Payment Methods - Salesforce

Payment methods can represent recurring payments or a one-time payment that an authorized Salesforce user performs. To process all of an account’s transactions with a specific payment method, select your payment method’s Autopay field and relate it to your account. You can …

FAQs about Payment Methods - Salesforce Coupon?

What is a payment method in Salesforce?

How to create a card payment method record in Salesforce?

The payment method ID in the order data must match an entry in the Card Type picklist on the Card Payment Method object. If it matches, a card payment method record is created in Salesforce. You can’t customize the Card Type picklist. The payment method ID in the order data must match this non-case-sensitive regular expression. ...

How does Salesforce payments work?

With Salesforce Payments, she can configure how shoppers complete purchases by customizing payment methods based on country or currency. She does this by creating a payment zone, assigning it to a merchant account, and selecting the payment methods for the zone. ...

How do I use pay now in Salesforce?

Salesforce Pay Now Use Pay Now to create and send payment links to your customers from any Salesforce app. Pay Now supports many types of payment methods, including credit cards, debit cards, and digital wallets. The payment link directs a customer to your branded, mobile-responsive Pay Now web page to complete the payment. ...

How do I enable a credit card payment method in Salesforce?

Select site > Merchant Tools > Ordering > Salesforce Payments . Select the payment services. Click Next and acknowledge your selection. If you activate express checkout, the credit card payment method is automatically enabled. The express checkout enablement has no impact on the methods enabled for multi-step checkout. ...

Why does Salesforce billing use credit card payment methods?

This way, Salesforce Billing doesn’t expose sensitive customer information, such as credit card numbers, during the payment process. Salesforce Billing automatically uses this payment method to create payments toward posted invoices on this account. Example This is a sample credit card payment method. ...