Demystifying Your Payment Gateway with SAASPAY®
SAASTEPS simplifies payment processing by unifying it with quoting, billing, and invoicing directly inside Salesforce, which eliminates the need for third-party tools or manual reconciliation. With structured, AI-ready data captured at every transaction, SAASTEPS supports one-time, recurring, and usage-based payments while accelerating cash flow and improving revenue visibility. SAASTEPS turns your payment gateway into a strategic driver of growth.
Stop Juggling Systems
Accept payments, invoice, and reconcile, all seamlessly in Salesforce.
Activating Your Payment Gateway
Because startups and SMBs need to scale simply and smartly without enterprise-grade complexity. SAASTEPS securely sends invoices and accepts payments like credit/debit, and ACH from around the world combined with the fraud, security, and risk management services that your business requires.
Core Advantages of Our Payment Gateway
1 | End-to-End Payments
Eliminate third-party gateways and manual handoffs with fully integrated quoting, billing, and payment workflows. Say goodbye to silos, reduce payment friction, and ensure accuracy across transactions.
2 | Stop Chasing Payments
Automate recurring payments, subscriptions, invoices, and refunds from one central dashboard to enable visibility across functional areas, improve cash flow and reduce leakage.
3 | Detailed Insights
Track transactions and sales trends plus payments to contracts in real-time for more accurate financial close and reporting to guide strategic business decisions.
4 | Cleaner Data for Smarter Growth
Capture AI-ready transaction data that powers forecasting, churn insights, and upsell opportunities without incremental integrations and complex technical overload.
RLM Priority Plus Bundle
- Frictionless B2B Buyer Journey
- 100% Salesforce-native
- Includes 5 User licenses
Built for organizations that are ready to scale autonomously, this package provides the ultimate suite of tools to streamline everything from B2B Commerce to Renewals Lifecycle Management.
RLM Priority Plus Quick Start Services
- 4 - 8 week implementation
- Single Initial Fee
- Migration Starter Package
This quick start package will get you up and running rapidly. Over 4 – 8 weeks, we’ll configure and deploy quoting, subscriptions, billing, payments, renewals, and Frictionless B2B Buyer Journey that runs autonomously.
Case Study | Payment gateway
QuickBooks Functionality,
100% Native to Salesforce
This field services team replaced QuickBooks with a fully integrated billing and payment gateway, reducing data silos, sending invoices faster, and getting paid sooner.
Industry:
Industrial Service
Company size:
Startup
products implemented:
Payment Gateway (and Merchant Account), Billing, Invoicing
Pain Point / Challenge:
A field services company was using QuickBooks for billing, invoicing, and payments, but it meant working outside of Salesforce. This created constant data discrepancies among solutions, delayed invoicing, and slowed down cash flow. Every invoice required exporting data, reconciling accounts, and tracking down payments, all manually. They wanted everything QuickBooks offered, but natively in Salesforce, so they could operate on a single data model, reduce errors, and simplify their revenue process.
Action plan + process:
The SAASTEPS team met with their operations and finance leaders to understand exactly how they were using QuickBooks, and what they were missing inside Salesforce. The team didn’t want to change their process; they wanted to streamline and elevate it. Our goal was to give them the enhanced power of invoice generation, payment collection, and reporting, but fully embedded in Salesforce, without external systems or sync delays.
Solution:
We deployed SAASTEPS Billing, Invoicing, and Payment Gateway (alongside SAASPAY) for a fully native Salesforce experience. The new process allowed them to: generate invoices automatically from completed service work, collect ACH and card payments via a branded portal, charge customers before opportunity close, and sync all data in real time. No exports, no re-entries. Now their full revenue lifecycle flow, from opportunity to payment, is centralized, automated, and frictionless.
Results:
Since replacing QuickBooks with SAASTEPS, the team now sends invoices immediately after service is completed, cutting delays and improving cash flow. Working within Salesforce has eliminated manual syncs and data discrepancies. The company is now operating on one source of truth, with billing time cut in half and payments coming in significantly faster.
From QuickBooks Chaos to Real-Time Revenue Clarity
Get paid faster and with zero sync headaches.
“It allows for the acceptance of credit card payments against Opportunities in SFDC with an object model that is easy to bolt additional custom functionality onto.”
Sr. Developer, Software/Technology
How B2B Commerce thrives with payment automation in a unified revenue lifecycle suite
Consolidating payment processing within a revenue lifecycle suite is transformative for B2B companies. By automating each payment stage (from invoicing to renewals), businesses eliminate silos, reduce payment friction, and ensure accuracy across transactions. This unified approach provides real-time insights, allowing teams to respond swiftly to customer needs while fostering lasting relationships.
Explore more of our non-provisional patent pending Revenue Lifecycle Management suite powered by SAASRAM™
Streamline your payments
Let’s talk about your payment gateway needs and how we can help.