Quick Start

Instructions

  1. Install the latest version of Blackthorn Payments from the AppExchange.

NOTE: Our applications do not work with Trial Organizations.

  1. Follow the Blackthorn | Payments Setup Wizard

  2. Configure Webhooks
    This is an optional step unless you are wanting to use:

    • ACH Payment Methods
    • Disputes
    • Payouts
    • Credit Card Updater

Trialing Blackthorn | Events?

Configuring webhooks can be skipped during your trial.

If you have refreshed a Partial or Full Sandbox from Production, please create a template that does not include the Payment Gateway object. Otherwise scheduled Transactions in Production will get recaptured in Sandbox.

Setup Wizard

We provide a Setup Wizard to help you get set up with Blackthorn | Payments quickly.

Navigate to the Blackthorn | Payments Setup Wizard.

Lightning: Navigate to the app launcher, select "Payments (Admin)" app, and click the "Blackthorn | Payments Setup Wizard" tab.

Classic: Navigate to the application drop-down button (blue button in the upper right-hand corner), select "Payments (Admin)" app, click on the "Blackthorn | Payments Setup Wizard" tab.

  • Connect to your Payment Gateway account in test mode (which creates a connected Payment Gateway record).

Haven't set up a Payment Gateway Account yet? No problem!

When you select the test mode option, a window pops up to create/login to a Payment Gateway Account. In Stripe, right above the form, there is a link where you can bypass creating a real account for testing purposes.

  • Several rollup fields on the Opportunity and Sales Document objects are created during the Setup Wizard to capture details from the related Transactions.

    • Once you have completed testing, create a new Payment Gateway record in live mode.

Defined the wrong object during the Relationship step?

Navigate to custom settings from Setup. Click "manage" next to either Payment Method parent or Transaction parent, click "remove" next to the object. Then navigate to the Transaction object and delete the lookup field to that object.

Updated 4 months ago

Quick Start


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