These guides show end users how to process payments, manage billing, and track transaction statuses directly inside Salesforce. Each guide covers one core payment workflow — use the one that matches the transaction you need to perform.
Manual vs. automated: These guides describe how to process payments manually (on-demand) using the Payment Console or Payout Console. Your organization may have automated this instead — for example, a Salesforce Flow or Apex trigger can automatically capture a payment or send a Payment Request link when an Opportunity stage changes or a record is updated. If your org uses background automation, some manual steps below won't apply.
Before you begin: The payment gateway (e.g., Actum, Fiserv, UnityFi) and Salesforce components must already be configured by an administrator. If you don't see the Payment Console on your record page, check with your admin or see the Implementation Guide.
Choose your guide
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Workflow / Feature |
What it does |
Guide |
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Payment Console |
Initiate a one-time payment directly from a Salesforce record using card or bank details. |
How to capture a payment using Payment Console
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Payment Request Link |
Generate and send a secure, hosted payment link to the customer via email for self-service payment. |
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Saved Payment Method |
Charge a previously saved card or bank account on file without requiring customer input. |
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Scheduled Payments |
Set up a payment to be processed automatically at a future date. |
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Recurring Payments |
Configure automatic recurring billing cycles based on a defined frequency (e.g., weekly, monthly). |
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Payout Console |
Instantly send and track outgoing funds (ACH credits) directly to customers, vendors, or partners. |
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Refunds |
Issue a full or partial refund for a previously completed (Settled) transaction. |
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Voids |
Cancel a payment that is authorized but not yet settled, preventing funds from being captured. |