Integrations | Salesforce payment processing
Take payments anywhere in Salesforce
Take payments anywhere in Salesforce
Simplify customer billing by accepting credit, debit, and ACH payments directly inside Salesforce.


Feature highlights

Run transactions on Salesforce Objects

Accept payments in Experience Cloud

Set up recurring billing cycles
Accept and manage customer payments without leaving Salesforce
Give your sales team the ability to close deals while on the phone and bridge the gap between your accounting team.
Key features:
- Collect payments on any Salesforce object
- Add payments to Experience Cloud (Communities)
- Accept credit card and ACH payments in Salesforce
- Authorize, capture, void or refund credit cards right from Salesforce
- Send payment request to your customers so they can pay from their email
- Compliant surcharging to legally pass on credit card fees to customers
Send invoices and get paid online:
- Generate one-click payment links and send to customers
- Allow for down payments or multiple installments
- Sync invoices to a self-service bill pay portal
- Auto-charge statement balances during a pay period
- Automatic reminders for outstanding invoices
Recurring invoices and automatic payments:
- Set flexible schedules to bill customers automatically
- Charge fixed or variable statement amounts
- Option to send invoice or charge credit cards automatically
Manage customer payment methods:
- Securely save customer payment details for future use
- Request customer payment details with a secure link
- Notify customers of expiring payment methods
- No third-party gateways, plugins, or processors needed
PCI compliant security features:
- Store all payment details securely off your personal devices
- Protect against chargebacks and shift liability with 3D Secure
- Tokenization & encryption protects customer payment details
- Control who can process and view payments with user permissions
Frequently asked questions
Frequently asked questions
Ready to revolutionize your payment collection?
Ready to revolutionize your payment collection?
6+
hours saved each week on manual accounting tasks
40%
saved each month on processing costs
3x
reduction in days sales outstanding (DSO)
6+
hours saved each week on manual accounting tasks
40%
saved each month on processing costs
3x
reduction in days sales outstanding (DSO)