---
schema_version: "1"
id: dba8390672f70e8612786bad7ffb3a4613f57fed30962d7623a5e6fc3d726bf2
title: Payment Methods
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/asl_tj_payment_method_changes.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.asl_tj_payment_method_changes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2fcf8e98a5f15cf6ecddb3925c03979e5dee5b6d901890fd83498971c7415ece
description: Configure payment methods and their impact on transaction journal records.
products:
  - Education
  - Cross Cloud
release: "264"
---
# Payment Methods

Configure payment methods and their impact on transaction journal records.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="REQUIRED EDITIONS AND USER PERMISSIONS"><caption>REQUIRED EDITIONS AND USER PERMISSIONS</caption> <colgroup><col style="width:100%"></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>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Accounting Subledger</td></tr></tbody></table>

 
| User Permissions Needed |   |
| --- | --- |
| To edit the Transaction Journal object or set up Accounting Settings: | Manage Accounting Subledger |
| To change picklists: | Customize Application |

## Add Payment Methods

Accounting Subledger doesn't include default payment methods on transaction journal records. Add them on the object while making sure that they match the methods on your source object.

1. From the object management settings for transaction journal, go to **Fields & Relationships**.
2. Search for and then select **Payment Method**.
3. In the Payment Method Picklist Values section, click **New**.
4. Enter one payment method per line.
5. Save your changes.

See [Add or Edit Picklist Values](https://help.salesforce.com/s/articleview?id=platform.updating_picklists.htm&type=5).

## Create Adjustment Transaction Journal Records

Sometimes, accounting teams want to track payment method changes on the source records. To do so, configure Accounting Subledger to generate new transaction journal records with the updated payment method, and reclass records for the accounting data that you generated previously.

1. From Setup, in the Quick Find box, enter Accounting Settings, and then select **Accounting Settings**.
2. Turn on **Create Adjustments When Payment Method Changes**.

If you have transaction journal records that you don't want reprocessed, consider these options.

- Change your Accounting Records Start Date to a future date so that the existing records don't generate additional ones.
- Update the payment method on existing records to the new method using a tool such as Salesforce Data Loader. This option can be complex, so we recommend it for advanced admins and only after you test it in a sandbox. See [When to Use Data Loader](https://help.salesforce.com/s/articleview?id=sf.when_to_use_the_data_loader.htm&type=5).