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Salesforce Payment Platform

Take payments easily and securely in Salesforce with one-time and recurring/subscription billing.

Are Your Teams Efficient?
Flexible NET Terms Icon

Flexible Billing Frequencies

Payment Integrations

Payment Integrations

Highly Configurable Icon

Highly Configurable

Pricing Tiers

Pick a plan that fits your business needs and desired outcomes

15-day Trial

 

Complimentary

 
Solution benefits:
  • Easy to install
  • FREE for 15 days
Request a Trial

Paid

starting at

$297/org/month

 Solution benefits:
  • Flexible Billing Frequencies
  • Automatic Opportunity creation for upcoming renewals
  • Automatic native Order record creation for paid renewals
  • Automatic Opportunity and Order status/stage rules
  • Flexible integration with common payment gateways
  • Priority Support & Short SLAs
Request a Quote

Custom

pending a discovery session

Contact Us

 
Solution benefits:
  • Enterprise Billing System Integration
  • Custom Business Flows & Scenarios
  • Custom Fields and Business Needs
  • Team and Business Consultation
  • Training & Process Implementation
Request a Quote

Save Time, Securely

Accept secure, PCI-compliant payments directly in Salesforce. No more switching back and forth between platforms or dealing with slow integrations.

Simplify Getting Paid

With our Stripe virtual terminal and powerful subscription / recurring payments functionality, it’s easy to take payments and add them to any process.

Grow Your Business

Automatically collect invoices, and customer-requested orders, all within Salesforce. We’ve streamlined every step and designed it for scale.

Increase revenue while reducing manual work

Watch this short video to see how order automation and payment processing via Stripe in Salesforce Sales Cloud can help you save time and grow your recurring revenue.

Are Your Teams Efficient?

"There was enough flexibility in the product that we could do exactly what we needed without any customization."

Transactions are just one part of the customer journey... With PowerSync, [Salesforce] is more holistic and offers a more complete and up-to-date picture of all our customers, their purchasing behaviors, product preferences, etc. This data forms the foundation of a strong brand that can deliver a top-quality customer experience informed by data.

Stuart Kiely Headshot

Stuart Kiely

Sr. Director, Technology and Marketing, Matouk

All your customers, all your payments, all in one place

Getting paid doesn’t have to be complicated – take one-time payments from clients in seconds and set up flexible subscription automation all from within Salesforce.

We make it easy with Salesforce-native code that will never disappoint you and PCI-compliant tokenization that keeps your customer data safe, secure, and out of your databases.

Powersync takes care of the logistics so you can focus on what you do best. You can schedule a complimentary consultation to get all the details.

Are Your Teams Efficient?
Manage all your payments in a single place

"[Recurrex is] all we could really ask for. It opened up my job to do other things."

Carrie Hermanson Headshot

Carrie Hermanson

Operations at PBHS

Salesforce Payment Virtual Terminal
and Subscription Management Solution

Salesforce Payments is a highly configurable Salesforce extension built to fit your unique sales processes and scale as you grow.

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PowerSync was built to make your business process more manageable and open up your schedule

White-glove installation and support are available upon request.

PowerSync Promise

Enjoy full-scale automation for your business

Seamless Integration Icon

Seamless Integration

Seamless, customizable integration to grow sales and enable world-class customer service.

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Process Automation

Eliminate double entries. PowerSync will automate your process.

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Team Efficiency

Recurrex automation has proven to eliminate 20%+ of operational overhead on sales teams.

Let's discuss your business needs together

Take advantage of a complimentary discovery session

PowerSync has provided bespoke solutions and expert recurring revenue consulting for e-commerce businesses since 2011.

Ask us how to automate your invoices, streamline your back office, and implement recurring revenue strategies that build customer loyalty, even in a bearish economy.

Submit the form or schedule a call to get your complimentary session today!

FAQ

Are your payment integrations PCI-compliant?

Yes, no sensitive information is captured, stored, or transacted in Salesforce.

What value does Salesforce Payment Platform provide to my business?
  • Charge customer’s credit card without leaving Salesforce;
  • Initiate an ACH debit without leaving Salesforce;
  • A PCI-compliant solution;
  • Natively works with Recurrex (subscriptions and order automation solution for Salesforce).
Can I process partial payments?

Yes, partial payments are supported out of the box.

How does ACH debit work on this Payment Platform for Salesforce?

You will need to input a routing number and an account number for direct debit. After the bank record is created, you must go through the bank validation step. Stripe will make two temporary micro-deposits. When deposits show up, you will need to enter the amounts of those micro-deposits in Salesforce on the bank record to confirm the bank. After this validation step is complete, you will be able to draft funds directly from the bank.

Does ACH draft work for any bank?

Stripe users in the United States can accept ACH Direct Debit payments from customers with a US bank account using the Automated Clearing House (ACH) payments system operated by Nacha (the governing body that oversees ACH network).

Can I issue refunds for processed payments?

Yes, you are able to issue a full refund for any payments processed through the Salesforce Payment Platform without leaving Salesforce.