Additional Options
Pay out
Use the Pay Out button in outbound payments to send the selected Payment record/s to the PSP for processing. Cannot be used for processing Inbound Collections. Retry only if you are NOT using the Certinia Accounting Package to create Payments. If you click Pay Out in this instance then the Vendor Payment Record will not have the correct status and you may end up with discrepancies in your Accounting data.
To organize payments with pending processing, use the Failed Outbound Payments Report or create a List View with filter Payment Stage = Failed.
Enhanced UI for Airwallex outbound authorisations
You can set up a custom page for outbound authorisations to simplify the process of entering beneficiary information required by the Airwallex PSP.
To enable the new UI:
- In Salesforce, navigate to Setup > Object Manager.
- Locate and select the Unaric Payments Authorisation object.
- In the left-hand navigation menu, click Buttons, Links, and Actions.
- Click Edit next to Edit and New. Replace the Lightning Experience Override with Lightning Component OverrideEdit and OverrideNew respectively.
- Click Save to apply the changes.
Schedule outbound payments
If you are not using the Certinia Accounting Package and want to schedule Outbound Payments to be processed for payment via Airwallex, you can schedule using the Payment Schedules feature.
Check wallet balances
Use the showBalance Lightning Component to integrate wallet balances on Unaric Payments. This component is available on the Balances tab (default data table format) and is embeddable on any custom page or Certinia Workspace.
Disable Outbound record types
If your organization only uses the inbound collections' functionality, you can remove any outbound options from view.
1. Update profile settings
You need to ensure that users only have access to the inbound record type. Do this by modifying the Profile settings for both the Unaric Payments Authorisation and Unaric Payment objects.
- Go to Setup > Profiles.
- Select the relevant Profile.
- Navigate to Object Settings and click on Unaric Payment.
- Click the Edit button.
- Set both the Assigned Record Types and the Default Record Type to Inbound only.
- Save your changes.
2. Deactivate outbound record types
Next, you need to mark the outbound record types as inactive so that they no longer appear when creating new records.
- Go to Setup > Object Manager.
- Select Unaric Payments Authorisation and then click on Record Types.
- You will see two record types: Inbound and Outbound.
- Click the dropdown arrow next to Outbound and select Edit.
- Uncheck the Active field.
- Click Save.
Once both steps are complete, any new payment or authorisation will automatically use the Inbound record type and associated page layout.