This flow is triggered when a payment intent event is created for a successful
transaction, and updates the payment received details in the corresponding collection plan or
payment schedule item.
Required Editions
| User Permissions Needed |
| To customize the prebuilt flow: |
Collections and Recovery Admin permission set
AND
Customize Application permission
|
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From Setup, in the Quick Find box, enter Flows, and then select
Flows.
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Click Collections: Update Payment Details.
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Click Save As New Version.
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Customize the flow according to your business requirements.
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Save your changes and activate the flow.