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Description

Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.

Description

Sofacto serves as your reliable partner for billing on a daily basis. With just a few simple clicks, you can efficiently handle all aspects of your billing, from editing documents to tracking payments in a quick and seamless manner. Fully designed and developed using Salesforce, Sofacto takes advantage of the robust security, performance, and capabilities of the leading Cloud CRM provider. This platform provides you with a comprehensive and enhanced CRM experience, empowering you to unlock your business strategies through a complete 360° view of your customer base. Sofacto supports you every day by streamlining your business processes, including invoice generation and payment follow-ups. Your dashboards reflect real-time updates, enabling you to consistently make informed decisions. By automating your billing management, Sofacto helps you save valuable time. Built on Salesforce.com's Cloud technology, Sofacto facilitates collaborative work organization without any limitations related to time or location. Additionally, this innovative platform ensures that you remain agile and responsive in a rapidly changing business landscape.