You can access Checkout at store.salesforce.com or by clicking the gear in the top right corner of Salesforce and selecting Manage Subscription. See Access 'Checkout' in Lightning Experience or Salesforce Classic for more details. Resolution Checkout is available for Sales or Service Cloud customers and prospects in trials.
How do I get to checkout in Salesforce?
How do I get to Checkout? You can access Checkout at store.salesforce.com or by clicking the gear in the top right corner of Salesforce and selecting Manage Subscription (Lightning Experience). Salesforce Essentials Edition customers will be taken to the in-app subscription management experience.
How do I view my payment history in Salesforce checkout?
Click “View Your Statements” in the right box. You will be redirected to Salesforce Checkout, where you can view all past Salesforce statements. Click the “Payments” tab for more detail.
How do I pay an invoice in Salesforce checkout?
You will be redirected to Salesforce Checkout. Click the “Pay Invoice” button in the Invoices section of the homepage of Checkout. Alternatively, select “Invoices” in the top navigation bar for a complete list of invoices, then select “Pay Invoice” for the invoice you would like to pay.
How do I troubleshoot login issues in Salesforce?
Note: Usernames are not Case sensitive. Reset your Salesforce password. Confirm your browser bookmark directs you to the correct login page. Confirm your browser does not block Salesforce cookies. Review your Salesforce profile permissions. Many login issues are caused when an extra space is added before or after a username or password.
How do I use Checkout in Salesforce?
3:068:00Top 3 Reasons to Use Salesforce Checkout - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou need to know the contract renewal date and how many licenses you have let's take a look at howMoreYou need to know the contract renewal date and how many licenses you have let's take a look at how Salesforce Checkout can answer all of those. Questions. From the home page we'll navigate two
Where do I find Salesforce invoices?
View and Download InvoicesOn the Your Account app home page, click View Invoices.In the invoice list, use the filters to display your invoices.To view invoice details, click an invoice number. Note Some past due invoices can be paid online.
How do I pay a Salesforce invoice?
Make a Payment on an InvoiceGo to your account and click Payment Center.On the Make a Payment page, click By Invoice and then click Next. ... Check the boxes for all the invoices that you want to pay.Choose Full or Partial payments for each invoice that you want to pay. ... Click Next.More items...
How do I update payment info in Salesforce?
Update Your Payment InformationLog in to the Salesforce Partner Community.Click the Publishing tab.Open any listing that you submitted for security review.Click the Security Review tab.Click Update Payment.Edit your payment information.Click Update.
How do I view an invoice?
To view or download an invoiceSign in to Google Ad Manager.Click Billing Invoices.Click View invoices.Use the drop-down menu to adjust the type of invoices you would like to review, for example, "All invoices", "Open and past due invoices".To see more details, click on the corresponding invoice number. -or-
Can you send invoices from Salesforce?
You can now send it to a customer. Canceled: A user or process has canceled this invoice. Salesforce Billing has associated the invoice with a credit note equal to the remaining balance, with credit lines automatically allocated to each invoice line.
How do I use payment in Salesforce?
Salesforce Billing displays a Payment Summary sidebar listing the total balance paid and remaining balance for each invoice you've selected. Click Next. If you chose partial payments for any of your invoices, choose how much to pay against each invoice's invoice lines. Click Next when you're done.
How do I create a payment method in Salesforce?
Required EditionsGo to your account's Payment Methods related list and click New Payment Method.Set the payment type to ACH.Choose the payment gateway that you want to process this payment method.If you want Salesforce Billing to use this method to automatically make payments toward posted invoices, select Auto Pay.More items...
What payment methods does Salesforce accept?
Payment options include credit card, ACH (automated clearing house), or cash. Admins must first establish a payment gateway for their enterprise before they can accept payments via credit card or ACH.
How do I add a credit card to Salesforce?
Create a Credit Card Payment MethodFrom your account, find the Payment Methods related list, and then click New Payment Method Credit Card. ... Choose a payment gateway.Fill out the card holder's personal information, card information, and address.More items...
Can Salesforce take payments?
Can Salesforce Process Payments? Yes. Salesforce Billing supports several payment gateways to process credit card and ACH transactions. Payment gateways are external service providers that can process electronic payments.
Where is manage billing permission in Salesforce?
Under System select System Permissions. Change the system permissions by clicking Edit. Enable Manage Billing permission under System category of System Permissions. Save changes to system permissions by clicking Save.
Set Up Checkout
We designed Checkout with simplicity in mind. For the most part, you set up and maintain Checkout in one place, the Publishing Console in the Partner Community. There are exceptions to this rule, such as creating subscription payment plans, which you do on the Stripe website.
Offer Flexible Pricing with Coupons
As you market and sell your AppExchange solution, you sometimes discover that one price does not fit all customers or all occasions. You need a way to offer flexible pricing, such as a discount for customers buying 100 or more licenses. Coupons are a simple way to adjust the amount you charge your customers.
Collect Taxes
Part of managing your online business is knowing how to properly handle taxes such as the value-added tax (VAT) and US sales tax.
Payment Error Handling
Handling online payments is fast and easy—most of the time. Occasionally things go awry and customer payments fail. Checkout can help you enact your plan for gracefully handling payment errors.
How Checkout Works with the LMA
Checkout is integrated with the License Management App (LMA) to fully automate licensing. You read that right—fully automated licensing. When customers purchase your Checkout-enabled AppExchange solution, they get the license to run the solution. You never have to update license settings manually.
Why would Salesforce Support need access to my Organization?
Salesforce Support may ask you to Grant Login Access in order to assist you with a question, issue, or request.
Additional Important Information
You will be unable to grant access to certain support organizations if your Administrator has configured restrictions or a Packaged Application's license prevents it.
How to view past statements in Salesforce?
Click “View Your Statements” in the right box. You will be redirected to Salesforce Checkout, where you can view all past Salesforce statements. Click the “Payments” tab for more detail.
How to make a one time payment on Salesforce?
To make a one-time credit card payment of an invoice: Navigate to Your Account. Click “View Your Invoices” in the right box. You will be redirected to Salesforce Checkout. Click the “Pay Invoice” button in the Invoices section of the homepage of Checkout.
How to update credit card on a prepaid card?
Navigate to Your Account [Direct Link]. Click the “View Your Contracts” button. In the upper right corner are your credit card details. To update the credit card, click the “Edit” link and follow the prompts.
How to edit public access settings in Salesforce?
To set the public access settings for your site: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control. Click Public Access Settings to open the Profile page for your site profile.
How to share a list view with public users?
To share a list view with public users, create a new public group for those users and give them visibility. If the object's sharing is set to private, public users won't be able to see those records, regardless of list view visibility. Control the visibility of custom apps.