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We have a gen template that automatically generates a document once the user click on the custom button from the account.  we are now trying to map the amount field on the Account to the payment tab.  This should auto populate the same way all other fields are populated but for some reason I’m not sure how to map the field to the payment tag in docusign.  Can someone help?

Hi Jacquealine,

Currently, Payment fields cannot be set up as Salesforce merge fields, but there is a workaround that’s outlined in the Docusign Payments FAQ article: https://support.docusign.com/s/articles/DocuSign-Payments-FAQ?language=en_US&rsc_301

 

Does Docusign Payments work with Docusign eSignature for Salesforce?

Docusign Payments is compatible with Docusign eSignature for Salesforce. However, Salesforce payment data does not get automatically passed directly to the “Payments” field but will need to be manually entered by the sender once in Docusign or a sender can set up a template with a formula payment tag configured to equal a field that was passed in from Salesforce (an indirect method to create a payment field from Salesforce data).

Payment metadata (including  Item Name, Item SKU, and Item Details) will not be passed to/from Salesforce but will be only visible in the payment gateway.

 

If this helps, please consider using the “Select as best” option below. Thanks!

Hello @JacquealineMayo ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hi Jesse, is this something you could walk me through - step by step

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