Process and reconcile customer payments within Salesforce, including card payments and direct bank-account debits.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
InvoPay — screenshot from the Salesforce AppExchange listing

What it does

InvoPay sends eInvoices and client details for payment processing within Salesforce. Customers can validate payments in their banking app, while payments are processed and reconciled automatically in Salesforce. Supported payment types include credit and debit cards and direct debits from customer bank accounts. Salesforce receives real-time payment updates and detailed reconciliation reporting.

Key capabilities

from the Salesforce AppExchange listing

eInvoice delivery

Sends eInvoices and client details to customers for payment processing within Salesforce.

Card payments

Processes credit and debit card payments.

Bank account debits

Supports debiting a customer's bank account after payment validation in the customer's banking app.

Payment reconciliation

Automatically reconciles processed payments and updates data in Salesforce.

Payment reporting

Provides real-time payment updates and detailed reconciliation reporting in Salesforce.

Access integration

Integrates with Access Practice Management from The Access Group.

Who it's for

Accountants.

How it compares

Payment Connect accepts ACH, eCheck, and card payments in Salesforce across invoicing, collections, subscription, and payout workflows, while InvoPay focuses on eInvoices, banking-app payment validation, and reconciliation in Salesforce. REDA Pay covers inbound and outbound payments, deposits, payouts, and banking operations, whereas InvoPay describes customer payment processing and eInvoice updates. Nupay supports card and e-check/ACH transactions linked to invoices, bills, trust requests, and operating or trust accounts, while InvoPay includes direct bank-account debits validated in a banking app and reconciliation reporting.

In the catalog

295 plugins in Salesforce Platform · Finance

Price distribution: 53 free, 14 freemium, 228 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«InvoPay seamlessly processes and reconciles payments automatically within Salesforce. InvoPay processes all payment types, including directly debiting funds from customer's accounts. Fully integrated with Access Practice Management (The Access Group). An accountant can send eInvoices securely to customers, and have …»

Official marketplace listing

Publisher
INVOPAY PTY LTD
Updated on marketplace
Facts verified