Add Payment Instrument Fields in Education

Add Payment Instrument fields to the page layouts. Include fields to obtain account holder and payment method details that are required to complete a transaction.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To add the new Payment Instrument fields to page layouts:	Customize Application AND Modify All Data AND Modified Education Cloud Full Access permission set

User Permissions Needed

To add the new Payment Instrument fields to page layouts:

Customize Application

AND

Modify All Data

AND

Modified Education Cloud Full Access permission set

Update the Gift Transaction and Gift Commitment Schedule Lightning page layouts to include the Payment Instrument fields.