This section describes settings and configuration that can be made against the Salesforce package.
Other settings, such as 'DDMS' configuration (what happens on specific BACS error codes) are made in SmarterPay Cloud and as such are described in the SmarterPay Cloud WIKI (https://testwiki.smarterpay.com/smarterpaycloud/start/)
| LABEL | DESCRIPTION |
|---|---|
| ACCOUNT NAME MATCH | If a validation has been performed, this will be the % match to the name. 100% is an exact match. |
| ACCOUNT NAME | Account Name, returned by validation. |
| CLIENT ID | ID of the connected Client record in SmarterPay Cloud. |
| LAST EVENT ID PROCESSED | The SmarterPay Cloud Id of the very last event that was processed in Salesforce. |
| MANDATE ID | ID of the connected Mandate record in SmarterPay Cloud. |
| MANDATE | |
| MESSAGE | Feedback from the validation process if there is an issue. |
| METADATA | Additional data passed between SmarterPay Cloud and Salesforce. Can be used to populate additional fields. |
| REPORT RETURNED | Has a validation report been received. |
| SMPC CREATED AT | When the record was created in SmarterPay Cloud. |
| SMPC CREATED BY | The ID of the SmarterPay Cloud user that created this record. |
| SMPC EDITED AT | When the record was last edited in SmarterPay Cloud. |
| SMPC EDITED BY | The ID of the SmarterPay Cloud user that last edited this record. |
| SMPC ID | ID of the record in SmarterPay Cloud. |
| VALIDATION ACCOUNT NAME | The Account Name of the customer, for validation. |
| VALIDATION ACCOUNT NUMBER | Account Number, comprising of 8 numbers, for validation. |
| VALIDATION SORT CODE | Sort Code, comprising of 6 numbers, for validation. |
| VALIDATION STATUS | Has validation been performed. |
| LABEL | DESCRIPTION |
|---|---|
| ACCOUNT VALIDATION | |
| BANK ACCOUNT | |
| CARD | |
| CREDIT | |
| ERROR LOG | |
| EVENT | |
| MANDATE | |
| PAYMENT | |
| PAYMENT LINK | |
| PREVIOUS RECORD JSON | |
| RECORD ID | |
| RECORD JSON | A copy of the record at the time of the triggering event. |
| RECURRENCE SCHEDULE | |
| RETRY COUNT | |
| RETRY DATETIME | |
| STATUS | |
| TARGET SEQUENCE NUMBER | |
| TYPE |
| LABEL | DESCRIPTION |
|---|---|
| ACCOUNT CODE OK | Is the Bank Account Number valid. Response from EISCD check. |
| ACCOUNT NAME | Name of the account holder as known by the bank. This usually matches the name of the linked customer. This field will be uppercased and truncated to 18 characters in SmarterPay Cloud. |
| ACCOUNT NUMBER | The Account Number of the Bank Account. Must be 8 digits with no spaces or hyphens. |
| ACCOUNT | |
| BACS DESCRIPTION | Rejection Description supplied by BACS. Populated if there is a problem with the Bank Account. |
| BACS FILENAME | File Name of the rejection report supplied by BACS. Populated if there is a problem with the Bank Account. |
| BACS REASON CODE | The Rejection Reason Code supplied by BACS. Populated if there is a problem with the Bank Account. |
| BACS REFERENCE | The Rejection Reference supplied by BACS. Populated if there is a problem with the Bank Account. |
| BANK NAME | The name of the bank that the bank account resides. For example: BARCLAYS BANK PLC. |
| BANK TELEPHONE NUMBER | The bank's phone number. |
| BRANCH ADDRESS 4 | Fourth line of the bank branch that the bank account resides. |
| BRANCH ADDRESS 1 | First line of the bank branch that the bank account resides. |
| BRANCH ADDRESS POSTCODE | Postal Code of the bank branch that the bank account resides. |
| BRANCH ADDRESS 3 | Third line of the bank branch that the bank account resides. |
| BRANCH ADDRESS TOWN | The town of the bank branch that the bank account resides. |
| BRANCH ADDRESS 2 | Second line of the bank branch that the bank account resides. |
