Payment Schedules and Payment Schedule Items

Payment schedules contain information about a set of payments that a customer wants to pay at different times for a certain record. A payment schedule contains one or more payment schedule items, where each item represents one payment to be processed.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud

To integrate a native payment gateway, you have two options. Use Salesforce Payments, which runs on Stripe and is available with the the Revenue Cloud Billing license on a cost-per-transaction basis. Or, connect your own Adyen account, contracted directly with Adyen.

Automatic Creation of Payment Schedules and Payment Schedule Items
Automate the creation of payment schedules and payment schedule items so that they are ready to be processed.
Manually Create Payment Schedules and Payment Schedule Items
Instead of automatically creating payment schedules and payment schedule items, you can create them manually.
Group Multiple Invoices into a Single Payment Request
Reduce payment gateway calls and gateway transaction fees by combining multiple invoices of an account into a single payment request. When you post invoices for an account, Billing automatically consolidates qualifying invoices into one payment schedule and one payment schedule item.