Features
Smarter Payments. Natively in Salesforce.
Simplify how you invoice, collect, and manage payments — all inside Salesforce, with zero friction and zero extra software.
- One-click payments via credit card or ACH
- Custom invoicing, billing schedules, and reminders
- Works with Opportunities, Quotes, Accounts, and more
- Drag-and-drop terminals — no coding required
- Real-time tracking, reporting, and automation
- Free to install, with no license fees ever
Credit Card Payments
Accept secure credit card payments instantly inside Salesforce — no redirects, no friction, no delay.
- Accept Visa, Mastercard, AMEX & more
- Process payments on any Salesforce object
- Tokenized & PCI-compliant transactions
- Real-time payment status updates in Salesforce
- Drag-and-drop payment terminal — no code needed
- Easily apply surcharges or absorb fees
- Supports one-time & recurring charges
ACH & Bank Transfers
Offer low-cost ACH payments with full visibility and automation inside Salesforce.
- Enable direct debit for customer payments
- Lower transaction fees than cards
- Auto-track and reconcile ACH in Salesforce
- Works with recurring or one-time billing
- Supports U.S. bank accounts securely
- Payment status updates and failure tracking
- Great for retainers, subscriptions, and invoices
Dynamic Invoicing
Create, send, and manage professional invoices without ever leaving Salesforce.
- Custom-branded invoice templates
- Auto-fill data from Opportunities, Accounts, etc.
- Add taxes, discounts, fees, and surcharges
- Send invoices via email or print in bulk
- Track invoice status and due dates in real time
- Set reminders and follow-ups automatically
- Works with recurring billing and payment plans
Recurring Billing & Subscriptions
Automate your subscription revenue with flexible billing cycles and smart retries.
- Bill weekly, monthly, quarterly, or custom
- Auto-charge saved credit cards or ACH
- Retry failed payments automatically
- Set billing start/end dates and terms
- Send automated renewal reminders
- Works for SaaS, retainers, and memberships
- View full billing history per customer
Instant Payment Requests
Send secure payment links directly to customers — via email or SMS — and get paid faster.
- Generate payment links for any record
- Works with one-time or invoice payments
- Customers pay online — no login required
- Mobile-friendly & fully secure
- Payment auto-updates Salesforce instantly
- Add to emails, texts, or documents
- Great for remote billing and field teams
