Customize and assign the Account page layout to user profiles, and manage page layouts for payment and invoice sync processes.

1. Navigate to Setup > Build > Customize > Accounts > Page Layouts .
2. Click Page Layout Assignment.
3. Click Edit Assignment, and select the user profiles that you want to assign the page layouts to.
4. Select the latest version of the Account Z-Force 360 Layout page layout in the Page Layout to Use list.
5. Click Save.
6. To customize an existing Account page layout to add the Payments related list:
   1. Navigate to Setup > Build > Customize > Accounts > Page Layouts .
   2. Click the Edit link next to the latest version of the Account Z-Force 360 Layout page layout.
   3. Click the Related Lists link, then drag the Payments related list down to the bottom of the page and drop it into position.
   4. Click the wrench icon on the Related List configuration panel.
   5. Move the following fields to the Select Fields column:

      • Billing Account

      • Payment Method

      • Status

      • Effective Date

      • Amount

      • Applied Invoice Amount

      • Applied Credit Balance Amount

      • Refund Name

      • Refund Date

      • Payment Number

      • Refund Method type

   6. Click the + (plus) icon in the Buttons section header. Uncheck the checkbox next to the New button, then click OK.
   7. Click Save.