Salesforce Payment Processing with Payment Connect
Payment Connect is a Salesforce payment processing solution that lets your team accept credit card, debit card, ACH, and eCheck payments directly from your Salesforce records and workflows. You can connect supported payment gateways, send secure payment links, automate recurring billing and failure recovery, and track transaction statuses, ACH returns, and payment history in Salesforce.
Accept, Track, and Automate Salesforce Payment Processing in One Place
Accept ACH, Credit Card, and eCheck Payments in Salesforce
Collect ACH payments, eChecks, and debit or credit card payments directly from Salesforce Accounts, Opportunities, Cases, and custom objects. You can send secure, branded payment links that allow customers to complete transactions through supported payment gateways. Whether your team initiates the charge or a customer pays through a self-service portal, every transaction is captured, confirmed, and reconciled on the same record.
- Initiate payments from standard and custom Salesforce objects using configurable field mapping
- Send secure, branded payment links to customers or automate collections using Salesforce Flow, Apex, and invocable actions
- Track payment authorization, capture, settlement, failure, refunds, voids, and available ACH return codes
Salesforce Recurring Payments and Billing Automation
Automate one-time, scheduled, and recurring payments directly in Salesforce using saved payment methods and configurable billing schedules. Configure supported retry behavior, monitor failures, and use Salesforce Flow, Apex, scheduled processing, and invocable actions to trigger payment workflows. 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 recurring billing, scheduled collections, and configurable failed-payment retry workflows
- Trigger payment workflows and recovery actions using Salesforce Flow or Apex
- Quickly void transactions or issue full and partial refunds with automatic record updates
Explore our Payment Connect Documentation for step-by-step setup guides, feature instructions, and troubleshooting resources.
Salesforce Payment Gateway Integration for ACH, Card & eCheck
Connect Salesforce with multiple payment gateways to process ACH, eCheck, credit card, and debit card transactions. Payment Connect supports processors including Stripe, Fiserv, Actum, Authorize.Net, and PayPal, giving you flexibility to work with compatible payment providers. Manage gateway-specific payment methods, processing speeds, authorization and capture options, refunds, and supported outbound ACH payouts. Initiate outbound ACH disbursements manually with the Payout Console or automate fund transfers through Salesforce Flow and Apex using supported gateway configurations.
- Accept customer payments via card, ACH, payment link, or over the phone
- Configure multiple gateways with provider-specific payment methods, processing options, and transaction settings
- Send vendor, partner or customer payments directly from any Salesforce records
Salesforce Payment Portal For Customer Self-Service
Make it easier for customers to pay invoices through a branded Salesforce payment portal. With Salesforce Experience Cloud, your customers can swiftly complete ACH, eCheck, and card payments, use supported tokenized saved payment methods, and access payment information. At the same time, your team can monitor payment activity and transaction history without switching between systems.
- Enable customer self-service through secure Salesforce Experience Cloud payment portals
- Support reusable tokenized payment methods for eligible cards and bank accounts
- Track payment confirmations, transaction statuses, and customer payment history in Salesforce
Salesforce Payment Reporting and Analytics
Give your teams live access to actionable Salesforce payment insights. Track ACH return codes, failed payments, exception details, recurring billing activity, and refunds. You can easily monitor transaction statuses, including Authorized, Captured, Settled, Failed, Voided, and Refunded, with gateway-specific status updates. Analyze outstanding balances, gateway performance, and historical transaction activity directly in Salesforce through customizable reports and dashboards.
- Real-time dashboards for revenue, payment activity, and billing trends
- Track transactions by customer, gateway, product, or payment method
- PCI-compliant, encrypted, and tokenized Salesforce payment processing
How Payment Connect Reduces Failed Salesforce Payments, Cuts Reconciliation Time, and Boosts Payment Volume
Up to 22%Fewer failed payments
Using native Salesforce payment workflows and bank-account-based methods means fewer lost transactions. Expect around a 22% drop in failed invoices based on customer data.
95%Less reconciliation effort
Centralizing payment history, statuses and refunds into Salesforce helps your finance team reconcile faster, based on average results across our customer implementations.
~3.8×Boost in automation-driven payment volume
With one-time, scheduled and recurring billing in Salesforce, many businesses report more payments processed per month, with less manual effort.
Why Finance Teams Choose Payment Connect for End-to-End Payment Management
Effortless Refunds and Voids
Issue refunds or voids for Salesforce ACH payments, eChecks, or card transactions directly inside CRM, 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 Salesforce 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
Connect supported payment workflows with QuickBooks to improve accounting visibility. Real-time QuickBooks payment sync is available only with selected payment vendors and integration configurations. QuickBooks Connect.
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
Send outbound ACH payments to vendors, partners, or customers from Salesforce. Use the Payout Console for manual disbursements or automate payouts through Salesforce Flow and Apex. Track payout amounts, transaction statuses, reference IDs, and payment history in Salesforce.
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Frequently Asked Questions
Which payment methods does Payment Connect support in Salesforce?
Payment Connect supports credit cards, debit cards, ACH payments, ACH electronic check (eChecks), and digital wallets and outbound payouts, making it suitable for collections, invoicing, loan servicing, renewals, subscription billing, and partner or vendor payouts. Available payment methods and processing capabilities vary by gateway and merchant configuration.
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 Salesforce payment processing with Payment Connect 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.
Can payments be processed from custom Salesforce objects?
Yes, Payment Connect supports initiating payments from standard Salesforce objects, such as Accounts, Opportunities, and Cases, as well as custom objects. Administrators can configure field mappings for customer information, billing details, payment amounts, and related records. Payment workflows can also be automated using Salesforce Flow, Apex, and supported invocable actions.
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.
Can failed recurring payments be automatically retried?
Yes, Payment Connect supports configurable retry workflows for unsuccessful recurring payments. You can configure supported retry behavior, including daily retries or deferring payment attempts to a future billing cycle.
Payment failures can be monitored through Salesforce transaction records. Retry behavior and eligibility depend on the payment method, failure reason, and gateway configuration.
How much does Payment Connect cost?
Payment Connect offers a Standard Plan starting at $2,400 per company per year. A 15-day free trial is also available so you can explore the features before making a commitment.
Discounts are available for nonprofits. Contact Cloud Maven, Inc to learn more about pricing and integration options.
How are ACH returns and failed payments handled?
Payment Connect tracks failed payment transactions and available ACH return codes directly in Salesforce. For example, return codes such as R01 (Insufficient Funds) and R07 (Authorization Revoked) can help teams identify the cause of an unsuccessful ACH transaction. You can review gateway error messages, monitor affected payments, and initiate appropriate follow-up or permitted retry workflows based on the return reason and gateway capabilities.
Does Payment Connect synchronize transactions with QuickBooks in real time?
Payment Connect supports QuickBooks-related payment synchronization through selected payment vendors and integration configurations. Please note that real-time synchronization is not available for every gateway or configuration.
How are payment authorization and settlement statuses tracked?
Payment Connect maintains transaction records in Salesforce with available gateway statuses, including Authorized, Captured or Accepted, Settled, Failed, Voided, and Refunded. These records can include transaction reference IDs, related Salesforce records, error messages, return codes, and payment dates.
Teams can use these details to monitor payment progress, review exceptions, and build financial reporting dashboards. Status availability and update timing depend on the payment gateway.
