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SmarterPay for Salesforce

SmarterPay for Salesforce

Introduction

Release Notes

Architecture

Object Browser


Installation & Configuration

Installation

Additional Settings

Permission Sets


Standard Components

Screen Flows

Class Library & Invocable Methods

Reports & Dashboards


Package Extensions

Aedon Accounting

Introduction

Release Notes

Architecture

Object Browser

Installation

Additional Settings

Direct Debits (Sales Invoices)


Accounting Seed

Introduction

Release Notes

Architecture

Object Browser

Installation

Additional Settings

Direct Debits (Billings)

Direct Credits (Sales Payments)

Reports & Dashboards


Other

Legacy Salesforce Package

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Legacy Salesforce Package

This section contains details for SmarterPay's Legacy Salesforce product.


Bacs Direct Debit & Credit

  • Architecture
  • Standard Credit Process
  • Standard Direct Debit Process
  • Direct Debit Testing


Card Payments

  • Architecture
  • Standard Card Payment Process
  • Deferred Payments
  • Refunds
  • Repeat Payments
  • Triggers and After Payment Processing
  • Last modified: 2024/01/04 09:54