PaymentJunction

Capture Digital Payments for Invoices created in Salesforce and ERPs

PaymentJunction automates invoicing and digital payments (credit card, ACH) including recurring subscriptions and pre-authorized payments for invoices created in legacy ERP systems (no ERP customizations needed!) or in Salesforce. ERP connectivity syncs all transactions to ERP / Accounting systems. Automated batch invoicing eliminates manual data entry, reducing the invoice-to-cash cycle, with Salesforce’s powerful Analytics improving Rev Ops visibility.

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Re-imagine Data Integrations

Salesforce-native Event management

  • Track payment trends and invoice aging metrics with dashboards
  • Link Payments ,Quotes, Orders and Projects in Salesforce for better Analytics
  • Improve Client Servicing with an integrated view of receivables / account balances

Automate RevOps Processes

  • Automate batch / bulk invoicing in Salesforce
  • Automate pre-scheduled recurring subscription billing
  • Secure Salesforce-powered online payment terminal and customer portal

ERP Connectivity / Integration

  • 2-way transactions data sync with ERP / Accounting Systems
  • Enable Digital Payments for legacy ERPs avoiding expensive ERP customizations

Architecture / Features

Salesforce-Native Design

 Fully utilizes the Salesforce platform’s powerful features, leveraging its automated flows and dashboards for analytics

Billing Workflow Automation

Automates billing with pre-authorized credit cards for timely payments and management of recurring subscriptions

Digital Payments for ERP

Embed unique payment links and automate digital payments for ERP-generated invoices in Salesforce, without making changes to your ERP's configuration

Automated Bulk Invoice Generation

Automates batch invoicing and sending from Salesforce reducing manual data entry and human effort

Multiple Payment Gateways

Integrate with payment processors of your choice including Stripe, Paypal and Authorize.Net

Offer Payments Portal to Customers

Salesforce-powered online customer portal for payments and sharing invoice history

Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

Growth

Salesforce-native Digital Docs

$15 user/month

  • Generate pre-filled PDFs from templates
  • Collect Digital Payments in Salesforce
  • Automated batch generation
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MOST POPULAR

Pro

Advanced Multi-docs Merge

$25 user/month

  • Generate pre-filled Word docs
  • Merge multiple PDFs, Word docs, and images into a single output PDF
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Ready to unlock Salesforce's full potential?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.