| BRANCH TITLE | The name or title of the branch where the bank account resides. |
| CLIENT ID | ID of the connected Client record in SmarterPay Cloud. |
| CONTACT | |
| CREDITS ALLOWED OK | Can Credits be processed on this Bank Account. Response from EISCD check. |
| CURRENCY CODE | |
| CUSTOM REFERENCE | A custom reference or identifier of this record. |
| CUSTOMER ACCOUNT ID | ID of the connected Customer Account record in SmarterPay Cloud. |
| DIRECT DEBIT INSTRUCTION OK | Can Direct Debits be processed on this Bank Account. Response from EISCD check. |
| DIRECT DEBITS OK | Can Direct Debits be processed on this Bank Account. Response from EISCD check. |
| ENABLED | The current status of the Bank Account at SmarterPay Cloud. |
| LAST API QUEUE PROCESSED | |
| LAST EVENT ID PROCESSED | The SmarterPay Cloud Id of the very last event that was processed in Salesforce. |
| METADATA | Additional data passed between SmarterPay Cloud and Salesforce. Can be used to populate additional fields. |
| SMPC CREATED AT | When the record was created in SmarterPay Cloud. |
| SMPC CREATED BY | The ID of the SmarterPay Cloud user that created this record. |
| SMPC EDITED AT | When the record was last edited in SmarterPay Cloud. |
| SMPC EDITED BY | The ID of the SmarterPay Cloud user that last edited this record. |
| SMPC ID | ID of the record in SmarterPay Cloud. |
| SMPC LEGACY ID | Older legacy ID of the record in SmarterPay Cloud. This will be empty for new records. |
| SORT CODE OK | Does this Sort Code exist. Response from EISCD check. |
| SORT CODE | The Sort Code of the Bank Account. Must be 6 digits with no spaces or hyphens. |
| LABEL | DESCRIPTION |
|---|---|
| ACCOUNT | |
| ALLOW REPEAT PAYMENTS | |
| CARD EXPIRY DATE | After this date, the card becomes invalid for use. |
| CARD HOLDER ADDRESS CITY | |
| CARD HOLDER ADDRESS COUNTRY CODE | ISO 3166 Country Code |
| CARD HOLDER ADDRESS LINE 1 | |
| CARD HOLDER ADDRESS LINE 2 | |
| CARD HOLDER ADDRESS POSTAL CODE | |
| CARD HOLDER ADDRESS STATE CODE | 2-character state code. Typically, only used for United States payments. |
| CARD NUMBER ENDING | The last four digits of the long card number. |
| CARD TYPE | The name of the card issuer - for example Visa. |
| CLIENT ID | ID of the connected Client record in SmarterPay Cloud. |
| CONTACT | |
| CURRENCY CODE | ISO 4217 representation of the currency that the transaction took place under. |
| CUSTOM REFERENCE | A custom reference or identifier of this record. |
| CUSTOMER ACCOUNT ID | ID of the connected Customer Account record in SmarterPay Cloud. |
| GATEWAY CARD ID | Identifies the Card on the payment gateway. Normally set by the Payment Gateway. |
| GATEWAY PAYEE ID | Identifies the Payee on the payment gateway. Normally set by the Payment Gateway. |
| GATEWAY PAYMENT DESCRIPTION | An additional description that is sent to the Payment Gateway. |
| GATEWAY STATUS CODE | The status code of the initial setup transaction as set by the Payment Gateway. See the Payment Gateway's documentation for details. |
| GATEWAY STATUS DETAILS | Any additional details of the initial setup transaction as set by the Payment Gateway. See the Payment Gateway's documentation for details. |
| GATEWAY STATUS | The status of the initial setup transaction as set by the Payment Gateway. See the Payment Gateway's documentation for details. |
| INITIAL AMOUNT | The amount of the first transaction on the card. |
| INTERNAL PAYMENT DESCRIPTION | An additional description that is not sent to the Payment Gateway. |
| LAST EVENT ID PROCESSED | The SmarterPay Cloud Id of the very last event that was processed in Salesforce. |
| METADATA | Additional data passed between SmarterPay Cloud and Salesforce. Can be used to populate additional fields. |
