To create a payment record on your account without having to allocate it immediately to
an invoice, use this manual process. This process is useful for preparing a payment that a sales
rep or end user can apply later or for manually recording payments made by check or
cash. (Salesforce Billing Managed Package)
Required Editions
Available in: Salesforce Billing Spring ’18 and later
You can create a payment record either from your account or on
the Payments page if the payment type is cash or check.
Create a payment record.
To create Payment record from your account
From the App Launcher, find and select Account.
Go
to your account, and on the Payments related list, click
New.
To create Payment record on Payments page
From the App Launcher, find and select
Payments.
Click New.
Select account.
If you're creating a Payment record from an account, the Account field is
automatically populated.
Enter amount.
Select the status as Posted.
Only posted payments can be allocated to an invoice. You can also create draft
payments and post it later.
Select the payment type as cash or check.
Select the payment mode as External.
Enter payment date and currency.
If you select payment type as check, you can enter check number and check date if
needed.
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