Configuring the Asperato Integration

To set up the FinancialForce Asperato Integration, you must customize the page layouts for the following objects in your org.

Note:

See Field Reference for descriptions of the fields added by the FinancialForce Asperato Integration package. For more information on the fields added by the Asperato ONE package, see the Asperato documentation. Refer to the Salesforce documentation for information about customizing page layouts.

Object	Fields	Buttons	Related Lists
Account			Authorisations Payment Integration Method
Authorisation	Account Currency
Bank Account	Asperato Customer ID Asperato Merchant Group Your customer ID is displayed in the Asperato Setup tab. For more information on merchant groups, see the Asperato documentation. For more information on configuring and using single or multiple customer IDs, see Using the Asperato Integration
Billing Document	Bank Account Payment Payment Link Payment Link URL	Create Payment	Payments Payment Workers
Payment (Asperato ONE)	Billing Document Sales Invoice
Sales Invoice	Bank Account Payment Payment Link Payment Link URL	Create Payment	Payments Payment Workers

Single Payment for Multiple Sales Invoices

To use the single payment for multiple sales invoices functionality, you must add the FF Account Payment Action Panel to the following page layouts:

Account Record Lightning page.
Community page.

Note:
This functionality is available for sales invoices only. Single payment for multiple billing documents is not supported in this release.

Selecting Payment Links

The Payment Link, Payment Link URL and Make a Payment fields enable you to take payments from customers.

We recommend that you use a payment link field appropriate to the circumstances under which a customer payment is taken:

Selecting Payment Links
Field	User	Use Case
Payment Link	Internal	Use this when payment details are issued over the telephone and entered on the customer’s behalf.
Payment Link URL	External	Copy and email the Payment Link URL to the customer for payment, or add it to the sales invoice and billing document templates.
Make a Payment	External	For customers making payments using the Make A Payment button. This is added to sales invoices or billing documents page layouts displayed on customer community pages.