| NAME ON CARD | The name of the cardholder as displayed on the card. |
| PAYMENT GATEWAY PROFILE ID | ID of the connected Payment Gateway record in SmarterPay Cloud. |
| PAYMENT GATEWAY | Friendly name of the connected Payment Gateway record in SmarterPay Cloud. |
| SMPC CREATED AT | When the record was created in SmarterPay Cloud. |
| SMPC CREATED BY | The ID of the SmarterPay Cloud user that created this record. |
| SMPC EDITED AT | When the record was last edited in SmarterPay Cloud. |
| SMPC EDITED BY | The ID of the SmarterPay Cloud user that last edited this record. |
| SMPC ID | ID of the record in SmarterPay Cloud. |
| STATUS CODE | SmarterPay's specific result code for this card. |
| STATUS DETAILS | Any additional details of the result of the card set by SmarterPay. |
| STATUS | The result or current state of the card. |
| TRANSACTION TYPE | The type of transaction made and environment when setting up the card. |
| LABEL | DESCRIPTION |
|---|---|
| AMOUNT | The amount of money to be sent in the credit. |
| BACS DESCRIPTION | Rejection Description supplied by BACS. Populated if there is a problem with the Credit. |
| BACS FILENAME | File Name of the rejection report supplied by BACS. Populated if there is a problem with the Credit. |
| BACS REASON CODE | The Rejection Reason Code supplied by BACS. Populated if there is a problem with the Credit. |
| BACS REFERENCE | The Rejection Reference supplied by BACS. Populated if there is a problem with the Credit. |
| BANK ACCOUNT ID | ID of the connected Bank Account record in SmarterPay Cloud. |
| BANK ACCOUNT | |
| CLIENT ID | ID of the connected Client record in SmarterPay Cloud. |
| CREDIT DATE | Date credit received by recipient. |
| CUSTOM REFERENCE | A custom reference or identifier of this record. |
| CUSTOMER ACCOUNT ID | ID of the connected Customer Account record in SmarterPay Cloud. |
| DEFAULT NARRATIVE | Text, associated with the transaction, which will be displayed in the customers Bank Account. |
| DESCRIPTION | An additional description of the credit. |
| LAST API QUEUE PROCESSED | |
| LAST EVENT ID PROCESSED | The SmarterPay Cloud Id of the very last event that was processed in Salesforce. |
| MANDATE ID | ID of the connected Mandate record in SmarterPay Cloud. |
| MANDATE | |
| METADATA | Additional data passed between SmarterPay Cloud and Salesforce. Can be used to populate additional fields. |
| ORIGINATING BANK ACCOUNT ID | ID of the connected Originating Bank Account record in SmarterPay Cloud. |
| OVERRIDING NAME | |
| RTI | Used for Payroll Credits. |
| SMPC CREATED AT | When the record was created in SmarterPay Cloud. |
| SMPC CREATED BY | The ID of the SmarterPay Cloud user that created this record. |
| SMPC EDITED AT | When the record was last edited in SmarterPay Cloud. |
| SMPC EDITED BY | The ID of the SmarterPay Cloud user that last edited this record. |
| SMPC ID | ID of the record in SmarterPay Cloud. |
| SMPC LEGACY ID | Older legacy ID of the record in SmarterPay Cloud. This will be empty for new records. |
| SERVICE USER NUMBER ID | ID of the connected Service User Number record in SmarterPay Cloud. |
| SERVICE USER NUMBER NAME | Friendly name for the service user number. |
| SERVICE USER NUMBER | The SUN that this Credit is registered under. |
| STATUS | The result or current state of the credit. |
| SUBMISSION REFERENCE | The Credit reference that will be sent to bacs. |
| LABEL | DESCRIPTION |
|---|---|
| ACCOUNT VALIDATION ID | ID of the connected Account Validation record in SmarterPay Cloud. |
| ACCOUNT VALIDATION URL | The URL that a customer should follow to complete Account Validation. This will request the customer to login to their bank account and confirm their details. |
