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Create an Order Payment Template

Create an order payment template to define the payment methods used for orders.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create order payment templates:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

  1. From the App Launcher, find and select Order Payment Templates, and then click New.
  2. Provide these details:
    Field Description
    Identification
    Order Payment Template Name The name of the order payment template.
    Active Indicates whether a template is active.
    Sales Org Sales org of an order payment template.
    Description
    Description Language 1/2 /3/4 Description of an order payment template in the languages configured for the sales org.
    Payment Type
    Payment Method

    The payment methods for a payment. The options are:

    • Check
    • Cash
    • Deduction
    • Credit Card
    • Money Order
    • Debit Card
    • Expense
    • Multiple
    Debit Credit Payment

    Indicates whether the payment is completed using a debit or credit card. The options are:

    • None (default)
    • Debit
    • Credit
    Attributes
    Effective Date Required

    Indicates whether an effective date must be entered when collecting a payment. The options are:

    • None (default)
    • Optional
    • Required
    • Not Required
    Expiration Date Required

    Indicates whether expiry date must be entered when collecting a payment. The options are:

    • None (default)
    • Optional
    • Required
    • Not Required
    Bank Code Required

    Indicates whether bank code must be entered when collecting a payment. The options are:

    • None (default)
    • Optional
    • Required
    • Not Required
    Account Required

    Indicates whether a bank account number must be entered when collecting a payment. The options are:

    • None (default)
    • Optional
    • Required
    • Not Required
    Holder Name Required

    Indicates whether bank account holder name must be entered when collecting a payment. The options are:

    • None (default)
    • Optional
    • Required
    • Not Required
    CSC Required

    Indicates whether Card Security Code must be entered when collecting a payment. The options are:

    • None (default)
    • Optional
    • Required
    • Not Required
    Item Number Required

    Indicates whether means of payment number must be entered when collecting a payment. The options are:

    • None (default)
    • Optional
    • Required
    • Not Required
    Institute Required

    Indicates whether the bank name must be entered when collecting a payment. The options are:

    • None (default)
    • Optional
    • Required
    • Not Required
    Payment Modification Reason
    Payment Modification Reason

    Indicates the reason for modifying a payment. The options are:

    • Lost
    • Miscounting
    • No Receipt
    • Stolen
  3. Save your changes.