Video Guides

About Payments2Us App for Salesforce CRM.

Setting up a payments or donation solution in Salesforce has never been easier. This overview take you through the various modules available in Payments2Us. There is a step by step overview of getting started and taking your first payment online and seeing how the details are natively recorded in your Salesforce instance. The overview also goes through the many resources available to help you be successful.

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

See how a customer/donor can easily setup a new regular payment online. Learn how simple it is to manage recurring payments/donations where cards fail or cards expire. Step by Step instructions for setting up a new regular payer/donor from within Salesforce.

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.

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.

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.

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.

Learn how simple it is to Peer-to-Peer fundraise with Salesforce and Payments2Us. Attract more donations without the normal fees associated with 3rd party Peer to Peer fundraising platforms.

See how simple it is to setup Shopify integrated with Salesforce. See a demonstration of a Shopify order being taken and the details appearing in Salesforce

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.

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

Learn how to process a refund. Walk-through of steps to setup a simple approval process that allows one person to request a refund and another to approve and process.

Learn how to personalise receipts to match your corporate branding and style. Update logos, colours, receipt/statement text and much more

Step by Step instructions for sending out annual statements to donors. Includes how to create samples and how to bulk send.

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.

Step by Step process for going live with Payments2Us for Salesforce. Includes an example of adding an iFrame for a Wordpress site

Personalise Payments2Us for Salesforce by creating your own theme to match your corporate style.

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.

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.