Scenario
You need to audit your transactions to determine whether specific payments were initiated manually by a user or generated automatically through an auto-pay/recurring process.
When reviewing these transactions directly in your payment processor's portal (such as PayPal, Fortis, etc.), you may notice there is no clear distinction or flag indicating whether the payment was manual or automated.
Resolution
Within the Kulturra, the system automatically flags the origin of a payment upon creation using the Auto-BillPay field.
To check how a payment was processed:
Navigate to the specific Payment record in Salesforce.
Locate the Auto-BillPay checkbox.
If the field is checked, the payment was generated automatically via the Auto-Bill Pay/recurring payment process.
If the field is unchecked, the payment was manually initiated by the user or contact.
Note: If you do not see the "Auto-BillPay" field on the Payment record, your Salesforce Administrator may need to add it to your Payment page layout.
Best Practice for Auditing
If you are reviewing multiple transactions, opening each record individually can be time-consuming. Instead, we recommend modifying your existing List Views or creating a Salesforce Payment Report that includes the "Auto-BillPay" field as a column. This will allow you to easily filter, group, and audit which payments were processed automatically versus manually in bulk.