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SmarterPay App for Direct Debits, Credits, Card Payments and Open Banking

By SmarterPay Limited

BACS Direct Debit and Credits, Card Processing and Open Banking Facilities

Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

Try It
Industries
Energy
Financial Services
Nonprofit
Business Need
Payments Processing
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

The SmarterPay for Salesforce Managed Package provides all of the tools you need to fulfil your Payment Processing needs. Includes Bacs Direct Debit and Credits, card payments and open banking AIS connections.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Your will need to connect to and use SmarterPay Cloud. This will give you access to the SmarterPay Bacs Bureau for Direct Debit and Direct Credit processing as well as payment gateway services to process card payments and open banking facilities.

App Details

Version
SmarterPay Cloud for Salesforce/SmarterPay 1.14 1.14.0
Listed On
09/11/2012
Latest Release
05/09/2024
Supported 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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 23
Custom Tabs: 11
Custom Apps: 1
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.9.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/27/2024

Additional Details

The SmarterPay Managed package provides the ability to manage and collect single or recurring payments directly from Salesforce. Be it a direct debit , direct credit or a recurring card payment the solution provides end-to-end transaction processing, collection and reconciliation. Directly connected to SmarterPay Bacs approved software, OB and a host of payment gateways you don’t need to look for connecting service providers. Additionally, a perfect partner with Aedon Accounting and Accounting Seed managed packages as well as other many accounting packages. Additional and configurable features include Payment Links E-Commerce Pages Automated Customer Notifications

Need help?

SmarterPay Limited

Kingston Upon Hull, East Yorkshire, United Kingdom

Our Client Services team provide first level support for all change management and incident management during UK business hours via the SmarterPay Helpdesk portal https://portal.smarterpay.com/ or using support@smarterpay.com

Support Phone01482 240886
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