Set up a payment scheduler with specific filters to automatically process payments for
your transactions. 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
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with
Revenue Cloud
The Salesforce Payments feature is available with the Revenue Cloud Billing license, with a cost per transaction model
for both native and Bring Your Own payment gateways. Contact your Salesforce account
executive for more information.
If you purchased the Revenue Cloud Billing license on or before July 2025, contact your
Salesforce account executive to add the Salesforce Payments feature to your existing
license.
User Permissions Needed
To schedule payment batch runs:
Payment Operations User permission set
From the App Launcher, find and select Billing Batch
Schedulers.
Click New Payment Scheduler.
Enter a name for the payment scheduler.
To activate the payment scheduler, select Active.
Payments are collected and applied only when the scheduler is active. You can create
payment schedulers in inactive state, and modify and activate them later.
Select the frequency at which you want the payment batch runs to process
payments.
If you select Once, select a start date and a start time
for the scheduler.
If you select Daily, select a start date and a start time,
and an end date for the scheduler.
If you select Monthly, select a start date and a start
time, and an end date for the scheduler. Additionally, select the number of days after
which you want the monthly payment batch run to recur.
Click Next.
To configure matching criteria for the payment scheduler, select Match
Any, select Payment Schedule Item as the Type,
Payment Run Matching Value as the Column, and select the payment
run matching value that you want to filter payment schedule items by.
By default, no matching criteria is selected. If you don't specify a matching
criteria, the default matching criteria is used to determine the payment schedule items
that the payment batch run must process. With the default matching criteria, all the
payment schedule items with a target payment date that's less than or equal to the job run
date are processed by the payment batch runs.
Click Create.
A Billing Batch Scheduler record with Payment as the Job Type is created. At the
start time of the scheduler, a Payment Batch Run record is created.
To understand how payment batch runs process payment schedules and payment schedule items,
see Payment Batch Run
Overview.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
