Customizing Page Layouts for Inbound Customer Payments

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

Note:

For descriptions of the fields added by the Asperato Integration package, see Inbound Customer Payments Field Reference.
For more information on the fields added by the Asperato ONE package, see the Asperato documentation.
For information about customizing page layouts, see the Salesforce documentation.

Object	Fields	Buttons	Related Lists
Account			Authorisations Payment Integration Method
Authorisation Layout	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 Inbound Customer Payments Overview
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

Concepts

Additional Prerequisites to Use Asperato with a Community

Tasks

Creating a Dedicated User

Setting up Custom Input Forms

Setting up Payments Links

Setting up Scheduled Jobs

Setting up Single Payment for Multiple Sales Invoices

Setting up Bank Accounts with Asperato

Setting up a Company Bank Account

Setting up the Asperato Integration for FM Community Users

Setting up the Pay Now Button Image

Reference

Inbound Customer Payments Permissions

Custom Settings