Capability
Accept payments directly within Salesforce
Process payments within the same Salesforce flow — no external payment system handoff. Eposly supports multiple payment methods, split payments, deposits, refunds, and receipts, all captured on the customer record.
The challenge
The cost of disconnected payment systems
Payments in Salesforce are often handled through external systems and only partially synced back.
This leads to missing transaction data, limited visibility, and ongoing reconciliation work, making it difficult to track payment status, reporting, and customer activity accurately.
Payments should be recorded in Salesforce, not reconciled later.
Manual reconciliation
Payment records must be matched back to Salesforce orders manually or through batch processes.
Broken audit trail
Payment confirmations exist outside Salesforce, complicating compliance and reporting.
Limited payment flexibility
External tools may not support split payments, deposits, or refunds tied to the original order.
See how payments work inside Salesforce
Card, terminal, and remote payments handled directly in the transaction flow.
The Eposly approach
Payments as part of the transaction, not after it
Payment is captured as part of the transaction flow. No handoff, no external ledger, no reconciliation.
Transaction
#TXN-4821Amount
$4,200.00
Receipt sent to customer
How it works
End-to-end payment processing, natively in Salesforce
Every payment step, from transaction creation to the moment the Salesforce record is updated, runs inside one connected flow. No external portals, no manual reconciliation, no broken context.
Transaction created
Payment method selected
Processing
Confirmation
Receipt generated
SF record updated
Payment ecosystem
Connect to the payment providers you already use
Eposly integrates with leading PCI-compliant payment gateways. Card data is tokenized at the provider level and never stored in Salesforce.
Card networks
Digital wallets
Gateways
Alternative
Additional payment providers can be connected through Eposly's gateway integration architecture.
Key features
Payment and cashiering features
Flexible payment methods
Accept credit cards, debit cards, digital wallets, and contactless payments.
Multi-provider payment gateway integration
Connect to Stripe, Adyen, Square, and CardConnect.
Split payments
Allow multiple payment methods within a single transaction.
Partial and deposit payments
Accept deposits or installment payments when needed.
Refund and reversal handling
Process refunds directly within Salesforce.
Real-time payment status tracking
Monitor successful, declined, and pending transactions instantly.
Card-on-file & MOTO payments
Process payments using stored card details or over the phone (mail order/telephone order) directly within Salesforce.
Gift cards & coupons
Accept gift cards, promotional coupons, and client account credits as payment methods.
Cash & alternative tenders
Support cash, cheque, room charge, and other non-digital payment methods alongside card payments.
PCI-compliant processing
Payment processing through certified PCI-compliant providers. Card data is tokenized and never stored in Salesforce.
“Users love the simple, quick way they can process customers. Everything is in Salesforce… managers can see reports in real time.”
— Dominic Delano
In practice
See it in action
How a government agency processes permit payments
A citizen visits a county office to pay for a building permit. The clerk pulls up the permit application in Salesforce, reviews the associated fees, and processes a split payment — part by card, part by check. A receipt is generated automatically and linked to the permit case. The payment appears instantly in the agency's Salesforce dashboard for audit and reporting purposes, with no manual reconciliation required.
Why Salesforce-native
Process payments in Salesforce without reconciliation gaps
No reconciliation required
Payments are captured on the Salesforce record as part of the transaction. Nothing to reconcile.
Salesforce audit trail
Every payment event is logged and auditable inside Salesforce.
Enterprise-grade security
Payment processing inherits Salesforce security infrastructure and compliance.
Multiple gateway options
Connect to the payment provider that fits your market and requirements.
PCI scope reduction
Because card data is handled by the payment gateway and never enters Salesforce, your PCI compliance scope stays minimal.
Related capabilities
Explore other capabilities
FAQ
Frequently asked questions
Ready to see payments in action?
See how Eposly processes payments natively inside Salesforce.
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