Invoice payment management

From Invoice Sent to Payment Received — Keep the Whole Journey Connected.

Connect invoice-driven payments with Salesforce so your teams can see what customers owe, what has been collected and what still needs attention.

See Invoice Payments in Action Explore Receivables

Part of the Salesforce-native Bonza Payments suite

INVOICEINV-10482Acme Customer · Salesforce account record Due

Invoice amount$5,000

Amount paid$3,500

Outstanding$1,500

Collected $3,500Outstanding $1,500Due date 15 Oct

Payment #1Card · configured gateway$2,000Paid

Payment #2Bank transfer · configured gateway$1,500Paid

OutstandingRemains on the customer's receivables position$1,500Open

Collect payment View payments ILLUSTRATIVE DATA

THE SHAPE OF THIS PAGE
Invoiced

Payment

Balance

Complete

Definition

What Is Invoice Payment Management?

Invoice payment management connects the amount a customer owes with the payments collected against that obligation. Bonza Payments helps businesses manage invoice-related payment activity within their Salesforce payment operation — what is owed, what has been collected, what is still outstanding and what needs attention. It is payment management, not an accounting system.

The gap after the invoice

An Invoice Tells You What Should Be Paid. Not What Happened Next.

Creating or recording an invoice is only one part of the receivables process. The operational work begins once an amount becomes due — and it needs six things held together:

Who owes+How much+When it is due+What has been paid+What is still outstanding+What needs attention

DISCONNECTED APPROACH

Six answers, five places to look.

Invoice

Separate payment gateway

Manual lookup against the Salesforce customer

Payment status copied to a spreadsheet

Receivables worked out by hand

CONNECTED BONZA VIEW

One chain, on the customer record.

Customer

Invoice

Amount due

Payment activity

Outstanding balance · payment status

Next action, with the context attached

The invoice is not the end of the process. It is the beginning of a payment lifecycle.

What Bonza does around an invoice

Connect the Invoice to the Payment Lifecycle.

Know what is owed

Keep visibility into invoice-related amounts and customer payment obligations, on the same record as the customer.

WHY IT MATTERSFinance teams need a clear starting point for understanding what a customer is expected to pay.

Collect

Connect invoice-driven payment needs with Bonza's payment collection. Where appropriate, payments use the configured Bonza payment experience and gateway setup.

WHY IT MATTERSThe payment should stay connected to the business context that created it.

Track

Maintain visibility into whether invoice-related payments have been collected, and their relevant payment status.

WHY IT MATTERSTeams should not have to search a gateway portal to answer “did this customer pay?”

Understand what remains

Connect invoice and payment information with broader receivables visibility.

Invoice amount−Payment activity=Outstanding amount

A conceptual view of the relationship, not an accounting or reconciliation rule.

WHY IT MATTERSWhat is left is the number finance acts on.

Continue the lifecycle

An invoice and payment relationship may continue into receivables, due and overdue visibility, refunds, credits, payment history, the Command Center, forecasting and payment intelligence.

WHY IT MATTERSThe transaction should not become an isolated record.

Invoice-to-payment lifecycle

Follow the Payment From Due to Done.

Step through one invoice. The figures on the right are the same record at each stage — what the finance team can see, and what they still need to know.

STAGE 01 / 05

Invoiced

WHAT THE TEAM NEEDS TO KNOW

Invoice amount$5,000

Collected$0

Outstanding$5,000

Payment statusDue

Illustrative record. [Confirm the invoice statuses your implementation uses before launch.]

Payment status visibility

Stop Asking, “Has This Been Paid Yet?”

PaidPayment receivedThe obligation is settled and the activity sits on the customer record.

DuePayment expectedThe amount is open and the date has not passed yet.

OverduePayment requires attentionThe expected date has passed and the amount is still outstanding.

Invoice payments ILLUSTRATIVE DATA — NOT REAL CUSTOMERS

Illustrative invoice payment records
Customer	Invoice	Amount	Due date	Paid	Outstanding	Status

Filters shown as a UI concept. Every value on this page is illustrative.

