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Version: may-24-production

FinDock Standalone

When FinDock is use as a source, we call this setup FinDock Standalone. It means FinDock objects for one-time and recurring payments, Installment and Recurring Payment, respectively, are the primary source of payment data in an org.

FinDock Contact Layout

When using FinDock standalone, you can use the Contact FinDock layout on the contact record detail page to have the FinDock objects included on the layout. For more information on how to assign page layouts, see Assign Page Layouts from a Customize Page Layout or Record Type Page in the Salesforce Help.

One-time payments

Single invoices, other amounts receivable, as well as amounts payable are captured by the Installment object. The default status for newly created Installment records is Outstanding.

Recurring payments

The Recurring Payment object is used to register an amount, payment method, frequency and other information for collection recurring payments.

A recurring payment can be created for either a contact or an account and will generate installments when needed. After saving the recurring payment record, the next collection date field is populated with a value that determines when the next installment is generated. This value is based on either the Last Collection Date or the Start Date (if the Last Collection Date is empty).

Mandate generation

Mandate records can be automatically created by FinDock when required. FinDock determines when new mandate is required using the following conditions:

  • The payment method is changed
  • The Payment Processor is changed
  • The Target is changed
  • The payment profile is changed
  • The mandate field is emptied
  • The frequency value is changed

Collecting payments with FinDock Standalone

When using FinDock Standalone, you can collect and disburse payments using the standard payment schedule process.

When a payment schedule is processed successfully, depending on the payment processor, either the finished status is set or the installments are closed as completed.