How To Automate Recurring Billing In Salesforce With Chargent
Автор: Chargent
Загружено: 2021-06-01
Просмотров: 855
Описание:
✅ Are you a Salesforce Admin or Consultant? If so, then learn more about Salesforce Payments and get the checklist - "10 Ways To Make Salesforce Payments Safe, Easy And Profitable". In this checklist (link below), you'll learn how to make your payments secure, reduce your payment processing fees, save your staff time, increase productivity, enable your customers to serve themselves, and more!
⏭️ https://chrgnt.co/Salesforce-Payments...
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🏆 THE GOAL: Chargent can automate your subscription billing and save your accounting team time by automatically processing regular payments, all inside Salesforce! In this video, you will learn how to set up and automate your Recurring Billing using Chargent’s Payment Console. We’ll also cover other considerations of recurring billing automation, like sending account update requests for customers to update their payment information, and how to handle failed recurring payments.
Chargent’s robust Recurring Billing feature also allows you to set up scheduled payments for whatever frequency you need. This can be annually, monthly, or one of 8 frequencies including bi-monthly or semi-annual. You can even schedule a one-time payment for a future date!
Do you want to see more videos from us? Then leave a comment and let us know what you want to see next. At Chargent we specialize in Salesforce payments, so make sure to like, subscribe, and turn on your bell notifications for more!
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⏭️ RELATED: How To Setup Recurring Billing Using Chargent
• How To Setup Recurring Billing Using Chargent
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⏭️ LEARN MORE: Discover more about Automated Recurring Billing in our blog post below:
https://www.appfrontier.com/blog/auto...
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⏭️ SKIP AHEAD
0:00 Intro
0:44 - How To Set Up Scheduled Payments Through Chargent’s Recurring Billing Feature
1:18 - Use The Payment Console To Set Up Recurring Billing
1:40 - Step 1: Enter The Billing Information
2:10 - Step 2: Select Recurring Status, Enter The Amounts & Credit Card Information
2:35 - Step 3: Set Up The Recurring Schedule
3:34 - Step 4: Preview The Recurring Schedule & Start Processing The Payments
4:15 - Account Updater
4:35 - Pre-Dunning or Stopping A Collection Process Before It Starts
4:45 - Chargent's Automated Collections Feature
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🧔🏻 ABOUT CHARGENT:
Chargent makes payments simple for you and your customers. Chargent payment enables any object in Salesforce, ensuring you get instant confirmation. With Chargent your recurring billing is set and forget! AppFrontier® - the makers of Chargent.
#SalesforcePayments #Chargent #BillingAutomation
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🙋 CONTACT US:
We are always here to help! http://bit.ly/chargent-contact-us
Subscribe: http://bit.ly/39S4PGP
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⏭️SOCIAL MEDIA:
LinkedIn: / appfrontier-llc
Facebook: / appfrontierllc
Twitter: / chargent_app
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