AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Eposly Payments | Salesforce Payment Processing | Recurring & One-off Payments

The simple way to collect payments in Salesforce

Overview

Take one-off payments by card, bank, cash and digital wallet, plus recurring payments, all natively in Salesforce. Every payment is recorded on the customer record for reporting, automation and better customer service. 100% Salesforce-native.

1 of 11

See How Eposly Payments | Salesforce Payment Processing | Recurring & One-off Payments Works

  • COLLECT PAYMENTS IN SALESFORCE Card, bank, cash, digital wallet and recurring payments without leaving Salesforce or switching systems.

  • EVERY PAYMENT ON THE CUSTOMER RECORD Report, automate and serve customers using native Salesforce data.

  • RECURRING PAYMENTS BUILT IN Create payment schedules for memberships, payment plans, deposits and donations.

  • PAYMENTS COLLECTED AUTOMATICALLY Due payments are collected on schedule. Failed payments are paused and flagged for follow-up.

  • IN-PERSON AND PHONE PAYMENTS Take card payments on a terminal or over the phone, straight onto the Salesforce record.

  • NATIVE SALESFORCE REPORTING Every payment is immediately available for reporting and automation.

  • SALESFORCE-NATIVE Built inside Salesforce using the native data model and trusted platform.

  • SIMPLE TO DEPLOY No separate payment platform to integrate or maintain.

  • PAYMENTS AND POINT OF SALE Start with Payments. Expand to Point of Sale as your needs grow.

Collect payments inside Salesforce with Eposly Payments. Most payment solutions collect payments outside Salesforce. Eposly Payments keeps payment collection inside Salesforce, with every payment recorded on the customer record. - No separate payment application - No disconnected customer history - No manual reconciliation Collect payments your way: - Card, bank and cash payments - Digital wallet payments - Phone and in-person payments - Saved payment methods - Any Salesforce record Set up recurring payments: - Memberships, donations and payment plans - Flexible payment schedules - Automatic collection - Failed payment handling - Flexible stop rules Every payment becomes Salesforce data: - Customer record - Salesforce reporting - Salesforce automation - Shared payment history Built for Salesforce: - Salesforce-native - Native reporting - Native automation - Surcharging - PCI-compliant payment handling

Categories

Business Needs
Sales
Finance
Payments Processing
Industries
Horizontal Product
Healthcare & Life Sciences
Nonprofit
Personas
Administrator
Architect
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

More from Eposly

  • Eposly POS | Salesforce Point of Sale | Payments & Checkout
    by Eposly
    Configure the sale, apply pricing, and process payments in one native Salesforce flow, on the customer record. See what was sold, how it was priced, and why, without reconciliation. Trusted by public sector and luxury retailers.
    Quotes & OrdersPayments Processing