The Manual Payment Lightning Web Component (LWC) is a modern, Lightning Experience-native interface for recording non-credit card payments in Salesforce.
This component replaces the legacy Visualforce manual payment page with a fully integrated Lightning Experience, providing a faster, more intuitive user experience with real-time field validation, automatic calculations, and intelligent address auto-complete.
Manual payments can be made for all non-credit card type payments. This allows for cheques, money orders, bank transfers etc. to be recorded in Salesforce.
When using Manual Payments in conjunction with Subscriber Group (family members), please ensure you read details in the “Subscription Groups (Family Membership) ” section.
1. Configuration Notes
The Manual Payment LWC uses these Field Sets (Setup → Object Manager → Payment Txn → Field Sets):
- manualPaymentName – Contact/personal information
- manualPaymentAddress – Mailing address fields
- manualPaymentPayInfo – Payment and donation details
- manualPaymentNotes – Notes and additional information
System Admins can modify these Field Sets to customize which fields appear.
To enable Address Auto-Complete:
- Sign up for AddressFinder or DataTools Kleber
- Go to your Payment Setting (Payment Form) record
- Set the Data Validation Tool to AddressFinder or DataTools
- Enter your Address Password/Token
- Add Validate Address fields.
For further information on choosing and setting up the address auto-complete and validation tools, see the detailed article Which address tool?
2. Navigate to the Manual Payment tab
- Select your Merchant Facility (Payment Setting) and Payment Form. These control tax calculations, service fees, and receipt templates
- Uses the lookup next to the Default Contact Info From section. When you select a contact:
- Name, email, and phone are automatically copied
- Mailing address is pre-filled
- The membership number is transferred
- Enable Membership Search on the Payment Form (Merchant Facility - scroll down to related Payment Forms). This will allow you to use a membership number/supporter number to locate the contact quickly
3. Address Auto-Complete:
When you start typing a street address:
- Suggestions appear automatically after 3 characters
- Select the correct address from the dropdown
- All address fields (street, city, state, postcode) populate automatically and are validated
- Validated addresses include the Delivery Point ID (DPID) for Australia
Manual Address Entry:
- Click "Enter Address Manually" if you prefer to type the address
- Useful for new addresses not yet in validation databases
- Click "Use Address Auto-Complete" to return to auto-complete mode
4. Enter details and Save:
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5. Check payment processing has occurred.
5.2. Scroll down to check that matching is complete
If the status is Matching Complete, this means that the payment has been processed and a receipt has been sent to the payee.
If the status is showing as 'Receipting Complete', then this means the Batch Processor mode is being used, and it has not yet run. This may take up to 10 minutes to run.
6. Address Auto Complete
The address auto-complete feature streamlines entering mailing addresses on the Manual Payments screen.
On the Merchant Facility, ensure that the Data Validation Tool field is populated and that the Validate field includes Mailing Address. If either of these conditions is not met, the address auto-complete must not be displayed.
When enabled, the auto-complete component is bound to the Street field and, as the user types, it presents a list of suggested addresses to select from. The user can also choose to ignore the suggestions and enter the address manually by selecting the Enter Manual Address option.