Configuring Payment Page

← Setting Up Payments/Payouts Management

JustOn Cash Management includes a payment page. It provides your buyers the option to pay their purchases (represented as entries) via integrated payment service providers.

In order to invite your buyers to pay, you publish a link to your payment page. This payment link looks like

https://payment.juston.cloud/pay/:link-id/to/:tenant

where :link-id encodes the relevant entries and :tenant represents your organization.

Example payment page

Configuring the payment page involves the following tasks:

• Selecting platform integration user
• Specifying the organization web link alias
• Customizing payment page logo and colors
• Customizing texts on the payment page
• Optionally, adding custom pages for additional information

For details about setting up a payment service provider, see Integrating Payment Provider.

Info

Before your buyers can use the payment page, your Salesforce org must be set up properly. This configuration step is done by JustOn. If the payment page is not accessible, file a ticket in the JustOn Support Portal requesting to complete the configuration for your org.

Selecting Platform Integration User

JustOn Cash Management exposes websites via Heroku, like the payment page or the API. All data management, however, takes place on Salesforce, as explained in App Overview.

Your business use cases may involve relevant features. In this case, you must define a platform integration user. This is a (technical) user that is employed for the communication between Salesforce and Heroku whenever a real user triggers relevant business logic via these websites.

To define an integration user:

1. Create a dedicated technical user for the integration or prepare a "real" user accordingly.

   The integration user

   • does not necessarily need to be associated with a real person, but still needs a standard Salesforce user license
   • must be assigned the permission set JustOn Payments Read/Write
   • must have write access to the entry lookup fields and balance lookup fields when integrating with JustOn Billing & Invoice Management
   • must be enabled to use the Salesforce API via a profile or a permission set

   To check for the API access in profiles or permission sets, click to enter Setup, then navigate to Users > Profiles | Permission Sets > Profile/Permission Set Name > System Permissions, and make sure that API Enabled is selected.

2. Click to access the App Launcher, and select Setup Cash Management.

3. Open the Global Configuration tab.

   Users who intend to access the global configuration must be assigned the System Administrator profile and explicitly allowed accessing the Global Configuration dialog.

4. Click Edit.

   This launches a screen flow that shows the global configuration input fields.

5. In the Platform Integration section, select the intended integration user in the New User field.

6. Click Save to save your settings, then Finish to complete the screen flow.

Note

Be aware of the following specifics:

• The platform integration user is unique for a Salesforce org.

• JustOn Billing & Invoice Management also requires a platform integration user.

  That is, when integrating JustOn Billing & Invoice Management with JustOn Cash Management, there will be one platform integration user for the two applications. So when defining the platform integration user for one app, the selected user will be set as the platform integration user for the other app, too.

Specifying Organization Web Link Alias

In order to produce unique links to the payment page that are specific to your organization, you can define an alias for your organization (a tenant on Heroku). This alias will then be part of the URL path, like

https://payment.juston.cloud/pay/:link-id/to/:tenant

To define the URL alias:

1. Click to access the App Launcher, and select Setup Cash Management.

2. Open the Global Configuration tab.

   Users who intend to access the global configuration must be assigned the System Administrator profile and explicitly allowed accessing the Global Configuration dialog.

3. Click Edit.

   This launches a screen flow that shows the global configuration input fields.

4. In the Platform Integration section, specify the intended alias in the New URL Alias field.

   The allowed characters include a-z, 0-9, -, _. The alias must not start with - or _ and can include up to 20 characters.

5. Click Save to save your settings, then Finish to complete the screen flow.

Customizing Payment Page Logo and Colors

Usually, your organization has defined a corporate design including a logo and colors. Depending on your requirements, you can adjust the appearance of the payment page to match your design, adding your logo, modifying its colors or – for advanced customizations – adding custom CSS styles.

Info

Since a corporate design is not locale-specific but valid globally, the logo and color customization is part of the global configuration.

To customize the payment page logo and colors:

1. Click to access the App Launcher, and select Setup Cash Management.

2. Open the Global Configuration tab.

   Users who intend to access the global configuration must be assigned the System Administrator profile and explicitly allowed accessing the Global Configuration dialog.

3. Click Edit.

   This launches a screen flow that shows the global configuration input fields.

4. In the Style Customization section, modify the colors as required.

   1. In the corresponding fields, specify the hex numbers of the intended colors.

      The available color options include:

      Field	Default Value	Resulting Color
      Header Color	#0D204E
      Background Color	#E6E6E6
      Main Color	#2A4B9B
      Secondary Color	#3EBAEC

   2. Optionally, specify additional CSS styles in the Custom CSS field to provide advanced customization options.

      Use this, for example, to adjust the logo display options.

   3. Select the Apply Styles checkbox.

      Due to particular Salesforce flow conditions, the Apply Styles checkbox is unchecked each time you edit the configuration. Make sure to select the checkbox again if you change any styles.

5. In the Logo Customization section, upload a logo file and select the intended logo display option.

   The available options include:

   Option	Description
   Off	No logo will be displayed.
   Default	Displays the default (JustOn) logo and paper plane.
   Custom	Displays your custom logo, if uploaded, without showing the paper plane.

6. Click Save to save your settings, then Finish to complete the screen flow.

   This saves the specified configuration.

   Once your customization is available and activated, JustOn Cash Management displays the payment page applying your styles.

Customizing Payment Page Texts

Depending on your requirements, you can modify or translate the texts to be displayed on the payment page. To this end, JustOn Cash Management provides the custom Salesforce object Payment Page Configuration.

