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Transact Payment overview and how to use

1. Transact Payment

Transact Payment is a lightning component that can be dragged onto any page.

It is aware of the page it is on and can pre-fill fields based on the currently selected record. For example, if you are viewing a Contact record, then all Contact details are pre-filled, or if you are on a Campaign Member record then both the Contact and Campaign details are pre-fill.

Transact Payment Configuration enables you to set options for defaults in the Lightning App Builder - Component properties.

2. How to use Transact Payment

From the home page or object you are on, enter details and press Process button.

If entering a transaction from the Contact record, the contact Id will be defaulted into the page.

Your system administrator can set various defaults and fields to capture as part of the Transaction.

Updated at July 27th, 2024

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