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SmarterPay for Salesforce

This section of the WIKI gives details around the SmarterPay for Salesforce Managed Package.


Please use the menu to navigate the product documentation.


If you have questions or issues with SmarterPay for Salesforce, or one of it's extension packages, please contact support via our dedicated portal here.


To find out more about the product on our main website click here.


Overview

The SmarterPay Cloud for Salesforce Managed Package provides all the out of the box tools you need to fulfil your Bacs (Direct Debit and Credit) and Card Payment requirements. SmarterPay has been carefully built from the ground up to seamlessly fit your business processes and is backed by the SmarterPay Cloud platform. The SmarterPay Cloud Bacs & Card Payment processing platform is hosted securely in the cloud and acts as a bridge between Salesforce and Bacs, ensuring customer payments are managed correctly and updated accordingly in Salesforce.

The SmarterPay Bacs process is completely automated so you do not have to handle file generation and submissions manually, nor do you have to process Bacs reports manually. Security is of the utmost importance to us, so sensitive Bank Account details are not stored in Salesforce which assists in your security and compliance. All card payments are processed in compliance with PCI DSS standards. SmarterPay never touch, see or store your customer’s card details.

All of this is fully supported by our experienced in-house development and client services team who will help you every step of the way.


Features

This feature list highlights the main features currently available in SmarterPay for Salesforce.