# Salesforce Billing Extension configuration

Learn how to configure the Salesforce Billing Extension.

## Before you begin

This section describes how to set up and configure your Salesforce organisation to integrate the Salesforce Billing extension with Stripe Payments and Salesforce Payment Center. The configuration requires you to complete the following primary steps.

## Assign permission sets

- Navigate to **Setup** > **Users** > **Permission Sets** (or use Quick Find: *Permission Sets*).
- Locate and assign the relevant Stripe permission sets (for example, `Stripe for Salesforce Permission Set`) to the appropriate users.
- Add the following permission sets:
  - `Salesforce Billing Admin`
  - `Stripe app Admin User`
  - `Stripe app Billing User`
  - `Stripe app Data User`
  - `Stripe app Integration User`

## Update global value sets

### Configure Stripe to the GatewayType value set

1. Navigate to **Setup** > **Object & Fields** > **Picklist Value Sets**.
1. Select the Gateway Type (Managed) value set.
1. Click **Edit** (or **New**) to add the new value, `Stripe (Universal Extension)`.
1. Save the picklist value.

### Add Individual and Company to the BankAccountType value set

Perform the following steps while still in the picklist Value Sets view:

1. In the picklist Value Sets, select `Bank Account Type (Managed)`.
1. Add the following new values:
   - **Value** is `Individual`, **API Name** is `Individual`
   - **Value** is `Company`, **API Name** is `Company`
1. Save the picklist value.

### Add New Payment Method ACH Button to Account Layout

1. Navigate to **Setup** > **Object Manager** > **Account** > **Page Layouts**.
1. Select the layout you want to modify.
1. In the **Related Lists** section, locate **Payment Methods**.
1. Click the wrench (or the “Related List Properties”) icon.
1. Add the **New Payment Method ACH** button to the selected buttons.
1. Click **Save** to save the layout.

### Add “Verify Payment Method ACH” Action and Button on Payment Method Layout

1. Navigate to **Object Manager** > **Payment Method** > **Page Layouts**.
1. Select the layout you want to modify.
1. In the **Salesforce Mobile and Lightning Experience Actions**, drag and drop **Verify Payment Method ACH** onto the layout (for Lightning).
1. In the **Custom Buttons** (for Classic), make sure to add **Verify Payment Method ACH**.
1. Click **Save** to save the layout.

> The following steps assign page layouts for the **System Administrator** and **Standard user** profiles. If your organisation uses different profiles to represent admin users and standard users, assign the page layouts to those profiles instead.

### Opportunity page layout

- Navigate to **Setup** > **Object Manager**, and click the **Opportunity** object.
- Click the **Page Layouts** tab, and click **Page Layout Assignment**.
- Click **Edit assignment**, set the `Standard User` and `System Administrator` profiles to view the `CPQ Opportunity Layout`, and click **Save**.

### Account page layout

- Navigate to **Setup** > **Object Manager**, and click the **Account** object.
- Click the **Page Layouts** tab, and click **Page Layout Assignment**.
- Click **Edit assignment**, set the `Standard User` and `System Administrator` profiles to view the `Billing Account Layout`, and click **Save**.

### Order page layout

- Navigate to **Setup** > **Object Manager**, and click the **Order** object.
- Click the **Page Layouts** tab, and click **Page Layout Assignment**.
- Click **Edit assignment**, set the `Standard User` and `System Administrator` profiles to view the `Billing Order Layout`, and click **Save**.

### Order Product page layout

- Navigate to **Setup** > **Object Manager**, and click the **Order Product** object.
- Click the **Page Layouts** tab, and click **Page Layout Assignment**.
- Click **Edit assignment**, set the `Standard User` and `System Administrator` profiles to view the `Billing Order Product Layout`, and click **Save**.

### Product page layout

- Navigate to **Setup** > **Object Manager**, and click the **Product** object.
- Click the **Page Layouts** tab, and click **Page Layout Assignment**.
- Click **Edit assignment**, set the `Standard User` and `System Administrator` profiles to view the `Billing Product Layout`, and click **Save**.

### Add a refund action to Payment Method objects

The **Refund UI** flow is packaged with Salesforce Billing, but it’s not available in the default configuration. Use the following steps to add the `Refund` action to the `Payment Page Layout`.

- Navigate to **Setup** > **Object Manager**, and click the **Payment** object.
- Click the **Page Layouts** tab, and click **Payment Layout**.
- In the palette, click **Mobile & Lightning Actions**, drag the **Refund** action to the page layout (under the **Salesforce Mobile and Lightning Experience Actions** section), and click **Save**.

## Link the Stripe Account to Payment Gateway

1. Navigate to the configuration of **Stripe app for Salesforce Platform**.
1. In the **Setup** section, go to **Billing Settings**.
1. Locate the pre-authenticated Stripe Accounts and enable the toggle under the **Payment Gateways** section.

## ACH Considerations

Using Stripe as a payment gateway for ACH means that you can’t create new ACH payment methods in the Payment Center UI for Accounts. The Payment Center flow charges the payment method immediately, but Stripe requires an added verification step when using a bank account for ACH payments. Because of this incompatibility, adding an ACH payment method from this screen always fails.
![](https://b.stripecdn.com/docs-statics-srv/assets/payment-center-failure.838fb323c26d9e1b79ad78acf9b744e0.png)

Creating ACH payment methods in the Payment Center UI always fails.

Use the **New Payment Method ACH** flow directly from the **Payment Method Related List** on the `Account` object within Salesforce instead.