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            Generate Pay Now Links for Business Accounts

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            Generate Pay Now Links for Business Accounts

            Collect invoice payments against the correct business account by generating Pay Now links. Your customers pay as a guest with their preferred payment method and can save it for future use.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.
            User Permissions Needed
            To generate Pay Now payments links and associate payments with business accounts: Payment Admin permission set
            1. From the App Launcher, find and select Stores.
            2. Set up a new Pay Now store or select an existing one.
            3. Click Settings, and select Store.
            4. Click Buyer Access..
            5. Turn off Self-Registration.
            6. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            7. Click Generate Payment Link.
            8. Click Save As New Flow and name the flow Generate Payment Link V2.
            9. In the With Products or Predefined Amount Link Type? Decision element, , delete the With Products outcome and all its elements one by one. To select and delete multiple elements at after, switch to Free-Form layout, click Drag to select, select the elements, and press Delete. Delete the With Products outcome only if your org does not have a Salesforce Commerce license.
              Auto-Layout dropdown menu with Free-Form option

              Delete the With Products outcome only if your org doesn’t have a Salesforce Commerce license.

            10. In the Predefined Amount branch, click the Predefined Amount Payment Link Create Records element.
              Create Records panel with Account ID and Is Business Account Payment fields
            11. In the Set Field Values for the Payment Link panel, click Add Field and add these fields.
              Field Value
              Account ID The business account ID from your data source
              Is Business Account Payment True
              Note
              Note To set the Account ID value dynamically, use a Get Records element in the flow to get the business account ID from your data source. For example, if you’re running this flow from an invoice record page, get the account ID from the invoice record and pass it to this field.
            12. In the Toolbox, expand the Formulas section and delete the Single_Use_Or_Multi_Use formula to avoid an activation error.
              Toolbox Formulas section with Single_Use_Or_Multi_Use formula highlighted
            13. Save and activate the flow.
              Activated Generate Payment Link V2 flow

            When your customer completes the payment, they can select Save this payment method for future use to save the payment method to the business account.

            Note
            Note To run the flow and generate a payment link, see Generate a Pay Now Payment Link. To add the Generate Payment Link V2 flow as an action button on a record page so that you can generate payment links directly from any record, see Add a Payment Link to a Salesforce Record.
             
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