--- title: "Education POS Software for Salesforce | Eposly" description: "Take campus service-counter, training, and certification payments inside Salesforce, on the constituent record. Eposly is the Salesforce-native POS for discrete, in-person education service payments (not tuition or enrollment)." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is an education POS system?", "acceptedAnswer": { "@type": "Answer", "text": "A system that takes and records in-person payments for education services (parking, transcripts, ID cards, exam and certification fees). A Salesforce-native education payment software executes the payment on the person's Salesforce record." } }, { "@type": "Question", "name": "Is this a school POS system?", "acceptedAnswer": { "@type": "Answer", "text": "No. Eposly is not built for cafeteria sales, bookstores, or student retail. It executes identity-linked service payments such as transcript requests, certification fees, and parking permits directly in Salesforce." } }, { "@type": "Question", "name": "Does Eposly handle tuition or enrollment?", "acceptedAnswer": { "@type": "Answer", "text": "No. Eposly executes discrete, in-person service payments. Tuition billing, enrollment, and student finance stay in your student information system and finance platform." } }, { "@type": "Question", "name": "Can certification bodies and training providers use it?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Any provider taking discrete, identity-linked payments for exams, certifications, or courses can execute them on the Salesforce record. It works as certification and training provider payment software on the same platform." } }, { "@type": "Question", "name": "Does it work with Salesforce Education Cloud?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Eposly runs on core Salesforce, so it works alongside Education Cloud on the same record." } }, { "@type": "Question", "name": "Does Eposly replace our student information or finance system?", "acceptedAnswer": { "@type": "Answer", "text": "No. It owns transaction execution and complements those systems." } }, { "@type": "Question", "name": "How are payments kept secure?", "acceptedAnswer": { "@type": "Answer", "text": "Card details are tokenized through PCI-compliant gateways and kept off the constituent record; transactions use the org's configured Salesforce access controls and audit capabilities." } } ] }, { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://eposly.io" }, { "@type": "ListItem", "position": 2, "name": "Industry", "item": "https://eposly.io/industry" }, { "@type": "ListItem", "position": 3, "name": "Education", "item": "https://eposly.io/industry/education-point-of-sale" } ] } ] --- [![Eposly](/assets/eposly-logo-BB9N99PW.svg)](/) Product By Industry [Customers](/customers)[Partners](/partners) Resources Company [Contact us](/contact) [Home](/)/ [Industry](/industry)/ Education Education services # Salesforce-native payments for education service counters Take in-person service payments at education service counters, training providers, and certification bodies inside Salesforce, on the constituent record. This is transaction execution for discrete education service payments, not tuition, enrollment, or student finance. [Book a demo](/contact) Industry context ## Education service desks take payments all day. The record should show every one. Education service desks, training providers, and certification bodies take payments in person all day: parking and fines, transcripts and document replacement, ID cards, exam and certification fees, course and workshop fees. Each payment belongs to a known person, and the record of it should live with that person in Salesforce. ### Parking and fines Permit sales, parking fees, and fines taken at the counter with a receipt on the constituent record. ### Transcripts and documents Transcript requests, document replacement, and record fees captured on the learner record in Salesforce. ### ID cards and access Campus ID issuance, replacement fees, and access credentials taken as a Salesforce transaction. ### Exam and certification fees Certification, exam sitting, and re-sit fees processed inside Salesforce on the candidate record. ### Course and workshop fees Short-course, workshop, and training payments recorded on the learner record at the point of sale. The challenge ## Service payments live outside the record. When the counter POS is a separate system from Salesforce, reconciliation, audit trail, and the person's own record all suffer. The payment happens, but the record does not carry the full story. ### Counter POS never reaches the record Service payments run on a separate counter POS. The constituent or learner record shows the payment happened but not the detail. ### Manual