Creating payments
Salesforce Billing can be used to manually collect and allocate payments, or alternatively to automate the payment process. Payments can then be posted to keep the books up to date. Salesforce Billing allows multiple ways to create payments:
- Payments can be manually created by accounts receivable users.
- Admins can create a payment run that evaluates the posted invoices at scheduled intervals. Payments will be processed based on the given account's payment methods.
- Customers can directly pay invoices using their own payment methods in the Salesforce Billing Payment Center.
- Using external payment gateways – payment gateway records in Salesforce contain information for establishing the connection between Salesforce Billing and an external gateway.
- Salesforce Billing also supports self-service payment options using the Salesforce Billing API or Salesforce Communities.
Once the payment is completed, Salesforce Billing creates...
