Public sector payment solutions that complete your Salesforce platform

    Manage counter payments and cash registers inside Salesforce, with transactions linked to the people, applications and permits your agency already manages.

    A licence fee on an applicant's order in Eposly

    Many state and local agencies run applications, cases, inspections and licensing records in Salesforce, while payments and the cash register stay in a separate cashiering tool. Eposly brings them into Salesforce: cash drawers, mixed tender, receipts and end-of-day reconciliation, with fees set by rules configured for the agency's fee schedule and each payment linked to the applicant's records.

    • Cash register management in Salesforce: drawers, tender, receipts and end-of-day reconciliation.
    • Fees set by pricing rules configured for the agency's fee schedule, with adjustments recorded on the transaction.
    • Payments linked to the applicant's records, under your Salesforce permissions and audit controls.
    • Selected by California DMV for permit and registration payments on Salesforce Government Cloud.

    Which public sector agencies does Eposly work with?

    Eposly fits agencies that run, or are moving onto, Salesforce for applications, cases or permits, and still take fees in person. Choose your agency type.

    Cities and municipalities

    Permit, licence, tax and parking payments at the city's counters, linked to the applicant's records.

    Motor vehicle agencies: see how California DMV runs permit and registration payments in Salesforce

    What does a public sector counter need from a payment solution?

    A public sector counter needs a payment solution that runs inside the platform the agency already chose, so fees, payments and cash drawers are managed in Salesforce, linked to the cases they belong to.

    Many agencies run applications and cases in Salesforce and take payment in a separate cashiering or payment tool. Salesforce then learns that something was paid, but not how the fee was reached or how the drawer balanced. Reconciliation and audit preparation span more than one system.

    A public sector counter needs to
    How Eposly handles it
    Capability
    Manage the cash register
    Cash drawers with logged opens and per-user attribution, mixed tender, receipts printed from Salesforce and end-of-day reconciliation across drawers and offices
    Calculate fees by policy
    Pricing rules configured for the agency's fee schedule, applied as the order is built
    Record discretion
    Waivers and adjustments recorded on the transaction; agencies manage the required approvals with their Salesforce processes
    Take payment at the desk
    Cash, card, cheque or a split in one step, with partial payments where the agency allows them
    Link the payment to the case
    The order and payment are created in Salesforce, linked to the applicant and the case
    Report across offices
    Every transaction and drawer is in Salesforce, ready for reports and dashboards by office and cashier

    A permit at the counter

    How does one counter payment work from start to finish?

    One flow in Salesforce, from the fee to the closed drawer.

    1. Opening the applicant's record and finding the licence in Eposly
    2. The fee set by the agency's pricing rules on the order in Eposly
    3. Taking payment at the counter in Eposly
    4. The paid order in the office's order list in Eposly
    5. The payment on the order in Salesforce
    Opening the applicant's record and finding the licence in Eposly

    How are fees calculated and adjusted with approval?

    Policy-driven fees, documented discretion. Pricing rules configured for the agency's fee schedule handle fee tables and tiers, so the clerk does not calculate fees by hand. Where discretion is allowed, such as a waiver, an adjustment or a partial payment, it is recorded on the transaction. Agencies can use their Salesforce processes to manage the required approvals.

    Situation
    How it is paid
    Fee at the counter
    Cash, card, cheque or a split, in one step
    Partial payment
    Part of the fee now, the balance later, on the same order
    Taking payment at the counter in EposlyThe payment dialog in Eposly

    How many systems does a public sector counter actually need?

    Fewer than many agencies run. When the counter transaction runs inside Salesforce, the separate cashiering database and the reconciliation between it and Salesforce drop out.

    Layer
    Typical agency stack
    With Eposly in Salesforce
    Applications, cases and applicant records
    Salesforce
    Salesforce
    Counter payments and cash register
    A separate cashiering system
    Eposly, inside Salesforce
    Card payments
    Payment gateway, linked to the cashiering system
    Supported PCI-compliant gateway, linked to Eposly in Salesforce
    Reconciling the two
    Manual or batch, across systems
    No separate cashiering database to reconcile
    Finance and ERP
    Finance system
    Unchanged, fed with structured data from Salesforce

    Eposly does not replace the finance or ERP system. Salesforce stays the system of record for the transaction, and finance receives structured data from it.

    What does the record and audit trail show?

    After every counter transaction, Salesforce shows:

    • Who paid, for which application, licence or permit.
    • Which clerk took the payment, at which office and from which drawer.
    • How the fee was reached, and any waiver or adjustment recorded on the transaction.
    • How it was paid: cash, card, cheque or a split, and any partial or scheduled payment.
    • The receipt, and refunds against the original transaction.
    • The drawer's opens and its end-of-day reconciliation.

    These are standard Salesforce records, so they follow your Salesforce permissions and audit controls. Card details are tokenised by the connected PCI-compliant payment gateway and kept out of the applicant's record.

    Which public sector agencies already run on Eposly?

    California DMV

    California DMV selected Eposly's Salesforce-native Point of Sale and Cash Register module for permit and registration payments on Salesforce Government Cloud.

    Public sector one-pager

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    Is Eposly the right fit for your agency?

    Eposly fits agencies that:

    • run, or are moving onto, Salesforce for applications, cases, licensing or permits;
    • take fees in person, with cash in the drawer;
    • take payment in a separate cashiering or payment tool today;
    • need fees, discretion and the cash drawer managed in Salesforce, alongside the case.

    Another option is a better fit when:

    • Salesforce is not in play for cases or permits;
    • payments are online only, with no counter;
    • the agency needs a full licensing, permitting or finance system rather than the payment and the cash register.

    One note for planning: every clerk who takes payment in Eposly needs a Salesforce user licence.

    FAQ

    Each drawer is managed in Salesforce, with logged opens, per-user attribution, mixed tender and receipts printed from Salesforce. At the end of the day, drawers are reconciled in Salesforce, and reports show the position across cashiers and offices.

    Salesforce on its own does not manage a physical cash drawer. With Eposly, drawer opens, tender, receipts and end-of-day reconciliation are recorded in Salesforce, on the same platform as the agency's cases.

    Yes. California DMV selected Eposly for permit and registration payments on Salesforce Government Cloud.

    Payment apps take card payments, often online. Retail POS systems can handle cash drawers, but they keep them in their own system. Eposly runs the counter transaction, including the cash register, inside Salesforce, so cash events take part in the agency's Salesforce processes and permissions.

    Related reading

    Complete your Salesforce platform at the counter

    See how a counter transaction runs inside Salesforce.