Payment Processing for Nonprofits Using Salesforce
Accept and send payments, automate the gift processing operation, and automate accounts receivable and payable functions.
5-Star Rating on Salesforce’s AppExchange
Our implementation partner recommended Payology for our high-volume batch check and envelope scanning requirements.
We were very impressed with their Salesforce knowledge and experience. The project management team was very hands-on, took complete ownership of the integration from start to finish, and responded quickly to every question and challenge we encountered.
To this day, they often check with our IT Department to make sure that everything is operating as expected. Payology delivered everything that they promised and more!
Payment Solutions for Nonprofits: From Fundraising to Outbound Funds
Nonprofits use Payology to automate their gift processing and accounts receivable/payable, including:
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Check scanning and gift processing automation -
ACH payment disbursements and grant making automation
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Credit card donations and accounts receivable automation
Check Scanning for Nonprofit Starter Pack (NPSP) and Nonprofit Cloud
Payology’s NPSP or Nonprofit Cloud Extensions for Check Scanning integrates directly into your nonprofit’s Salesforce.org instance, empowering Nonprofits to:
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Scan checks and corresponding remittance items, including mailers, letters, and envelopes
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Apply each check and remittance item to an individual, household, organization, or 3rd-party partner (i.e. Donor Advised Funds)
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Create donations, payments, soft credits, and GAU allocations on post-batch closure
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Track memorial and tribute donations
Get ACH Capabilities for Grants & Outbound Funds
Payology’s extensions for Outbound Funds Module (OFM), Accounting Seed, and Donor 360 (Foundation Partners) allow you to automate the disbursement process.
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Collect or disburse ACH payments directly in Salesforce
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Apply ACH payments to A/R or A/P records
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Streamline the grant distribution procedure through the implementation of scheduled payments and additional efficiency-enhancing features
Payology Check Scanning vs. Bank-Operated RDC/Lockbox
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| Automates gift processing for nonprofits |
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| Native integration within Salesforce |
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| Eliminates all exceptions, errors, and their expensive costs |
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| Reduction of cash float times |
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| Automates the returned payment processes |
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| Validates checks in real-time |
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| Plug-and-play installation |
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| Integration and configuration in under 2 weeks |
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