Please note: This information is specific to the GoCardless for Salesforce application.
Ad hoc payments can easily be taken where a related authorisation record is already set up.
1. Navigate to the authorisation record for which you wish to set up a payment. Under the payment related list for the authorisation, select New
Note that the authorisation field will be pre-populated with the required authorisation record.
2. Enter the required amount, and then hit Save
This will create the payment record with the authorisation attached.
3. Navigate to the payment record, then hit the Process payment button. The following dialog will appear:
4. Click the Take payment using authorisation button, and the payment will be taken. You will be redirected to the relevant payment record with the details filled in.
Note that the “public link” option in this case does not have a use - since a mandate is already in place, no external input on a payment page is required, either by a customer or an internal Salesforce org user.