Set up Billing to automatically create payment schedules and payment schedule items for posted invoices, share payment accounts, retry failed payments, pass payment metadata via payment gateways, issue refunds, apply credits and payments to settle the balances of invoices or invoice lines, and automate dunning orchestration.
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. |
| User Permissions Needed | |
|---|---|
| To enable and configure Payments features: | Payment Admin permission set |
- From Setup, in the Quick Find box, enter Billing, and then select Billing Settings.
- To automatically create payment schedules and payment schedule items for posted invoices, turn on Create Payment Schedules and Payment Schedule Items.
- To view billing details related to payments, payment authorizations, refunds, and saved payment methods, turn on Share Payment Accounts.
- To automatically retry failed payments for specific error categories at various time intervals, add at least one default payment retry rule, and then turn on Retry Failed Payments.
- To automatically send Level 2 and Level 3 payment details, turn on Level 2 and Level 3 Data Support.
- To automatically apply standalone processed payments to posted invoices during invoice run, turn on Application of Payments to Posted Invoices.
- To automate the issue of refunds when a fully settled invoice is amended or canceled, turn on Issue Refunds and Settle Balances.
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Select the payment application level. The label of this setting is Credit, Refund, and
Payment Application Level.
- To apply payments to settle the balances of invoice lines of posted invoices, select Line Level.
- To apply payments to settle the balances of posted invoices that have invoice line amounts rolled-up, select Header Level.
The default payment application level is Line Level.
- Select the credit memo and payment application rules.
After you configure payment features of Billing, your Payment Operations users can process payments and issue refunds.