Customizing Page Layouts for Inbound Customer Payments

To set up the Asperato Integration for inbound customer payments, you must customize the page layouts for the following objects in your org.

Note:
  • For descriptions of the fields added by the Asperato Integration package, see Inbound Customer Payments Field Reference.
  • For more information on the fields added by the Asperato ONE package, see the Asperato documentation.
  • For information about customizing page layouts, see the Salesforce documentation.

Object

Fields

Buttons

Related Lists

Account    
  • Authorisations
  • Payment Integration Method
Authorisation Layout
  • Account
  • Currency
   
Bank Account
  • Asperato Customer ID
  • Asperato Merchant Group

Your customer ID is displayed in the Asperato Setup tab. For more information on merchant groups, see the Asperato documentation. For more information on configuring and using single or multiple customer IDs, see Inbound Customer Payments Overview

   
Billing Document
  • Bank Account
  • Payment
  • Payment Link
  • Payment Link URL
Create Payment
  • Payments
  • Payment Workers
Payment (Asperato ONE)
  • Billing Document
  • Sales Invoice
   
Sales Invoice
  • Bank Account
  • Payment
  • Payment Link
  • Payment Link URL
Create Payment
  • Payments
  • Payment Workers