Generate a payment link

Mary Evans, Cloud Kicks' accountant, subscribes to Frisbii Pay so her clients can pay directly from invoices issued on Frisbii.

Some products are billed frequently, so Mary Evans would like to introduce recurring payments for these products.
There are two types of recurring payments: by credit card or SEPA direct debit. Mary Evans wants to offer its customers a choice of payment options.

Frisbii Pay - Installation Guide

First, Linda, Cloud Kicks' Salesforce administrator, ensures that the prerequisites and configuration between Salesforce and Frisbii Pay are set up correctly > Frisbii Pay - Installation Guide.

Once the settings are in place, Linda can train her colleague Mary Evans.

Create a payment link for direct debit

Mary Evans has to send her customer a direct debit link and request the bank details (credit card or IBAN) to be used for the direct debit.

Steps

Go to the Account tab and open the desired account.
Click the Generate Direct Debit Link button.
Since this button is missing from the page, Mary contacts Linda and requests that this button be added. This field needs to be added to the page layout of the Account object: Actions for Mobile and Lightning.
The next step is to select the company name bank details to be used for paying invoices for this account:

This picklist contains only the bank details created in Frisbii. The company's default bank details are assigned by default.
Mary notices that Cloud Kicks' bank details are missing, so she works with Linda to create the bank details and assign them to the company name by default. If the company has multiple bank accounts, Linda refers to the article > Frisbii Pay - Installation Guide.
A direct debit link is created in the account in the Direct Debit Link field (sofactoapp__DirectDebitLink__c).
A direct debit link email template is available to easily distribute the direct debit link to your customers.

Note: It is also possible to generate the payment link in bulk to send it to multiple customers.
To do this, you need to create a flow calling the invocable “FrisbiiPayGeneratePayMethodLinksAction” and define your entry conditions (e.g., the account must have a “Frisbii Pay recurring” payment method, etc.).
Limits: You cannot generate direct debit links for more than 100 accounts at a time.

The customer's view

Customers can enter their payment information using the link they receive.
They can then choose whether to enter credit card or SEPA direct debit information.

Frisbii interface through which your customer enters his bank details.

This interface is fully customizable (logo, name, etc.).

Important!
If you only offer one payment method, the link will only generate that option. For example, if you do not offer SEPA direct debits, your customer will only be able to enter their credit card details.

Object PSP Payment method

When creating the direct debit connection, a PSP payment method record with the API name sofactoapp_PSPPaymentMethod__c is used to retrieve payment information for a customer account.

Important

(1) A record of this object cannot be created manually: The New button on the associated lists is disabled. It is mandatory to go through the direct debit link generation process described above.

(2) Each time a new link is generated, a PSP Payment Method record is created. By default, this record is inactive. When the customer enters their bank details, the PSP record automatically changes to active status.

(3) To deactivate a payment method (e.g. change the IBAN), change the status to Inactive.

For SEPA direct debits, the direct debit mandate can be found in the SEPA section: Show mandate.

Here is an example of a direct debit mandate in connection with a SEPA direct debit procedure:

A user cannot edit or delete a PSP payment method record. The only editable field is the Status field, which can be selected as active or inactive.