| ACCOUNT VALIDATION | Used on the initial insert of a Mandate. Tells SmarterPay Cloud that Account Validation should be completed first before setting up with BACS. |
| ACCOUNT | |
| BACS DESCRIPTION | Rejection Description supplied by BACS. Populated if there is a problem with the Mandate. |
| BACS FILENAME | File Name of the rejection report supplied by BACS. Populated if there is a problem with the Mandate. |
| BACS REASON CODE | The Rejection Reason Code supplied by BACS. Populated if there is a problem with the Mandate. |
| BACS REFERENCE | The Rejection Reference supplied by BACS. Populated if there is a problem with the Mandate. |
| BANK ACCOUNT ID | ID of the connected Bank Account record in SmarterPay Cloud. |
| BANK ACCOUNT | |
| CLIENT ID | ID of the connected Client record in SmarterPay Cloud. |
| CONTACT | |
| CURRENCY CODE | |
| CUSTOMER ACCOUNT ID | ID of the connected Customer Account record in SmarterPay Cloud. |
| LAST API QUEUE PROCESSED | |
| LAST EVENT ID PROCESSED | The SmarterPay Cloud Id of the very last event that was processed in Salesforce. |
| METADATA | Additional data passed between SmarterPay Cloud and Salesforce. Can be used to populate additional fields. |
| MULTIPLE SIGNATURES REQUIRED | Some bank accounts have joint signatories and require both signatures to setup a new Direct Debit Mandate with BACS. |
| ORIGINATING BANK ACCOUNT ID | ID of the connected Originating Bank Account record in SmarterPay Cloud. |
| REFERENCE | The Mandate reference, commonly known as AUDDIS. If no reference is provided then one will be auto-generated by SmarterPay Cloud. The Reference can not be changed once the Mandate has been created. |
| SMPC CREATED AT | When the record was created in SmarterPay Cloud. |
| SMPC CREATED BY | The ID of the SmarterPay Cloud user that created this record. |
| SMPC EDITED AT | When the record was last edited in SmarterPay Cloud. |
| SMPC EDITED BY | The ID of the SmarterPay Cloud user that last edited this record. |
| SMPC ID | ID of the record in SmarterPay Cloud. |
| SMPC LEGACY ID | Older legacy ID of the record in SmarterPay Cloud. This will be empty for new records. |
| SERVICE USER NUMBER ID | ID of the connected Service User Number record in SmarterPay Cloud. |
| SERVICE USER NUMBER NAME | Friendly name for the service user number. |
| SERVICE USER NUMBER | The SUN that this Mandate is registered under. |
| STATUS | The current status of the Mandate. |
| LABEL | DESCRIPTION |
|---|---|
| AMOUNT | The amount of the transaction. |
| AUTHORISATION CODE | The authorisation code returned from your merchant bank about the transaction. Normally set by the Payment Gateway. |
| BACS DESCRIPTION | Rejection Description supplied by BACS. Populated if there is a problem with the Payment. |
| BACS FILENAME | File Name of the rejection report supplied by BACS. Populated if there is a problem with the Payment. |
| BACS REASON CODE | The Rejection Reason Code supplied by BACS. Populated if there is a problem with the Payment. |
| BACS REFERENCE | The Rejection Reference supplied by BACS. Populated if there is a problem with the Payment. |
| CARD ID | ID of the connected Card record in SmarterPay Cloud. |
| CARD | |
| CHARGE ID | Identifies the transaction on the payment gateway. Normally set by the Payment Gateway. |
| CLIENT ID | ID of the connected Client record in SmarterPay Cloud. |
| COLLECTION DATE | Date to receive payment. |
| CURRENCY CODE | ISO 4217 representation of the currency that the transaction took place under. |
| CUSTOM REFERENCE | A custom reference or identifier of this record. |
| CUSTOMER ACCOUNT ID | ID of the connected Customer Account record in SmarterPay Cloud. |
| DEFAULT NARRATIVE | Text, associated with the transaction, which will be displayed in the customers Bank Account. |
