--- schema_version: "1" id: 8bf8ebd305fcbf20d12f1b23e6a336d2e6d89becb01ae4542bd91e36f81bd96d title: Create an Order Payment Template collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_order_payment_template.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_order_payment_template.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d914ef01d72eb9682530630fec52e0602fcdef4141c0a007df47a41a5073901b description: Create an order payment template to define the payment methods used for orders. products: - Consumer Goods release: "264" --- # 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.