Payment Connect: PCI-Compliant ACH, eCheck, and Card Payments in Salesforce

Send and accept payments within Salesforce with ACH, card processing, and recurring billing

Eliminate manual reconciliation between Salesforce and QuickBooks with real-time financial sync.

Replace disconnected payment tools with a complete Salesforce payment processing workflow

Generate payment requests, process ACH or card payments, and reconcile transactions

Send outbound payments and collect ACH or card payments directly from Salesforce records

Trigger and automate payments from standard or custom Salesforce objects using Flow or Apex

Accept real-time ACH and card payments without leaving Salesforce

Send branded payment links by email or SMS for one-time, recurring, or scheduled payments

Void transactions and issue full or partial refunds with automatic Salesforce updates

Track every payment, gateway status, and customer transaction directly inside Salesforce

Monitor collections, refunds, failed transactions, and payment trends with real-time dashboards

Sync payments, invoices, customers, and journal ledger entries between Salesforce and QuickBooks

Improve collections, reduce reconciliation effort, and manage payments entirely inside Salesforce

Go live with Salesforce payment automation in as little as 48 hours with guided setup and support