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            Set Up Pay Now for Orgs with Payments and Commerce

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            Set Up Pay Now for Orgs with Payments and Commerce

            For orgs with B2B and D2C Commerce plus Payments, use the Commerce Setup Assistant to set up Pay Now. The assistant automates Commerce setup, enables Salesforce Payments, which is a prerequisite to use Pay Now, and creates a Pay Now store.

            Required Editions

            1. At the top of the page, click Setup and select Setup.
            2. In the Quick Find Box, find, and select Commerce Setup Assistant.
            3. Under Salesforce Commerce Setup, click Get Started.
              The assistant sets up Commerce and Payments.
            4. Under Start Selling Online, click Get Started.
            5. Select Pay Now as the way you want to sell, and then click Next.
            6. Enter the required ship-to country, language, and currency, and then Next.
            7. Enter a store name.
              Don’t include an apostrophe.
            8. Enter a string in the URL Path. Only alphanumeric characters are allowed. Don’t enter a full URL path, and don’t use hyphens, slashes, or spaces.
              The URL is this string added to your Salesforce domain name. For example, if the domain is MyDomainName.my.site.com, and you enter jewelry, the URL becomes MyDomainName.my.site.com/jewelry.
            9. Click Start Selling.
              The Pay Now store is created, and you’re placed on the store home page where you see a list of tasks.
            10. Brand your store.
              1. Enter a URL for a branding site, or click Skip. Upload any logos or images, and specify any other branding in the fields provided.
              2. Finish branding setup.
            11. Set up checkout so your store can accept payments.
              1. In the Payments section of the Checkout page, click Add a Merchant Account.
              2. Select the configuration option that fits your situation, and follow the guided steps to link the merchant account to a payment gateway.
                If you use an existing payment gateway account, it must be one that was previously established from Salesforce Payments.
              3. Refresh your browser page, and check the merchant account status. If the status is Restricted, click Complete Setup, and complete the registration at the payment gateway.
              4. After you return to the checkout page, refresh your browser page and confirm that the status is Complete.
            12. (Optional) Select payment methods. Credit cards are available by default. To add other options, click Add Payment Methods, make your selections, and save your changes.
            13. If you add PayPal as a payment method, modify your PayPal account so that customers have to provide a contact phone number during checkout.
              1. Log in to your PayPal account from your account settings.
              2. Select Website payments | Website preferences.
              3. Turn on Contact Telephone Number.
            14. To send customers to a payment page that shows their purchased items, add products to your Pay Now store. The products that you add must be active in the store’s price book.
              The Pay Now payment page with products is available only with Payments and Commerce.
            15. (Optional) To dynamically hide the shipping address fields for non-physical services and digital goods, under Pay Now, turn on Hide Shipping Address.
              Note
              Note This feature is ideal for renewals and recurring revenue services, and buyers won’t be able to use this payment method with the After Pay or Clear Pay payment method where the shipping address is a mandate.
            16. Complete any other store setup tasks.
            17. Make your store available online by clicking Activate.
              A Pay Now URL is linked to the active store. You can verify the URL on the Payments page in Setup Setup.
            Important
            Important If you have more than one Pay Now store, the Pay Now Site URL on the Payments page must be for the store in use. Otherwise, you can't generate payment links. The Pay Now Site URL is on the Payments page in Setup Setup.

            After your store is ready, create payment links that direct customers to a payment page to complete a transaction. You can send links to your customers directly or associate them with any Salesforce record to integrate payments into any existing work flow.

            See Also

             
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