reconciliation across systems Finance reconciles across the POS, the SIS, and Salesforce by hand at the end of each day. ### Split audit trails The payment sits in the POS database, the case sits in Salesforce, and the audit story is split across two systems. ### Partial view of the person Staff see that a fee was paid on the record, but not how it was taken, by whom, on which drawer, or under which policy. The Eposly approach ## Execute the service payment on the record, in one flow Eposly executes the service payment inside Salesforce, on the constituent or learner record. Card, cash, and other methods are taken through one transaction flow, and reconciliation, audit trail, and cash-drawer accountability are built into the transaction rather than bolted on after. Eposly owns transaction execution and complements the student information system, finance, and ERP rather than replacing them. Constituent Record Service Request Fee Applied Payment Taken Receipt Issued Transaction on Record Audit Trail Key capabilities ## What counter staff need, on the constituent record Cashiering, payments, cash drawer, and end-of-day controls, tied to every service request on the constituent or learner record in Salesforce. ![](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20stroke:%20%233B82F6;%20stroke-miterlimit:%2010;%20stroke-width:%201.5px;%20}%20%3c/style%3e%3c/defs%3e%3cpath%20class='cls-1'%20d='M24.24,9.04c-.83,0-1.62.18-2.33.49-.82-1.76-2.61-2.99-4.69-2.99-1.4,0-2.67.56-3.6,1.46-1.06-1.25-2.63-2.04-4.4-2.04-3.18,0-5.76,2.58-5.76,5.76,0,.58.09,1.14.25,1.67-1.05,1.04-1.71,2.49-1.71,4.09,0,3.01,2.31,5.48,5.25,5.74,1,1.69,2.85,2.82,4.95,2.82,2.28,0,4.26-1.33,5.19-3.26.47.23,1,.35,1.56.35,1.73,0,3.18-1.22,3.53-2.85.55.18,1.15.27,1.76.27,3.18,0,5.76-2.58,5.76-5.76s-2.58-5.76-5.76-5.76Z'/%3e%3c/svg%3e) ### In-person service payments on the record Every counter payment is created on the constituent or learner record in Salesforce, with the fee, tender, and staff member captured in one step. ### Card, cash, and mixed tender in one flow One transaction flow across card, cash, and split tender. Payments settle to your PCI-compliant gateway; the record is created in Salesforce. ### Cash-drawer accountability Drawer opens, cash events, and shift accountability are recorded on the Salesforce transaction, tied to the cashier and the shift. ### Reconciliation built into the transaction End-of-day totals, mixed tender, voids, and refunds are structured inside Salesforce, so finance reconciles in one place. ### Audit trail on the standard record Every payment lives on the standard Salesforce object with the org's controls, permissions, and audit capabilities. ### Complements SIS, finance, and ERP Eposly owns transaction execution and sends clean data to the student information system, finance, and ERP. It does not replace them. Scope ## Where Eposly fits, and where it does not Eposly is the Salesforce-native transaction execution layer for discrete, in-person education service payments. It is not a student information system, a finance platform, or a student-retail POS. ### Where Eposly fits - In-person service payments on the constituent record - Transcripts, document replacement, and record fees - ID card issuance and replacement fees - Exam sitting, certification, and re-sit fees - Course and workshop payments taken at the counter - Parking permits, parking fees, and fines ### Where Eposly does not fit - Tuition billing and student finance - Enrollment and admissions workflows - Cafeteria sales, bookstores, and student retail - Bursary, scholarship, or loan disbursement - Financial aid and grant management - General ledger and finance-system replacement Customer proof ## Rated 5.0 on the Salesforce AppExchange AppExchange 5.0 [See what Eposly customers say on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qD0GEAU&tab=r) Environments ## Where Eposly runs in education Eposly runs on core Salesforce, so it works across Sales Cloud, Service Cloud, Education Cloud, and Public Sector Solutions. There is no separate transaction database to reconcile. ### University and college service counters Registrar, bursar, and student services desks taking discrete in-person payments on the constituent record. ### Certification bodies Certification and re-certification fees taken on the candidate record, with a receipt on the Salesforce transaction. ### Training providers Short-course and workshop providers taking course, exam, and materials payments on the learner record. ### Campus parking and safety offices Parking permits, parking fees, and fines processed on the constituent record with drawer accountability. ### Records and documents offices Transcript requests, document replacement, and ID card issuance captured as Salesforce