The Collect Payment button on the Sale page allows a User to collect and process Credit Card payments using the PaySimple integration. improveit 360 Users may also need to process ACH bank transactions using PaySimple. This can be accomplished by creating a PaySimple Payment Form, and creating a custom Hyperlink field within improveit 360. Follow the steps in this Article to link your PaySimple Payment Form to your improveit 360 Sale page.
1: Create a PaySimple Payment Form
Review this helpful information on the PaySimple support site:
https://support.paysimple.com/s/article/How-To-Create-a-Payment-Form-for-a-Specific-Item
In the Payment Form Settings, Copy the Share link for your Payment Form
And be sure to Enable Bank Accounts (ACH) transactions:
2: Create Custom Field on the Sale object
In improveit 360, the System Administrator will Navigate to Setup
Go to the Objects Menu
Choose the Sale object
In the Custom Fields and Relationships section click the New button:
Create a Formula Field
Name the Field "ACH Transaction" and choose with an output Data Type of Text:
Create the following formula, replace the Highlighted Red text with your PaySimple Payment Form link (copied from Step 1)
HYPERLINK ("https://support.paysimple.com/s/article/How-To-Create-a-Payment-Form-for-a-Specific-Item", "PaySimple Payment Form", "_blank")
Save your Formula field.
3. Add ACH Transaction Field to a Sale Field Set
On the Sale object, hover over Field Sets
Click Edit next to the Sale-Information Field Set
Click and drag the ACH Transaction field to the "In the Field Set" section:
Click Save
Navigate to the All Tabs page (+)
Run First Time Setup
4. Go to any Sale and Verify the hyperlink works as expected
From any Sale, you should see the new ACH Transaction field, click on PaySimple Payment Form to test your new hyperlink:
