This overview aims to quickly take you through the basics of Payments2Us by going through the most commonly used features such as taking a payment, de-duplicating data, and taking a recurring payment. The overview also goes through the many resources available to help you be successful.
This installation video provides step-by-step instructions and visual guidance on how to properly install and set up Payments2Us.
Capture the online form data that you need with Payments2Us for Salesforce. This step by step guide shows you how to create your own field and section for you Payments/Donation form.
Step by Step process for going live with Payments2Us for Salesforce. Includes an example of adding an iFrame for a Wordpress site.
Step by Step instructions for sending out annual statements to donors. Includes how to create samples and how to bulk send.
Learn how simple it is to personalise any field or heading on your payment form.
Use the same technique to change any manage package label.
Personalise Payments2Us for Salesforce by creating your own theme to match your corporate style.
Learn how to improve your Salesforce data quality and save on postage costs/returns with Payments2Us. Setup autocomplete with addresses for quick entry and vlidation. Check on fields such as phone, email and BSBs. Validate data with your online forms or internally in Salesforce on Leads, Accounts and Contacts.
Setup Direct Debits from an online application form or internally by staff directly in Salesforce. This step by step guide also takes you through the process of running a Direct Debit Batch run.