PayNow Quick Start
Salesforce PayNow is a payment integration feature that allows businesses to collect payments directly within Salesforce. It enables secure, real-time payment processing through customizable links sent via email, SMS, or embedded in digital experiences. With PayNow, users can accept credit card or ACH payments seamlessly, reducing manual invoicing steps and speeding up cash flow. It’s especially useful for Sales and Service teams looking to streamline transactions within quotes, orders, or cases, all while maintaining full visibility and tracking within Salesforce.
Discovery & Planning (5 Hours)
Pain Points Addressed
- Unclear use cases → Define PayNow goals (e.g., invoice payments, e-commerce).
- Compliance risks → Align with MAS guidelines upfront.
Activities
- Stakeholder workshop to finalize 2-3 core use cases
- Compliance review for MAS adherence (data encryption, reporting)
- Integration mapping with banking APIs/accounting systems
Deliverable
- 1-page integration plan with timelines and KPIs
Core Configuration (15 Hours)
Pain Points Addressed
- Slow payment processing → Real-time API integration.
- Manual reconciliation → Auto-match payments to invoices
Activities
- API Integration: Connect PayNow to your platform (sandbox testing included).
- Security Setup: Encryption for PayNow IDs + basic fraud rules (transaction limits).
- Payment Automation: Auto-link payments to invoices via reference numbers
Deliverable
- Live PayNow QR/proxy payments + audit-ready security
UI & Notifications (10 Hours)
Pain Points Addressed
- Poor checkout UX → Branded PayNow buttons/QR codes.
- Lack of payment visibility → Real-time alerts for teams
Activities
- Add PayNow to web/mobile checkout pages.
- Customize PayNow UI with logos and colors.
- Configure SMS/email alerts for payments + accounting notifications
Deliverable
- User-friendly PayNow UI + notification system
Testing & Compliance (5 Hours)
Activities
- Sandbox testing for success/failure/refund scenarios.
- UAT to resolve edge cases (e.g., duplicate payments).
- Final MAS compliance audit.
Deliverable
- UAT report + compliance checklist
Training & Launch (5 Hours)
Activities
- Admin training (manage settings, troubleshoot).
- End-user guides for customers/accounting teams.
- 2-hour post-launch support.
Deliverable
- Training materials + launch success checklist
Key Deliverables
- Automated invoice matching + real-time notifications
- MAS-compliant workflows.
- Training kit + UAT report.
- PayNow integration with QR/proxy payments.
Exclusions
- Custom UI/UX design for payment pages.
- POS system integration.
- Multi-currency (beyond SGD).
- Advanced fraud analytics (AI/ML).
Optional Add-Ons
| Add-On | Hours | Benefits | Cost (SGD) |
|---|---|---|---|
| Multi-Currency Support | +15 | Cross-border transactions (SGD to MYR). | 3,500–3,500–5,000 |
| Advanced Reporting | +10 | Custom dashboards for payment analytics. | 2,500–2,500–3,500 |
| Mobile App Integration | +12 | Biometric auth + iOS/Android PayNow. | 3,000–3,000–4,500 |
| Fraud Detection Suite | +20 | AI-driven anomaly detection. | 5,000–5,000–7,000 |
| ERP/CRM Sync | +15 | Auto-sync with NetSuite/Xero/Salesforce. | 4,000–4,000–6,000 |
Why This Works for Mid-Sized Businesses
| Pain Point | Solution |
|---|---|
| Slow payment processing | Real-time PayNow API integration. |
| Manual reconciliation | Auto-match payments to invoices. |
| Fraud risks | Basic transaction limits + alerts. |
| Limited technical resources | Pre-built UI components + sandbox testing. |
Cost Estimates
- Base Package (40 Hours): SGD 8,000–8,000–12,000.
- Add-Ons: Starting at SGD $2,500.
Launch Timeline
Week 1
- Discovery + API integration
Week 2
- UI setup + testing
Week 3
- Training + go-live
Week 4
- Post-launch support
Guaranteed Outcomes
MAS Compliance
- Pre-built workflows meet regulatory standards
80% Faster Reconciliation
- Auto-matching reduces manual work
Zero Payment Failures
- Rigorous UAT ensures smooth transactions
Recommendations
Start with Core
- Launch PayNow for invoices/e-commerce first
Phase Add-Ons
- Prioritize multi-currency if expanding regionally
Post-Launch Q&A
- Include a free 1-hour session to resolve early issues.
Leverage Pre-Builds
- Use MAS templates to accelerate compliance.
Your Configuration
Base Package
$5,400
Total Investment
$5,400
Need a custom solution?
Contact our team
Published delivery outline
Discovery, integration, setup, training, go live — all in 4 weeks with post-launch support.
The final delivery schedule and prerequisites are confirmed during discovery.
Optional enhancements
Make this scope your starting point.
Bring the business priority, review the prerequisites, and agree what a useful first launch needs to include.