| DESCRIPTION | An additional description of the payment. |
| GATEWAY PAYMENT DESCRIPTION | An additional description that is sent to the Payment Gateway. |
| GATEWAY STATUS CODE | The status code of the transaction as set by the Payment Gateway. See the Payment Gateway's documentation for details. |
| GATEWAY STATUS DETAILS | Any additional details of the transaction as set by the Payment Gateway. See the Payment Gateway's documentation for details. |
| GATEWAY STATUS | The status of the transaction as set by the Payment Gateway. See the Payment Gateway's documentation for details. |
| INTERNAL PAYMENT DESCRIPTION | An additional description that is not sent to the Payment Gateway. |
| LAST API QUEUE PROCESSED | |
| LAST EVENT ID PROCESSED | The SmarterPay Cloud Id of the very last event that was processed in Salesforce. |
| MANDATE ID | ID of the connected Mandate record in SmarterPay Cloud. |
| MANDATE | |
| METADATA | Additional data passed between SmarterPay Cloud and Salesforce. Can be used to populate additional fields. |
| ORDER ID | Identifies the transaction on the payment gateway. Normally set by the Payment Gateway. |
| ORIGINATING BANK ACCOUNT ID | ID of the connected Originating Bank Account record in SmarterPay Cloud. |
| OVERRIDING NAME | |
| PAYMENT TYPE | |
| RECURRENCE SCHEDULE ID | ID of the connected Recurrence Schedule record in SmarterPay Cloud. |
| RECURRENCE SCHEDULE | |
| RELATED PAYMENT ID | ID of the connected Related Payment record in SmarterPay Cloud. |
| RELATED PAYMENT | |
| SMPC CREATED AT | When the record was created in SmarterPay Cloud. |
| SMPC CREATED BY | The ID of the SmarterPay Cloud user that created this record. |
| SMPC EDITED AT | When the record was last edited in SmarterPay Cloud. |
| SMPC EDITED BY | The ID of the SmarterPay Cloud user that last edited this record. |
| SMPC ID | ID of the record in SmarterPay Cloud. |
| SERVICE USER NUMBER ID | ID of the connected Service User Number record in SmarterPay Cloud. |
| SERVICE USER NUMBER NAME | Friendly name for the service user number. |
| SERVICE USER NUMBER | The SUN that this Payment is registered under. |
| STATUS CODE | SmarterPay's specific result code for this transaction. |
| STATUS DETAILS | Any additional details of the result of the transaction set by SmarterPay. |
| STATUS | The result or current state of the payment. |
| TRANSACTION ID | Identifies the transaction on the payment gateway. Normally set by the Payment Gateway. |
| LABEL | DESCRIPTION |
|---|---|
| ACCOUNT | The amount attached the payment link. |
| ACCOUNT VALIDATION CALLBACK | |
| AMOUNT | Amount that is on the payment link. |
| AUDDIS | |
| BANK ACCOUNT | Lookup to a bank account record that is used to get the SMPC id when creating the payment link. |
| BANK ACCOUNT CUSTOM REFERENCE | If no bank account is attached you can set a custom reference for the bank account to be created. |
| BRANDING ADDRESS LINE 1 | This is the address line 1 that is on the branding page. |
| BRANDING ADDRESS LINE 2 | This is the address line 2 that is on the branding page. |
| BRANDING CITY | This is the city that is on the branding page. |
| BRANDING COMPANY NAME | This is the company name that is on the branding page. |
| BRANDING EMAIL | This is the email that is on the branding page. |
| BRANDING PHONE | This is the phone that is on the branding page. |
| BRANDING POSTAL CODE | This is the postal code that is on the branding page. |
| CARD | Lookup to a card record that is used to get the SMPC id when creating the payment link. |
| CARD PAYMENT CUSTOM REFERENCE | If no Card Payment is attached you can set a custom reference for the Card Payment to be created. |
| COMPLETED AT | The date that the link is completed. |
