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How to Set Up Payment Requests: https://help.patronmanager.com/a/2087693
So you've decided to take advantage of Payment Requests. In order to begin using Payment Requests and creating Payment Request Forms, there are a few set up steps you'll need to take first.
In this article, we'll take you through these one-time set up steps:
- Add the Request Payment Action to Page Layouts
- Optionally, review and edit the Payment Request email templates
Let's get started!
1. Adjust Page Layouts
First, in order to take advantage of Payment Requests, you'll need to add the Request Payment action to your page layouts.
1.1. Go to Setup
1.2. Go to Object Manager
1.3. Find and select Donation
1.4. Go to Page Layouts
1.5. Click into the Page Layout you wish to edit
In this example, we'll select Rental Payment Layout for Facility Rentals.
Why are we here in Donations when Facility Rentals are their own object?
Rentals, Rental Inventory, and Rental Items are indeed separate objects in PatronManager. But Rental Payments share the donation payment processing infrastructure.
1.6. Click Mobile & Lightning Actions in the palette
1.7. Drag and drop Request Payment from the palette to the Salesforce Mobile and Lightning Experience Actions section
We recommend moving this action after "Process Credit Card Transaction" but before "Refund!"
We have recommendations for how to best order these actions here.
1.8. Save your work
Repeat steps 1.5-1.8 for any other Page Layouts you wish!
Our recommendation is to add the Request Payment action to the following layouts:
- Group Sale Payment Layout (if you use Group Sales)
- Pledge Payment Layout (if you've set up Pledges)
- Rental Payment Layout (if you use Facility Rental Management)
- Plus, any custom layouts for custom Donation Record Types you use for payments (e.g., ad sales, sponsorships, etc.)
Do not add the Request Payment action to parent Record Type page layouts (such as Grant, Group Sale, or Pledge), as these Record Types are used only to organize related payment records. Because Payment Requests are used to collect payments, the action should be available only on Record Types that represent an actual payment, such as Grant Payment, Group Sale Payment, and Pledge Payment.
2. Review and edit Payment Request emails (optional)
With Payment Requests, there are two pre-built email templates:
- Payment Request Notification Template - this goes out to the Contact when you send them a Payment Request by clicking "Request Payment" from a record
- Payment Request Confirmation Template - this goes to a Contact after they fill out a Payment Request Form
These templates have default text, so you can start using Payment Requests right away. But your organization may wish to review or edit the templates to match your voice and branding.
2.1. Go to Setup
2.2. Find and select Classic Email Templates
2.3. Select the Payment Request Email Templates Folder
2.4. Select the template you wish to review or edit
Make sure to click the Email Template Name!
From here you can edit the template as you wish
For details on editing Visualforce templates like this one, check out our steps here.
Before you can test the template from the template editor, open a record that includes the Request Payment action and click the button. This will open the Payment Request window but will not send a request or take any other action. Close the window, then return to the template editor—you'll now be able to use that record when testing the template.
If you run into the following error, take those steps and make sure you've selected that record:
"Error occurred trying to load the template for preview: Unable to generate url: No active Payment Request Form found for this Opportunity record type.. Please try editing your markup to correct the problem."
Here's what the default templates look like
Payment Request Notification Template
Everything except the Payment Details box in this template is editable.
Payment Request Confirmation Template
Everything except the Payment Details box in this template is editable.
Need to revert back to the original template? Here are the codes
Payment Request Notification Template
<messaging:emailTemplate subject="Payment Confirmation for {!relatedTo.Name}" recipientType="Contact" relatedToType="Opportunity">
<messaging:htmlEmailBody >
<p>Dear {!recipient.FirstName},</p>
<p>This email confirms that we’ve received your payment for {!relatedTo.Name}. Thank you for your payment.</p>
<c:PaymentRequestDetails opportunityId="{!relatedTo.Id}" mode="completed"/>
<p>We’ll be in touch with additional details as applicable. If you have any questions, feel free to reach and we’ll be happy to assist.</p>
<p>Thank you,</p>
<p>{!$Organization.Name}</p>
</messaging:htmlEmailBody>
</messaging:emailTemplate>Payment Request Confirmation Template
<messaging:emailTemplate subject="Payment Due for {!relatedTo.Name}" recipientType="Contact" relatedToType="Opportunity">
<messaging:htmlEmailBody >
<p>Dear {!recipient.FirstName},</p>
<p>This message is to let you know that payment for {!relatedTo.Name} is due.</p>
<p>Please submit your payment below.</p>
<c:PaymentRequestDetails opportunityId="{!relatedTo.Id}" />
<p>Please feel free to reach out if you have any questions or need assistance.</p>
<p>Thank you,</p>
<p>{!$Organization.Name}</p>
</messaging:htmlEmailBody>
</messaging:emailTemplate>