Enable Outbound Payments
Outbound payments are not enabled by default. This page will guide you through the process of enabling them.
Prerequisites
Org requisites
- Ensure your org has the following:
- Unaric Payments v2.20.1 (Winter 23)
- Certinia Accounting (Winter 2023)
- Lightning Experience enabled
- Multi-Currency enabled. See Enable multiple currencies.
Airwallex
Since outbound payments rely on Airwallex wallets, funds must be preloaded via bank transfer before initiating any payments. To connect to Airwallex:
- Navigate to the Unaric Payments Setup tab and select or create the Merchant Group for outbound payments. The Merchant Group Name must exactly match the Accounting Company Name in Certinia.
- Click New PSP Connection
- Configure:
- Payment Direction: Outbound
- Currency: Wallet currency
- Mode: Defaults to Payable
- PSP: Airwallex
- Click Create PSP Connection.
- You will be asked to log in or create your Airwallex account. Complete signing in or registration to finish.
Enable outbound payments
1. Contact support
- Contact Unaric Payments support at [email protected] and ask them to enable this feature. You will be asked to provide:
- Your Salesforce Org ID
- Subscriber Access for Payonomy Ltd. T/A Asperato Support under a System Admin user
- Your Customer ID (found on the Unaric Payments Setup tab)
2. Assign user permissions
- Navigate to Setup > Permission Sets.
- Provide users the following access levels in these permission sets:
Permission Set | Access Level |
|---|---|
Unaric Payments Outbound Authorisation Creation | Create & Read Authorisations |
Unaric Payments Outbound Full Administrator | Full access to Authorisations, Payments, and Balances |
Unaric Payments Outbound Payment Creation | Create & Read Payments, View Balances tab |
3. Configure page layouts
- Replace text fields Billing Country and Bank Country with new picklist versions
- Add Submit for Verification button
4. Upgrade-specific changes
If upgrading from a version prior to v2.18.1:
- Add Domestic and International to the Payment Route Options global picklist.
- Assign these values to:
- Authorisation Record Type: Outbound
- Payment Record Type: Outbound
- Add the following buttons:
- Submit for Verification to the Authorisation List View
- Pay Out to the Payment List View (unless you are using the Certinia Accounting package for your Vendor Payments - in this case we would recommend leaving this button OFF the page layout so that payments can be processed correctly via Certinia with the correct accounting entries applied)