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To install the correct package and sync with your Salesforce organisation, please use the correct URL below:
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Sandbox - https://forms.payrix.com.au//paymentsapptest
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Note: Recommendation is to ‘Install for All Users’. If you prefer you can ‘Install for Admin Users Only’.
Ensure that the Salesforce User authorising the Payrix Sync is a Salesforce System Administrator or has Salesforce System Administrator privileges.
Once successfully installed, the package will display in “Installed Packages”.
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Login to Payrix Portal
Select ‘Salesforce’ in the top menu bar.
Select the correct radio button, ‘Production’ or ‘Sandbox’.
Login via Salesforce ensuring the correct domain is entered and authorisation should will be complete.
You can find the correct domain by going into your Salesforce Setup Settings:
Login to Salesforce
Click on the Cogs button on the top right and select ‘Setup’.
In the search field on the left under ‘Setup’, enter ‘My Domain’.
From ‘Current My Domain URL’, select the section before ‘.my.salesforce.com’ and that is the correct domain to use.
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If you are experiencing issues authorising Salesforce to the Payrix account, refer to our Troubleshooting steps here - Troubleshoot Payrix to Salesforce authorisation. |
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Payrix Payments Application
Once the application launches you will see 3 tabs:
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API Name | Type | Description |
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EventDateTime__c | datetime | The date and time of the payment event. |
EventType__c | picklist | “Pending” when automatic processing of a recurring invoice has started. “Rejected” when the payment was rejected (declined). “Success' when the payment was successful (approved). “Settled” when settlement for the payment has occured. |
SourceType__c | text (255) | The type of source object for the invoice; e.g. “BillingDocument” or “Invoice”. Blank for payments not arising from Payrix Payment Request objects. |
SourceId__c | text (100) | The object ID of the source object, for payments arising from Payrix Payment Request objects; otherwise the transaction reference. |
InvoiceNumber__c | text (20) | The source document reference that is shown to the payer as the invoice number; e.g. “INV-001”. Blank for payments not arising from Payrix Payment Request objects. |
RejectionCode__c | text (50) | The rejection code; not provided unless the value of “EventType__c” is “Rejected”. |
RejectionDescription__c | text(255) | The rejection description; not provided unless the value of “EventType__c” is “Rejected”. |
CurrencyCode__c | text (3) | The currency code for the amount paid, fees and charges, as per standard Salesforce currency codes. |
AmountPaid__c | number (16,2) | The total amount paid for the invoice. This may differ from the amount due because of surcharges or, for some |
SurchargeAmount__c | number (16,2) | The total amount of any surcharges paid by the payer for the invoice. |
FeeAmount__c | number (16,2) | The total amount of any fees that will be charged to the business the receives the payment for the invoice. |
PaymentMethodCode__c | text (20) | The payment method code. |
PaymentMethodName__c | text (80) | The name of the payment method used to pay the invoice; e.g. “Bank Account Debit”. |
MaskedAccountNumber__c | text (40) | The masked credit card, bank account or other account number used to pay the invoice; e.g. “444433xxxxxx1111”. |
SettlementId__c | lookup | The object ID for the settlement event that contains the payment for the invoice. |
TransactionReference__c | text (100) | The internal Payrix transaction reference, to allow reconciliation with non-Payrix services. |
TransactionTypeCode__c | text (20) | The transaction type code. |
TransactionTypeName__c | text (80) | The name of the transaction type; e.g. “Realtime Payment - Website”. |
ipayments__Customer_Description__c | text (500) | The transaction description. |
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Settlement Transactions
Payrix Settlement Event
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API Name | Type | Description |
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EventDateTime__c | datetime | The date and time of the settlement event. |
EventType__c | Picklist | “Settled” when settlement has occurred. |
CurrencyCode__c | text (3) | The currency code for the amount settled, as per standard Salesforce currency codes. |
AmountSettled__c | number (16,2) | The total amount settled to the business that receives the payments for invoices. |
SettlementReference__c | text (100) | The internal Payrix settlement reference, to allow reconciliation with non-Payrix services. |
ipayments__Customer_Description__c | text (500) | The transaction description. |
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Ensure latest Salesforce Payments Package is installed - Production Salesforce Payments Package
Install
Recommendation is to ‘Install for All Users’.
If you prefer you can ‘Install for Admin Users Only’.
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Ensure that the Salesforce User authorising the Payrix Sync is a Salesforce System Administrator or has Salesforce System Administrator privileges. |
If the issue persists and you are still unable to authorise the Salesforce organisation to the Payrix account, as Salesforce has strict firewalls and security, it may be a case of requiring your Salesforce IP and domain to be whitelisted. Speak to our Integrations team to confirm - customerintegration@payrix.com.au.
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