---
schema_version: "1"
id: dee267005310d947b4982ecf33d9db7337cf67f98ab3ab5aeca881c1642266a9
title: Automatic Creation of Payment Schedules and Payment Schedule Items
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_setup_payment_schedules_and_payment_schedule_items_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_setup_payment_schedules_and_payment_schedule_items_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a76d22eb443cf0f25ece644873a324174eaa415ad6c3ad8f9021e84c8e7859b4
description: Automate the creation of payment schedules and payment schedule items so that they are ready to be processed.
products:
  - Revenue Cloud
release: "264"
---
# 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.

### 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>

## Process Overview

When your Payments admin [enables the Create Payment Schedules and Payment Schedule Items feature for the first time](https://help.salesforce.com/s/articleView?id=ind.billing_setup_salesforce_payments_features.htm&release=264.0.0&type=5 "Set up Payments to streamline the management of the entire payment lifecycle. By establishing a secure connection with native and third-party payment providers, you can directly process payments for customer transactions within your Salesforce environment."), these default records are created for your Salesforce org:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d209438e99">Default Record For</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d209438e102">Record Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d209438e105">Key Field Values</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Default Record For" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e99 ">Payment Schedule Policy</td>

            <td data-label="Record Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e102 ">Default Payment Schedule Policy</td>

            <td data-label="Key Field Values" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e105 ">
              <ul>
                <li>Payment Schedule Policy Status value: Active</li>

                <li>Payment Schedule Treatment Selection value: Default</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Default Record For" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e99 ">Payment Schedule Treatment</td>

            <td data-label="Record Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e102 ">Default Payment Schedule Treatment</td>

            <td data-label="Key Field Values" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e105 ">
              <ul>
                <li>Payment Schedule Treatment Status value: Active</li>

                <li>Automation Trigger Source value: Invoice Posted</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Default Record For" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e99 ">Payment Schedule Treatment Detail</td>

            <td data-label="Record Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e102 ">Default Payment Schedule Treatment Detail</td>

            <td data-label="Key Field Values" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e105 ">
              <ul>
                <li>Installment Payment Type value: Percentage</li>

                <li>Percentage value: 100</li>

                <li>Processing Date Reference value: Invoice Due Date</li>

                <li>Payment Method Selection Type value: Most Recent Autopay</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Default Record For" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e99 ">Payment Schedule Distribution Method</td>

            <td data-label="Record Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e102 ">Default Payment Schedule Distribution Method</td>

            <td data-label="Key Field Values" class="slds-cell-wrap" style="vertical-align:top;" headers="d209438e105 ">
              <ul>
                <li> Distribution Method Type value: Full Distribution</li>

                <li>Distribution Count value: 1</li>

              </ul>
            </td>

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

## Payment Schedules and Payment Schedule Items

A Payment Schedule record and a Payment Schedule Item record are created based on the configuration of these default records. So, each time an Invoice record is posted, a single Payment Schedule record is created with the entire invoice balance amount as the total requested amount. A single Payment Schedule Item record is created for each Payment Schedule record. You can also [group multiple invoices of an account](https://help.salesforce.com/s/articleView?id=ind.billing_payments_consolidate_invoices.htm&release=264.0.0&type=5 "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.") to generate a consolidated Payment Schedule and Payment Schedule Item record.

## Access to Edit Payment Schedules and Payment Schedule Items

The user that turns on Create Payment Schedules and Payment Schedule Items is the owner of the default Payment Schedule Treatment record, and the Payment Schedule and Payment Schedule Item records that are automatically created. To enable other users to edit Payment Schedule records and Payment Schedule Item records, [set the default internal access of the Payment Schedule object and Payment Schedule Item object to Public Read/Write](https://help.salesforce.com/s/articleView?id=platform.admin_sharing.htm&language=en_US).

#### See Also

- [_Revenue Cloud Developer Guide_: PaymentSchedule](https://developer.salesforce.com/docs/atlas.en-us.256.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_paymentschedule.htm)
- [_Revenue Cloud Developer Guide_: PaymentScheduleItem](https://developer.salesforce.com/docs/atlas.en-us.256.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_paymentscheduleitem.htm)
- [_Revenue Cloud Developer Guide_: PaymentSchedulePolicy](https://developer.salesforce.com/docs/atlas.en-us.256.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_paymentschedulepolicy.htm)
- [_Revenue Cloud Developer Guide_: PaymentScheduleTreatment](https://developer.salesforce.com/docs/atlas.en-us.256.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_paymentscheduletreatment.htm)
- [_Revenue Cloud Developer Guide_: PaymentScheduleTreatmentDtl](https://developer.salesforce.com/docs/atlas.en-us.256.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_paymentscheduletreatmentdtl.htm)
- [_Revenue Cloud Developer Guide_: PymtSchdDistributionMethod](https://developer.salesforce.com/docs/atlas.en-us.256.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_pymtschddistributionmethod.htm)