Payments

The Payment Center allows us to use the ACH or credit card payment method to create the payment and payment allocation records in just a few clicks.

Payment Scheduler works like Invoice Scheduler but creates payments instead of invoices. Learn more about this built-in functionality.

When using electronic payments through the Payment Gateway functionality, we have the ability to automate these steps.

We can also unallocate payments if, for example, a payment may have been erroneously applied to an Invoice Line.

Payment records in Draft status aren't eligible for Allocations. Once Posted, the Allocations button appears. Learn more in our blog.

Record and allocate customer payments against invoices in Salesforce Billing. Learn how various objects help track and allocate payments.