Payments & Collections
Take one-time and ad hoc payments, and see exactly what has been collected, what is due and what is late.
- One-time payments
- Ad hoc collections
- Payment tracking
- Due and overdue visibility
Salesforce-Native · Multi-Gateway · AI Payment Insights
Every Payment. Every Stage. One Salesforce-Native Suite.
From invoicing and collections to one-time and recurring payments, receivables, credits, refunds and more, manage your entire payment lifecycle natively in Salesforce.
One suite, every stage
- Invoicing
- Collections
- Recurring
- Receivables
- Credits
- Refunds
- Forecasting
yourcompany.lightning.force.com/lightning/n/Bonza_Command_Center
Total payments$4.82M▲ 8.4% vs Aug
Collected$3.91M81% of billed
Due$612K148 invoices
Overdue$298K37 invoices
Collections forecast CollectedForecast
Upcoming recurring
OCT
01214 schedules$386K
01214 schedules$386K
OCT
0896 schedules$142K
0896 schedules$142K
OCT
1557 schedules$88K
1557 schedules$88K
Recent transactions View all
| Customer | Reference | Amount | Status |
|---|---|---|---|
| Acme Dental Group | INV-20418 | $12,400 | Paid |
| Harbor Academy | Recurring | $3,150 | Scheduled |
| Northwind Traders | INV-20397 | $8,920 | Overdue |
| Crestline Realty | Refund | −$640 | Refunded |
BONZA INSIGHT
12 payment methods expire within the next 30 days.
Visa •• 482110/26
Mastercard •• 119010/26
Review all 12 →
The problem
Payments Shouldn't Live in Pieces.
Businesses often manage invoices in one place, payments in another, recurring collections somewhere else — then rely on spreadsheets and manual work to understand what has actually been paid. Bonza Payments brings those moving pieces together inside Salesforce.
TODAY · SPREAD ACROSS TOOLS
Invoices
Payment Gateways
Spreadsheets
Recurring Billing
Refunds
Credits
Customer Records
BONZA PAYMENTS
One connected payment layer
ONE PAYMENT VIEW IN SALESFORCE
AccountNorthwind TradersSAMPLE
Paid$48,200
Due$6,400
Overdue$2,150
Credit$1,200
Invoices12 total · 9 paid · 2 due · 1 overdue
RecurringMonthly · next charge Oct 01
Refunds1 processed · $640
Payment methodVisa •• 4242 Expires 11/26
The payment lifecycle
One Suite Across the Entire Payment Lifecycle
From the moment payment becomes due to the moment it is collected, refunded, credited or renewed, Bonza keeps the entire journey connected to your Salesforce customer data.
Drag or flick through the stages
BONZA PAYMENTS
The connecting layer across every stage, tied to your Salesforce customer data
STAGE 01 / 08
Invoice
WHAT YOUR TEAM CAN DO
CONNECTED IN SALESFORCE
Every stage stays linked to the same customer record.
Platform
Everything You Need to Manage Payments in Salesforce
Six product pillars cover what happens before, during and after a payment — each working from the same customer record.
Recurring Payments
Set up payment schedules once and keep every upcoming recurring collection in view.
- Automated recurring collections
- Payment schedules
- Recurring payment visibility
Invoices & Receivables
Manage invoices and outstanding balances where your teams already manage the customer.
- Invoice management
- Outstanding balances
- Paid / due / overdue tracking
- Receivables visibility
Credits & Refunds
Handle refunds and customer credits inside Salesforce, and put stored credit to work on the next payment.
- Process refunds
- Offer customer credits
- Track credit balances
- Apply credits toward future payments
Multi-Gateway Payments
Connect the gateways your business uses and set a preferred default, without rebuilding your payment process.
- Connect multiple payment gateways
- Configure a preferred/default gateway
- Support different payment options
- Reduce dependency on a single gateway
Payment Intelligence
Forecast collections and surface the payments, customers and cards that need attention first.
- Payment forecasting
- AI insights and recommendations
- Payment risk visibility
- Expiring payment-method alerts
Payment Command Center
See Your Entire Payment Operation at a Glance.
Know what's paid, what's due, what's overdue, what's coming next and what needs your attention.
yourcompany.lightning.force.com/lightning/n/Bonza_Command_Center
Total Collected$11.6M▲ 9.2% vs last quarter
Outstanding$1.84M412 open invoices
Overdue$298K37 invoices · 11 customers
Upcoming Collections$1.21MNext 30 days
Recurring Revenue$386K /mo1,284 active schedules
Payment Success Rate96.4%
Payment forecast CollectedForecastExpected range
AI Insights3 new
12 payment methods expire within the next 30 days.$46K in scheduled collections affected · View cards
$84K in payments are becoming overdue this week.18 invoices · 11 customers · Prioritize
Recurring collections are expected to increase next month.Based on active schedules · See forecast
Insights are recommendations. Your team decides what to act on.
Recent paymentsView all
| Customer | Reference | Method | Gateway | Amount | Status |
|---|
Credits & Refunds
Credit balance available$18.9K
Applied $23.4KAvailable $18.9K
Refunds this quarter23 · $12.7K
Expiring cards 12 in 30 days
Visa •• 4821Harbor Academy10/26
Mastercard •• 1190Crestline Realty10/26
Amex •• 3007Northwind Traders11/26
+ 9 more
Payment Intelligence
Don't Just Track Payments. Understand What Needs Attention.