| CONTACT | A lookup to a contact on salesforce. |
| CUSTOMER ACCOUNT CUSTOM REFERENCE | The custom reference that will be attached to the customer account created. |
| DESCRIPTION | A brief description of the payment link created. |
| END DATE | The end date of the payment link. |
| EXPIRY | The date in which the payment link will expire. |
| FIRST COLLECTION AMOUNT | The first collection amount used in the creation of a schedule. |
| FIRST COLLECTION DATE | The first collection date used in the creation of a schedule. |
| LAST API QUEUE PROCESSED | ID of the connected Mandate record in SmarterPay Cloud. |
| LAST EVENT ID PROCESSED | The SmarterPay Cloud Id of the very last event that was processed in Salesforce. |
| MANDATE | Lookup to the mandate object that will be used when using the payment link. |
| PAYMENT LINK NUMBER | Auto generated number to be used on the payment link object. |
| PAYMENT LINK PAGE ID | ID of the connected SmarterPay Payment Link Page Setup record in SmarterPay Cloud. |
| RECORD TYPE | What type of payment link it is either: - Individual: a link used just for one user. - Generic: used for multiple customers. |
| RECURRENCE SCHEDULE | Lookup to the mandate object that will be used when using the payment link. |
| RECURRENCE SCHEDULE CUSTOM REFERENCE | The custom reference that will be attached to the customer account created. |
| RETURN URL | URL that is returned to on completion of the payment link. |
| SMPC CREATED AT | When the record was created in SmarterPay Cloud. |
| SMPC CREATED BY | The ID of the SmarterPay Cloud user that created this record. |
| SMPC EDITED AT | When the record was last edited in SmarterPay Cloud. |
| SMPC EDITED BY | The ID of the SmarterPay Cloud user that last edited this record. |
| SMPC ID | ID of the record in SmarterPay Cloud. |
| START DATE | Start date of the payment link. |
| STATUS | The result or current state of the payment link. |
| URL | The URL that is generated on creation of the payment link. |
| VISITED AT | The date that the link is first visited at. |
| LABEL | DESCRIPTION |
|---|---|
| ACCOUNT VALIDATION REQUIRED | Indicates if account validation is mandatory. |
| AMOUNT | The amount attached to the payment link. |
| AVAILABLE FOR USE | Whether this setup is active and available for generation. |
| BANK ACCOUNT PROVIDED | Confirmation that bank details are needed. |
| BANK STEP | Current status or configuration for the bank entry step. |
| BRANDING ADDRESS LINE 1 | Street address for custom branding. |
| BRANDING ADDRESS LINE 2 | Suite/Apartment for custom branding. |
| BRANDING CITY | City for custom branding. |
| BRANDING COMPANY NAME | Display name of the company on the payment page. |
| BRANDING EMAIL | Support or contact email displayed on the page. |
| BRANDING PHONE | Contact phone number for the payment page. |
| BRANDING POSTAL CODE | Zip or Postal code for branding. |
| BRANDING SMPC ID | Unique identifier for specific branding configurations. |
| CARD STEP | Current status or configuration for the card entry step. |
| CLIENT BANK ACCOUNT SMPC ID | External ID for the client's bank account record. |
| COLLECTION DAY | Specific day of the month for funds collection. |
| COLLECTION PERIOD | Frequency of collection (e.g., Monthly, Weekly). |
| COLLECTION STRETCH | Parameters for spreading collections over time. |
| CREATED BY | The user who created the record. |
| CUSTOMER ACCOUNT PROVIDED | Confirmation that customer details have been captured. |
| CUSTOMER STEP | Current status or configuration for the customer info step. |
| DESCRIPTION | Internal description of the payment link setup. |
| EXPIRY | The date when the payment link will no longer be valid. |
| LAST MODIFIED BY | The user who last updated the record. |
