Managing Payment Details Templates

The payment details template list page displays a list of payment details templates in your current companyClosed The 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 details template name to view its details.
  • Click Edit to edit the payment details template details.
  • Click New Payment Details Template to create a payment details 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 Details Template Details

Once you have located a payment details template on the home or list pages, click the name to display detailed information.

Editing Payment Details Template Details

To update a payment details 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 Details Template Fields for a full description of the standard fields that make up a payment details template.

Adding a Blank or Empty Payment Details Template

If you do not want to use the default template, or if you want to begin a payment with all the fields clear, you can add a blank or empty template:

  1. Click the Payment Details Templates tab.
  2. Click New.
  3. In the Payment Details Template Name field, type No Template.
  4. Click Save.

At the Payment stage, the template is now available to select in the Payment Details Template picklist.

Deleting Payment Details Templates

To delete a payment details template that you no longer need:

  1. Once you have located the payment details template that you want to delete on the home or list pages, click its name to display its detail page.
  2. Click Delete. A warning message is displayed.
  3. Click OK to confirm the deletion. The deleted record is moved to the recycle bin.