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            Add Payment Source Information to the Payment Details Page

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            Add Payment Source Information to the Payment Details Page

            As of Spring ’25, you can view the origin of a payment on the payment intent record. If you’ve been using Payments before the Spring ’25 release, you can add the Source section to the record page to capture the information.

            Required Editions

            View supported editions.
            User Permissions Needed
            To edit record pages in the Payments app: Payments administrator permissions
            1. At the top of the page, click Setup and select Setup.
            2. Select Object Manager.
            3. In the Quick Find box, enter and select Payment Intent.
            4. Select Page Layouts | Payment Intent Layout.
              The page layout opens.
              Payment Intent page layout showing the new Source section
            5. On the palette at the top of the page, select Fields, and drag the Section element onto the Payment Intent Detail part of the page.
            6. Click layout properties icon to view the Section Properties page.
            7. Enter Source as the section name, and select the column layout.
            8. In the palette, drag the Payment Initiation Source field to the Source section.
            9. Save your changes.
            10. Refresh the app to see the Source section on the Details tab of each payment intent record.

            See Also

             
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