Customizing Page Layouts for Inbound Customer Payments

To set up Unaric Payments Connector 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 Unaric Payments Connector package, see Inbound Customer Payments Field Reference.
For more information on the fields added by the Unaric ONE package, see the Unaric 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	Unaric Customer ID Unaric Merchant Group Your customer ID is displayed in the Unaric Setup tab. For more information on merchant groups, see the Unaric documentation. For more information on configuring and using single or multiple customer IDs, see Inbound Customer Payments Overview.
Cash Entry	Unaric Refunds
Billing Document	Bank Account Payment Payment Link Payment Link URL	Create Payment	Payments Payment Workers
Payment (Unaric Payments)	Billing Document Sales Invoice
Sales Invoice	Bank Account Payment Payment Link Payment Link URL	Create Payment	Payments Payment Workers

Concepts

Additional Prerequisites to Use Unaric 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 Unaric

Setting up a Company Bank Account

Setting up Unaric Payments Connector

Setting up the Pay Now Button Image

Reference

Inbound Customer Payments Permissions

Custom Settings