1. Install & Authorize the App
2. Set User Permissions
3. Configure Settings
4. Setup Payment Methods

Install & Authorize the App

1. Go to the AppExchange listing for Opero Payments and click the Get It Now button.
2. Follow the steps prompted to install the package in Production or Sandbox org. 
3. Once you have installed, go to the app launcher and open Opero Payments.
4. Open the “Payments Config” tab.
5. Click grant access. You may revoke access at any time.

Set User Permissions

Each user will need the following permissions in order to be able to use the app properly:

1. Access to Opero Payments app components. You can review all the app package components that users may need to access by going to Setup>Installed Packages>Opero Payments>View Components. This includes access to the Payment Methods, Payment Customer, Invoice, Invoice Line Item, and Payment objects and fields. 
2. The user that grants access will need API access and access to create/update Invoice, Payment, and Payment Customer objects.
3. If integrating with another Opero app, check the Basic Configuration article for that app to ensure that appropriate user permissions are set:
   1. Opero Documents Basic Configuration
   2. Opero Signature Basic Configuration
   3. Opero Forms Basic Configuration

Configure Settings

General Settings

Field Name	Description
Company Name	This company name will be displayed on all invoices that you send with the app.
Company Logo URL	This company logo will be displayed on all invoices that you send with the app. The value in this field should be a direct URL to an image hosted on a publicly available web source, web server, AWS, or CDN server. To copy the direct URL of the image, right click the image and select “Copy Image Address” and paste the URL into this field.
Default Currency	Select the default currency setting for your org.

Quickbooks Payments ACH Settings

In this section you will see Schedule/Unschedule buttons for ACH batch jobs. These buttons are for users who will use Quickbooks ACH payment method. Because Quickbooks ACH payments have an initial “Pending” status, this job queries and selects Payment records where MOP = QB Payments AND Status = PENDING, then queries Quickbooks API to check if the payment succeeded or not. The Payment record is updated in Salesforce to reflect the status in Quickbooks. When the ACH job is scheduled, it will be executed; otherwise, the job will not be executed.

Setup Payment Methods

1. Go to Payment Methods tab.
2. Click “New”.
3. Enter values for the Payment Method fields listed below.

Section: Details

Field Name	Field Type	Description
Record Type		Each method of payment has its own record type: Stripe Credit Card Quickbooks Payments ACH Quickbooks Payments Credit Card Other – This record type is to track other payment methods such as Check or Cash or support recording payments processed outside of the payment gateways.
Payment Methods Name	Text	Enter a name for your payment method.
Default	Checkbox	Select this checkbox to make this the default payment method on the Make a Payment web page.
Active	Checkbox	Select this checkbox to make the payment method name visible to users on the Make a Payment web page.
Test Mode	Picklist	If you will use this payment method to connect to a sandbox company account and test credentials, select “true”. If you will use this payment method to connect to a production account using real credit card/bank information, select “false”.

Transaction Fee

Field Name	Field Type	Description
Transaction Fee Charged	Percent	Enter a percentage to charge per transaction with this payment method.
Transaction Fee Flat	Currency	Enter a flat fee to charge per transaction with this payment method.
Transaction Fee Description	Long Area Text	Enter a description for the transaction fee(s) that will be displayed on the Make a Payment page when the user selects this payment method.

Payment Method Fields

Quickbooks

If you select the Quickbooks record type, you will also see field in the details section called “Handle Quickbooks Authorization”. When the payment method is not yet connected, the hyperlink text will read “Connect Quickbooks”. Click this link to open the Quickbooks login page and sign into your account. When the Payment method is connected, the hyperlink text will read “Disconnect Quickbooks”. Click this link to disconnect from the Quickbooks account.

Stripe

If you select the Stripe record type, you will also see fields to enter Live and Test API Keys. To get Stripe Keys: Login to stripe.com and go to the Dashboard. At the top right there is a link “Developers” to click on. Then in the left side bar click on API Keys. You will see the production keys by default that you can copy and paste into the Live key values. In the top right area there is a toggle for “Test Data” and if you toggle that on then you will see the Test keys.

Next Steps:

Create an Invoice