---
schema_version: "1"
id: 4f6ab760991f1c0c2bf6f60bd1a194660029d268d2ff263bc40d9677b3e07da5
title: Configure Your Finance System
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_adv_config_3p_int_finance_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_finance_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 30415f749d579fb4deefa86b6e9029f24d1de7e6b87c043e623b28340cdad487
description: Integrate Point of Sale CMS with your finance systems using the new payment gateway integration. You can now configure systems such as Synchrony and Nebraska Furniture Mart. Streamline your financial processes and gain better control over payment transactions. Accept payments seamlessly through your Point of Sale CMS.
products:
  - Commerce
release: "264"
---
# Configure Your Finance System

Integrate Point of Sale CMS with your finance systems using the new payment gateway integration. You can now configure systems such as Synchrony and Nebraska Furniture Mart. Streamline your financial processes and gain better control over payment transactions. Accept payments seamlessly through your Point of Sale CMS.

- Modern POS App Build: 8.4.1 or greater
- Platform Support: iPhone & iPad
- Offline Support: No

![A settings page displays finance system configuration.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_adv_config_3p_int_finance_configure_prerequisites.png)

## Set Up your Finance System Configuration

1. In CMS, go to **Store Management** | **Integrations** | **Finance System Configuration**.
2. Edit a configuration or create one by clicking **Create**.
3. Complete the fields.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
              <colgroup>
                <col>
                <col>
                <col>
              </colgroup>
              <tbody>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">Field</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Required</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Description</td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">General Settings</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;"> </td>

                  <td class="slds-cell-wrap" style="vertical-align:top;"> </td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">Finance System</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">
                    <p>The type of finance system to be integrated. </p>
                    <p style="margin-bottom:0;">Example: NFM - Nebraska Furniture Mart OR Synchrony</p>
                  </td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">Environment</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Determine if this configuration will be either Test or Live based on if this is for
                    a test account or live account.</td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">Store ID</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Select a store to apply the settings to. Optionally, select DEFAULT to apply
                    settings across all the stores. </td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">Device ID</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">No</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Enter the device ID to apply the settings to a particular device. Optionally, enter
                    DEFAULT to apply settings across all the store devices.</td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">Connectivity and Authentication</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;"> </td>

                  <td class="slds-cell-wrap" style="vertical-align:top;"> </td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">URL Base</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">The URL base of your selected finance system.</td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">Merchant Key</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Enter the API Key used by the Point of Sale cloud. This can be found by going to
                    Account &gt; Users.</td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">Merchant Public Key</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">No</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Enter the API authentication key that can be used across stores.</td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" style="vertical-align:top;">Custom Attributes</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">No</td>

                  <td class="slds-cell-wrap" style="vertical-align:top;">Enter additional attributes, if applicable, for the authentication
                    settings.</td>

                </tr>
              </tbody>
            </table>
4. Save your changes.

## Configure Receipts

Finance information, obtained from the financing partner, can be included in e-receipts using [Email Tags](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_layouts_receipts_tags_config_email.htm&release=264.0.0&type=5 "Email tags in Point of Sale are placeholders for email and print templates that pull specific information from data that are then shown instead of the actual placeholder.")Email Tags. These tags are only applicable to the Transaction Print Receipt and Order Print Receipt.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col> <col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Email Tag</td><td class="slds-cell-wrap" style="vertical-align:top;">Description</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">{finance_account}</td><td class="slds-cell-wrap" style="vertical-align:top;">Displays the last four digits of the finance account for each specific financing in the order. Enclose this tag within <em>{finance_placeholder_start}</em> / <em>{finance_placeholder_end}</em> tags.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">{finance_amount}</td><td class="slds-cell-wrap" style="vertical-align:top;">Displays the finance amount for each specific financing in the order. Enclose this tag within <em>{finance_placeholder_start}</em> / <em>{finance_placeholder_end}</em> tags.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">{finance_placeholder_start}</td><td class="slds-cell-wrap" style="vertical-align:top;">Marks the beginning of the finance terms and conditions. It includes a hardcoded page break between multiple financing tenders, if relevant for the order. Refer to Tag Structure in <a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_layouts_receipts_tags_config_email.htm&amp;release=264.0.0&amp;type=5" title="Email tags in Point of Sale are placeholders for email and print templates that pull specific information from data that are then shown instead of the actual placeholder.">Email Tags</a> for more information.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">{finance_placeholder_end}</td><td class="slds-cell-wrap" style="vertical-align:top;">Marks the end of the finance terms and conditions. It includes a hardcoded page break between multiple financing tenders, if relevant for the order. Refer to Tag Structure in <a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_layouts_receipts_tags_config_email.htm&amp;release=264.0.0&amp;type=5" title="Email tags in Point of Sale are placeholders for email and print templates that pull specific information from data that are then shown instead of the actual placeholder.">Email Tags</a> for more information.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">{finance_promo_code}</td><td class="slds-cell-wrap" style="vertical-align:top;">Displays the finance promotion code. Enclose this tag within <em>{finance_placeholder_start}</em> / <em>{finance_placeholder_end}</em> tags.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">{finance_terms}</td><td class="slds-cell-wrap" style="vertical-align:top;">Displays the finance terms of the transaction for each specific financing in the order. You can enclose this tag within <em>{finance_placeholder_start}</em> / <em>{finance_placeholder_end}</em> tags or use it as a standalone tag.</td></tr></tbody></table>

Example configuration

![A receipt configuration.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_adv_config_3p_int_finance_configure_receipt_configuration.png)

Example receipt

![An example receipt.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_adv_config_3p_int_finance_configure_receipt.png)