Login to the Salesforce account using your credentials.
Go to the desired Record.
Make sure to Set up an Account that will Send/Receive Money and Email of the person who will be approving the Transaction in case of Send money.
This setting needs to be done in Payment Account record.
Populate the required fields Payment Accounts Name, Account Holder Name and Email Fields
for Sending Money
Populate the required fields Payment Accounts Name, Account Holder Name and IBAN / Account#-Sort Code combination Fields for Receiving Money
Go to the Source Record.
Click on Initiate Payment Button.
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You need to Choose Source Account. This will be coming from the Paymet Payment Account Details. This Account will be used to Send the Money and the Mail will be sent to Payment Approver’s Email Address to approve the Payment.
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You need to Choose the Destination Account. This is the account to which the payment is to be made. For Account Type as UK Institution, one need to add Sort Code and Account number, and for other European Institution as Account Type, one needs to enter International Bank Account Number(IBAN).
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You need to Choose Destination Account. This will be coming from the Paymet Payment Account Details. This Account will be used to Recieve Receive the Money. Click on Next to Proceed further.
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