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Manage Your Billing Processes with Salesforce Billing
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            Payment Scheduler Fields

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            Payment Scheduler Fields

            Payment scheduler fields control when the scheduler sends out a payment run and whether that run happens on a recurring basis. You can also control the type of payment method that the run uses when creating payments against an account’s invoices. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            Include All Currencies
            In multicurrency orgs, the payment run picks up invoices of all currencies. Salesforce Billing still evaluates other criteria such as payment batch and payment type.
            Payment Batch
            If a payment scheduler has a payment batch value, the payment run evaluates only invoices with matching payment batch values. This is an optional field.
            Payment Type
            Salesforce Billing includes an account in the payment run if the account contains a payment method where the Auto Pay field is selected and the Payment Type value matches the scheduler’s payment type. You can also choose multiple values for the scheduler’s payment type. In this case, Salesforce Billing evaluates payment methods for the first value listed in the scheduler’s payment type. If that method type isn’t available, it evaluates payment methods for the other value.
            Start Date and Time
            Defines when your invoice scheduler begins its first payment run. Payment schedulers require this field to start their first payment run, regardless of type. If you don’t provide a value for this field, your payment scheduler doesn’t send out its first payment run.
            Target Date
            When a payment run evaluates invoices for payment, it includes invoices only if their invoice date or invoice due date is on or before the scheduler’s target date. You can choose whether the scheduler evaluates invoice date or invoice due date in Salesforce Billing package settings.
            Target Day of Month
            Sets the day of the month for monthly payment runs. Use this field if your invoice scheduler’s Type field has a value of Monthly.
            Target Day of Week
            Sets the day of the week for weekly invoice runs. The day is represented by a number, where 1 equals Sunday. Use this field if your invoice scheduler’s Type field has a value of Weekly.
            Type
            Defines whether the invoice run occurs once, daily, weekly, or monthly. This is a required field.
            Example
            Example This payment scheduler sends out a payment run every Friday at 5:00 P.M. starting the first Friday of March. It picks up invoices with due dates on or before April 30, 2018.

            A sample weekly payment scheduler

             
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            Salesforce Help | Article