Import pre-generated payment method tokens into your Salesforce org either individually or in bulk. Bring in your own payment methods generated by externally developed UI components. Retry failed payments, and set up rules to automatically apply credits and payments to the right invoices.
- Add and Manage Saved Payment Methods by Using Pre-Tokenized Data
Bring your existing payment methods from native and third-party payment gateways into your Salesforce org by migrating the corresponding payment method tokens. You can import specific payment method tokens either individually or use a CSV file to upload multiple tokens into your Salesforce org. Map the tokens to specific payment types, including emerging options, such as digital wallets. Use the saved payment methods, without any further configuration, for both batch payment processing and in the Sale, Authorize, and Capture APIs. Integrate payment methods into your Salesforce org by bringing in external UI components from vendors of your choice. - Apply Credit Memos and Payments Automatically Based on Rules
Prevent revenue leakage, improve customer trust, and reduce the manual effort required for cash reconciliation with rule-based application of credit and payments. Prioritize applying either credits or payments to settle the invoices of customer accounts. Specify allocation rules in an order of your choice to settle the invoices of your account. Use the allocation rules to match invoices by the invoice ID or invoice balance, or prioritize oldest invoices or the ones with the highest balances. - Maximize Revenue Collection by Using Custom Payment Retries
Define rules to automatically retry payments that fail due to specific errors, such as an expired card or a temporary bank issue. Set up rules to reprocess failed payments based on the reason for the failure. Define the retry interval and the total number of attempts before a payment is finally considered as failed. Capture more revenue and reduce manual collections work for your accounts receivables team. - Accelerate Collections by Converting Debit Memos to Invoices
Bring any outstanding amount into your accounts receivables workflow by generating invoices from debit memos. Convert standalone debit memos to invoices by using Invoice Ingestion API. This feature helps to simplify and accelerate payment collections.