Hello, thanks for installing Payment Center!

(If you’re looking to install Payment Center, here are the instructions)

Just like Salesforce, Payment Center is very configurable. Below are the steps you can take in order to configure the app according to your needs. To make it easier for you, we’ll breakdown the steps according to the most common use cases of Payment Center. You can pick a specific use case, or pick all if everything applies to you.

Signing Up For A Gateway/Merchant Account

Before we go to the use cases, decide if you want to take credit card payments. If you do, follow these steps:

NOTE: For testing purposes, Payment Center comes pre-installed with test accounts. You can use the test accounts while testing the app and sign up with your own account later.

  1. To take credit card/ACH payments, you need to sign up with one of the processors we support. If you have an existing account with one of them, then you can use that, no need to sign up for another one.
  2. After signing up with a processor, you then plugin your API keys in Payment Center. Login to your payment processor and obtain your API keys. Follow this link to find your processor. Within each processor, you will find how to obtain your API keys and how to plug it into Payment Center.
  3. After plugging in your API keys, you should now be able to take credit card payments within Salesforce.

On to the use cases…

Use Case 1 – Invoicing Use Case

Follow the succeeding steps if:

  • You want to be able to send invoices to your customers, and be able to take payments such as credit card, check, etc. inside Salesforce
  • You want your customers to be able to pay their invoices online with their credit card
  1. Upload your logo
  2. You may also want to make sure your company address is set
  3. If you want to take credit card payments, follow the steps in “Signing Up For A Gateway/Merchant Account” above. For testing purposes, we provide test accounts. You can skip this step and apply for a live account later.
  4. To allow your customers to pay online, follow these steps.
  5. If you want to easily convert opportunities/quotes/orders to invoices, install this extension.

Use Case 2 – Recurring/Subscription Use Case

Follow the succeeding steps if:

  • You want to be able to automatically send invoices to your customers on a scheduled basis
  • You want to be able to automatically charge your customer’s credit card on a scheduled basis
  1. Recurring invoices are practically the same as one-time invoices and use the same mechanism for payment processing, except that they are scheduled to run on a recurring basis. As such you need to follow all the steps for “Use Case 1 – Invoicing Use Case” above.
  2. For automatic payments that failed, Payment Center will attempt to retry in a couple of days. You can review/set the retry intervals here: Setup dunning management
  3. Recurring invoices are processed by a background processor. If this processor is not started the recurring invoices won’t be processed. To start the processor follow the steps here: Recurring invoice processor

Use Case 3 – “Pay Now” Widget Use Case

Follow the succeeding steps if:

  • You want to take payments from your existing object, i.e. a button where you can enter payment information
  • You want to be able to send an email (still from your existing object) with a link where your customers can pay online with their credit card
  1. Follow the steps in “Signing Up For A Gateway/Merchant Account” above to setup your processor. For testing purposes, we provide test accounts. You can skip this step and apply for a live account later.
  2. Follow these steps to create a Pay Now button in your custom object.
  3. Follow these steps to be able to send payment request to your customers.

Use Case 4 – Developer Use Case

Follow the succeeding steps if:

  • You have a system and you simply want to call our APIs to take credit card payments
  1. Follow the steps in “Signing Up For A Gateway/Merchant Account” above to setup your processor. For testing purposes, we provide test accounts. You can skip this step and apply for a live account later.
  2. If you plan to call the API outside of Salesforce, then look at these API.
  3. If you plan to call the API inside Salesforce, then look at these global classes.

Licensing And Permission Set

  1. Payment Center comes with a 30-day trial and the minimum of 5 licenses. You can start assigning the available licenses to your users. If you need more than 5, please contact us.
  2. Assign permission set to your users.

Other Integrations

You may also be interested in our integrations with the following apps on the AppExchange:

Testing

If you are already familiar with Salesforce, then the app will be mostly self-explanatory, but we also have a wealth of information on our website to help you get acquainted with the app.

  1. Invoicing
  2. Payments
  3. Recurring Billing

Go Live

  1. If you are taking credit card/ACH payments, ensure that the Live box is checked within your processor. Follow this link to find your processor. Within each processor, there’s a section in there on how to check the Live box.
  2. Activate your Payment Center licenses.

 

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  • About Us

    Kulturra.com builds enterprise apps on the Force.com platform. Our app, Payment Center, is currently one of the top financial apps in Salesforce. Since its launch in 2012, it's now being used by 1000+ Salesforce users and continues to grow.

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    As a company, we believe in simple. So we build simple applications out of complex processes. We also provide unparalleled customer support because we truly believe that our customers' success is our success. Read more on what our customers say about us.
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