Getting paid shouldn’t slow down your sales cycle, delay service delivery, or create extra manual work for your team. Yet for many organizations, collecting payments still involves multiple systems, manual follow-ups, or clunky customer experiences.

Payment Links inside Salesforce change that.

With Kulturra for Salesforce, you can generate secure payment links directly from your Salesforce records and send them to customers instantly, no terminals, no portals, and no back-and-forth emails.

Just one click for your customer to pay, and everything is automatically tracked inside Salesforce.

What Are Payment Links in Salesforce?

Payment Links allow you to request and collect payments using a secure, shareable link generated directly from Salesforce. Instead of asking customers to log into a portal or call in payment details, you simply send them a link. They open it, pay securely by card or ACH, and you’re done.

Because the entire process is connected to Salesforce, payment activity is automatically recorded against the relevant record, whether that’s an Opportunity, Invoice, Case, or Quote.

The result? Faster payments, fewer errors, and a better customer experience.

How Kulturra Payment Links Work

With Kulturra, Payment Links are built directly into your Salesforce workflows. Your team can generate links from virtually any Salesforce object, including:

  • ✅ Opportunities
  • ✅ Cases
  • ✅ Quotes
  • ✅ Invoices
  • ✅ Custom objects

Once generated, links can be sent through whatever communication channel you already use, email, SMS, customer messaging platforms, or embedded in documents.

Customers are taken to a secure, branded payment page where they can complete payment quickly, without needing to log in or create an account. After payment is completed, Salesforce updates automatically, and the payment link can be closed to prevent duplicate payments.

Key Features of Kulturra Payment Links

Generate Links From Anywhere in Salesforce
Create payment links directly from the records your team already works in. No switching tools or exporting data.

Send Links Through Any Channel
Share payment links via email, text message, or even include them in PDFs or email signatures.

Branded, Secure Payment Experience
Customers pay through a secure payment page that can reflect your branding, helping build trust and maintain a professional experience.

Automatic Salesforce Updates
When payment is completed, Salesforce records update automatically. No manual reconciliation, no data entry.

Smart Link Management
Payment links can automatically close after payment to prevent duplicates or overpayments.

Real-World Use Cases

Payment Links aren’t just convenient, they solve real business challenges across teams.

Speeding Up Sales Cycles
Send a payment link for deposits or upfront fees immediately after deal approval.

Remote or Field Services
Collect payments without needing physical terminals or on-site processing.

Accounts Receivable Collections
Make it easy for customers to pay outstanding balances with a single click.

Embedded “Pay Now” Experiences
Add payment links to invoices, quotes, emails, or customer communications.

Why Payment Links Reduce Friction (For Everyone)

For customers, Payment Links remove barriers. No account creation. No phone calls. No navigating complicated portals. For internal teams, everything stays inside Salesforce, where reporting, automation, and customer history already live.

That means:

  • ✅ Less manual work
  • ✅ Fewer payment delays
  • ✅ Better visibility into cash flow
  • ✅ Stronger customer experience

Getting Started With Payment Links in Salesforce

If your team is looking to accelerate cash collection, simplify payment workflows, or reduce manual reconciliation, Payment Links are one of the fastest ways to modernize your payment process inside Salesforce.

With Kulturra, you can start generating and sending payment links quickly, without changing how your team already works in Salesforce.

Find us on the Salesforce AppExchange or learn more about Kulturra for Salesforce to see how Payment Links can fit into your current workflows and help your team get paid faster.

Why Run POS Through Salesforce?

Traditional POS systems operate in silos, separate from your CRM. That means sales, payments, and customer data live in different places, creating duplication, errors, and headaches.

By running POS directly in Salesforce, everything stays in one place:

  • Sales data connects seamlessly with payments
  • Payment history links to customer records instantly
  • Finance, sales, and service teams all get full visibility

It’s faster, cleaner, and easier to scale as your business grows.

How It Works with Kulturra

Setting up POS in Salesforce is simple with Kulturra:

  • Connect a card reader or payment terminal to your Salesforce environment.
  • Open the record (Opportunity, Case, or even a custom object) when it’s time to collect payment.
  • Tap, swipe, or insert the customer’s card with the reader.
  • Process instantly—Kulturra records the payment, generates a receipt, and ties it to the right Salesforce record.

It works with tap-to-pay, chip, and mobile wallets, just like any modern POS.

Real-World Use Cases

POS inside Salesforce is perfect for:

  • Field Service Teams: Techs collect payments on-site as soon as a job is complete.
  • Clinics & Health Centers: Front desk reps check out patients without leaving Salesforce.
  • Showrooms & Retail Counters: Close deals and process payments instantly on the spot.
  • Events & Registrations: Accept at-the-door payments or renewals tied directly to attendee records.

In every scenario, payments are captured in real time, tied to the right account or opportunity, and available for reporting across teams.

The Kulturra Advantage

With Kulturra, you’re not juggling multiple systems. You’re streamlining payments right inside Salesforce.

  • No double entry
  • No third-party reconciliation
  • No more wondering who paid what

Instead, you get:

✔ Real-time payments linked to Salesforce records
✔ Clear audit trails and reporting
✔ A mobile-friendly POS experience built for teams on the go

Ready to Turn Salesforce Into Your POS?

Why manage sales and payments in separate systems when Salesforce can do it all? With Kulturra, your CRM becomes your POS, saving time, cutting costs, and giving you a unified view of your customers.

What Are Merchant Services?

Merchant services are the systems and tools that let your business accept payments from customers. That includes credit cards, debit cards, ACH transfers, and even digital wallets. Behind the scenes, they handle the entire process of moving money from your customer’s account to yours quickly and securely.

But merchant services are more than just swiping a card. They can also include:

  • Processing payments
  • Managing refunds and chargebacks
  • Securely storing payment methods
  • Providing reporting and reconciliation tools

In short: if getting paid is the goal, merchant services are the infrastructure that makes it happen.