https://wiki.smarterpay.com/ 2026-05-06T16:32:02+00:00 https://wiki.smarterpay.com/ https://wiki.smarterpay.com/_media/wiki/logo.png text/html 2024-01-03T15:15:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/legacy/cardpayments/architecture?rev=1704294959&do=diff Architecture SmarterPay’s Card Payment implementation consists of a set of objects within Salesforce which represent the Card Payment process. These are usually linked to the client's Account and Contact object with a third object usually linked to a custom object of the clients choosing (Usually a payment or opportunity object). text/html 2024-01-03T15:16:06+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/legacy/cardpayments/cardpaymentprocess?rev=1704294966&do=diff Standard Card Payment Process The process for new card payments is as follows: Card Payment (Income_Card_Payment__c) The Card Payment is the master record in terms of SmarterPay’s Card Payment object structure. It holds the bank details, payment details for the Card Payment. It can really be considered a record representation of the card itself. text/html 2024-01-03T15:16:51+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/legacy/cardpayments/deferredpayments?rev=1704295011&do=diff Deferred Payments Sometimes money should not be transferred from a customer straight away, however a card needs to be ‘swiped’ to ensure that funds can be taken at a future point. A typical example of this is for a hotel booking. A hotel may swipe a card and then take any funds after the stay for any additional charges (room service, dining, spa, etc). text/html 2024-01-03T15:16:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/legacy/cardpayments/refunds?rev=1704294980&do=diff Refunds Refunds are provided as standard with the SmarterPay card payment installation and can be accessed via the refund button on the Card Payment record. Refunds produce a Card Payment History record which is tied to the payment. This will detail if the transaction was successful and how much was processed. text/html 2024-01-03T15:16:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/legacy/cardpayments/repeatpayments?rev=1704294993&do=diff Repeat Payments Repeat payments are offered as part of the standard SmarterPay package, however the merchant bank must allow the merchant to have ‘continuous authority’ over cards. SmarterPay provide a series of choices for recurring payments depending on the scenario: text/html 2024-01-03T15:17:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/legacy/cardpayments/triggers?rev=1704295027&do=diff Triggers and After Payment Processing The Salesforce platform opens up consumers of the SmarterPay card payment software to seamlessly fit card payments into the rest of their system. As all card payments are reported to Salesforce as records, triggers, workflows, process builders and platform events may be used to automate any additional processing after a transaction has been made. This allows for functionality such as automatic receipt emails or updates to other, non-SmarterPay, records and …