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            Automatic Creation of Payment Schedules and Payment Schedule Items

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            Automatic Creation of Payment Schedules and Payment Schedule Items

            Automate the creation of payment schedules and payment schedule items so that they are ready to be processed.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, 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.

            Process Overview

            When your Payments admin enables the Create Payment Schedules and Payment Schedule Items feature for the first time, these default records are created for your Salesforce org:

            Default Record For Record Name Key Field Values
            Payment Schedule Policy Default Payment Schedule Policy
            • Payment Schedule Policy Status value: Active
            • Payment Schedule Treatment Selection value: Default
            Payment Schedule Treatment Default Payment Schedule Treatment
            • Payment Schedule Treatment Status value: Active
            • Automation Trigger Source value: Invoice Posted
            Payment Schedule Treatment Detail Default Payment Schedule Treatment Detail
            • Installment Payment Type value: Percentage
            • Percentage value: 100
            • Processing Date Reference value: Invoice Due Date
            • Payment Method Selection Type value: Most Recent Autopay
            Payment Schedule Distribution Method Default Payment Schedule Distribution Method
            • Distribution Method Type value: Full Distribution
            • Distribution Count value: 1

            Payment Schedules and Payment Schedule Items

            A Payment Schedule record and a Payment Schedule Item record are created based on the configuration of these default records. So, each time an Invoice record is posted, a single Payment Schedule record is created with the entire invoice balance amount as the total requested amount. A single Payment Schedule Item record is created for each Payment Schedule record. You can also group multiple invoices of an account to generate a consolidated Payment Schedule and Payment Schedule Item record.

            Access to Edit Payment Schedules and Payment Schedule Items

            The user that turns on Create Payment Schedules and Payment Schedule Items is the owner of the default Payment Schedule Treatment record, and the Payment Schedule and Payment Schedule Item records that are automatically created. To enable other users to edit Payment Schedule records and Payment Schedule Item records, set the default internal access of the Payment Schedule object and Payment Schedule Item object to Public Read/Write.

            See Also

             
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