Enabling Direct Debit Mandate Display

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

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 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.

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:

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.

Note

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

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

To modify them:

  1. In Setup, 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.

Info

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

Note

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