| MANDATE PROVIDED | Indicates if a payment mandate has been signed/captured. |
| NAME | The name of the payment link setup record. |
| ON PAGE DESCRIPTION | Description text displayed directly to the end-user. |
| OWNER | The Salesforce user or group that owns the record. |
| PAGE SETUP NUMBER | Auto-generated unique reference number for the record. |
| PAYMENT TYPE STEP | Step logic for selecting payment methods. |
| PAYMENT TYPES | Selected methods allowed (e.g., Card, Direct Debit). |
| SCHEDULE PROVIDED | Indicates if a payment schedule has been established. |
| SCHEDULE STEP | Current status or configuration for the scheduling step. |
| SINGLE USE | If true, the link expires after one successful transaction. |
| SMPC ID | Unique External ID used for platform synchronization. |
| URL | The generated web address for the payment page. |
| LABEL | DESCRIPTION |
|---|---|
| AMOUNT | The amount per collection for Ongoing Payment, or the total Payment Plan amount that is divided over each instalment. |
| BACS DESCRIPTION | Rejection Description supplied by BACS. Populated if there is a problem with the Recurrence Schedule. |
| BACS FILENAME | File Name of the rejection report supplied by BACS. Populated if there is a problem with the Recurrence Schedule. |
| BACS REASON CODE | The Rejection Reason Code supplied by BACS. Populated if there is a problem with the Recurrence Schedule. |
| BACS REFERENCE | The Rejection Reference supplied by BACS. Populated if there is a problem with the Recurrence Schedule. |
| BANK ACCOUNT ID | ID of the connected Bank Account record in SmarterPay Cloud. |
| CARD ID | ID of the connected Card record in SmarterPay Cloud. |
| CARD | |
| CLIENT ID | ID of the connected Client record in SmarterPay Cloud. |
| COLLECTION DAY | The day of the month that the collection will occur on. |
| COLLECTION PERIOD | How SmarterPay will calculate the time between collections - whether to count by weeks or months. |
| COLLECTION STRETCH | How many 'periods' between each collection. For example, selecting 2 here for 'monthly' would make a schedule to be collected every 2 months. |
| CUSTOM REFERENCE | A custom reference or identifier of this record. |
| CUSTOMER ACCOUNT ID | ID of the connected Customer Account record in SmarterPay Cloud. |
| DESCRIPTION | An additional description of the payment. |
| END DATE | SmarterPay will not calculate collections beyond this date. |
| FIRST COLL IN SAME MONTH AS NEXT COLL | When set to true this will allow the first two collections in the same month. This can happen when the first collection date is less than the collection day. |
| FIRST COLLECTION AMOUNT | The amount to take on the very first collection. Can differ than the normal scheduled amount. Used for Ongoing Payments. |
| FIRST COLLECTION DATE | The very first date to receive payment. If left blank, Start Date will be used as the first payment date. |
| INSTALLMENTS | How many collections should be scheduled on the Payment Plan. |
| LAST API QUEUE PROCESSED | |
| LAST EVENT ID PROCESSED | The SmarterPay Cloud Id of the very last event that was processed in Salesforce. |
| MANDATE ID | ID of the connected Mandate record in SmarterPay Cloud. |
| MANDATE | |
| METADATA | Additional data passed between SmarterPay Cloud and Salesforce. Can be used to populate additional fields. |
| NEXT COLLECTION DATE | The next date to receive payment. |
| RECURRENCE TYPE | The type of schedule that should be set up. Whether it's a regular ongoing payment, or a fixed term plan of payments. |
| SMPC CREATED AT | When the record was created in SmarterPay Cloud. |
| SMPC CREATED BY | The ID of the SmarterPay Cloud user that created this record. |
| SMPC EDITED AT | When the record was last edited in SmarterPay Cloud. |
