Release Information
Salesforce Version
Release Information
Salesforce Version
Version 4.10
Production Date
4/10/23
Aria for Salesforce System Requirements
Supported Browsers
Java Settings
Java 7.0
Screen Resolution
1024 x 768 or higher
Aria for Salesforce 4.9 Contents
The Payment screens in Lightning have been enhanced in the current version of Aria for Salesforce to improve the UI aesthetics and to simplify its workflows. The items listed below in this section describe the details of these changes. (SFDC-1015)
Click the Collect button to initiate a payment. Initially, a Confirmation popup is displayed when the Collect action is successful. Notice that Back and Collect buttons are displayed in the Confirmation popup. The Back button allows you to navigate back to the previous screen and display pre-selected data and make any changes as desired. In the Confirmation popup, click the Collect button again to post the payment to Aria. If successful, a success message is displayed and you are returned to the Current Payment Method tab. If unsuccessful, the Confirmation popup remains and displays an error message in red. Make corrections using the Back button. For the One-Time Payment Method tab, the Confirmation screen for the Payment Source will not display the CC Type as it is unknown. In addition, the Balance Badge on the screen header is updated with the new balance and the Payment History table data is refreshed upon success or failure of the Collect action. (SFDC-2283, SFDC-2284, SFDC-2344, SFDC-2345, SFDC-2391)
Confirmation Popup and Collect/Back Buttons
When the One-Time Payment Method tab is activated, the “Select Payment Method” section with Credit Card and Checking Account buttons is displayed. The Credit Card button is selected by default and allows you to enter values in the Card Number, Valid Through, and CVV input fields, which are all required. The Valid Through field requires "month" and "year" value selection. If you are paying using a Checking Account, select the Checking Account button and enter values in the required, Routing Number and Checking Account Number input fields. To include billing contact information with the payment, click the Enter Billing Contact check box and enter values in the section's input fields. Enter Billing Contact fields include, First Name (required), Last Name (required), Company Name, Address, City, Country, Postal Code, Email ID, and Phone. Payment Amount radio buttons are at the bottom of the screen with the “Full Balance Due” option selected by default. The "Other Amount" radio button is disabled and will remain so unless clicked. When “Specify Amount Per Charge” is clicked, the Subscription dropdown appears with the "View All" option selected, displaying all invoices available for payment. The Subscription dropdown is not displayed for the "Full Payment Amount" and "Other Amount" options. Note that the Payments History section is common to all three Payment tabs. (SFDC-2388, SFDC-2389)
Credit Card and Checking Account Buttons in One-Time Payment Method Tab
In the One-Time Payment Method tab, click the Collect button to post the payment to Aria. Click the Enter Billing Contact check box and input data as desired to ensure that the contact information is also posted to Aria. If the payment is posted, a success message that, “Success: Electronic Payment was posted successfully” appears for a few seconds and the One-Time Payment landing screen will be displayed again. If unsuccessful, the Confirmation screen remains up with an error message in red stating, “Error: <Display message from Aria API>”. The Back button can be used to return to the pre-selected data to make changes and repost the payment, if necessary. After payment transaction, the recent transaction is added to the Payment History table, whether successful or not. In addition, the Aria Balance field of the account, the Full Balance Due option button text, and Balance Badge on the header are all updated accordingly. (SFDC-2392)
One-Time Payment Method Tab Collect Button and Full Balance Due Option
Select the Post Payment Received tab to process external payments, or checks that are sent in and not automatically recorded in Aria. These payments will be recorded in the currency on file for the account. Enter the required Reference Code (red asterisk) which refers to the check number for the external payment. Then, select from the three available Payment Amount radio button options. The “Full Balance Due” option is selected by default. Note that when “Specify Amount Per Charge” is selected, Reference Code is disabled but enabled for both "Full Balance Due" and "Other Amount" options. A Reference Code column is available in the Invoice table to add a check number, which is required. After clicking Post Payment button, the Confirmation screen is displayed. Confirm all entries and then click either the Post Payment or click Back button. The Back button allows you to return to the pre-selected values, make changes, and resubmit the payment. Below in the Confirmation screen are the payment amount, the payment source ID number, application method, and CSR comments. The same confirmation items are displayed if the Other Amount payment option is selected. If Specify Amount per Charge was selected, Payment Source would not be displayed. Note that the Payment History table will always be displayed on all three tabs and when the Confirmation screen is activated. Upon the Post Payment action, the payment is posted to Aria and the account balance is updated accordingly in the Aria Balance field, Full Balance Due option button and Balance Badge in the screen header. If the payment is successful, it returns to the Post Payment Received landing page and a message stating, “Success: External Payment was posted successfully” appears for a few seconds on the screen. The Payment History table will be refreshed with the latest payment transaction on either a success or failure with "Success" or "Failed" status in the Status column. (SFDC-2393, SFDC-2395, SFDC-2396)
Post Payment Received Tab
Post Payment Received Confirmation Screen and Back Button
Status Column in Payment History Table
In Payment History, click the "Void" action link in the Actions column to initiate a void of a payment. Void action links only appear next to payments that are voidable. After clicking the Void link, the accordion is expanded displaying a Void Payment screen and the blue Void link will turn black. Enter valid values in the required Reason and CSR Comments fields and click the Void Payment button. Note that if you click another Void link after entering values in the previous Void Payment screen, all data values will be lost. Click the Cancel button in the Void Payment screen to close the accordion and discard any data input. Inline validations are done on Reason Code and CSR Comments inputs upon clicking Void Payment. Once a payment is voided, a success message is issued and the Void Payment screen accordion contracts. The Payment History table is then redisplayed with Subscription dropdown and Search Transaction ID field. In addition, a "Voided" status will appear in the Status column for that payment in the Payment History table. A success message is displayed, such as, “Payment 12345678 has been voided” where "12345678" refers to the Transaction ID. If unsuccessful, a failure message such as, “Error: <API error message>” is generated and the Void action is stopped. Note that when the account has a "0" balance, this is reflected in the Aria Payments popup section on the badge and in multiple screens in Payments (i.e., Current Payment Method, One-Time Payment Method, and Post Payment Received). (SFDC-2417, SFDC-2440, SFDC-2441)
Void Action Column Links in Payment History
Void Payment Screen under Transaction
Void Success Message
Refund generation user workflow has been enhanced and improved in Lightning as described below for the following items. (SFDC-1456)