Use Cases

Use Case 1

Closing Deals with Instant Payments

Turn every Salesforce Opportunity into revenue — instantly.

  • Collect credit card or ACH payments the moment a deal is marked “Closed Won”
  • Add Maahi’s payment component to Opportunity or Quote pages
  • Send payment links directly to clients via email or SMS
  • Automatically mark transactions as paid inside Salesforce
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Use Case 2

Automating Retainer Billing for Law Firms

Save hours with recurring billing and trust account tracking built for legal needs.

  • Set up recurring invoices for monthly retainers or ongoing matters
  • Automatically apply payments to trust or operating accounts
  • Configure reminders and billing rules based on engagement terms
  • Keep all payment and trust activity fully visible within Salesforce
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Use Case 3

Managing Subscription Payments for SaaS

Automate monthly or annual subscription billing with full visibility in Salesforce.

  • Schedule recurring charges with flexible billing frequencies
  • Automatically charge saved payment methods or send invoices
  • Retry failed payments and alert users of expiring cards
  • View complete billing history by customer or account
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Use Case 4

Improving Cash Flow for Services Firms

Accelerate payments and reduce A/R lag with fast, branded invoicing.

  • Generate and send invoices in seconds from Salesforce records
  • Apply taxes, discounts, or surcharges as needed
  • Enable instant online payments via secure payment link
  • Automate due date reminders to reduce follow-ups
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Use Case 5

Simplifying Payment Collection for Field Teams

Enable remote teams to collect payments on the go — no app-switching.

  • Let field reps send payment requests from mobile Salesforce
  • Customers pay instantly via mobile-friendly checkout
  • Payment status updates in real time on the related record
  • No terminals, no paperwork — just faster collections
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Use Case 6

Bulk Billing for High-Volume Clients

Send, track, and collect on hundreds of invoices — effortlessly.

  • Generate and email invoices in bulk from Salesforce lists
  • Automatically track invoice status (sent, viewed, paid)
  • Print statements or bulk-send reminders in a click
  • Streamline A/R across departments, locations, or billing units
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Salesforce Payments Made Effortless

Useful LInks
Features
Contact
  • Law Accounting LLC
    1275 Glenlivet Drive Suite 100-108 Allentown, PA 18106
  • Sales:  (610) 680-4810
Maahi.ai

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