Send a payment through a native or third-party payment gateways with enhanced data attached, and verify the Level 2 and Level 3 fields in the payment gateway logs.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information. |
| User Permissions Needed | |
|---|---|
| To process payments and review payment gateway logs: |
Payment Admin permission set OR Payment Operations User permission set |
Turn on Level 2 and Level 3 data support on the Billing Settings page, and confirm that you have a posted invoice with line-level detail. Each invoice line needs a product description, unit price, quantity, and line amount, because these fields form the Level 3 data that Billing sends to the gateway.
When you process a payment on a native gateway, Billing attaches Level 2 and Level 3 data automatically from the invoice and invoice lines.
- Create a payment schedule for the invoice.
- Create a payment schedule item, and link it to the saved payment method of your third-party or native payment gateway, such as Stripe or Adyen.
- Set the payment schedule item status to Ready for Processing.
- Run a payment batch run.
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After the payment batch run completes, open the payment gateway logs and confirm that
the payment transaction has succeeded.
The gateway log shows that Level 2 and Level 3 fields, such as quantity, unit price, and tax amount, have been passed to the payment gateway during the payment transaction.