Make a Payment on an Invoice

Use the payment center to create and apply a payment toward all or part of an invoice’s balance. (Salesforce Billing Managed Package)

Available in: Salesforce Billing Spring ’18 and later

Go to your account and click Payment Center.
On the Make a Payment page, click By Invoice and then click Next.
The payment center displays a list of your account’s posted invoices with balances due. You can choose to pay any number of invoices in full or to make partial payments against their balances. You can search for invoices by invoice number.
Check the boxes for all the invoices that you want to pay.
Choose Full or Partial payments for each invoice that you want to pay.
Salesforce Billing displays a Payment Summary sidebar listing the total balance paid and remaining balance for each invoice you’ve selected.
Click Next.
1. If you chose partial payments for any of your invoices, choose how much to pay against each invoice’s invoice lines. Click Next when you’re done.
Choose a payment method or create a new one, then click Pay Now.
Salesforce Billing displays a page confirming that your payment was successful. You can return to your account or view the payment record you just made.

Note

Salesforce Billing always allocates partial payments to invoice lines, even when the Advanced A/R Application package setting is disabled.
You cannot update your payment method’s credit card number within the payment center.

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