Info

Depending on your jurisdiction, you may be considered a service provider or publisher of electronic services if you use the payment page to provide your buyers the option to pay their purchases. As such, you may need to disclose information such as your company's name, address, trade register (or similar), tax identification, etc. (see EU Directive 2000/31/EC on electronic commerce).

To cover this requirement, you can

• Include a link to this information as published on your company website into the payment page footer, see Customizing Payment Page Texts, or
• Add a dedicated custom page that provides this information, see Managing Custom Pages.

Payment Page Configuration Implementation

Payment page configurations hold customized texts or translations for payment page texts. Once payment page configuration records are available for a given locale, JustOn Cash Management retrieves the texts when loading the payment page.

Doing so, it applies the following fallback rules:

Payment page configuration for the selected language
↳ Localization resource value for the selected language
     ↳ English Payment Page Configuration record
          ↳ English localization resource value
               ↳ Localization resource key

Available Information

A payment page configuration includes the following information:

Page Position	Field	Required	Default Value
	Language		English (default) German
All pages, footer component	Footer Description
Landing page + results page, entries component	Entries Heading		Entries
	Entries Edit Pre Description		Select one or multiple entries.
	Entries Edit Post Description
	Entries Ro Pre Description		The following entries have been processed.
	Entries Ro Post Description
Landing page, payment method component	Payment Options Heading		Payment Methods
	Payment Options Pre Description		Select a payment method.
	Payment Options Post Description
	Payment Options Fineprint		Small print placeholder text
	Payment Options Credit Card		Credit Card
	Payment Options Electronic Payment		Electronic Payment
	Storage Indirect Consent		By clicking **Pay** you allow [company] to save and use your payment data for future payments.
	Storage Optional Consent		Allow your payment data to be saved and used again for future payments.
Results page, success component	Success Heading		Thank you for your payment.
	Success Description		The payment was sent successfully.
	Success Button		Make another payment
	Storage Result Heading		Payment Data
Results page, error component	Error Heading		The payment could not be completed
	Error Description		An error has occurred while processing your payment. Please try again later.
	Error Button		Back
	Storage Results Error Message		We could not save your payment data. But this is not a problem, we will ask you to save it again when you make the next payment.
Automatic redirect	Wait auto-forward PSP		You are being redirected. Please wait and do not close this window.
	Wait auto-forward Origin		You are being redirected. Please wait and do not close this window.

Defining Payment Page Texts

To customize payment page texts:

1. Click to access the App Launcher, and select Setup Cash Management.
2. Open the Payment Page Configurations tab.
3. Click New to create a new record, or click and select Edit next to an existing record to modify it.

4. Specify the texts as necessary.

   For details, see Available Information.

   You create a record for each language you want to support.

5. Click Save.

   This saves the specified information as required.

   Once the customized texts (or translations) are available, JustOn Cash Management uses them when loading the payment page.

Managing Custom Pages

Your business may require to publish payment-relevant information that does not "fit" in the text components of the payment page. To support this, you create additional custom pages that are linked with the payment page. You can use this, for example, to attach your terms and conditions.

Info

Depending on your jurisdiction, you may be considered a service provider or publisher of electronic services if you use the payment page to provide your buyers the option to pay their purchases. As such, you may need to disclose information such as your company's name, address, trade register (or similar), tax identification, etc. (see EU Directive 2000/31/EC on electronic commerce).

To cover this requirement, you can

• Include a link to this information as published on your company website into the payment page footer, see Customizing Payment Page Texts, or
• Add a dedicated custom page that provides this information, see Managing Custom Pages.

CMS Page Implementation

JustOn Cash Management implements support for custom pages using the Salesforce object CMS Page. Once CMS Page records are available for a given locale and set Active, JustOn Cash Management produces a list of links to these custom pages in the payment page footer when loading the payment page.

Clicking a link opens the page in a modal window. Closing this window returns the user to the payment page, ready to continue the payment process.

Editing Custom Pages

To create or edit a custom page:

1. Click to access the App Launcher, and select Setup Cash Management.
2. Open the CMS Pages tab.
3. Click New to create a new record, or click and select Edit next to an existing record to modify it.

4. Specify the details as necessary.

   Field	Data Type	Required	Description
   Language	Picklist		The language of the page. The relevant language version is retrieved based on the user's browser settings.
   Position	Number (2,0)		The position of the page in the produced link list.
   Active	Checkbox		Determines whether to publish the page.
   Title	Text (255)		The page title. Will be used as the link text.
   Body	Rich Text Area (131072)		The page body. Includes the actual content to be published. Allows rich text formatting, links and images.

   To "translate" a page, you create a new CMS Page record for the new language with the same Position value and translated Title and Body contents.

5. Click Save.

   This saves the specified information as required.

   Once a custom page is available and set Active, JustOn Cash Management produces a link to it when loading the payment page.

Controlling Display Options

Once CMS Page records are available and set Active, JustOn Cash Management produces a list of links to these custom pages in the payment page footer when loading the payment page. You can control

• whether the page is published or not using the Active checkbox, and
• the position of a link in the list using the field Position.

To modify the display options:

1. Click to access the App Launcher, and select Setup Cash Management.
2. Open the CMS Pages tab.
3. Click and select Edit next to the page you want to modify.

4. Modify the details as necessary.

   To hide (or unhide) a page, deselect (or select, respectively) the Active checkbox.

   To change the link position, modify the Position value. Pages with lower Position values will display first.

5. Click Save.

   This saves the specified information as required.