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创建付款计划来管理财务困境
作为收款专家,从收款计划记录详细信息页面创建付款计划。收款和回收会根据客户的财务账户类型及其财务困境为客户提供灵活的付款计划。

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您在此处:
作为收款专家,从收款计划记录详细信息页面创建付款计划。收款和回收会根据客户的财务账户类型及其财务困境为客户提供灵活的付款计划。
| 适用于:Lightning Experience |
| 适用于:查看产品和版本可用性。 |
| 所需用户权限 | |
|---|---|
| 要创建付款计划: | 收款和恢复专家 |
| 要访问财务客户和相关标准对象: | Financial Services Cloud 扩展 或者 FSC Foundation 或者 FSC 服务 或者 FSC 销售 |
您只能为 Financial Services Cloud 客户创建付款计划。

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