PaySimple Payment Link Setup

The customer will need to fill out Hosted Payment Customer Questionnaire

before starting Setup Part II.

Setup Part I:

• Create a site
  • Go to Setup > User Interface > Sites and Domains > Sites
    • Register a new domain
    • Under Sites, click "New"
      • Choose any name for the "Site Label"
      • Fill in a Visualforce Page, such as "In Maintenance" for "Active Site Home Page"
      • Check the "Active" checkbox
• Configure your Public Site
  • Click "Public Access Settings"
  • Under "Apex Class Access" or "Enable Apex Class Access", click "Edit"
  • Add i360core.PaymentLinkWebhook to the list of "Enabled Apex Classes"

Setup Part II:

• Setting up PaySimple Settings (Payment Link Page)
  • Go to Setup > Custom Settings > PaySimple Settings
    • Fill out the entire page. 
      
      • Note: If this setup is for a Sandbox be sure to have Use Sandbox checked. If you are setting this up in a Production environment, be sure this box is unchecked. 
• Create Subscription to Payment Events
  • Copy your Site URL
    • Example: https://speed-dream-9023-dev-ed.scratch.my.salesforce-sites.com/
    • Open the Developer Console
    • Open the Execute Anonymous Window
      • Debug > Open Execute Anonymous Window
    • Execute the following code, making sure to paste in your Site URL into the 'siteUrl' variable
      • String siteUrl = 'https://site-url-goes-here/'; i360core.PaymentLinkController.createPaySimpleHostedPaymentsSubscription(siteUrl);
    • After running this code, the subscription and a secret key will be stored in Protected Setting in a field labeled "PaySimple Signature Secret"

Setup Part III:

• Permissions and Security
  • • Ensure the Profile or the User has permissions. Use the PaySimple Hosted Payments Permission Set which includes:
      • Payment Link Object
      • Sales and Project Objects:
        • Most Recent Payment Link
        • Most Recent Payment Link URL
      • Payment Object:
        • Payment Link Lookup
      • Apex Classes:
        • PaymentLinkController
        • PaymentLinkFlow
        • PaymentLinkTriggerUtilities
        • PaymentLinkUtilities
        • PaymentLinkWebhook

                     

Click Manage Assignments and Add Users, select the Users who will need to use Hosted Payments functionality and click Next. 

• Page Layouts
  • Sale
    • Add:
      • Most Recent Payment Link
      • Most Recent Payment Link URL
      • Payment Link related list
      • Add Create Payment Link Button to the Page Layout
  • Project
    • Add:
      • Most Recent Payment Link
      • Most Recent Payment Link URL
      • Payment Link related list
      • Create Payment Link Button
  • Payment
    • Add:
      • Payment Link Lookup
      • Payment Link related list

Once you've configured Payment Links, please let Shane Wright know the org that was setup.