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.
From your account, find the Payment Methods related list, and then click New
Payment Method Credit Card.
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.
Choose a payment gateway.
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.
If you want Salesforce Billing to use this credit card to make automatic payments, select
Sign up for the automatic payment option?.
Save your changes.
If you entered your information correctly, Salesforce Billing shows a success
message.
To return to the account, click Back. To add another credit card to
the account, click Yes and repeat the steps.
Hjalp denne artikkelen med å løse problemet ditt?
La oss få vite det slik at vi kan forbedre!
Laster
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
