Create an Order Payment Template
Create an order payment template to define the payment methods used for orders.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create order payment templates: | CGCloud Business Admin OR CGCloud Retail Business Admin |
- From the App Launcher, find and select Order Payment Templates, and then click New.
-
Provide these details:
Field Description Identification Order Payment Template Name The name of the order payment template. Active Indicates whether a template is active. Sales Org Sales org of an order payment template. Description Description Language 1/2 /3/4 Description of an order payment template in the languages configured for the sales org. Payment Type Payment Method The payment methods for a payment. The options are:
- Check
- Cash
- Deduction
- Credit Card
- Money Order
- Debit Card
- Expense
- Multiple
Debit Credit Payment Indicates whether the payment is completed using a debit or credit card. The options are:
- None (default)
- Debit
- Credit
Attributes Effective Date Required Indicates whether an effective date must be entered when collecting a payment. The options are:
- None (default)
- Optional
- Required
- Not Required
Expiration Date Required Indicates whether expiry date must be entered when collecting a payment. The options are:
- None (default)
- Optional
- Required
- Not Required
Bank Code Required Indicates whether bank code must be entered when collecting a payment. The options are:
- None (default)
- Optional
- Required
- Not Required
Account Required Indicates whether a bank account number must be entered when collecting a payment. The options are:
- None (default)
- Optional
- Required
- Not Required
Holder Name Required Indicates whether bank account holder name must be entered when collecting a payment. The options are:
- None (default)
- Optional
- Required
- Not Required
CSC Required Indicates whether Card Security Code must be entered when collecting a payment. The options are:
- None (default)
- Optional
- Required
- Not Required
Item Number Required Indicates whether means of payment number must be entered when collecting a payment. The options are:
- None (default)
- Optional
- Required
- Not Required
Institute Required Indicates whether the bank name must be entered when collecting a payment. The options are:
- None (default)
- Optional
- Required
- Not Required
Payment Modification Reason Payment Modification Reason Indicates the reason for modifying a payment. The options are:
- Lost
- Miscounting
- No Receipt
- Stolen
- Save your changes.
