Managing payments
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This section covers how payments are handled as transactions in StoreConnect — from taking payments in Salesforce to passing on surcharges, tracking payment origins, and letting customers redeem reward points.
In this section
- Payment surcharges — configure surcharges to pass on processing fees to customers
- Payment origin codes — understand the codes StoreConnect sets on every Payment record to identify how and where it was created
- Taking order payments from Salesforce — process payments directly from Salesforce using the Take Payment button
- Salesforce order payment link — send customers a payment link to pay an outstanding order balance
- Redeeming reward points — let customers spend reward points at checkout
- Screen orders for fraud with Forter — check every card payment with Forter before the provider is charged, and hold flagged orders for review
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