Skip to content

JustOn Self-Service Portal

Introduction

The JustOn Self-Service Extension is an add-on to JustOn that helps businesses to provide self-service capabilities for their customers. The portal give guest users access to certain JustOn-related functionality, allowing customers to directly pay their invoices or to grant a SEPA mandate for direct debit collection.

Using the JustOn Self-Service Extension, you set up a public web application based on Salesforce Sites. The extension package implements a number of Apex classes and Visualforce pages that provide the intended functionality, exposing a ready-to-use site. You can still modify the included implementation to suit your needs.

sse
Exposing self-service capabilities to users

Info

The JustOn Self-Service Extension requires at least the Salesforce Enterprise Edition.

Contact JustOn Support to have the add-on installed in your org.

Self-Service Portal Overview

Using the JustOn Self-Service Extension you set up a public web application based on Salesforce Sites.

The JustOn Self-Service Extension includes a ready-to-use implementation that provides the complete functionality. You can still modify the included implementation to suit your needs.

The complete implementation includes the following components:

This article gives an overview of the provided components, explaining important concepts and outlining the components' functionality.

Payment Page

Info

The payment page is visible for unauthenticated users.

The payment page shows an overview of an invoice and allows users to view or download the invoice PDF.

With a payment provider set up, the page displays a button to trigger the payment process for the current invoice. You can, optionally, enable partial payments, allowing your users to modify the payment amount.

Info

The payment process implementation is payment provider-specific.

Once the JustOn Self-Service Extension is properly set up to function with the payment page, JustOn creates a link to the payment page for a given invoice. You can add this link to your invoice email in order to redirect your users to the payment page. To this end, include the placeholder [PaymentLink] to the email body of your invoice template (either directly or, to hide the URL, wrapped like <a href="[PaymentLink]">Payment Page</a>). In addition, you can, optionally, enable the payment link display on the invoice record.

General payment workflow

Assume a merchant's org that integrates the JustOn Self-Service Extension with a payment service provider. The payment page is set up to provide invoice recipients (as payment guest users) the option to pay their invoices.

payment_process
General payment workflow

(1) The invoice recipient (as payment guest user) clicks Pay Now for one of the available payment providers.

  • This displays an input form that allows to enter the banking details.
  • The user clicks the pay button on the input form.

(2) Upon receiving the payment request, the payment provider validates the data.

(3) On successful validation, the payment provider captures the payment amount in the user's bank. Otherwise, the payment provider returns an error, which is displayed in the input form.

(4) The payment provider notifies JustOn about the capture result.

  • If the capture is successful, JustOn creates a Balance record for the captured amount, and displays the success message. The balance field TransactionNo is set to a provider-specific transaction number for this capture.
  • If the capture is not successful, JustOn creates a Payment Entry record that holds the provider-specific information about the failed capture, and displays an error message.

(5) On the next settlement date, the user's bank transfers the captured amount to the payment provider. Subsequently, the payment provider passes the amount to the merchant's bank.

For details about setting up the payment integration, see Payment-Specific Site Setup.

Direct Debit Mandate Page

Info

The direct debit mandate page is visible for unauthenticated users.

The direct debit mandate page works independently from the payment page and does not require a payment provider integration.

The direct debit mandate page is available as of JustOn Self-Service Extension 1.45.

Via the direct debit mandate page, users can provide their bank details, granting a SEPA direct debit mandate to your business. If they do, JustOn saves the mandate and the bank details with the user's account as well as the invoices. Consequently, this allows you to generate corresponding bank transfer orders to collect due payments.

If there already is a SEPA mandate and bank details saved with the user's account, the page displays the available information. Otherwise, the user is prompted to specify the corresponding details.

Info

JustOn validates the format and structure (length, allowed characters, etc.) of the provided IBAN and BIC. This check does not necessarily prove, however, that the given bank account actually exists.

Once the JustOn Self-Service Extension is properly set up to function with the direct debit mandate page, JustOn creates a link to the direct debit mandate page for a given invoice. You can add this link to your invoice email in order to redirect your users to the direct debit mandate page. To this end, include the placeholder [DirectDebitMandateLink] to the email body of your invoice template (either directly or, to hide the URL, wrapped like <a href="[DirectDebitMandateLink]">Direct Debit Mandate Page</a>). In addition, you can, optionally, enable the direct debit mandate link display on the invoice record.

For details about setting up the direct debit mandate page, see Enabling Direct Debit Mandate Display.

Setup Guidance

Your business may require different feature scopes for the payment integration, like

  • Support for one or more payment service providers, or
  • Support for SEPA direct debit mandate creation.

Depending on the intended scope and features, the setup steps to take or their complexity after the package is installed may differ. Proceed according to your business needs:

Scope Feature Setup Steps
All General Site Setup
Payment Integration Payment-Specific Setup
Payment Provider Integration
PayPal PayPal
CyberSource CyberSource
Stripe Stripe
Mollie Mollie
Direct Debit Mandate Enabling Direct Debit Mandate Display