Zahlungsstatus direkt in Salesforce prüfen: So geht’s mit millio

Check payment status directly in Salesforce: Future Finance with millio

Many companies face the challenge of payment information being scattered across different systems. This leads to delayed information, duplication of work, and errors. With the right setup in Salesforce, payments can be tracked directly, invoices can be reconciled automatically, and reminders can be managed efficiently.

✅ Why is payment verification important in Salesforce?

• Transparency: Instant overview of paid and outstanding invoices.
• Error reduction: Automatic allocation of payments minimizes human error.
• Time savings: No manual reconciliation of bank statements or Excel lists.
• Compliance & security: GoBD-compliant processing.
• Cash flow planning: Real-time data enables informed liquidity decisions.

🛠️ How to find out if a customer has paid in Salesforce

1. Install a payment tracking app: Choose a Salesforce app that monitors incoming payments.

2. Connect bank accounts: Synchronize account movements via secure interfaces such as EBICS, XS2A/Open Banking.

3. Add invoices: Synchronize your existing invoice history from Salesforce.

4. Automatic payment allocation: Payments are automatically allocated based on invoice number, amount, or purpose.

5. Check status: Check the payment status fields in Salesforce, e.g., “paid,” “open,” or “partially paid.”

6. Set up dashboards & reports: Visualize paid, open, and overdue invoices.

7. Configure notifications: Set up automatic alerts for late payments or failed bookings.

💡 Tip: Use color-coded status indicators in dashboards to see at a glance which customers still have outstanding payments.

📊 Benefits of payment verification in Salesforce

• Real-time transparency: Every incoming payment is immediately visible.
• Automation: Payments are directly assigned to invoices without manual effort.
• Error reduction: Double entries or transposed digits are avoided.
• Cash flow optimization: Open items and liquidity can be reliably planned.
• Integration with reporting: Financial data flows directly into dashboards, forecasts, and KPI analyses.

🧰 Tools and features for payment verification

• Multibanking: Centralized monitoring of multiple accounts in Salesforce.
• Automatic payment allocation: Payments are automatically allocated to the appropriate invoices or projects.
• Dashboards & reporting: Overview of open and paid invoices, incoming payments, and cash flow.
• Alerts & notifications: Notifications for late payments or chargebacks.

🚀 How to get started with payment verification in Salesforce

1. Select and install an app or Salesforce feature for payment monitoring.

2. Securely connect bank accounts and synchronize transactions.

3. Import invoices and customer data into Salesforce via the app.

4. Configure automatic payment allocations.

5. Set up dashboards and reporting.

6. Activate notifications for late payments.

7. Perform a test run and then go live.

💡 Best practice: Perform regular checks to ensure that all payments have been allocated correctly.

🔍 FAQ – Payment verification in Salesforce

• How are payments automatically assigned?
  Payments are automatically assigned to the appropriate invoices based on invoice number, amount, or purpose.
• Can I monitor multiple accounts at the same time?
  Yes, multibanking allows you to centrally manage and monitor multiple bank accounts.
• How often is payment information updated?
  Hourly or at individually defined intervals.
• Can I set up alerts for late payments?
  Yes, automatic notifications inform you about overdue or failed payments.
• Can I customize reports and dashboards?
  Yes, all status displays, open items, and incoming payments can be visualized individually.
• How can I monitor partial payments or partial sums?
  Through the combination of millio & Easyflow invoices, partial payments are automatically recognized and the invoice status is updated accordingly.