Documents and scheduling
Payments
Connect payment configuration to supported commercial workflows
Payment settings supplies the service connection and preferences used by payment-enabled sales experiences
What this workspace includes
- Payment service connection
- Workspace preferences
- Supported commercial flow
- Result status
Complete workflow
- 1
Open payment settings
Use the agency workspace
- 2
Connect the service
Complete the displayed setup
- 3
Review preferences
Confirm intended use and scope
- 4
Test the supported flow
Verify the visible result
How records and settings behave
- Payment behavior follows the connected configuration
- Availability applies to supported workflows
- Transaction results appear through the related experience
Working effectively
- Confirm the receiving account
- Test before customer use
- Keep commercial terms aligned with documents
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Payments?
Use the agency workspace
When is my work saved?
Payment behavior follows the connected configuration
How do I confirm the result?
Return to the related list or detail view and review its current status. Transaction results appear through the related experience