Invoices and receivables

Invoices Tell You What Was Billed. Receivables Tell You What Still Matters.

An individual invoice becomes more useful once finance can read it inside the customer's broader outstanding position.

Customer accountAcme CustomerILLUSTRATIVE

Invoice A$4,200Paid

Invoice B$1,500Due

Invoice C$2,150Overdue

Total outstanding$3,650

Customer receivable position

Payments collected against invoices

Outstanding amount

Attention required

Explore Receivables

Customer side

Make the Path From Invoice to Payment Easier.

Where a customer-facing payment experience is configured, the customer can see what is due and pay through an available option — and the resulting activity stays visible in Salesforce.

Customer Invoice / amount due Bonza payment experience Available payment option Payment Salesforce payment visibility

Payment options depend on your configured gateways, and the customer-facing experience on what has been set up — including Salesforce Experience Cloud and customer credits where applicable. This page does not claim portal features beyond that.

Gateways

Your Invoice Process Shouldn't Depend on One Payment Gateway.

Bonza supports multiple configured payment gateways, with a default or preferred gateway set as part of your payment setup. Bonza is the management and orchestration layer — not the gateway itself.

Invoice Bonza Payments StripeRazorpayPayUOther configured gateway Payment Salesforce

Gateway names are examples. Not every gateway supports the same capabilities. [Confirm the supported gateway list before launch.]

After the payment

Because the Payment Story Doesn't Always End at “Paid.”

Once an invoice-related payment is collected, circumstances can still change. A payment may need a refund, or value may be held as customer credit for future payment use.

STARTING POINT

Payment received

The payment sits against the invoice and the customer record.

CompleteChange required

PATH A

Refund

A refund is processed through Bonza and the refund history stays alongside the original payment.

Explore Refunds →

PATH B

Customer credit

Value is tracked as a customer credit balance that remains available for future payment use.

Explore Credits & Refunds →

How a credit is applied to a future payment depends on your configuration.

The bigger picture

See Invoices as Part of the Bigger Payment Picture.

One invoice is a transaction. All invoices together become an operational payment picture.

Bonza PaymentsCommand Center · Invoice view ILLUSTRATIVE VALUES

Total collectedIllustrativeAgainst invoices

OutstandingIllustrativeOpen invoice amounts

DueIllustrativeNot yet past date

OverdueIllustrativeNeeds attention

Recent invoice payments View all

Customer	Invoice	Amount	Status
Acme Customer	INV-10482	$3,500	Due
Harbor Academy	INV-10477	$2,400	Paid
Northwind Traders	INV-10461	$8,920	Overdue
Lumen Health Partners	INV-10490	$5,600	Paid

Around the invoice

Upcoming paymentsExpected activity against open invoices.

CreditsCustomer credit balances available for future payments.

RefundsProcessed refunds stay attached to the original payment.

Values are illustrative; metrics depend on what your implementation records.

Explore the Payment Command Center

Use cases

Built for the Different Ways Businesses Get Paid Against What They Bill.

Standard invoice payment

A customer has an amount due against an invoice and pays it.

Invoice → Payment → Status → Complete

Outstanding invoice

The due date approaches and payment is still outstanding.

Invoice → Due → Outstanding visibility → Attention

Overdue invoice

The expected payment date has passed. Follow-up stays a decision your team makes.

Invoice → Overdue → Receivables → Follow-up

Payment then refund

An invoice-related payment is collected but later requires a refund.

Invoice → Payment → Refund → Updated history

Payment with customer credit

A customer credit forms part of the wider payment lifecycle around the invoice.

Invoice → Credit → Payment → Status

Connected suite

The Invoice Is One Stage. Bonza Connects What Happens Around It.

