Simplify premium collection and cut admin work.

Automate billing, manage complex rates, and improve payment reliability.

Automate recurring gifts, reduce churn, and strengthen donor loyalty.

Streamline membership payment process and provide a seamless experience for members.

Streamline tuition payments, lower late fees, and focus on students.

Streamline rent collection for social housing and commercial real estate on Salesforce.

Online Payments >

Process online payments via PayLinks, Giving Pages and Payment API.

Recurring Payments >

Automate recurring payments with Salesforce at the core.

Agent Payments >

Collect secure payments over the phone or mail using a Virtual Terminal.

Outbound Payments >

Pay vendors faster with tracked outbound payments.

Recover failed payments automatically in Salesforce.

Bank Payments >

Import and reconcile bank payments in Salesforce.

Payment Service Provider Payments >

See all your PSP payment data in Salesforce.

Non-FinDock Processed Payments >

Reconcile all payments in one Salesforce view.

Nonprofit Solutions

Giving Pages

Gift Aid

 

More

Agentforce

FinDock Factsheet

 

 

Insights, tips, and deep dives into payments on Salesforce

Hear directly from customers about their FinDock experience.

Learn how organizations transform their payment operations with FinDock.

Access guides, whitepapers, and resources to explore FinDock.

Meet us at upcoming events, or catch up with our on-demand webinars.

Browse our Feature Showcase videos and FinDock shorts

Get help from our resources or submit a support request.

Understand how to configure, use, and integrate FinDock.

For Customers

Find Implementation Partner >

Find certified experts to implement FinDock successfully.

View Integration Solutions >

Extend FinDock capabilities with out-of-the-box integrations.

For Partners

Become a Partner >

Join our partner ecosystem and deliver payment solutions on Salesforce.

FinDock Academy >

Get trained and certified to build expertise in FinDock implementations.

For Partners

FinDock Demo App >

Launch an end-to-end payment demo in just 5 minutes.

Partner Newsletter >

Stay in the loop with updates, insights, and partner success stories.

Learn who we are and what we strive for.

Access our logos and brand guidelines.

Stay up to date with our latest stories and updates.

Read our policies, terms, and compliance resources.

Explore open roles and join the FinDock team.

Get in touch with our team.

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.

FEATURE SHOWCASE

Watch the video to see how you collect one-time payments with FinDock PayLinks.

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.

Learn more about managing Recurring Payments →

FEATURE SHOWCASE

Watch the video to see how you can set up and update recurring payment methods with FinDock PayLinks.

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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