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
