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The next major component of PosiPayments is its ability to record what happens in Stripe, all within Salesforce - so you only need to maintain one source of truth. Utilising webhooks, we are able to gather real-time changes from Stripe, so that your Salesforce org keeps all of the gateway transaction information up to date. The records that come back may need to trigger further actions, such as creating the next invoice, or creating a task to contact the client, and this is all possible with PosiPayments.
See more detail about payment recording.
Payment Reconciliation
Capping off this brilliant product is its full reconciliation capability. PosiPayments syncs both with your Stripe account, and also with your bank. We provide the ability to reconcile all gateway transactions with each bank statement line item. Not only this, but it will also highlight any payments that are not already recorded in your Salesforce org. Your accounting team will love you when they receive this crisp payment data.