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Manage Your Billing Processes with Salesforce Billing
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            Create a Credit Card Payment Method

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            Create a Credit Card Payment Method

            Add a credit card payment method to an account. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Spring ’18 and later

            Before you add credit cards, you must add the New Payment Method Credit Card button to the account page layout.

            1. From your account, find the Payment Methods related list, and then click New Payment Method Credit Card.
              Important
              Important Use the New Payment Method Credit Card button to create a credit card payment method. The New Payment Method button works only for Automated Clearing House (ACH) payment methods.
            2. Choose a payment gateway.
            3. Enter the card holder’s personal information, card details, and address.
              As of Salesforce Billing Winter '19, the Billing Email field is required on payment methods for Authorize.net, Payeezy, and all other custom payment gateways that are configured to use New Payment Method Credit Card.
            4. If you want Salesforce Billing to use this credit card to make automatic payments, select Sign up for the automatic payment option?.
            5. Save your changes.
              If you entered your information correctly, Salesforce Billing shows a success message.
            6. To return to the account, click Back. To add another credit card to the account, click Yes and repeat the steps.
             
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