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Manage Your Billing Processes with Salesforce Billing
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            Helpful Fields and Settings for Payment Runs

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            Helpful Fields and Settings for Payment Runs

            When you configure your payment runs, review helpful fields and package settings. (Salesforce Billing Managed Package)

            Fields

            Salesforce Billing contains fields and package settings to help you customize how your payment runs are handled.

            Object Field Name Notes
            Account Default Payment Type

            A payment run picks up an invoice if the run and the invoice have matching Default Payment Type values. Salesforce Billing provides two ways to set Default Payment Type on the invoice:

            Assign a payment method to the account and select the payment method’s Autopay field
            The account’s default payment type inherits the value of the payment method’s Type field. All the account’s invoices inherit the account’s default payment type. This setup is useful for quickly setting a default payment type for all of the account’s invoices.
            Enter a payment method in the invoice’s Override Autopay Payment Method field
            The invoice’s default payment type ignores the account’s payment method and inherits the Type value from the Override Autopay Payment Method instead. Use this setup when you must temporarily change the payment method used for a specific invoice.
            Invoice Override Autopay Payment Method

            Shows a payment method. If this field has a value when a payment run evaluates the invoice, the invoice’s default payment type ignores the account’s payment method. The default payment type instead inherits its Type value from the payment method defined in Override Autopay Payment Method.

            We recommend using this setup when you must temporarily change the payment method used for a specific invoice.

            Package Settings

            To access these settings, go to the Payment tab in Salesforce Billing package settings.

            Setting Notes
            Payment Scheduler Pickup Date (on or after) Allows users to choose whether the payment scheduler picks up the invoice for payment on the invoice date or due date.
            Payment Creation Batch Size

            Payment runs can encounter errors when running batch Apex jobs that create large numbers of payment lines. These errors often occur around 2,000 payment lines, but the exact number varies based on your settings. You can reduce the likelihood of these errors by setting your payment creation batch size.

            For example, if you set a posted invoice batch size of 300 and your payment run must create 2,100 payment lines, Salesforce Billing runs 7 Apex batch jobs that each create 300 payments. Reducing the batch sizes slows payment run speeds but reduces the chance of errors from batches with multiple large invoices.

            If your customer’s payment run encounters Apex errors, decrease the payment creation batch size. Then, return it to the maximum value when their payment runs are no longer evaluating a large volume of invoice lines.

            Salesforce Billing supports a minimum value of 1 and a maximum value of 70.
             
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