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Table of Contents

1. Navigate to the Merchant Facility 2. Scroll Down to the Notes & Attachments heading 3. Select 'Upload File' button 4. Select the 'Done' button 5. Check that the file has loaded 6. Check that it appears on a receipt 6.1. Navigate to the Payment Txn's tab 6.2. Select a payment and select the 'Receipt' button 6.3. View receipt with logo

How to put your company logo on the Receipt Template

Table of Contents

1. Navigate to the Merchant Facility 2. Scroll Down to the Notes & Attachments heading 3. Select 'Upload File' button 4. Select the 'Done' button 5. Check that the file has loaded 6. Check that it appears on a receipt 6.1. Navigate to the Payment Txn's tab 6.2. Select a payment and select the 'Receipt' button 6.3. View receipt with logo

Upload a logo/graphic for your receipt.

NOTE:

  1. Logos will be shown at 50px in height.
  2. File Name should contain Logo in it
  3. The logo with the most recent date will be used in the receipt
 

The Merchant Facility tab can be found within the Payments2Us menu (Top right picklist in Salesforce - Select Payments2Us), or it can be found under the "More" at the end of the tabs. (In Salesforce Classic - It can be under the "+" at the end of the tabs)

Once you have clicked on the Merchant Facility Tab, select the appropriate List view (Example - "All Merchant Facilities") and click into Merchant Facility you wish to update.

2. Scroll Down to the Notes & Attachments heading

3. Select 'Upload File' button

4. Select the 'Done' button

5. Check that the file has loaded

6. Check that it appears on a receipt

6.2. Select a payment and select the 'Receipt' button

Updated at July 27th, 2024

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10.2 November 2024