If your business runs on subscriptions, retainers, or repeat billing, you already know how important it is to automate those payments. Manual follow-ups, late invoices, and missed collections add unnecessary friction and costs.
That’s where Kulturra’s Payment Center comes in. It brings full subscription and recurring billing functionality directly into Salesforce, so you can set up once and get paid on time without the constant admin overhead.
In this guide, we’ll walk you through how to automate billing, streamline payments, and stay in control, all inside your existing Salesforce setup.
Part I: Automate Your Billing Workflow
While Salesforce is a powerful CRM, it doesn’t natively support recurring billing out of the box. With Kulturra installed from the AppExchange, however, you can enable fully automated billing with just a few clicks.
Here’s how it works:
- Create a recurring invoice profile.
- Define the billing schedule: monthly, quarterly, custom.
- Set your start and end dates or leave it open-ended.
- Kulturra takes care of generating and sending invoices based on your settings.
Your team sets it up once, and Kulturra handles the rest.
Part II: Offer Flexible Payment Options
Kulturra supports multiple payment methods so your customers can pay how they prefer:
- Credit card
- ACH / eCheck
- Wire or check (manually marked as paid)
- Auto-bill pay with tokenized card on file
Customers can pay directly from their invoice using a secure payment link. With tokenization, no sensitive card data is stored in Salesforce ensuring your setup stays PCI-compliant and secure.
Part III: Keep Everyone Informed, Automatically
Kulturra keeps your team and your customers in the loop with real-time visibility and smart notifications.
For your team:
- Track invoice history and payment status
- View upcoming billing events
- Link all transactions to the correct records (Account, Opportunity, etc.)
For your customers:
- Email receipts for successful payments
- Alerts when cards are about to expire
- Notifications for failed payments
- Automated retry attempts for declined transactions
No more chasing payments or wondering what’s been collected.
Part IV: Smarter Collections Without the Follow-Up
Let’s face it: not every recurring invoice gets paid on time.
Kulturra gives you built-in tools to stay proactive:
- Auto-reminders for overdue invoices
- Custom retry logic for failed transactions
- Personalized follow-up options
Collections become a part of your system and not a daily to-do list.
Why Use Kulturra for Recurring Billing?
Unlike disconnected third-party billing platforms, Kulturra is built 100% natively for Salesforce.
That means:
- No syncing issues
- No jumping between platforms
- No custom integrations needed
You get full visibility and control over the billing process right alongside your CRM data.
Ready to See It in Action?
Whether you’re managing memberships, software subscriptions, monthly retainers, or ongoing service contracts, Kulturra helps you simplify and scale recurring billing without leaving Salesforce.
