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Set Up Pay Now in Starter and Pro Suite

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Set Up Pay Now in Starter and Pro Suite

Pay Now, powered by Salesforce Payments, is a payment solution that can be used to generate links that direct customers to a Pay Now page. In Starter and Pro Suite, you can direct customers to a payment page when an opportunity closes. Pay Now isn't available to Salesforce customers in India, Brazil, and Japan.

Required Editions

Available in: Lightning Experience
Available in: Starter and Pro Suite Editions.
User Permissions Needed
To set up Pay Now: Commerce Admin or Commerce Starter App
Note
Note Setup steps for Pay Now can vary depending on whether you have a merchant account with Stripe.
  1. From the Commerce app, select the Pay Now tab.
  2. If you haven’t set up a merchant account yet, select Review Terms and Enable. If you’ve already set up a merchant account, skip to step 7.
  3. Read the terms and conditions and confirm by selecting Agree and Enable.
  4. Reload the page to view the results.
  5. Select Set Up Pay Now.
  6. Follow the guided setup to complete your Stripe merchant account. Credit cards are the default payment method for the merchant account, but you can add more payment methods during setup. You can also enable manual capture of payments.
  7. Upload your logo to brand your Pay Now page.
  8. After Pay Now setup is complete:
    1. Use Merchant Account Status to check whether your merchant account is complete. Your merchant account status must show as Complete to send payment links.
    2. Use Payment Links to create and view secure payment links for customers to make online payments.
    3. Use Branding to update your logo for your Pay Now page.
    4. Use Payment Methods to update which payment methods you accept.
 
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