---
schema_version: "1"
id: f8b07478658771a1bd096c3535e4e3c9666b1c744cc0feecaab5d310f4753ce5
title: Configure Automated Payment Collection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_configure_automated_payment_collection.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_configure_automated_payment_collection.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b726be23926b6057ccba9cd864bc5edeb073e8c2a39999bdd6963866e21a2c69
description: To automatically process payments for your transactions, your admins set up a payment scheduler with specific filters, such as the desired run frequency and matching criteria. Payment batch runs process existing payment schedules and payment schedule items to collect the corresponding payments and then apply them to invoices based on the payment application level.
products:
  - Education
release: "264"
---
# Configure Automated Payment Collection

To automatically process payments for your transactions, your admins set up a payment scheduler with specific filters, such as the desired run frequency and matching criteria. Payment batch runs process existing payment schedules and payment schedule items to collect the corresponding payments and then apply them to invoices based on the payment application level.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><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>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud, <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;language=en_US&amp;type=5#revenue_licenses_areas_and_features__billing_features_by_license" target="_blank">Revenue Cloud Advanced, and the Revenue Cloud Billing licenses</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d13790e76">User Permissions Needed</th>
          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13790e76 ">To schedule payments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13790e76 ">Education Cloud Full Access</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13790e76 ">To schedule payment batch runs:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13790e76 ">Payment Operations User permission set</td>

          </tr>
        </tbody>
      </table>

To schedule payment batch runs, see [Schedule Payment Batch Runs to Process Payments](https://help.salesforce.com/s/articleView?id=ind.billing_payment_runs_schedule.htm&language=en_US).