Salesforce-Native · Payment Automation · AppExchange

Global
Payments Made
Effortless.

M-Pay is an automation solution designed to streamline global payment processing inside Salesforce - secure payment links, automated emails, multiple payment methods, and real-time transaction handling, all without manual intervention

Request a DemoSee How It Works
Cards + BankMultiple Methods
Real-TimeEmail Preview
100%Salesforce-Native
Payment Link Sent
Real-Time Preview
Card · Bank · Wire
Salesforce Native
Awaiting Pay
Customer · Order
John Doe · O-4821
Subtotal$1,500.00
Tax$120.00
MethodCredit Card
Total Due · Pay Now
$1,620.00
Link sent · Secure checkout · 3D-Secure
Invoice #INV-4821● Live
Product · Features

Everything payments need built natively inside Salesforce

Swipe through. Each capability lives where your team already works - Opportunities, Quotes, Orders, Invoices, Custom Objects

01 / 06

Editable Payment Amount

Admins can adjust the payment amount on the Payment Link UI to accommodate custom billing needs - while ensuring it doesn't exceed the total order value.

02 / 06

Real-Time Email Preview

Easily review and confirm the email subject, recipient, message content, and attached Proforma Invoice PDF before sending the payment link.

03 / 06

Multiple Payment Methods

Customers can pay via Credit Card or Bank Account. A convenience fee (default: 3% or admin-specified) applies to credit-card transactions, offering flexibility and control.

04 / 06

Automated Transaction Handling

Behind-the-scenes updates ensure that transaction records are maintained and linked automatically in Salesforce - zero manual reconciliation.

05 / 06

Smart Notification System

Email alerts keep both customers and admins informed at every stage of the payment journey.

  • Confirmation emails with payment receipts
  • Transaction history captured automatically
06 / 06

Dev & Flow Friendly

Trigger payment links from any Flow, Process Builder, or Apex hook.

  • Native Flow integration - no custom Apex required
  • Apex APIs + extensive docs for advanced customization
How it works

From sales order to received payment in four steps

Every moving part stays inside Salesforce. No tab-switching, no copy-paste, no third-party portals for your customers to navigate

01

Initiate the link

Click 'Send Payment Link' on any Order, Quote, Invoice or custom object record.

ObjectOrder
StatusDraft
02

Review & confirm

Review the order total, recipient, message and attached Proforma PDF - adjust amount if needed.

Total$1,500.00
Recipientjohn@…
03

Send the email

One click sends the secure payment link to the customer with the invoice attached.

StatusEmail Sent
LinkActive
04

Customer pays

Customer picks card or bank, completes checkout, and the transaction syncs back to Salesforce automatically.

MethodCredit Card
StatusPaid
By the numbers

Built for finance teams that need speed

Multiple payment methods, real-time previews, zero manual reconciliation - round-the-clock secure transactions

0+
Payment Methods
0%
Default CC Fee
0%
Native
0/0
Always available
Use cases

For finance teams that refuse to chase invoices

Hover any card to flip it - see exactly how M-Pay changes the day-to-day

Flexible Payment Options

Allow customers to make partial payments for large orders - tailored to your business needs and payment terms.

Hover to see the wins →

Flexible Payment Options

  • Partial payments on high-value orders
  • Custom billing tailored to terms
  • Admin-controlled amount editing

Seamless Experience for Remote Customers

Enable smooth, secure payments for global clients - no manual intervention or complex processes required.

Hover to see the wins →

Seamless Experience for Remote Customers

  • Secure payment links over email
  • 3D-Secure card authentication
  • Works for global customers, any time zone

Smarter Accounts Receivable

Automate payment requests and reduce manual follow-ups with a streamlined, trackable payment workflow.

Hover to see the wins →

Smarter Accounts Receivable

  • Automated payment requests
  • Reduced follow-up workload
  • Trackable workflow end-to-end
Watch it work

From order to paid without leaving Salesforce

A quick walkthrough of M-Pay in action: payment link generation, email preview, and live transaction status in under two minutes

M-PAY · PAYMENT SUITE

See live secure payments inside Salesforce.

Two-minute walkthrough: from a blank Order to a paid invoice with the customer's receipt attached - all without leaving the record view.

Book a 20-min demo →
FAQ

Questions teams ask before they switch

M-Pay is a Salesforce-native automation solution for global payments. It generates secure payment links, sends them via email with attached Proforma invoices, accepts cards and bank transfers, and syncs every transaction back to Salesforce automatically.
Credit cards (Visa, Mastercard, Amex) and bank account transfers. A configurable convenience fee (default 3%) applies to credit-card transactions and can be adjusted by admins.
M-Pay installs as a managed package from AppExchange. It works on standard objects (Order, Quote, Invoice, Account) and any custom object - through Flows, Process Builder, record-triggered actions, or Apex hooks.
Yes. Admins can edit the payment amount on the Payment Link UI to allow partial payments for large orders, as long as the amount doesn't exceed the total order value.
Every transaction is logged automatically against the Salesforce record. Both customers and admins receive email confirmations with payment receipts, and the full transaction history is captured for audit.
Absolutely. Extensive documentation, Apex APIs, and Flow-ready actions let you tailor email templates, convenience fees, payment-method options, and post-payment behavior to your business.
Contact

Let's talk about your payment stack

USA · Headquarters

Seattle, Washington

2501 SW Trenton Street, #1152, Seattle, WA 98106, US

+1 206-707-8600

INDIA · Engineering

Jaipur, Rajasthan

4th Floor, Eden Heiights, Mansarovar, Jaipur, Rajasthan 302020.

+91-70734-81619

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