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. 

The Payment Scheduler is a built-in functionality and it works similarly to the Invoice Scheduler, except that it doesn't create invoices, obviously, but creates payments.

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.

While the Payment record is still in Draft status, it's not eligible for Allocations. When its status changes to Posted, the Allocations button becomes available in the top right corner on the Payment record.

When a customer sends in a payment for an invoice, we want to be able to record that in Salesforce and be able to allocate it against the correct invoices. Salesforce Billing tracks and allocates payments using several objects.