FinDock PayLinks

No more payment friction – let customers pay, subscribe & update easily.

What are PayLinks?

PayLinks are unique, customizable URLs that your organization generates directly within Salesforce. These links allow you to:

Take one-time payments

Easily collect invoice payments or recover failed and abandoned payments.

Capture payment method details for recurring payments

Securely store customer payment details to enable hassle-free future transactions.

Update recurring payment method details

Reduce churn by allowing customers to update their details with ease.

How it works:

Step 1
Create PayLink page and form
Configure preferred payment methods, customize branding with a point-and-click editor, and attach links to contacts or campaigns.
Step 2
Send link on any channel
Send one-click payment requests via email, print (QR codes), SMS, CTA buttons, or social media, making it easy for customers to pay through their preferred channel.
Step 3
Collect and track payments
Collect and track payments in Salesforce with real-time data, manage payment statuses, and optimize performance by analyzing success rates, transaction speed, and top-performing channels.

Benefits of using PayLinks

Unlock new payment channels

Offer more ways to pay without complex configuration. With FinDock PayLinks, you can unlock new channels—like SMS, email, social media, and more—to make payments a much more customer-centric process.

Fast, easy, and secure payments

Setting up and configuring payment links in Salesforce has never been easier. With FinDock PayLinks, you can enable seamless, one-click online payments in just minutes.

Better customer experiences

Reduce payment friction by offering customers a fast and personalized experience using Salesforce engagement tools.

PayLinks for subscription management

Enable payer self-service

Empower your customers to manage their recurring payments on their own terms. Whether they need to update their credit card details or change their bank account, PayLinks gives them the flexibility to do so instantly

Improve cashflow by ensuring subscriptions stay active

When a customer’s card expires or a bank mandate fails, businesses can proactively send a PayLink for updating payment details. This prevents revenue loss, and keeps subscriptions active without requiring manual intervention.

Convert abandoned carts into completed payments

Follow up on incomplete payments with PayLinks. Capture missed opportunities and give potential customers a second chance to complete their purchase.

Enable smooth transitions to new payment options

Organizations seeking to update their payment collection methods can use PayLinks to let customers securely and effortlessly update their payment methods.

Simplify subscriber onboarding

Remove friction from subscription sign-ups with one-click payments—no portals, no account creation. Easily integrate PayLinks into your Salesforce Experience Cloud.

Configure and customize PayLinks in Salesforce in minutes

Create on-brand PayLinks

Easily create and customize payment links with your organization’s branding and logo. FinDock’s point and click editor means that anyone can create links, no need to call in the IT team.

Configure payment methods

Add your customer’s preferred payment methods and offer multi-currency to optimize for conversion. See FinDock’s full list of supported payment methods.

Send PayLinks on any channel

PayLinks can be sent via email, SMS, AgentForce Agent, or even embedded in other customer communications, providing a versatile and user-friendly way to manage payments.

Email

Social

Print

Agentforce

Invoice

QR Code

SMS

WhatsApp

As FinDock is Salesforce-native, you can use all Salesforce automation tools like Flow and Marketing Cloud to automate sharing PayLinks.

Collect and track payments in Salesforce

Real-time data in Salesforce

Get real-time status updates in Salesforce. View data across reports and dashboards and use it to drive actions with custom workflows.

Payment management

Track who has paid, who is late, which payments failed, and more. Trigger automations based on customer and payment actions.

Payment optimization

Understand payment success rate, speed of transaction, and track method and channels performance.

Ready to take your payment management to the next level?

Contact us today to learn how PayLinks can transform your business and drive Customer Payment Happiness!

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