Setup

Online Payment Setup

Permission Set Assignment

Pay Now Button

Stripe Setup

PayPal Payments Pro Setup

PayPal Payflow Pro Setup

CyberSource Setup

Recurly Setup

PayLeap Setup

Customizing Your Invoice

Payment Receipt Settings

Assigning Licenses

Setting Your Home Currency

Authorize.Net Setup

Setting Supported Credit Cards

How to Ensure that Email Invoices are Sent

Troubleshooting Guide: Ensure Successful Email Invoice Delivery and Resolve 'INVALID_FIELD_WHEN_USING_TEMPLATE' Error in Notes & Attachments

Changing Payment Link Button

Sharing Settings for Objects that Need to be Private

System-Wide Email Sender

How to Upload Your Logo

How to Set Your Company Address

Displaying Payment Profiles by Contact

Adding Your Logo to Your Payment Page

In the world of business, a strong brand identity is paramount. An essential component of this identity is your company's logo, which serves as a visual representation of your values and offerings. Invoices, being a fundamental touchpoint with customers, provide an excellent opportunity to reinforce your brand.

Payment Options

Online Payment Setup (Legacy)

How to Enable Outstanding Invoice Reminder

Installation Error: The ActionId specified was invalid for ActionType QuickAction

Why is My License Total Incorrect?

Placeholders

Invalid Parameter InvoiceId

Converge Setup

Entity

Forte Setup

How to Change Address and Phone Number on Invoice Email/PDF

Display Payment Type Selection

How to Change Colors

Adyen Setup

Stripe ACH Setup

Payeezy Setup

Adding a Processor

How to Enable CVV (CVV2)

Overriding Field Labels

How to Integrate with QuickBooks

Missing Fields on the Setup Page

How to Edit Email Templates

Converting Quote to Invoice from Process Builder

How to Remove Your Logo

How to Fix Recurring Invoices not Capturing Payments in Salesforce

CyberSource 3DS2 Support

Stripe 3DS2 Support

Renaming Object Name, Tab or Related List

Check Opportunity Updatability before Payment

When it comes to managing payments in a business, it's essential to have a system that can effectively ensure that transactions are secure and accurate. With Payment Center Settings, users can use a feature known as the Update Check Opportunity Before Payment to help ensure that payments are only processed when they meet specific validation rules.

Changing Unit Price Decimal Places

By creating a custom field with the desired decimal places and using it for entering the unit price, users can set up a process to update Payment Center's unit price accordingly.

Emails Coming from "noreply@salesforce.com"

Strong Customer Authentication (SCA)

CyberSource Transaction Detail API

Flywire Setup

Serve First Solutions

Payment Center Default Settings

Moneris Setup

Stripe + Plaid Integration

Enable the Test/Production toggle

Bluepay Setup

CardConnect

NMI Setup

Steps To Take When Changing Gateways/Processors in Payment Center

MOTO for Stripe

Enhanced Domains Setup

Payment Center Permission Sets

Account Billing

On demand Rollup of Paid Amount from the list button

Performing data calculations and rollups within Salesforce is crucial for gaining insights and making informed decisions. In this guide, we will walk you through the process of utilizing the 'Rollup Payments' button. This feature enables you to perform a real-time rollup of the total paid amounts for both account and opportunity records.

Asynchronous Rollup of Paid Amounts

PayTrace Integration

Community Set-up

Add Payment Lightning Component in a Screen Flow

Define Processor per Payment Method in Entity

Cardknox integration

IPpay Setup

In alignment with the Winter '24 release and Payment Center versions '11.24 and beyond, Kulturra is dedicated to enhancing its payment capabilities through direct integrations with top-tier gateways.

Adding Merchant Account ID on Braintree Processor

Payment Center Dashboard and Report

How to stop an invoice owner from receiving invoice email notifications?

Exploring Processor Options: Which Accept ACH/eCheck Payments?

Fortis Integration

Braintree Integration

Orbipay Integration

Square Integration

If you are considering using Square as your Payment Processor, this article will provide information on the settings required to connect Payment Center with Square.

Orbital integration

Enable credit card swipe in payment terminal

Processor for Amex

NMI - Device payments

Elavon Cloud Payments Interface (CPI)

Requiring Electronic Signatures on the Payment Page

How to Set Up and Use Apple Pay in Payment Center

reCAPTCHA v3 Guide

Clover Setup

How to Set Up and Use Google Pay in Payment Center