GoCardless for Salesforce Billing

Automating Quote to Cash, with payments fully on-platform. Manage your customers’ entire journey within Salesforce Billing, from lead or quote, all the way to cash. GoCardless seamlessly powers the final step in the process: payment collection.

Less costs and complexity

Improved cash flow

Easier reconciliation

Single global solution

Better service for your customers

Your single source of truth, making reconciliation simple.

Reduce your payment costs

GoCardless lowers costs of taking payments by 56%*. By leveraging GoCardless within Salesforce, there are no manual reconciliation steps and no swapping between systems. Instead, Salesforce is the single source of truth for your payments, meaning full control, visibility and reconciliation. Our out-the-box integration also enables a simple, fast and low cost set-up.

Improve your cash flow

Businesses get paid 47%* faster with GoCardless. GoCardless can work alongside Salesforce’s autopay feature to automatically collect a payment on the invoice due date. This creates a 100% touchless payment process while guaranteeing improved cash flow, eliminating late payments, and reducing associated collection costs.

Offer payment flexibility

Extend the functionality of Salesforce Billing by leveraging GoCardless to create payment plans from an individual invoice. Customers will have flexibility in how they pay through the ability to offer bespoke payment plans for an individual invoice. Plus with GoCardless, customers can choose to pay via bank debit with the world's largest global bank debit network.

One global solution

Access the GoCardless global bank debit network, which covers over 30 countries via eight bank debit schemes into one platform and one integration. Bank-debit is the preferred B2B & B2C payment method in a number of major markets.**

GoCardless handles all regulatory and compliance requirements for each geography enabling you to simply plug and play. We also offer optional integrated FX at the real exchange rate, along with full payment reconciliation. 

Fully integrated, fully automated, made for Recurring Payments.

360° customer visibility

Experience fully integrated payments with live data providing you with a single source of truth.

Payment flexibility

Be customer centric, by enabling them to split a single high-value invoice into a bespoke payment plan. This plan is fully controlled within Salesforce enabling you to offer payment options based on frequency, value, and date.

Source of record = automatic reconciliation

Down to the Payment Schedule Line item, GoCardless will push all data into Salesforce. There is also the option for in-product Fx at the real market exchange rate which gives full transparency and a lower cost of international business.

Connect today, take payments right away

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* IDC: The business value of taking recurring payments with GoCardlessIDC: The business value of taking recurring payments with GoCardless

GoCardless Ltd., Sutton Yard, 65 Goswell Road, London, EC1V 7EN, United Kingdom

GoCardless (company registration number 07495895) is authorised by the Financial Conduct Authority under the Payment Services Regulations 2017, registration number 597190, for the provision of payment services.

GoCardless SAS, 23-25 Avenue Mac-Mahon, Paris, 75017, France

GoCardless SAS, an affiliate of GoCardless Ltd (company registration number 834 422 180, R.C.S. PARIS), is authorised by the ACPR (French Prudential Supervision and Resolution Authority), Bank Code (CIB) 17118, for the provision of payment services.