THIS PAGEInvoicesInvoice-driven payment management

Payment Management One-Time & Ad Hoc Payments Recurring Payments Receivables Due & Overdue Payments Credits Refunds Multiple Payment Gateways Customer Payment Experience Payment Command Center Payment Forecasting AI Payment Insights

Explore the Bonza Payments Suite

Outcomes

What Invoice Payment Visibility Gives Finance Teams.

CLEARER PAYMENT VISIBILITYUnderstand the payment activity connected to invoice obligations.

BETTER RECEIVABLES AWARENESSSee what remains due or overdue across the customer.

LESS STATUS SEARCHINGReduce manual looking across disconnected sources just to learn payment status.

CONNECTED CUSTOMER CONTEXTView invoice and payment activity alongside Salesforce customer information.

MORE CONSISTENT OPERATIONSInvoice-driven payments use the same lifecycle as your other payment scenarios.

BETTER DECISION-MAKINGClearer information about what has been collected and what still needs attention.

Why Bonza

From Invoice to Payment — Without Losing the Customer Context.

Salesforce-native

Invoice and payment activity sits with the Salesforce customer context.

Payment lifecycle coverage

Move past recording an invoice or processing a single transaction.

Receivables visibility

Connect invoice activity with due, overdue and outstanding information.

Multi-gateway flexibility

Use your configured gateway options through the wider Bonza payment experience.

Post-payment management

Keep refunds and customer credits attached to the payment story.

Operational visibility

See invoice-driven payments inside the broader Command Center view.

FAQ

Invoice Payments in Salesforce, Answered.

What is invoice payment management?

Invoice payment management connects the amount a customer owes with the payments collected against that obligation. It covers knowing what is owed, collecting payment, tracking status, understanding what remains outstanding and deciding what needs attention next.

Can I manage invoice payments in Salesforce?

Yes. Bonza Payments is Salesforce-native, so invoice-related payment activity and its status sit inside Salesforce alongside the customer record rather than in a separate system.

How does Bonza Payments connect invoices and payments?

Payments collected against an invoice stay associated with that invoice and with the customer, so the amount owed, the payment activity and the outstanding balance can be read together.

Can I see whether an invoice is paid, due or overdue?

Yes — payment status is the point of the page. Paid means the payment was received, due means it is expected, overdue means the expected date has passed and it needs attention.

Can invoice payments be associated with Salesforce customer records?

Yes. Invoice and payment activity is connected to the customer, which is what lets teams see one invoice in the context of everything else that customer owes.

Can customers pay invoice-related amounts through Bonza Payments?

Where a customer-facing payment experience is configured, customers can pay through an available payment option and the activity stays visible in Salesforce. What customers can do depends on your configuration.

Does Bonza Payments support multiple payment gateways?

Yes. Multiple gateways can be connected, with a default or preferred gateway configured. Bonza is the payment management layer, not the gateway, and gateways differ in what they support.

How do invoice payments connect with receivables?

Outstanding invoice amounts form part of the customer's receivables position, so an individual invoice can be read inside the wider picture of what that customer still owes.

What happens if an invoice payment needs to be refunded?

A refund can be processed through Bonza and the refund history stays alongside the original payment and the customer, so the payment story remains complete.

Can customer credits be managed alongside invoice payments?

Customer credit balances are tracked as part of the wider payment lifecycle and remain available for future payment use. How a credit is applied depends on your configuration.

Can invoice payment information appear in the Payment Command Center?

Yes. Invoice-driven payments appear within the broader payment operation — collected, outstanding, due and overdue — alongside other payment activity. Which metrics appear depends on what your implementation records.

What is the difference between invoice management and receivables management?

An invoice is a single obligation: what was billed, when it is due and what has been paid against it. Receivables is the position across obligations: what a customer, or the business, still has outstanding. Bonza connects the two, and is not an accounting or general-ledger system.

Know What's Invoiced. Know What's Paid. Know What Needs Attention.

See how Bonza Payments connects invoice-driven collections, payment status and receivables with your Salesforce customer data.

See Invoice Payments in Action Book a Bonza Payments Demo