The payment template
Set of default values used to generate a payment proposal. list page displays a list of payment templates in your current companyThe company in which you are working. This is represented by the company queue to which you, and new instances of objects you create, are assigned. and view. From this page, you can view detailed information and
access other related information.
- Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
- Click a payment template name to view its details.
- Click Edit to edit the payment template details.
- Click New Payment Template to create a payment template.
- Click any column heading to sort the records using that column’s data.
See "Viewing Custom Object Lists" in the Salesforce Help for more information on using list views.
Displaying Payment Template Details
Once you have located a payment templateSet of default values used to generate a payment proposal. on
the home or list pages, click the name to display detailed information.
Editing Payment Template Details
To update a payment template, click Edit, and then change the fields you want to update. When you have finished, click Save. You can also click Save & New to save the current record and create another.
See Payment Template Fields for a full description of the standard fields that make up a payment template.
Deleting Payment Templates
To delete a payment templateSet of default values used to generate a payment proposal. that you no longer need:
- Once you have located the payment template that you want to delete on the home or list pages, click its name to display its detail page.
- Click Delete. A warning message is displayed.
- Click OK to confirm the deletion. The deleted record is moved to the recycle bin.
Notes and attachments
You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.
Related Lists
The related lists that you see are determined by your personal customization, by any customization your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has made to page layouts or your permissions to view related data. You can click on individual items to display additional detail. Clicking New lets you directly add new items.