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            Payment Configuration

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            Payment Configuration

            Set up payment processing for your billing transactions. Configure native payment gateways, payment schedule policies, payment schedules, and related payment records. Then, schedule payment batch runs to process payments and apply them to invoices or invoice lines.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled
            • Configure Native Payment Gateways
              Configure native payment gateways to enable Salesforce Payments for billing transactions. Salesforce Payments requires an Experience Cloud site to support secure payment processing and guest access to payment APIs.
            • Configure Third-Party Payment Gateways
              Bring your own third-party payment gateways to process payments and issue refunds.
            • Configure Payment Schedule Policies
              Payment schedules contain information about a set of payments that a customer wants to pay at different times for a certain record. A payment schedule contains one or more payment schedule items, where each item represents one payment to be processed.
            • Configure Payment Batch Runs
              At the start time of the payment scheduler, payment batch runs start processing payment schedule items based on the defined criteria.
             
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            Salesforce Help | Article