February 10, 2025 Global Payments Demo

1. System Setup & Integration

• Payment console was set up for three objects: Sales Order, Opportunity, and Invoice.

• Testing is being done in GoldFinch's Global Payment sandbox to avoid real transactions.

• Production credentials have been tested and are working but will only be switched over when ready for go-live.

• Future testing might include a $1 transaction and voiding it before going live.

2. Requesting a Payment from an Opportunity

• A “Payment Terminal” button was added to the Opportunity.

• Clicking “Request Payment” sends an email to the customer.

• The email includes:

  • A "Pay Now" button.

  • A PDF attachment of the Opportunity, showing deposit details.

  • An editable amount field (e.g., can request a deposit percentage instead of full amount).

• Email activity is logged in Salesforce for tracking.

3. Customer Payment Process

• Customer clicks “Pay Now” in the email and is directed to the payment portal.

• Payment portal allows:

  • Using saved credit cards or entering new card details.

  • Saving new payment methods (mandatory checkbox enabled so customers cannot uncheck it).

• After payment:

  • Transaction status updates to “Paid”.

  • Payment activity logs the transaction.

4. Reviewing the Payment in Salesforce

• Payment details are visible in the Payment Terminal.

• The system generates a customer receipt showing the payment method (e.g., Visa).

• Additional automation options:

  • Automatically posting the customer receipt.

  • Creating a prepayment invoice.

  • Applying the prepayment invoice to a future sales order.

5. Taking Payments from a Sales Order

• The Payment Terminal button is also available on Sales Orders.

• Additional payments can be requested or charged directly.

6. Manually Processing Payments (Phone Transactions)

• Payments can be taken manually over the phone by:

  • Going to the Account.

  • Using the Payment Terminal to enter and save the card details.

  • PCI compliance is maintained, but phone-entered payments are considered less secure than self-service transactions.

7. Customization Requests

• Automate sending a payment link when a customer selects a payment term on an Opportunity.

• After payment, the system should:

  • Creates a prepayment invoice.

  • Sends a receipt to the customer.

• Manual payments for retail and other sales will still be processed separately.