Set up Salesforce Pay Now and customize the prebuilt flows that enable collections specialists to generate payment links and send the links to borrowers.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
- Set Up Pay Now for Collections and Recovery
To enable Payments, first turn on Digital Experiences and set up an Experience Cloud site, and then set up Pay Now. Salesforce PayNow helps your collections specialists to create and share secure payment links that direct your customers to a payment page. Customers can enter their contact and payment details to complete the transaction. - Customize the Prebuilt Flow Template to Generate and Send a Payment Link
Help collections specialists create and send payment links to borrowers. The Generate and Send Payment Link prebuilt flow template helps a collections specialist to gather payment details, such as payment amount, payment processing platform, whether it’s a one-time or multiple-use payment link and its validity. The flow also generates a payment link and emails it to the borrower if an email address is provided, or shows the payment link details on the screen. Customize this flow according to your business needs. - Customize the Prebuilt Flow Template to Send a Reminder to Borrower with Payment Link
Create a flow by using the Send Reminder with Payment Link flow template to send an email to the borrower with the payment link.