User Guide - Payment Transfer
- Ashutosh Kumar
- Sheni Singhal
Login to the Salesforce account using your credentials.
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.
Send Money Functionality
After clicking on the Initiate Payment Button Choose Send Money Option.
You need to Choose Source Account. This will be coming from the 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.
After Choosing the Source Account, Click on the Next.
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 European Institution as Account Type, one needs to enter International Bank Account Number(IBAN).
After entering the details, Click on the Next to Proceed further.
Enter Payment Reference(Purpose of the Payment), Amount and Currency and click on Submit Payment to successfully generate the Payment Request.
Congratulations ! You have successfully created a Payment Request.Â
The User will get an email in the below format.
Now the user needs to hit the VERIFY PAYMENT button to send the Payment.
You can see the information as Amount, Payee and Reference. Now the User needs to click the continue button.
Select the bank based on requirement.
Click on Continue button to Proceed further.
Click on Confirm Payment button to Proceed further.
You’ll be getting a Payment confirmation message after the Payment has been successfully made. Click on Return To App Button to Complete the Process.
The User will receive an acknowledgment as shown below.
Go to the related section tab and click on Plain Payments record.
You can view all the details in the page.
Receive Money Functionality
After clicking on the Initiate Payment Button Choose Receive Money Option.
You need to Choose Source Account. You need to enter the details of the Account from which Payment is to be requested. 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. Click on Next to Proceed further.
You need to Choose Destination Account. This will be coming from the Payment Account Details. This Account will be used to Receive the Money. Click on Next to Proceed further.
Enter Payment Reference(Purpose of the Payment), Amount and Currency and click on Submit Payment to successfully generate the Payment Request.
Congratulations ! You have successfully created a Payment Request.Â
The User will get an email in the below format.
Now the user needs to hit the VERIFY PAYMENT button to send the Payment.
You can see the information as Amount, Payee and Reference. Now the User needs to click the continue button.
Select the bank based on requirement.
Click on Continue button to Proceed further.
Click on Confirm Payment button to Proceed further.
You’ll be getting a Payment confirmation message after the Payment has been successfully made. Click on Return To App Button to Complete the Process.
The User will receive an acknowledgment as shown below.
Go to the related section tab and click on Plain Payments record.
You can view all the details in the page.
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