Process ACH, Card, and eCheck Payments Faster in Salesforce With cmPay

cmPay processes card, ACH, and eCheck payments inside Salesforce and syncs transactions with QuickBooks. Finance teams automate billing schedules, manage refunds, and track revenue in real-time dashboards without leaving the CRM or logging into separate payment gateways.

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Workflow diagram showing cmPay integrated with Salesforce and QuickBooks for processing payments, including sending payment requests, processing one-time or recurring payments, customer confirmation, auto-sync with QuickBooks, and payment via credit card, ACH, or checks.

How cmPay Gives Finance Teams a Single System for Revenue Collection

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One System Governing the Entire Revenue Cycle

cmPay anchors payment operations inside Salesforce, giving leadership a single, authoritative system for quote-to-cash execution, accountability, and financial clarity across teams. Organizations can manage ACH payments, credit card transactions, recurring billing, refunds, and payment tracking while supporting 100+ payment gateway integrations through one connected platform.

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Immediate Revenue Recognition Across the Organization

When payments originate in Salesforce, sales, finance, and operations work from the same real-time financial truth, strengthening forecasting, collections discipline, and customer decision-making. Finance teams gain immediate visibility into successful transactions, failed payments, customer balances, and overdue accounts without relying on disconnected systems.

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Trusted Financial Data Built Into Daily Workflows

cmPay ensures payment activity is captured at the source and passed downstream cleanly, reducing revenue leakage, reconciliation errors, and the operational risk created by disconnected systems. Teams can reduce manual payment matching efforts and improve reporting accuracy across billing, accounting, and customer support workflows.

The Two Apps That Power cmPay

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Payment Connect

A Salesforce-native solution for managing credit cards, debit cards, and ACH payments. Process one-time payments, recurring billing, refunds, voids, and payment links directly from Salesforce while supporting 100+ payment gateway integrations.

QuickBooks Connect

Enable real-time, two-way syncing of customers, invoices, and payments with QuickBooks. Automatically keep accounting and CRM records aligned between QuickBooks Online and Salesforce to reduce reconciliation delays and duplicate data entry.

Why Finance and Billing Teams Choose cmPay for Payment Automation

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Faster AR Cycles

Automate ACH payment, eCheck, and card collections to reduce sales outstanding. inance teams can trigger payment reminders, scheduled collections, and overdue account follow-ups automatically, helping accelerate cash flow and reduce manual collections work.

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Recurring Billing & Subscriptions

Set up ACH transfer and subscription plans with smart retry and flexible billing rules. Teams can automate recurring membership fees, loan repayments, installment plans, or monthly service subscriptions while reducing failed-payment follow-up efforts.

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Payment Links

Generate secure, branded payment links directly from Salesforce to collect payments faster. Sales and servicing teams can send payment links through email or SMS for invoices, deposits, renewals, or past-due balances without requiring customers to log into separate payment portals.

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Compliance & Security

Provide PCI compliant payments using audit trails, tokenization, and secure processing. cmPay supports secure payment workflows across major gateways such as Stripe, Authorize.net, Fiserv, PayPal, etc. while helping organizations reduce exposure to sensitive card data inside Salesforce.

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Reduced Operational Overhead

Replace manual workflows and external vendors with native Salesforce payment integration. Organizations can consolidate payment collection, reporting, reconciliation, customer communication into one platform, reducing duplicate systems and administrative overhead for billing and finance teams.

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Real-Time Processing

Obtain immediate Salesforce payment processing status, confirmation, and settlement. Teams can instantly view approved payments, failed transactions, refunds, voids, and settlement updates directly from Salesforce records without waiting for batch syncs.

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Frequently Asked Questions

How can I process ACH or eCheck payments directly inside Salesforce?

With Payment Connect, you can accept ACH transfers and eCheck payments right from Salesforce without switching systems. It works by securely validating bank account details, initiating the ACH transaction, and tying the payment back to the relevant Salesforce record.

For teams that rely on recurring billing, membership payments, or invoicing, it eliminates manual entry and cuts processing errors dramatically. The whole flow happens inside Salesforce, which keeps your payment history clean and traceable.

Is your app a PCI-compliant payment solution for Salesforce users?

Yes, Payment Connect is built to support PCI-compliant payments, making it suitable for organizations handling sensitive billing data. Here’s why teams trust it:

- No raw payment data stored in Salesforce

- Tokenization used for repeat charges

- Encrypted transmission for every transaction

- Support for multiple payment gateways, including Stripe, Fiserv, PayPal, Actum, Authorize.net

This means you can run credit card, ACH, and eCheck payments without worrying about compliance burden or adding extra tools to manage cardholder data.

Can I use QuickBooks payments inside Salesforce and sync invoices automatically?

Absolutely. QuickBooks Connect brings two-way syncing between QuickBooks Online and Salesforce, so invoices, payments, and customer details stay aligned. You can receive payments in QuickBooks including credit card and ACH and have the status instantly updated in Salesforce without double entry.

For companies juggling sales, accounting, and operations, it removes the manual handoff that often slows collections down or causes reconciliation mistakes.

Does Payment Connect support Salesforce invoicing and recurring payment automation?

Payment Connect works seamlessly with Salesforce invoicing, allowing you to generate invoices, take payments, and record transactions without outside software. It is especially helpful for subscription or installment-based businesses because you can automate:

- Payment reminders

- Scheduled ACH drafts

- Recurring card charges

- Invoice updates in Salesforce

The result is a smoother billing cycle, fewer late payments, and a more predictable cash flow for your team.

What is the difference between ACH electronic checks and eCheck payments, and does Payment Connect support both?

Many people use the terms interchangeably: ACH electronic checks and eChecks both move money through the ACH network. Payment Connect supports these payments in a single workflow. The key difference is that an eCheck is essentially a digital version of a paper check, while ACH transfer is the underlying payment rail. Our app handles the verification, submission, and tracking for both, giving teams a fast, low-fee alternative to credit card payments inside Salesforce.

Testimonials

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