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Payment Transaction Fields
Before you start working with payments, review payment transaction fields and attributes. (Salesforce Billing Managed Package)
- Account
- Account containing the invoice that the payment transaction is set to pay.
- Amount
- Amount that Salesforce Billing attempts to use against the balance of an invoice.
- Bank Account Name
- User-defined value. Used to record information about externally recorded ACH payments.
- Bank Account Number
- User-defined value. Used to record information about externally recorded ACH payments.
- Bank Account Type
- User-defined value. Used to record information about externally recorded ACH payments.
- Bank Name
- User-defined value. Used to record information about externally recorded ACH payments.
- Bank Routing Code
- User-defined value. Used to record information about externally recorded ACH payments.
- Card Expiration Month
- Information about the customer credit card related to the payment method. Sent from the payment gateway following a transaction request.
- Card Expiration Year
- Information about the customer credit card related to the payment method. Sent from the payment gateway following a transaction request.
- Card Type
- Information about the customer credit card related to the payment method. Sent from the payment gateway following a transaction request.
- Gateway Date
- The date that the transaction request occurred in the payment gateway.
- Gateway Status
- Shows one of seven values that summarizes the payment gateway’s response to the payment transaction request.
- Invoice
- The invoice that Salesforce Billing is attempting to pay through the payment transaction. If the transaction is successful, Salesforce Billing creates a payment record and attempts to allocate it to the invoice.
- Notes
- Area for user-defined notes on the payment transaction.
- Payment Created
- Shows whether Salesforce Billing created a payment for a successful transaction. If this field is deselected on a successful transaction, review why Salesforce Billing didn’t create the payment—for example, the user who owns the payment run didn’t have permission to access payment records. After you resolve the issue, create a payment for the same amount as the payment transaction, and then allocate it to the transaction’s invoice on your own.
- Payment Gateway
- The Salesforce Billing payment gateway record used to establish communication with the external payment gateway. Inherited from the payment method.
- Payment Method
- The payment method used to provide customer payment information to the payment gateway.
- Payment Run
- The payment run that created the payment transaction to record the result of external payment gateway communication.
- Request - Credit Card Number
- Shows a tokenized version of the credit card number sent to the customer bank within the transaction request. Salesforce Billing doesn’t store credit card numbers or other sensitive customer payment information. Instead, it stores tokenized versions of that information and sends the tokens to the external payment gateway.
- Request - Transaction Type
- Shows the type of payment action requested of the customer bank: authorization, charge, void, or refund.
- Response
- Detailed message contained in a gateway response alongside the response code, response, response status, and response message. Although specific responses vary between gateways, the response usually provides more information about the response message.
- Response Code
- Numeric value contained in a gateway response alongside the response status, response, and response message. The code is used as an indexing value for different types of responses. You can generally ignore it and focus on the response and response message to get all the information you need about the results of your transaction request.
- Response Gateway ID
- Alphanumeric value sent in a gateway response. Used by developers for troubleshooting.
- Response Message
- Message sent from the external payment gateway to show the result of the transaction request. You can review this message for additional context regarding the value of the transaction’s gateway status.
- Response Status
- Message sent from the external payment gateway to show the result of the transaction request. While this value can vary between gateways, it’s often the same as the response message.
- Status
- The transaction’s status is In Progress while the external payment gateway communicates with the customer bank. Salesforce Billing changes it to Completed after the gateway returns a transaction response.
- Type
- Shows the type of action requested from the customer bank: authorization, charge, void, or refund.
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