How-To: Integrating With Payment Service Providers
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JustOn Cash Management can integrate your Salesforce org with payment service providers (PSP) in order to exchange payment information – in particular, to provide your buyers the option to pay their purchases (represented as entries) via the payment page.
Before actually doing so, you may want to test run this payment solution to see how it "feels". To this end, JustOn provides JustOn Test Payments. This is a payment service dummy that you can use to test or demonstrate the capabilities of the payment page.
Setting up and working with JustOn Cash Management and JustOn Test Payments comprises the following tasks:
(1) Installing JustOn Cash Management
(2) Integrating JustOn Test Payments
(3) Preparing Payment Page
(4) Preparing Test Entry
(5) Creating Payment Link
(1) Installing JustOn Cash Management
You (or your implementation service provider or the JustOn team, respectively) install JustOn Cash Management in your Salesforce org and configure it according to your requirements. For details, see Setting Up JustOn Cash Management.
Setting up JustOn Cash Management usually involves integrating with a "counterpart" Salesforce application, for example, with JustOn Billing & Invoice Management, in order to retrieve entries – which represent your receivables.
(2) Integrating JustOn Test Payments
Once set up, you enable JustOn Test Payments.
Info
JustOn Test Payments is not a real payment service provider. It uses the same infrastructure but only simulates payment transactions – no money will be moved.
For details, see Using JustOn Test Payments.
(3) Preparing Payment Page
JustOn Cash Management's payment page will provide your buyers the option to pay their purchases via integrated payment service providers.
Preparing the payment page involves a number of specific configuration tasks (see Configuring Payment Page). For the test run, two steps are necessary:
(4) Preparing Test Entry
Since the payment functionality is centered around entries, you need an example entry.
If you have integrated JustOn Cash Management with JustOn Billing & Invoice Management, you will get an entry when finalizing a (test) invoice.
Otherwise, you can create a test entry from scratch. When doing so, be aware that the following information is required:
| Field | Value |
|---|---|
| Status | Open |
| Type | Debit |
| Open Amount | positive value |
| Account | account name |
| Business Entity | business entity name |
| Requested Payment Method | Online Payment |
| Payment Reference | example reason or purpose |
| Title | descriptive name |
(5) Creating Payment Link
In order to invite your buyers to pay, you publish a link to your payment page.
If you have integrated JustOn Cash Management with JustOn Billing & Invoice Management, the payment links will be generated automatically when creating entries for finalized invoices.
To test the functionality, however, you open the test entry and click Payment Page Link (see Manually Creating Payment Link). This generates a link to the payment page that encodes the selected entries – copy and open it in a new browser window.
Example payment page