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PAYMENTS

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    Payments

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    Payment Process

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    Payment Options

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    Payment Status

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    360-Degree View of the Customer

  • Payments

    1. Payments

    After posting an invoice, you are able to collect payment from the customer using Salesforce Billing.

  • Payment Process

    2. Payment Process

    Payments are managed in Salesforce and used to pay invoice balances via Payment Center or manual process. Customer payments, credit and debit, notes are performed in Salesforce.

  • Payment Options

    3. Payment Options

    Customers will be able to pay via different options, such as ACH and credit card. We support over 30 different payment gateways to help you complete the transaction.

  • Payment Status

    4. Payment Status

    Salesforce Billing will keep track of payment status and help you keep your customers current with their obligations as well as checking the amount of days outstanding.

  • 360-Degree View of the Customer

    5. 360-Degree View of the Customer

    You now have a full lead-to-payment view of this customer's relationship. You can see what they've purchased, subscriptions, invoices, and more. Bringing mutliple LOBs around a single source of truth.

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