Activating payment extensions

Payment extensions connect Payment Service Providers (PSPs) or payment collection schemes such as BACS (United Kingdom) or SEPA (Europe) with FinDock. These extensions contain payment methods that, after the extension is activated, can be used in FinDock. For example, the payment extension is WorldPay-PaymentHub. This extension has the credit card payment method for processing one-time and recurring credit card transactions through the payment service provider Worldpay. In this article we explain how to activate and configure payment extensions.

Before you start

We recommend taking a moment to collect the following information before starting. This helps you go through the configuration without having to request the information as you need it. To activate and configure a payment extension, you need:

  • FinDock Core, ProcessingHub and at least one source connector have been installed and configured.
  • The payment extension package is installed. For installation instructions, please see Installing FinDock packages.
  • Configuration of the installed extension has been defined. For further information, please refer to the specific knowledge base article(s) for the payment extension.

Activate payment extension

Activating a payment extension takes a short period to complete. FinDock gathers information about the payment extension, such as supported payment methods and if there is a bulk channel available. Once the information is gathered, PaymentHub automatically deploys the extension name to the Processor picklists on Payment Schedule, Installment, and other objects of the installed Salesforce apps which have an activated Source Connector.

To activate a payment extension:

  1. Launch the FinDock app and click the Setup tab.
  2. On the Setup page, click on the Activate/Deactivate tab.
  3. Use the toggle in the STATUS column to activate the payment extension (SEPA in this example.) The toggle turns blue upon activation and a success message is displayed. activate_payment_extension
  4. Check that a Payment Methods button is visible in the ACTION column. This button is used to activate a payment method.
  5. Go back to the Setup tab and check that the extension is listed under PSP.
  6. Click on the extension tile to open its configuration page.
  7. Fill in and save the configuration details as defined by the organization.

Activate payment method

FinDock supports several payment methods that are supported by the PSP. Please be aware also the PSP may limit the methods based on the customer contract. When you activate the payment extension, all FinDock supported payment methods are listed.

However, you may only activate methods contractually approved for the organization. Activating a payment extension takes a short period to complete. PaymentHub gathers information about the payment method, such as support for Payment API transactions and bulk transactions. Once the information is gathered, PaymentHub automatically deploys the method name to picklists on Payment Schedule, Installment, and other objects of the installed Salesforce apps which have an activated Source Connector. Additionally, PaymentHub creates a link between the payment method and processor value for each dependent picklist.

To activate a payment method:

  1. Launch the FinDock app and click the Setup tab.
  2. On the Setup page, click on the Activate/Deactivate tab.
  3. Click the Payment Methods button in the ACTIONS column of the activated payment extension (with category “PSP”). A pop-up appears containing all supported payment methods for this PSP.
  4. Click the Active toggle next to the method(s) to be used for the organization. activate_payment_methods
  5. Check Show advanced settings to further configure payment methods. activate_payment_methods_advanced
    • DEFAULT: If you want the payment extension to be the default processor for a certain payment method in the Payment API, click the default toggle. If no processor is specified in a Payment API request, FinDock uses the payment extension where the given payment method is marked.
    • GENERATE ON RECURRING LEVEL: If the payment method supports reference generation, you can specify where the generated reference is added. By default (toggle off), a unique generated reference is added to all individual child installments under a recurring object. If you activate the setting (toggle on), a unique reference is added to recurring object and copied to underlying installments.

Configure bulk payment

Some bulk payment methods require a target to route the transactions correctly to the PSP. These targets are automatically deployed throughout Salesforce in the same way as the payment methods. As with payment methods, FinDock creates dependent picklists to ensure only valid method, processor and target combinations are available. The target settings for each PSP differ. For further information, please refer to the specific knowledge base article(s) for the payment extension.