Payment Connect

Process ACH and Card Payments in Salesforce

Payment Connect centralizes ACH payments, eCheck processing, and Salesforce payment integration so you can automate billing and streamline Salesforce invoicing. It enables secure, PCI-compliant credit card and bank payments directly from your Salesforce records and workflows.

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Digital business account dashboard showing available balance of $24,098 with a bar chart highlighting $5,092.

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Accept Payments Anywhere in Salesforce

Collect ACH payments, ACH transfers, eChecks, and credit cards without ever leaving Salesforce. Everything happens in one place, using a fully native console that sits right on the records you already work from. No tab switching, no extra tools, just fast, clean Salesforce payment processing. Real-time updates make it easy for sales, finance, and support to stay in sync on every transaction.

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Works on Opportunities, Accounts, Cases & custom objects

Send secure payment links for Salesforce invoicing

Get instant statuses and payment return codes

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Automate Billing Without Manual Work

Say goodbye to chasing payments or setting reminders. Payment Connect automates everything, eCheck payment processing, card billing, subscription cycles, and scheduled ACH electronic check payments, using the tools already built into Salesforce. Whether it’s a payment plan, a recurring charge, or a one-time invoice, the system handles it quietly in the background so your team doesn’t have to.

Automate one-time, scheduled, and recurring payments

Trigger workflows with Flows or Apex

Reduce errors and manual follow-up across your Salesforce accounting software

Reduce Costs with ACH & Multi-Gateway Options

With support for multiple processors, Payment Connect gives you total freedom over how you accept payments. Use low-cost ACH payment and eCheck payment options to cut processing fees dramatically, or route transactions through your preferred Salesforce payment gateway like Stripe, Fiserv, Actum, Authorize.Net, PayPal, and more. No vendor lock-in, and no pressure to switch providers.

Save big on ACH and eCheck fees

Choose from multiple gateways for Salesforce payments

Support regional or operational flexibility as you grow

Protect Every Transaction with Enterprise Security

Payment Connect ensures fully PCI-compliant payments, tokenized storage, and encrypted communication so sensitive data never touches your Salesforce org. Whether you’re running Salesforce debit/credit card processing, ACH, or eCheck transactions, everything passes through a secure, compliant workflow that keeps your business protected and audit-ready.

PCI-compliant, tokenized, and never stored in Salesforce

AES-256 encryption for all stored tokens

Secure routing for every Salesforce payment integration

Empower Customers and Teams with Self-Service and Reporting

Give customers and internal teams the clarity they’ve always wanted. Through a branded portal, customers can pay invoices, save bank accounts for eCheck payment, or store cards for future Salesforce payments. Meanwhile, your teams get real-time dashboards on cash flow, failures, and billing cycles, all built on native Salesforce reporting.

Experience Cloud portal for self-service payments

Dashboards to track ACH, eCheck, and card performance

Full payment history tied to each Salesforce record

Quick Wins You’ll See With Payment Connect

Reduce failed payments by up to 22%

Using native Salesforce payment workflows and bank-account-based methods means fewer lost transactions. Expect around a 22% drop in failed invoices and more reliable revenue capture.

Cut reconciliation time by nearly 29%

Centralizing payment history, statuses and refunds into Salesforce helps your finance team reconcile faster, reducing the manual workload by roughly 29% compared with disparate systems.

Boost automation-driven payment volume ~3.8×

With one-time, scheduled and recurring billing in Salesforce, many businesses see ~3.8 times more payments processed per month with less manual effort and fewer systems to manage.

Additions That Level Up Your Payment Operations

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Effortless Refunds and Voids

Issue refunds or voids for ACH payments, eChecks, or card transactions directly inside Salesforce, keeping your Salesforce payment processing clean, fast, and fully compliant for finance teams.

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Bulk Payment Handling at Scale

Send large batches of ACH transfers, eCheck payment requests, or card charges in a single action, helping AR teams manage high-volume Salesforce invoicing with ease.

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Flexible Gateway-Level Configuration

Fine-tune settings for every connected Salesforce payment gateway, helping you control costs, improve routing, and optimize how ACH, eCheck, and card payments flow across your systems.

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Fully Configurable Email & Checkout Templates

Create branded payment emails and hosted checkout pages for ACH electronic check, card, and eCheck payments, improving customer trust and strengthening your Salesforce payment integration experience.

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QuickBooks Sync for Easy Reconciliation

Automatically sync completed ACH, eCheck, and card payments into QuickBooks, enhancing the connection between Salesforce and your QuickBooks payment workflows.

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Support for Outbound Payouts

Use Salesforce to initiate outbound ACH payments or eCheck-based payouts for vendors, partners, or resellers, keeping all Salesforce payments centralized in one system.

Effortless Refunds and Voids

Issue refunds or voids for ACH payments, eChecks, or card transactions directly inside Salesforce, keeping your Salesforce payment processing clean, fast, and fully compliant for finance teams.

Fully Configurable Email & Checkout Templates

Create branded payment emails and hosted checkout pages for ACH electronic check, card, and eCheck payments, improving customer trust and strengthening your Salesforce payment integration experience.

Bulk Payment Handling at Scale

Send large batches of ACH transfers, eCheck payment requests, or card charges in a single action, helping AR teams manage high-volume Salesforce invoicing with ease.

QuickBooks Sync for Easy Reconciliation

Automatically sync completed ACH, eCheck, and card payments into QuickBooks, enhancing the connection between Salesforce and your QuickBooks payment workflows.

Flexible Gateway-Level Configuration

Fine-tune settings for every connected Salesforce payment gateway, helping you control costs, improve routing, and optimize how ACH, eCheck, and card payments flow across your systems.

Support for Outbound Payouts

Use Salesforce to initiate outbound ACH payments or eCheck-based payouts for vendors, partners, or resellers, keeping all Salesforce payments centralized in one system.

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Frequently Asked Questions

Which payment methods are supported?

Payment Connect supports credit cards, ACH payments, ACH electronic check (eChecks), debit cards, and digital wallets and outbound payouts, making it suitable for collections, invoicing, loan servicing, renewals, subscription billing, and partner/vendor payouts.

How quickly are payments processed?

Payments are processed in real time and generally within seconds of initial request. Live payment confirmation, return codes, and failure alerts are also instantly recorded inside Salesforce, preventing any possible delay in reconciling payments and providing complete cash flow visibility for your finance and sales teams.

Is the payment processing PCI compliant?

Yes, Payment Connect is wholly compliant with PCI Level 1 and employs enterprise-grade tokenization and AES-256 encryption with no raw card or bank data ever stored in Salesforce. This provides bank-level protection for your credit card processing, including those used in regulated industries.

Does Payment Connect work with existing Salesforce workflows?

Yes, Payment Connect is 100% Salesforce-native and integrates with Flows, Apex triggers, approval processes, Process Builder, and Experience Cloud portals. Payments can be initiated automatically based upon actions taken by customers or via creation of records within Salesforce, eliminating the need for any external systems.

Can I set up recurring billing or payment plans?

Yes, you can set up automated recurring ACH debit, subscription billing, installment payment plans, retainers, and scheduled invoice collections, with smart retry and dunning logic, all managed natively inside Salesforce, with no manual follow-up.