Yaad Payments

Business Background

Do you want to add payment types to your Web project? You can add YaadPay as one of the options to configure payments into your platform or marketplace and integrate them with Salesforce.

YaadPay offers a comprehensive payment gateway supporting various transaction types, including credit/debit card payments, recurring billing, and tokenized transactions. It caters to both online and in-person payments, providing flexibility for businesses of all sizes. It provides security measures, such as PCI DSS compliance, SSL encryption, and advanced fraud detection systems. These features ensure secure processing of transactions and protection of sensitive customer data.

Titan Solution

To enhance the user experience, add YaadPay as a payment option on your website. You can seamlessly integrate YaadPay with your Salesforce account.

You can add the following:

• Different currencies
• Single payments, installments, or recurring payments

You can configure different actions on payment:

• Send an email
• Redirect the user to another internal or external page
• Push payment data to Salesforce

How to Guide

1. Click the YaadPay option. The Payment Configuration screen opens.

2. Set up the following:
   1. Payment Method
   2. Processor Configuration
   3. Layout
   4. Post Payment
   5. Salesforce Integration

Payment Method

1. Use the drop-down list to select a currency. This is a list of the currencies that YaadPay supports. The options are:
   • Israeli Shekel (default option)
   • Dollars
   • Euros
   • Pound Sterling
   • Dynamic

2. Use a radio button to select the following:

• Single payment. Only a single payment will be deducted.
• Installment. The money due will be deducted as one of several equal payments spread over an agreed period of time.
  • Select Static and add the number of installments in the field.
    • The number must be larger than 1.
  • If necessary, select the Fixed checkbox to ensure that the precise number of installments is deducted.
    • If the checkbox is selected, only the specified number of installments can be deducted.
    • If the checkbox is not selected, the number of installments that can be deducted can be between 1 and the number specified.

• Recurring. Recurring payments will be deducted. The details of these payments are configured on the Processor Configuration screen using the Recurring Settings option.

3. Click the Next button. The Payment Configuration > Processor Configuration screen opens.

Processor Configuration

Configure the following as necessary:

• Required processor configuration
• Recurring Settings
  • This option is only available when the Recurring radio button on the Payment Method screen is selected.
• Structured parameters

Required

1. For Required processor configuration, do the following:
   • Add the Terminal Number to the field.
     • This is the mandatory 10-digit Masof number.
   • Add the Password Authentication.
     • This is a mandatory field.
     • This allows you to access the page with a visible password without needing authentication.
   • As an alternative, select the Sandbox System option.
     • The Terminal Number and Password Authentication fields become greyed out.
     • The Sandbox System is an isolated virtual machine in which potentially unsafe software code can execute without affecting network resources or local applications. This is a safe way to test the payment integration.
   • Select the More callback data checkbox to receive more data from Yaad, for instance, the last four digits of the credit card, the number of payments charged, or the brand of the credit card.
     • More Salesforce mapping options will be available if the More callback data checkbox is selected.
   • View the Return URL. The URL of the success page contains the parameter that YaadPay uses for the verification.
     • The return URL will receive instant payment notifications (IPNs) whenever a successful installment payment is completed.

2. Refer to the table for more information:

Recurring Settings

1. Select the Recurring Settings option.
2. Use the toggle switch to enable the recurring settings.
3. Use the Field or Static options to add parameters.
   • Type a Static parameter in the field
   • Use the drop-down list to select a Field parameter.

4. Select the Only On Approve checkbox to enable the option. The recurring payment will only be executed if it has been approved.

Structured Parameters

1. Select the Structured Parameters option.
2. Use the toggle switch to enable the structured parameters.
   • The Info structured parameter is mandatory.
   • This is the text that will be displayed next to each transaction in both the report and the management system.
3. Use the Field or Static options to add parameters.
   • Type a Static parameter in the field.
   • Use the drop-down list to select a Field parameter.

4. Refer to the table for more information:

5. Click the Next button. The Payment Configuration > Layout screen opens.

Layout

1. Add a label in the field.
   • This is mandatory.
   • This description will appear on the Configure Project Payments Settings screen under the My Payments list.
2. Use the drop-down list to select the total amount.
   • This is mandatory.
   • You must have added the amount to your project as an input element or variable.
3. Use the drop-down list to select the payment page language.
   • This is either Hebrew or English.
4. Use the drop-down list to select the payment page template.
   • Select a number between 1 and 15.
   • Refer to YaadPay documentation for more information about available YaadPay’s payment templates.

5. Click the Next button. The Payment Configuration > Post Payment screen opens.

Post Payment

You can do the following:

• Send an email.
• Redirect the user to an internal and/or external link when payment processing is finished.
• Redirect the user to an internal and/or external link when payment processing fails.

1. To send an email, use the toggle switch to switch on the option.
   • You can configure an email that will be sent when the transaction has been processed.
   • Select the configured email.

2. Select the Redirect on Finish option, if necessary
3. Use the toggle switch to switch on a redirect action on finish action.

• Configure an External redirection.

• Configure an Internal redirection.

4. Select the Redirect on Failure option, if necessary
5. Use the toggle switch to switch on a redirect action on failure action.

• Configure an External redirection
• Configure an Internal redirection

6. Click the Next button. The Payment Configuration > SF Integration opens.