Product Overview

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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.

There are 3 key components to PosiPay:

• Payment processing

• Payment recording

• Payment reconciliation

Payment Processing

Stripe Elements

The first major component of PosiPay is payment processing. Our Payment Lightning Web Components embed Stripe Elements so that your users can engage directly with Stripe hosted payment forms, and you never have to handle payment details yourself. Minimising your PCI compliance scope is always a win! Once payment details are securely captured and tokenized PosiPay 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 PosiPay 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 business actions, such as creating the next invoice, or creating a task to contact the client, and this is all made simple with PosiPay.

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.

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