CashBox Portal User Guide
CashBox for Salesforce
Using CashBox with Your Custom Application
If your site uses the CashBox API to embed merchant-specific logic for billing activity, customer self-service, or customer service tools, and to connect to your internal data sources and other infrastructure, be aware that editing and creating objects with the CashBox portal may bypass your implementation logic, and create unintended results.
- If a Customer Service Representative uses the Edit Account page to change a billing address for a customer, the billing address will be modified in the CashBox system, but this change will not be reflected in your internal database.
- If a Business Manager uses CashBox to change a price, or to remove a payment option in a Billing Plan, that change will be propagated to every customer with an AutoBill that references that Billing Plan.
- Refunding a Transaction using the CashBox portal will not automatically cancel the associated AutoBill, or change the AutoBill entitlement status from Good Standing to Stopped.
To avoid unintended consequences when using both the CashBox portal and the CashBox API, be certain to have your technical team review all policies and procedures that pertain to your CashBox portal input.