Online Payment Collection at Scale
Support recurring billing, one-time payments, and contract-based invoicing through automated online payment collection workflows built directly into Salesforce — enabling secure transactions, real-time payment tracking, and structured revenue operations without manual reconciliation.
Enable Secure Online Payment Portals
Modern customers expect digital payment options.
Send Secure Payment Links
Send secure payment links. Embed hosted payment pages. Accept credit card payments online. Support ACH online transfers.
Flexible Digital Payment Options
Collect deposits and partial payments. Customers can pay from anywhere — and every payment connects directly to Salesforce records.
Automate Payment Requests and Reminders
Trigger automated payment emails. Send invoice links instantly. Schedule recurring payment requests.
Invoice Tracking and Notifications
Notify customers of upcoming due dates. Track open and overdue invoices. Revenue collection becomes structured and predictable.
Real-Time Payment Tracking
Once payments are collected, visibility matters.
Live Payment Dashboards
Live payment dashboards. Online transaction reporting.
Invoice Status Tracking
Invoice status tracking. Payment method breakdown.
Settlement Monitoring
Settlement monitoring. Finance and operations teams see exactly what has been paid — and what hasn’t.
Reduce Delays and Improve Cash Flow
Shorten payment cycles. Reduce outstanding balances. Minimize manual follow-ups. Prevent missed due dates. Increase on-time payment rates.
Secure and Compliant Digital Transactions
Online payments require strong data governance.
Secure Payment Gateway Integrations
Secure payment gateway integrations. Encrypted online transaction handling.
Role-Based Access Controls
Role-based access controls. Full transaction audit logs.
PCI-Aligned Operational Processes
PCI-aligned operational processes. Digital payment collection remains secure without increasing administrative burden.
Built Directly Into Salesforce
Payment links connect to CRM records. Invoices update automatically after payment. Revenue dashboards reflect live collections. Sales and finance work from the same data. No third-party sync is required. Online payment collection becomes part of your core system — not a separate tool.
AI-Powered Collection Insights
As digital transaction volume grows, insights improve.
- Identify slow-paying accounts.
- Detect unusual payment behavior.
- Forecast collection trends.
- Highlight overdue risk.
- Optimize collection strategies.
- Your payment collection strategy becomes proactive.