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Payment Object Detail

The Payment Object is a custom Object designed to capture all payments made from Creatio to QuickBooks, and/or to receive all payments recorded in QuickBooks.

Payment Object Detail

Payment Object Detail for Creatio to QuickBooks

Mandatory

If you are running Creatio, you will need to choose from the selection of fields below to support real-time, batch and recurring Payment Processing.

In Creatio

Payment If you want to use payment processing in your Payments or Opportunities, follow the process below:

The Payment Object. You now need to create a Custom Object in Creatio to support the Payment Processing work flows. Go to Setup, App Setup, click on Customize – then click on Objects below. The fields required are below:

Custom Field                          Custom Field Type                              Field Description

Payment Number               Text(11)                                                  Payment Number (external id unique)

RefNumber                             Text(11)                                                  Reference Number

Opportunity                            Master-Detail or Lookup (Parent)  Connects Payment Object to Opportunity

Total Amount                         Currency(15,2)                                      Total Payment Amount Transaction

Transaction Date                    Date                                                       Payment Transaction