You can now directly link a Recurring Invoice with an existing Payment Profile. This way, all payment information will be stored in only one object - Payment Profile - and can be accessible in other transactions, or be reused when a new recurring invoice for the account is created.

To enable this functionality, go to Payment Center Settings  and set Use Payment Profile On Recurring to TRUE.

When creating a new Recurring Invoice, the Payment Profiles related to the Account and Contact should be available on the Payment Profile drop-down, under Auto-BillPay section.

For existing Recurring Invoices, you can update the record and relate it to your desired Payment Profile that would be used on the next billing.

If you cannot find the Payment Profile field in your Recurring Invoice, you will need to expose it by editing your page layout.


Availability: Spring '21 Release