transactions. Why Salesforce-native ## Why Salesforce-native matters for education service payments Auditability, cash accountability, and a complete record depend on where the transaction is executed. When the payment is part of the person's record, it must execute inside Salesforce. If the transaction happens outside Salesforce, the record is incomplete and reconciliation is manual. - ### Same objects, security, and audit model The transaction lives on the standard Salesforce record with the org's controls, permissions, and audit capabilities. - ### No separate transaction database to reconcile The payment is created in Salesforce as it happens, so there is nothing to reconcile back at end of day. - ### PCI-compliant gateways connected natively The transaction flow connects to PCI-compliant payment gateways, so card data stays off the constituent record. Related capabilities ## Related capabilities [ ### Transaction Execution Explore ](/product/capabilities/transaction-execution)[ ### Assisted Sales & Checkout Explore ](/product/capabilities/assisted-sales)[ ![](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20stroke:%20%233B82F6;%20stroke-miterlimit:%2010;%20stroke-width:%201.5px;%20}%20.cls-2%20{%20fill:%20%233B82F6;%20}%20%3c/style%3e%3c/defs%3e%3ccircle%20class='cls-1'%20cx='12.52'%20cy='12.52'%20r='10.52'/%3e%3cpath%20class='cls-2'%20d='M15.23,17.31c-.51.34-1.35.68-2.43.68-1.32,0-2.49-.51-3.31-1.45-.62-.68-1.02-1.63-1.17-2.8h-1.01v-.8h.93v-.24c0-.26.02-.5.03-.73h-.96v-.81h1.07c.2-1.14.68-2.08,1.33-2.75.83-.86,1.89-1.35,3.22-1.35.96,0,1.71.28,2.17.52l-.33,1.07c-.41-.24-1.09-.46-1.82-.46-.88,0-1.59.31-2.15.89-.49.47-.81,1.21-.98,2.07h4.54v.81h-4.69c-.02.21-.03.46-.03.68v.29h4.72v.8h-4.61c.13.94.46,1.64.9,2.13.6.64,1.42.94,2.29.94s1.61-.33,1.99-.54l.28,1.03Z'/%3e%3cpath%20class='cls-1'%20d='M12.42,23.15c-1.03,0-2.01-.15-2.95-.43,1.37,4.22,5.33,7.28,10,7.28,5.81,0,10.52-4.71,10.52-10.52,0-4.78-3.2-8.81-7.57-10.09.33,1.02.51,2.11.51,3.24,0,5.81-4.71,10.52-10.52,10.52Z'/%3e%3c/svg%3e) ### Payments Explore ](/product/capabilities/payments)[ ![](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20stroke:%20%233B82F6;%20stroke-miterlimit:%2010;%20stroke-width:%201.5px;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpolygon%20class='cls-1'%20points='23.39%202.14%2010.72%202%2010.72%2023.77%2027.39%2023.77%2027.39%205.62%2023.39%202.14'/%3e%3cpath%20class='cls-1'%20d='M23.16,2.5v3.47h3.65c.35,0,.51-.43.25-.66l-3.46-3c-.17-.15-.43-.03-.43.2Z'/%3e%3c/g%3e%3cg%3e%3cg%3e%3cpath%20class='cls-1'%20d='M22.98,15.61c0-2.17-1.76-3.93-3.93-3.93s-3.93,1.76-3.93,3.93'/%3e%3ccircle%20class='cls-1'%20cx='19.06'%20cy='7.88'%20r='1.92'/%3e%3c/g%3e%3cline%20class='cls-1'%20x1='14.37'%20y1='17.34'%20x2='23.74'%20y2='17.34'/%3e%3cline%20class='cls-1'%20x1='14.37'%20y1='19.82'%20x2='23.74'%20y2='19.82'/%3e%3c/g%3e%3cpolyline%20class='cls-1'%20points='7.54%205%207.54%2026.77%2024.21%2026.77'/%3e%3cpolyline%20class='cls-1'%20points='4.61%208.23%204.61%2030%2021.28%2030'/%3e%3c/svg%3e) ### Intelligence Explore ](/product/capabilities/intelligence) FAQ ## Frequently asked questions ### What is an education POS system? A system that takes and records in-person payments for education services (parking, transcripts, ID cards, exam and certification fees). A Salesforce-native education payment software executes the payment on the person's Salesforce record. ### Is this a school POS system? No. Eposly is not built for cafeteria sales, bookstores, or student retail. It executes identity-linked service payments such as transcript requests, certification fees, and parking permits directly in Salesforce. ### Does Eposly handle tuition or enrollment? No. Eposly executes discrete, in-person service payments. Tuition billing, enrollment, and student finance stay in your student information system and finance platform. ### Can certification bodies and training providers use it? Yes. Any provider taking discrete, identity-linked payments for exams, certifications, or courses can execute them on the Salesforce record. It works as certification and training provider payment software on the same platform. ### Does it work with Salesforce Education Cloud? Yes. Eposly runs on core Salesforce, so it works alongside Education Cloud on the same record. ### Does Eposly replace our student information or finance system? No. It owns transaction execution and complements those systems. ### How are payments kept secure? Card details are tokenized through PCI-compliant gateways and kept off the constituent record; transactions use the org's configured Salesforce access controls and audit capabilities. 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See how this would work in your Salesforce setup. 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