Enabling Direct Debit Mandate Display

As of version 1.45, the JustOn Self-Service Extension includes a direct debit mandate page. Use this page to provide your users the option to supply their bank details, granting a SEPA direct debit mandate to your business.

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.

Setting up the direct debit mandate page involves the following tasks:

• Assigning direct debit mandate page to the site
• Configuring object permissions for the direct debit mandate
• Configuring fields on the Account object and the Invoice object
• Enabling access to the direct debit mandate page for users
• Adjusting direct debit mandate page labels
• Configuring direct debit mandate counter

Assigning Direct Debit Mandate Page

You must add the ONBSE1.DirectDebitMandate Visualforce page to your site to expose the direct debit mandate functionality.

1. Open the Site Details of your site.

   Type Sites in the Quick Find box, or navigate to User Interface > Sites and Domains > Sites. In the Sites list, click the label of the site to open its details.

2. In the Site Visualforce Pages section, click Edit.

3. Add the ONBSE1.DirectDebitMandate page.
4. Click Save.

Configuring Mandate-Specific Object Permissions

The SEPA direct debit mandate support needs access to number ranges in order to work correctly. To this end, you must allow/restrict access both on object and field level.

1. Open the Site Details of your site.

   Type Sites in the Quick Find box, or navigate to User Interface > Sites and Domains > Sites. In the Sites list, click the label of the site to open its details.

2. Click Public Access Settings to open the site profile.

3. In the Original Profile User Interface, click Edit.

   If you use the Enhanced Profile User Interface, click Object Settings > Number Ranges > Edit.

4. Apply the following object permission and field permission settings to the Number Range object.

   Object Setting	Permissions
   Object Permissions	Read Create
   Field Permissions	Edit access for all fields

5. Click Save.

Configuring Direct Debit Mandate Fields

Using the direct debit mandate page requires Edit access for all fields on the Account object and the Invoice object that hold SEPA direct debit mandate information.

Configuring these fields includes

• Creating SEPA payment fields on the Account object
• Assigning Edit permission for the SEPA payment fields on the Account object and the Invoice object

Creating SEPA Payment Fields on Account

Enabling SEPA Direct Debit requires the following fields on the Account object:

• ON_BankAccountOwner
• ON_BankAccount
• ON_BankCode
• ON_DirectDebitMandateReference
• ON_DirectDebitMandateGranted
• ON_DirectDebitSequenceType
• ON_DirectDebitMandateGrantedByCustomer

These fields must be set up as part of the SEPA Direct Debit export configuration. For details, see Configuring SEPA Payment Fields.

Info

In case of issues or disputes with respect to the use of SEPA mandates, you may may need some detailed tracking or debugging information. This is why JustOn recommends to enable field history tracking for at least the fields ON_DirectDebitMandateGranted, ON_DirectDebitMandateGrantedByCustomer and ON_DirectDebitMandateReference. For details about enabling field history tracking for accounts, see Track Field History for Standard Objects in the Salesforce Help.

Specifying Access to SEPA Payment Fields

1. Open the Site Details of your site.

   Type Sites in the Quick Find box, or navigate to User Interface > Sites and Domains > Sites. In the Sites list, click the label of the site to open its details.

2. Click Public Access Settings to open the site profile.

3. In the Original Profile User Interface, scroll to the Field-Level Security section, click View next to the object you want to modify, and then click Edit.

   If you use the Enhanced Profile User Interface, click Object Settings > Object > Edit.

4. Specify the required access levels.

   Object	Permissions
   Account	Edit access for ON_BankAccountOwner, ON_BankAccount, ON_BankCode, ON_DirectDebitMandateReference, ON_DirectDebitMandateGranted, ON_DirectDebitSequenceType, ON_DirectDebitMandateGrantedByCustomer
   Invoice	Edit access for BankAccountOwner, BankAccount, BankCode, DirectDebitMandateReference, DirectDebitMandateGranted, DirectDebitSequenceType

5. Click Save.

Enabling Access to Direct Debit Mandate Page

To automatically include a link to the direct debit mandate page in invoice emails, JustOn provides a special placeholder:

• Make sure that the base URL is configured properly.
• Add the custom placeholder [DirectDebitMandateLink] to the email body of your invoice template.
• Optionally, enable the direct debit mandate link display on the invoice record.

Adjusting Direct Debit Mandate Page Labels

The Visualforce pages packaged with the JustOn Self-Service Extension make use of custom labels. The custom labels can contain up to 1000 characters and can include HTML markup.

You can overwrite the custom labels to adjust them to the needs of your business use cases.

The direct debit mandate page uses the following custom labels:

• BankAccount
• BankAccountOwnerName
• BankCode
• Confirm
• DirectDebitMandateAvailable
• DirectDebitMandatePreamble
• DirectDebitMandateText
• GrantMandate
• InternalError
• InvalidBIC
• InvalidBankAccountOwner
• InvalidIban
• InvalidRequest
• MandateReference
• SendMandate

Note

To modify custom labels, you must enable the Translation Workbench. For details, see Enable and Disable the Translation Workbench in the Salesforce Help.

1. Click to enter Setup, then open the Custom Labels list.

   In Salesforce Lightning, navigate to User Interface > Custom Labels.

   In Salesforce Classic, navigate to Create > Custom Labels.

2. Click the name of the label you want to modify.

   To better find the relevant labels, create a filter for the namespace ONBSE1.

3. Click New Local Translations/Overrides.

4. Select the target language and specify the text as required.

5. Click Save.

   For help about modifying custom labels, see Create and Edit Custom Labels in the Salesforce Help.

Info

Set the locale in the global settings in order to select the intended translation.

Configuring Direct Debit Mandate Counter

JustOn requires the specific invoice counter MandateReferenceCustomer to act as the SEPA mandate reference counter.

To create the direct debit mandate counter:

1. Click to enter Setup, then open Custom Settings.

   In Salesforce Lightning, navigate to Custom Code > Custom Settings.

   In Salesforce Classic, navigate to Develop > Custom Settings.

2. Click Manage in the row of Counters.

3. Click New.

4. Specify the details as necessary.

   • Name: MandateReferenceCustomer

   • Template: Specify the pattern as necessary.

     Info

     The resulting mandate string can contain up to 35 characters. The allowed characters include the alphanumeric characters a-z A-Z 0-9, the punctuation and symbol characters +?/-:().,' and the space character.

     Note that there is no support for custom placeholders with SEPA mandate reference counters.

5. Click Save.

   Once set up, this counter will act as the SEPA mandate reference counter.