---
title: "Setup"
slug: "payments-fsl-install-setup-setup"
tags: ["Payments"]
updated: 2024-02-26T21:01:17Z
published: 2024-02-26T21:01:17Z
canonical: "docs.blackthorn.io/payments-fsl-install-setup-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blackthorn.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

## Configure the Transaction Object

1. Click the **Gear** icon.
2. Click **Setup**.
3. Click the Object Manager tab.
4. In the Quick Find box, enter and click "Transaction."
5. Click the Page Layout tab.
6. Click the FSL Charge Transaction Layout.
7. Drag and drop the **Work Order** field on the page layout.
8. Click **Save**.![P_02_Package Setup pic 2](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_02_Package%20Setup%20pic%202.png)

1. Navigate to the Transaction object in Setup.
2. Click **Edit** on the Page Layout.
3. Add the **Work Order** lookup to the page layout.  

![P_02_Package Setup pic 2](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_02_Package%20Setup%20pic%202.png)

## Configure the Work Order Object

1. Click the **Gear** icon.
2. Click **Setup**.
3. Click the Object Manager tab.
4. In the Quick Find box, enter and click "Work Order."
5. Click the Page Layout tab.
6. Click FSL Work Order Layout.
7. Click Related Lists.
8. Drag and drop the Transactions Related List to the page layout. ![P_02_Package Setup pic 3](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_02_Package%20Setup%20pic%203.png)
9. Click Fields.
10. Drag and drop the **Mobile Pay**, **Balance Paid**, and **Balance Due** fields on the page layout.
11. Click **Save**.![P_02_Package Setup pic 4](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_02_Package%20Setup%20pic%204.png)

## Assign Permission Sets

1. Identify the users that will be using the Blackthorn FSL Extension Package.
2. Assign the Blackthorn | Payments FSL permission set to those users. ![P_02_Package Setup pic 5](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_02_Package%20Setup%20pic%205.png)

## Add Field Service Permissions

1. From the App Launcher, type "Field Service Settings" and navigate to the app.
2. From the Getting Started step, click the Permission Sets tab.
3. Click **Create Permissions** for all the Roles.
4. Click **Save**. ![P_02_Package Setup pic 6](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_02_Package%20Setup%20pic%206.png)

## Add Field Service Territory, Work Type, and Service Resource

1. Click the Getting Started tab.
2. Click **Go to Guided Setup**.
3. Create a Service Territory, Work Type, and Service Resource. ![P_02_Package Setup pic 7](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_02_Package%20Setup%20pic%207.png)
4. Click the Create Dispatchers and Agents step and click **Add**.
5. Choose users from Assign Service Territories to Select User.
6. Select the Service Territory.
7. Click **Assign Service Territory**. ![P_02_Package Setup pic 8](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_02_Package%20Setup%20pic%208.png)