Chinese Traditional English Phillipines Chinese Simplified Deploy English Canadian Bottom Schema Builder Romanian Moldova Canvas App Previewer Bosnian Installed Packages Macedonian AppExchange Marketplace Languages that appear in gray are currently used by your company users or both They cannot be deactivated Critical Updates Save Cancel Administration Setup Manage Users Manage Apps Manage Territories Company Profile Company Information Fiscal Year Business Hours Language Settings Security Controls Domain Management Communication Templates This option is necessary if you are going to be changing field labels to a language that is not available as standard This can include variations of English that are not US English for example en AU for Australia locale 1 To maintain the list of available languages navigate to Administration setup Company Profile gt Language Settings Check both Enable End User Language and Enable Platform Only Languages If your language is not one of the standard ones then select that language from the Available Languages and move this to the Selected Languages 4 press SAVE button pe ps User Manual c AAkonsult Pty Ltd 2014 Page 53 User Manual konsult PAYMENTS

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