Processing Payments

Salesforce Billing provides a comprehensive system for taking customer payment information and passing it to the customer’s bank. You can schedule payment runs that evaluate unsettled invoices and automate payments against them, or use the Payment Center to apply payments on your own. When the customer bank responds to a payment request, several Salesforce Billing objects and fields let you track the responses and take corrective action against unsuccessful requests. (Salesforce Billing Managed Package)

• Getting Started With Electronic Payments
  Salesforce Billing uses payment runs and the Payment Center to collect payments against recurring charges. Payment runs are automated processes that evaluate an account’s electronic payment method and use that method to make payments against invoices with outstanding balances. The Payment Center allows account handlers to make one-time payments against outstanding customer invoices. Before you begin using either method, review how Salesforce Billing handles customer payment data and sends it to external gateways and customer banks for processing. (Salesforce Billing Managed Package)
• Payment Gateways
  Payment gateways are external platforms that act as a bridge for communications between Salesforce Billing and customer banks during the payment transaction process. The payment gateway record in Salesforce contains information for establishing the connection between Salesforce Billing and the external gateway. Payment gateway records are assigned to payment methods, which are then assigned to accounts. This way, all payments against an account’s invoices flow through the gateway defined on the account’s payment method, though you also have options for overriding payment methods when needed. (Salesforce Billing Managed Package)
• Payment Runs
  Salesforce Billing uses payment runs to automate the collection of payments against recurring charges. A payment run evaluates an account’s electronic payment method and uses that method to collect payments for outstanding invoices. A payment scheduler controls when Salesforce Billing launches a payment run and whether the run is a one-time event or based on a recurring schedule. (Salesforce Billing Managed Package)
• Make Payments with the Payment Center
  The Salesforce Billing Payment Center allows admins, end users, and customers to pay invoices, create payments, and manage their payment methods. (Salesforce Billing Managed Package)
• Self-Service Payment Pages
  Salesforce Billing supports self-service payment platforms where companies can use Salesforce Billing API or Experience Builder sites to integrate our payment processes with their external platforms. (Salesforce Billing Managed Package)
• Managing Gateway Transaction Responses
  Take actions on your payment transactions based on the gateway response recorded in the transaction’s Gateway Status field. If the transaction was successful, reconcile your successful transaction against the gateway’s settled transactions to ensure that Salesforce Billing didn’t miss recording any other successful transactions. If the transaction was indeterminate, check the payment gateway to confirm whether the transaction was settled or unsettled. If the transaction failed, take corrective action in Salesforce Billing and try the payment again. (Salesforce Billing Managed Package)
• Locked and Unlocked Invoices
  Salesforce Billing locks invoices from payments when a user makes a charge request to the payment gateway from the Payment Center or a force.com payment site. It also locks invoices after a payment run picks them up for evaluation. The invoice unlocks only when Salesforce Billing confirms that the gateway provides a valid response, or when the payment run finishes processing the invoice. Users must not risk making duplicate payments if the gateway response is indeterminate. (Salesforce Billing Managed Package)