A guide to use the Salesforce/Payrix Payments Solution.This guide is designed to explain Payrix/Salesforce integration and features this Payment Solution offers.
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Payment Flows
Flow 1 - Invoice Payments
Invoices can be created in the Payrix Payment Requests object from any object within Salesforce.
These can then be paid through Payrix
Each invoice can be nominated to be a single payment or treated as recurring.
Any invoices added to this object will have a Payrix URL generated.
This URL can then be added to invoices/emails being sent to clients.
When the client opens the URL, they will display the Payrix Hosted Payment Page (HPP), pre-populated with the information gathered from the Salesforce object.
The client can then make the payment and agree to the Terms & Conditions, if recurring.
Flow 2 - Invoice Sync
When a payment is completed on the HPP or a payment is initiated/completed through recurring, or a BPAY payment completed, Payrix will automatically update the Payrix Invoice Payment object in Salesforce.
A new row will be inserted for each status update for an invoice, and each invoice may have multiple payments made against it.
Note that payments may be over or under the amount requested due to BPAY being able to nominate the payment amount.
A trigger or process on the Payrix Invoice Payments table could then be used to update the relevant objects in Salesforce, such as cash entry, etc.
Flow 3 - All Payments
When a payment is trigged via Payrix from outside of Salesforce, the option exists to push non-Salesforce generated transactions back as Payrix Payment Events.
These payments could be generated via one of the Payrix APIs, or via Console and must be Settled or Rejected.
This flow requires Payrix option ‘Create payment events for non-Salesforce transactions’ to be enabled.
Flow 4 - Settlements
As money is settled into the Billers bank account, Payrix will update the Payrix Settlement Events object with details of the Settlement Transaction.
This flow will also update the Payment Event with the settlement ID of the transaction was included in. As they are inserted, a trigger could update the relevant tables for reconciliation within SF.
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Payrix Payments Application
Once the application launches you will see 3 tabs:
Payrix Payments Requests
This will list all payment requests generated in Salesforce that will be pushed to Payrix for processing or to a Payer via HPP to trigger a payment.
Payrix Payment Events
This is a list of all Payment events generated in Payrix that have been pushed back to Salesforce. You can select each event and open details of the transaction.
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Payrix Settlement Events
This list displays details of all settlement transactions. Sums of money settled to the Business. Using the ‘Settlement’ filed in the payment event, you can open the settlement event for that transaction.
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Sample:
TRANSACTION EVENT:
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SETTLEMENT EVENT:
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SAMPLE OF INVOICE CREATION
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Payrix Hosted Payment Page (HPP)
Single invoices paid via Credit Card will not create a Payrix Payer but will create a transaction. Single invoice payments made via BPay or Bank will create a Payer and a transaction, using the details passed in the Invoice Object.
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Sample of Successful Invoice Result
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Example Recurring HPP
Once a Payer agrees to recurring debits by processing a payment via a recurring invoice and ticking the I agree to the Direct Debits & Terms and Conditions box, their invoices will be processed automatically. If the URL is opened the ‘Sit back and relax!’ message will be displayed.
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Sit back and relax!
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Recurring and Single Combination
After agreeing on the first invoice to be debited automatically for future payments, most future invoices will be recurring.
If a single invoice is then raised against this Salesforce payer object, a new Payer will be created. With SI appended to the Payrix Payer Refence. This will hold the payment details of that single invoice Payment.
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Note - As Single Invoice Payments via Card do not create a Payer, no SI Payer will be created. This is only applicable for bank and BPay. |
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Refunded and Failed Transactions
Payrix allows refunds via our Console Portal and via REST API. If a refund is triggered from either of these methods and have “Create payment events for non-Salesforce transactions” enabled the Payment solution will push a Payment Event with the Event Type of “Refund”
As example below:
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The Payment Package will also push rejected transactions to SalesForce. So, for example if a transaction is rejected due to Insufficient Funds, a Payment Event with the type “Rejected” will be generated. The rejection reason is stored in the Rejection Description.
As example below:
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