| SMPC EDITED BY | The ID of the SmarterPay Cloud user that last edited this record. |
| SMPC ID | ID of the record in SmarterPay Cloud. |
| SMPC LEGACY ID | Older legacy ID of the record in SmarterPay Cloud. This will be empty for new records. |
| START DATE | The very first date to receive payment. This should be set to the date that the first collection is expected on. Non-banking days will be calculated by SmarterPay. |
| STATUS | Details whether or not the Recurrence Schedule is currently used. |
| TOTAL VALUE | The total amount that the Payment Plan is setup for. |
| UPCOMING PAYMENTS | The current schedule calculated by SmarterPay Cloud in JSON format. Ongoing Collections will have up to 6 schedules calculated in advance. You can manually adjust upcoming payments by updating the JSON. |
| LABEL | DESCRIPTION |
|---|---|
| CLIENT ID | ID of the connected Client record in SmarterPay Cloud. |
| CREDIT FAILED COUNT | Number of failed Credits in the Submission. |
| CREDIT FAILED VALUE | Value of failed Credits in the Submission. |
| CREDIT TOTAL COUNT | Number of Credits in the Submission. |
| CREDIT TOTAL VALUE | Value of Credits in the Submission. |
| LAST EVENT ID PROCESSED | The SmarterPay Cloud Id of the very last event that was processed in Salesforce. |
| MANDATE CANCELLATION COUNT | Number of Cancelled Mandates (0C) in the Submission. |
| MANDATE CONVERT COUNT | Number of Converted Mandates (0S) in the Submission. |
| MANDATE FAILED COUNT | Number of failed Mandates in the Submission. |
| MANDATE NEW INSTRUCTION COUNT | Number of New Mandates (0N) in the Submission. |
| PAYMENT FAILED COUNT | Number of failed Payments in the Submission. |
| PAYMENT FAILED VALUE | Value of failed Payments in the Submission. |
| PAYMENT TOTAL COUNT | Number of Payments in the Submission. |
| PAYMENT TOTAL VALUE | Value of Payments in the Submission. |
| SMPC CREATED AT | When the record was created in SmarterPay Cloud. |
| SMPC CREATED BY | The ID of the SmarterPay Cloud user that created this record. |
| SMPC EDITED AT | When the record was last edited in SmarterPay Cloud. |
| SMPC EDITED BY | The ID of the SmarterPay Cloud user that last edited this record. |
| SMPC ID | ID of the record in SmarterPay Cloud. |
| SERIAL | The Serial Number of the Submission. |
| SERVICE USER NUMBER ID | ID of the connected Service User Number record in SmarterPay Cloud. |
| SERVICE USER NUMBER NAME | Friendly name for the service user number. |
| SERVICE USER NUMBER | The SUN that this Submission is registered under. |
| STATUS | The result or current state of the submission. |
| LABEL | DESCRIPTION |
|---|---|
| ACCOUNT VALIDATION | |
| ACCOUNT | |
| BANK ACCOUNT | |
| CARD | |
| CONTACT | |
| CREDIT | |
| ERROR LOG | |
| EVENT DATETIME | |
| EVENT ID | |
| EVENT JSON | |
| EVENT SOURCE | The source of the event on SmarterPay Cloud. For example API. |
| EVENT TYPE | The cause of the event in SmarterPay Cloud. For example: card_payment.create |
| MANDATE | |
| MISC RECORD ID | Used for customer account if it is related to an uncommon object. |
| PAYMENT | |
| PAYMENT LINK | |
| RECORD TYPE | Some SmarterPay Cloud records have an additional record type to distinguish between subtypes of a table. For example, 'payment' includes direct debit and card payments. |
| RECURRENCE SCHEDULE | |
| RETRY COUNT | |
| RETRY DATETIME | |
| SMPC ID | The SmarterPay Cloud Id of the record that the event has been triggered by. |
| STATUS | The status of the event being processed into the system. |
| SUBMISSION | |
| WEBHOOK QUEUE |
| LABEL | DESCRIPTION |
|---|---|
| CLIENT ID | |
| FAILED EVENTS | |
| IDEMPOTENCY KEY | |
| SENT AT | |
| UNPROCESSED EVENTS | Number of outstanding events to process |
| WEBHOOK ID | |
| WEBHOOK VERSION |