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What is PosiPay?
PosiPay is a payments app that accepts secure payments from within Salesforce, and then reconciles all gateway transactions with your bank statements . There are 3 key components to the product.
Payment Processing
Stripe Elements
The first major component of PosiPayments is payment processing. Our Payment Lightning Web Components embed Stripe Elements so that your users can engage directly with Stripe’s payment form, and you never have to handle payment details yourself. Once payment details are securely captured and tokenised PosiPayments is able to engage with Stripe for future payments such as invoices and subscriptions. If you want to, you can set and forget and it will run like a dream.
These Lightning can be configured to your own Stripe account it is a direct link to you Stripe and you can see all updates within your Stripe Dashboard, should you feel the need to access it. But who wants to have to leave Salesforce? Enter our Recording Component.
See more detail about payment processing.
Payment Recording
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. PosiPay 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.
PosiPayments is designed and engineered to work within the Salesforce environment, therefore the end user needs to acquire an understanding of Salesforce in addition to PosiPayments. If you are new to Salesforce, we recommend visiting The Salesforce Environment section of our knowledge base. using Stripe.
Features
Nonprofit Cloud (NPC) and NPSP ready
One-off and recurring payments
Real-time updates on Salesforce records
Stripe payment security and recovery including smart retries
Full bank reconciliation.
As a Stripe Verified Partner, we’ve built PosiPay to integrate fully with the best of Stripe security and optimisation features.
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Are you a fundraiser looking for additional features like return mail management and batch processing? PosiGive is designed specifically for supporter care teams and includes all PosiPay functionality. |
Benefits
Maximise your PCI compliance
Manage a high transaction volume
Increase revenue with smart retries
Reduce admin with automated bank reconciliation
Ready to take the next step?
Email us to find out which pricing option is best for you.