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Configure Payment Methods
The Payment Method object stores credit card or other payment processing information for an account. You can configure the card and bank account types available for selection when adding new payment methods.
Before deploying Vlocity, set up the picklists in the Payment Methods and Payment Adjustment objects. For more information, see Add or Edit Picklist Values in the Salesforce Help.
To configure payment methods:
- From Setup, in the Quick Find box, enter Objects.
- Click Objects.
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Click Payment Method.
The Custom Fields & Relationships related list contains the fields that specify information about payment methods, including:
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Active specifies if a payment method is active or inactive.
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Bank Account Type specifies the type of bank account from which a customer can make a payment.
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Card Type specifies the type of credit card the customer can use to make a payment.
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Method Type specifies the type of payment.
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Primary specifies if a payment method is the primary payment method.
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- In the Custom Fields & Relationships related list, click the field label to edit its data.
- Make any necessary changes.
- Click Save.
