Install & Setup

Package Install

1. Install the latest version of Blackthorn Payments and complete the setup wizard.
2. Install the Blackthorn Mobile Payments package in a sandbox or production and assign licenses to all users that need access.
3. Install our iOS app.

Add Mobile Pay Action to Transaction Page Layout

The Mobile Pay action can be added to the Transaction page layout to link the Salesforce mobile app to the Blackthorn Mobile Payments app. This allows Salesforce mobile app users to take a mobile payment.

Follow the steps below to add the Mobile Pay action to the Transaction page layout.

1. In Salesforce, go to Setup > Customize > Custom Objects and click the Transaction object.
2. Click Edit next to the Charge Transaction Layout.
3. Click the Mobile & Lightning Actions link to show all available Actions.
4. Drag the Mobile Pay action to the Salesforce Mobile and Lightning Experience Actions section.
5. Click Save.

Enable Send Receipt Email in Salesforce

After a mobile transaction is complete, Salesforce can send a receipt via email to the customer if the Receipt Email field is populated AND the Transaction Status = “Completed”.

Follow the steps below to enable this feature.

1. In Salesforce, go to Setup > Workflow Rules.
2. Click Activate next to "Send Blackthorn | Payments Receipt (Text)".

Card Reader Firmware Updates

We've added the ability to update your card reader firmware inside the Mobile Payments app.

1. Navigate to the Reader screen.
2. Connect your reader.
3. Notice that while connecting the reader, we are checking for firmware updates.
4. If your reader has a firmware update available, a link to install the update will appear.
5. Follow the on-screen prompts to install the update.

Save Card Details with the Stripe Terminal

There are two options for collecting reusable card details with Stripe Terminal. Please click one of the options below for specific instructions from Stripe.

• Collect information directly, without charging a card: This method uses SetupIntents, a new API endpoint, to collect a card’s details without charging the card.
• Save card details after payment (US only): This method uses PaymentIntents to create reusable tokens for US customers.

Troubleshooting

If you need to determine which software version was used for a Transaction, add the Mobile App Version field to your Transaction object. The Mobile App Version will automatically populate with the application platform name (iOS or Android) and the version number.

If you have any questions about the setup process, please contact Blackthorn Support. We're happy to help!