Bonza reads across the payment information already in your operation — invoices, schedules, payment status and payment methods — and surfaces what deserves a closer look. It recommends and prioritizes. Your team stays in control of every action.
Explore Payment IntelligencePayment Risk
Identify overdue or potentially problematic payments.
EXAMPLE18 invoices at risk of going overdueCard Expiry Intelligence
See payment methods approaching expiry before they interrupt future collections.
EXAMPLE12 cards expire in the next 30 daysCollection Priorities
Help teams understand which receivables require attention.
EXAMPLETop 5 receivables to follow up this weekPayment Forecasting
Understand upcoming expected collections and payment trends.
EXAMPLE$1.21M expected in the next 30 daysCustomer payment experience
Make It Easier for Customers to Pay.
Payment management isn't only an internal finance process. Give customers a clear, self-service place to see what they owe, choose how to pay and use credit they already have — on Salesforce Experience Cloud, connected to the same records your teams work from.
- Customer self-service
- Built on Experience Cloud
- Invoice visibility
- Choose what to pay
- Multiple payment options, where configured
- Apply available credit
- A simple, clear checkout
yourcompany.my.site.com/payments
CUSTOMERSees invoices and pays
BONZA PAYMENT EXPERIENCEInvoices, credits, payment options
SALESFORCEPayment lands on the customer record
FINANCE / OPERATIONSSee status, balances, next steps
Multi-gateway
Your Payment Strategy Shouldn't Depend on One Gateway.
Connect and manage multiple payment gateways while keeping the payment experience and payment data connected to Salesforce.
Your Salesforce org
Customer recordsInvoicesPayments & statusRecurring schedulesCredits & refunds
BONZA PAYMENTS
The payment management layer that connects Salesforce to your gateways
StripeConnected
RazorpayDefault
PayUConnected
Additional gateways
[Your gateway]
Gateways shown are examples. [Confirm the supported gateway list before launch.]
Built for Salesforce
Native to Salesforce. Connected to Your Customer.
Because Bonza runs inside Salesforce, payment information sits alongside the accounts, contacts and processes your teams already use — not in a separate system they have to reconcile against.
ONE CUSTOMER VIEWConnect payment information with the Salesforce customer context.
LESS SYSTEM SWITCHINGGive teams payment operations without jumping between disconnected tools.
SALESFORCE AUTOMATIONLet payment processes take part in your Salesforce workflows and business processes.
EXTENSIBLEBuild payment processes around your organization's Salesforce operating model.
Your Salesforce orgONE PLATFORM · ONE DATA MODEL
Accounts & Contacts
Opportunities
Flow automation
Experience Cloud
Bonza Payments
Reports & Dashboards
Service cases
Custom objects
Users & permissions
Salesforce and Experience Cloud are trademarks of Salesforce, Inc. Their use here does not imply endorsement or partnership.
Industries
One Payment Suite. Built for Different Business Models.
Whether you're collecting a one-time fee, recurring subscription, invoice payment or outstanding balance, Bonza adapts to the way your business gets paid.
Financial & Professional Services
Retainers, engagement fees and invoice-based billing.
Education
Tuition, course fees and installment plans.
Healthcare
Patient balances, service invoices and payment plans.
Membership & Associations
Annual dues, renewals and event fees.
Property / Real Estate
Rent, deposits, maintenance charges and refunds.
Technology & SaaS
Subscriptions, usage invoices and account credits.
Nonprofits
One-time gifts, recurring donations and pledges.
Other Salesforce-Powered Businesses
Any mix of one-time, recurring and invoice payments.
Why Bonza
Why Teams Choose Bonza Payments
Outcomes your finance, operations and Salesforce teams can point to.
Book a Demo- Complete Payment LifecycleManage more than transactions — manage what happens before, during and after payment.
- Salesforce-NativeKeep payments connected with customer and business processes.
- Multi-Gateway FlexibilitySupport multiple payment providers through one payment management layer.
- Operational VisibilityUnderstand paid, due, overdue and upcoming payments at any moment.
- Built for GrowthSupport one-time, recurring and evolving payment models from the same suite.
Proof
Results From Teams Using Bonza
Quotes are still placeholders — add approved testimonials, and the remaining figures, before launch20Customers managing payments with Bonza
Trusted by
[Customer testimonial — insert an approved quote about a specific payment outcome.]
[Customer testimonial — insert an approved quote about a specific payment outcome.]
[Customer testimonial — insert an approved quote about a specific payment outcome.]
Product tour
See the Complete Payment Lifecycle in Action.
See how Bonza brings invoicing, collections, recurring payments, receivables, credits, refunds and payment intelligence together inside Salesforce.
Bonza Payments product tour
[DURATION]
InvoicingCollectionsRecurringReceivablesCredits & RefundsPayment Intelligence
Ready to Bring Your Entire Payment Lifecycle Into Salesforce?
See how Bonza Payments can give your teams one connected place to manage every stage of payment.
INVOICE—COLLECT—TRACK—RECUR—RECONCILE—REFUND—CREDIT—FORECAST