---
schema_version: "1"
id: e780c094985ed3437100f613cbd2fabf44b6b01327c399cbfe29cac68cf13000
title: Configure Payment Features in Billing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_setup_payments_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_setup_payments_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d77771349dab565857d172f94e0f035af8ac0c04f0ab30354824b02670a11c95
description: 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.
products:
  - Revenue Cloud
release: "264"
---
# Configure Payment Features in Billing

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

<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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d113083e84">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d113083e84 ">To enable and configure Payments features:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d113083e84 ">Payment Admin permission set</td>

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1. From Setup, in the Quick Find box, enter **Billing**, and then select **Billing Settings**.
2. To automatically create payment schedules and payment schedule items for posted invoices, turn on Create Payment Schedules and Payment Schedule Items.
3. To view billing details related to payments, payment authorizations, refunds, and saved payment methods, turn on Share Payment Accounts.
4. 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.
5. To automatically send Level 2 and Level 3 payment details, turn on Level 2 and Level 3 Data Support.
6. To automatically apply standalone processed payments to posted invoices during invoice run, turn on Application of Payments to Posted Invoices.
7. To automate the issue of refunds when a fully settled invoice is amended or canceled, turn on Issue Refunds and Settle Balances.
8. 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.
9. Select the credit memo and payment application rules.
    
    See [Define Rules and Order to Apply Credit Memo and Payments](https://help.salesforce.com/s/articleView?id=ind.billing_setup_credit_memos_payments_application_rules.htm&release=264.0.0&type=5 "Define the rules and the order in which credit memos and payments are applied to settle the balances of posted invoices or invoice lines within the same account.").

After you configure payment features of Billing, your Payment Operations users can [process payments and issue refunds](https://help.salesforce.com/s/articleView?id=ind.billing_payments.htm&release=264.0.0&type=5 "Complete your cash journey by making payments for posted invoices and issuing refunds when needed. Settle open invoice balances in a timely manner and accurately report cash flow by collecting and applying payments. Refund your customers if they change or cancel products or services that they paid for.").