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Author: Jerus Ortiz

How to Add Payment Components to Screen Flows in Salesforce

Posted on by Jerus Ortiz

Salesforce screen flows are one of the most powerful tools for automating processes and guiding users through step-by-step actions. But what if you could take that one step further by collecting payments directly inside a screen flow?

With Kulturra, you can.

By embedding a live payment component into your Salesforce flows, you can create seamless, real-time payment experiences for customers, partners, or internal users—all without leaving the Salesforce ecosystem.

Let’s walk through how it works.

 

What You’ll Need to Get Started


Before you jump into Flow Builder, make sure you have the following in place:

  • A Salesforce org
  • Kulturra’s AppExchange app installed
  • A Salesforce object to associate the payment with (e.g. Opportunity, Order, or any custom object)
  • A screen flow where you want the payment to occur

Once everything’s set up, you’re ready to embed the payment component right into your flow.



How to Add the Payment Component in Flow Builder

The setup is fast and intuitive. Here’s how to do it:

Step 1: Open Flow Builder in Salesforce and create (or edit) a screen flow.

Step 2: Drag a Screen element onto the canvas where you want to collect the payment.

Step 3: Search for “Payment Terminal”, then drag and drop the component into the screen.


You can configure the component to:

  • Link to a specific Salesforce record (like an Opportunity or Quote)
  • Set the amount, currency, and available payment methods
  • Allow the payer to enter a custom amount or pre-fill it for them

Need more technical details? This help article has a full list of configurable parameters.

Once configured, hit Save and Activate the flow. Just like that, you have a working payment screen built into your process.



What Happens When a Payment Is Submitted?

When a user reaches the payment screen, they can securely enter credit card, ACH, or other payment information right inside the flow. Once submitted:

  • The payment is processed in real time via your connected gateway
  • The transaction is automatically logged and linked to the appropriate Salesforce record
  • You can trigger follow-up actions like sending receipts, updating statuses, or notifying your team

No integrations. No switching tools. No double entry.

It all happens inside Salesforce.



Final Thoughts


If you’re looking to streamline payments and automate billing workflows, embedding Kulturra’s payment component in screen flows is a game changer. Whether you’re collecting deposits, donations, service fees, or subscriptions, this makes it faster and easier for your users to pay.

Ready to turn your screen flows into “money flows”?

Check out Kulturra on AppExchange and see how you can bring payments into Salesforce without writing a single line of code.

 

How Law Firms Use Salesforce to Take Payments and Streamline Billing

Posted on by Jerus Ortiz

If you run a law firm and use Salesforce, chances are you’re not tapping into its full potential especially when it comes to billing and payments.

Between retainers, trust accounts, invoicing, and e-signatures, there’s a lot to manage. And if your team is still juggling spreadsheets or manual bank transfers, you’re wasting time and risking compliance issues.

 

Here are five ways modern law firms are using Salesforce to streamline billing, take payments, and stay organized without hiring more back-office staff:

1. Collecting Retainers and Advance Payments

Most firms require advance payments before work begins, but managing those payments outside your CRM creates confusion. With Salesforce, you can request retainers directly from an account or case, send clients a secure payment link, and automatically log the funds in your CRM with no manual tracking required.

 

2. Sending Agreements with E-Signature

Need a signed engagement letter before billing? Tools like DocuSign integrate seamlessly with Salesforce. Generate the agreement, send for signature, and automatically trigger the next steps like invoicing or payment requests, all from one place.

 

3. Issuing Invoices, Fast

Waiting on accounting to generate invoices slows down cash flow. In Salesforce, you can create and send professional, branded invoices in minutes. Add due dates, case references, and let clients pay online with no delays.

 

4. Applying Retainers to Invoices

Collected a retainer but need to apply it later? Salesforce makes it simple. You can track retainer balances, apply funds to open invoices, and give your clients full visibility without spreadsheets or manual reconciliations.

 

5. Managing Trust and Operating Accounts

Law firms must keep trust and operating accounts separate. With Salesforce and the right setup, you can route payments appropriately based on whether funds are earned or unearned, helping you stay compliant without extra tools.



Where Kulturra Fits In


Kulturra’s Payment Center app for Salesforce simplifies everything above.

  • Collect retainers and route funds to the correct account
  • Integrate e-signatures, invoicing, and payment tracking
  • Manage billing and payments in one system, in real time


No syncing issues. No jumping between platforms. Just clean, compliant, and efficient billing—all inside Salesforce.


Whether you’re a solo firm or a large practice, if you’re using Salesforce, the foundation is already in place. Kulturra adds the functionality you need to make billing and payments smarter.


Ready to simplify legal billing?

Explore Kulturra on AppExchange and see what’s possible.

How to Implement Dual Pricing in Salesforce

Posted on by Jerus Ortiz

If your business accepts credit cards, you already know how painful processing fees can be. They quietly chip away at your margins and revenue month after month.

 

But what if there was a way to recoup those costs legally, transparently, and without damaging the customer experience?

Enter: Dual Pricing.

In this post, we’ll explore what dual pricing is, why it’s gaining traction among businesses of all sizes, and how you can implement it directly within Salesforce—without building everything from scratch.


What Is Dual Pricing?


Dual pricing is a transparent pricing model that presents two prices to the customer based on their payment method—typically one for credit card payments and a lower price for cash, ACH, or other low-cost methods.

For example:

  • Pay by card: $102.50
  • Pay by ACH or cash: $100.00

The card price includes the processing fee, while the lower price is reserved for customers choosing non-card options. This gives your customers a choice—while ensuring you’re not the one absorbing transaction costs every time someone pays with plastic.

And here’s the good news: when implemented correctly, dual pricing is legal in all 50 U.S. states and fully compliant with major card brand rules.


Why More Businesses Are Switching to Dual Pricing


The biggest reason? It saves money.

But beyond that, dual pricing offers a number of strategic benefits:

  • Boosts your net revenue without increasing base prices
  • Encourages cost-effective payment methods like ACH
  • Maintains fairness and transparency for customers
  • Levels the playing field for small businesses facing tight margins

Rather than blanket price increases that affect everyone, dual pricing allows the customer to choose how they want to pay—and how much they want to pay.


How to Implement Dual Pricing in Salesforce


Salesforce is a powerful CRM platform—but out of the box, it doesn’t support dynamic pricing based on payment method. That means building dual pricing functionality from scratch could involve:

  • Custom objects
  • Workflow automation
  • Complex payment logic

Unless you have significant time and dev resources, this can be a major lift.

The Easier Way: Kulturra Payment Center


Kulturra’s Payment Center app simplifies dual pricing by embedding this logic directly into Salesforce. With just a few configuration steps, you can:

  • Define rules for different payment methods
  • Apply automatic surcharges
  • Display dual pricing on invoices, quotes, and embedded payment portals

And because it’s built natively on Salesforce, every transaction is:

  • Processed
  • Tracked
  • Logged
  • Reconciled—all within your CRM.

Whether a customer chooses ACH or credit card, you’ll have full visibility and automation at every step.


Ready to See It in Action?


Explore Kulturra on AppExchange and discover how you can improve your margins while offering customers more flexible, transparent payment options.

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