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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.
See how simple it is to manage Events with Payments2Us and Salesforce. You'll see how you can setup various ticket types for movie ticket style, confernce style for paid or free events. Instructions on how to setup Payments2Us Events from within Salesforce
Step by Step instructions for quickly importing payment details from any CSV. See how to use the inbuilt mapping or create your own. Utilise the powerful de-duping capability to ensure clean data.
Installing Payments2Us from the Salesforce AppExchange. Walks through the process of installing, configuring sites and permissions. Creation of sample configurations and taking your first payment
This step by step guide takes you through the reecording of Cash, Cheque/Check, Monery order and other types of payments or donations in Salesforce using Payments2Us.
Step by Step walk through of Payments2Us Memberships. See how easy it is to process a new membership and how simple it is to renew existing ones. Also walks through managing of different membership types and ways of managing members.
Step by Step guide of using Payments Schedules with Payments2Us in Salesforce.
Walks through setting up of a membership that is paid quarterly and also walk through how a donor/customer could be setup to be regularly invoiced.
Do you need to take a Credit Card or any type of payment against an Opportuntiy, Account, Contact or in fact any object in Salesforce? This session walks you through an example of how to take a payment against an Opportunity and shares resources available for you to create your own payment buttons
