After installing the Payology Lite App, the Salesforce Administrator must begin the configuration process which requires:
- configuring the Payology Settings record;
- configuring the Payology Client Account record(s).
Clients utilizing the Payology Check Scanning or Payology Mobile Check Capture Apps must configure their usage with Payology Lite.
To begin the configuration process, post-installation of the Payology Lite App in Salesforce, we must first create a Payology Settings record. For detailed information on the creation workflow, please see the next section, labeled Payment Settings Configuration.
Updated over 2 years ago