Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

PosiPay, at its heart, is a payments app. We connect your Salesforce org to Stripe to gain the most secure and smart payments on the internet. Whatever payments you need to manage, you can do it from your CRM, maintaining it as your source of truth. We even help you reconcile your payments with your bank statements, keeping the accounts team very happy! PosiPay also has a fundraising extension, which you can read about here. But this section deals with the core PosiPay package, which is all about payments.

...

See more details about payment recording.

Payment Reconciliation (coming soon)

Capping this all off is PosiPay's full reconciliation capability. Syncing both with your Stripe account and also with your bank, it provides 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, reconciled payment data.

See more detail about payment reconciliation.

Next place to go: The Big Picture - PosiPay Which Guide Do I Need?