---
schema_version: "1"
id: 8693b361b8de76298e17546b07cbf00c03debb74311514709279fb9a47023b1e
title: Schedule Payment Batch Runs to Process Payments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_payment_runs_schedule.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_payment_runs_schedule.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 20cf83af1b6f628915a914228d7254c3841ee4e66fd840d0f7d25d94a759bd80
description: Set up a payment scheduler with specific filters to automatically process payments for your transactions. Payment batch runs process existing payment schedules and payment schedule items to collect the corresponding payments, and then apply them to invoices based on the payment application level.
products:
  - Revenue Cloud
release: "264"
---
# Schedule Payment Batch Runs to Process Payments

Set up a payment scheduler with specific filters to automatically process payments for your transactions. Payment batch runs process existing payment schedules and payment schedule items to collect the corresponding payments, and then apply them to invoices based on the payment application level.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Revenue Cloud</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To integrate a native payment gateway, you have two options. Use Salesforce Payments, which runs on Stripe and is available with the <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a> on a cost-per-transaction basis. Or, connect your own Adyen account, contracted directly with Adyen.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d94548e87">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d94548e87 ">To schedule payment batch runs:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d94548e87 ">Payment Operations User permission set</td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Billing Batch Schedulers**.
2. Click **New Payment Scheduler**.
3. Enter a name for the payment scheduler.
4. To activate the payment scheduler, select **Active**.
    
    Payments are collected and applied only when the scheduler is active. You can create payment schedulers in inactive state, and modify and activate them later.
5. Select the frequency at which you want the payment batch runs to process payments.
    - If you select **Once**, select a start date and a start time for the scheduler.
    - If you select **Daily**, select a start date and a start time, and an end date for the scheduler.
    - If you select **Monthly**, select a start date and a start time, and an end date for the scheduler. Additionally, select the number of days after which you want the monthly payment batch run to recur.
6. Click **Next**.
7. To configure matching criteria for the payment scheduler, select **Match Any**, select **Payment Schedule Item** as the Type, **Payment Run Matching Value** as the Column, and select the payment run matching value that you want to filter payment schedule items by.
    
    By default, no matching criteria is selected. If you don't specify a matching criteria, the default matching criteria is used to determine the payment schedule items that the payment batch run must process. With the default matching criteria, all the payment schedule items with a target payment date that's less than or equal to the job run date are processed by the payment batch runs.
8. Click **Create**.

A Billing Batch Scheduler record with Payment as the Job Type is created. At the start time of the scheduler, a Payment Batch Run record is created.

To understand how payment batch runs process payment schedules and payment schedule items, see [Payment Batch Run Overview](https://help.salesforce.com/s/articleView?id=ind.billing_payment_batch_run_overview.htm&release=264.0.0&type=5 "At the start time of the payment scheduler, payment batch runs start processing payment schedule items based on the defined criteria.").

#### See Also

- [_Revenue Cloud Developer Guide_: PaymentLineInvoiceLine](https://developer.salesforce.com/docs/atlas.en-us.256.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_paymentlineinvoiceline.htm)
- [_Revenue Cloud Developer Guide_: Billing Fields on PaymentLineInvoice](https://developer.salesforce.com/docs/atlas.en-us.256.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/billing_sforce_api_objects_paymentlineinvoice.htm)