jon
July 16, 2025
Payments
Salesforce
A Customer Payment Portal is a secure, self-service web interface where customers can view invoices, make payments, set up auto-pay, and manage their billing information. When integrated with Salesforce, it creates a powerful bridge between your CRM and financial operations—enhancing both internal efficiency and customer experience.
Core Functionality of a Customer Payment Portal
| Feature | Description |
| Make Payments | Pay invoices via credit card, ACH, or other methods |
| View Invoice History | Download, print, and track payment status |
| Set Up Recurring Billing | Auto-pay monthly subscriptions or installments |
| Manage Billing Info | Update credit card, bank account, or address |
| Receive Notifications | Get email/SMS alerts for upcoming or overdue invoices |
| Secure Login | Customer authentication with encryption and PCI compliance |
Why Integrate with Salesforce?
Integrating your Customer Payment Portal with Salesforce using InterWeave unlocks a real-time, 360° financial view of your customers—all inside your CRM.
1. Real-Time Payment Visibility
- Automatically update payment statuses, balances, and invoice data in Salesforce when a customer pays.
- Sales and support teams stay informed without switching platforms.
2. Improved Customer Experience
- Give customers 24/7 access to their billing and payment options—on desktop or mobile.
- Reduces support tickets like “Where’s my invoice?” or “How do I update my card?”
3. Accelerated Cash Flow
- Let customers pay faster with auto-reminders and instant checkout.
- Reduce time to collect payments and lower Days Sales Outstanding (DSO).
4. Reduce Admin Work
- Eliminate manual entry of payments into Salesforce.
- Automate payment receipts, status updates, and follow-up reminders.
5. Scalable & Configurable
- With InterWeave, tailor the portal to your workflows, branding, and payment rules.
- Integrates with Salesforce Accounts, Opportunities, Cases, and custom objects.
Example Workflow with InterWeave
- Invoice generated in Salesforce
- InterWeave syncs invoice to payment gateway
- Customer logs into Payment Portal and pays
- Payment status syncs back to Salesforce in real-time
- Opportunity marked as “Paid” and email receipt is sent
Business Impact
| Benefit | Result |
| Better customer self-service | Fewer support requests |
| Faster payments | Healthier cash flow |
| Automated processes | Lower admin overhead |
| Unified CRM & finance data | Clearer reporting & decision-making |
| PCI-compliant & secure | Peace of mind for you and your customers |
