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Agentforce Education
Configure Automated Payment Collection

Configure Automated Payment Collection

To automatically process payments for your transactions, your admins set up a payment scheduler with specific filters, such as the desired run frequency and matching criteria. Payment batch runs process existing payment schedules and payment schedule items to collect the corresponding payments and then apply them to invoices based on the payment application level.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud, Revenue Cloud Advanced, and the Revenue Cloud Billing licenses.
User Permissions Needed
To schedule payments: Education Cloud Full Access
To schedule payment batch runs: Payment Operations User permission set

To schedule payment batch runs, see Schedule Payment Batch Runs to Process Payments.

 
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Salesforce Help | Article