Invoices are rebuilt by hand after the deal closes
The opportunity closes in Salesforce, then someone re-keys the same line items into an accounting tool. Two records of one sale, and a reconciliation job every month to make them agree.
Salesforce · Payments & Invoicing
Kulturra Payment Center, integrated into how your revenue actually runs
Payment Center is Kulturra's Salesforce-native billing application: invoices, credit card and ACH payments, and recurring schedules live on the same records as your accounts, opportunities and quotes. Twopir Consulting implements it, configures it around how you actually bill, and builds the extensions it does not ship with. One record of what was invoiced, what was paid, and what is still owed.
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Trusted by 500+ organizations — including revenue and finance teams running invoicing, collections and recurring billing inside Salesforce with Twopir Consulting.
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What We Deliver on Payment Center
- Salesforce Partner
- Invoicing & Statements
- Card & ACH Payments
- Recurring Billing
- Gateway Connection
- Stripe Connect
- AR Reporting
- Custom Development
Where payment operations break down
Almost none of these are payment-processing problems. They are what happens when the system that closes the deal and the system that collects the money have never been introduced. The gap between them is where cash sits.
Nobody can answer "has it been paid?"
Sales asks finance, finance checks the bank, and the account record says nothing either way. Renewal and support conversations happen without knowing whether the last invoice ever cleared.
Collections run on somebody remembering
Reminders go out when a person has time to send them. Overdue invoices surface in a spreadsheet assembled at month end rather than on the record itself, while it still could be chased.
Recurring billing is a calendar and a person
Retainer and subscription charges are keyed in each cycle. A declined or expired card is discovered when the customer calls about lost service, not at the moment the payment failed.
Card details end up somewhere they shouldn't
Card numbers arrive by email and get pasted into a notes field to be processed later. That is an audit finding waiting to happen, and it is entirely avoidable with a tokenized flow.
Payment data can't be reported on where decisions get made
Payments sit in the gateway and invoices sit in accounting, so revenue, AR ageing and payment method cannot be reported next to pipeline in the CRM the business actually runs on.
The Product
What Kulturra Payment Center is, and where it fits
Kulturra Payment Center is a Salesforce-native application from Kulturra.com for invoicing, payment processing and recurring billing. It installs into your existing org and works against the objects you already use — accounts, contacts, opportunities, quotes and products — so an invoice, the payment made against it, and the balance that remains are Salesforce records rather than data held in a separate system.
The application raises invoices and statements, takes credit card and ACH payments through the gateway you already use — Authorize.Net, Stripe, PayPal, CyberSource, CardConnect, Adyen and Flywire are among the supported processors — and runs recurring schedules from daily through multi-year, with automatic retries on failed payments and reminders before a stored card expires. Card details are tokenized, so the card number itself is not held on the Salesforce record. The current capability list is published in Kulturra's own Payment Center documentation.
That is what the product does. What Twopir Consulting does is decide how it should behave in your business — which record raises an invoice, what happens on the third declined card, who may issue a refund, what finance has to see at month end — and then implement, configure and extend it to match. The application is the tool; the billing operation around it is the deliverable.
Where It Fits Best
- Subscription & SaaS billing
- Professional services retainers
- Membership & dues
- Nonprofit & donations
- Order-to-cash on Salesforce
- Multi-entity billing
Implement, configure, or build on top of it
These are three different pieces of work with three different price tags, and collapsing them into "we work with Kulturra" helps nobody. Twopir Consulting offers all three — and tells you which one you need before the engagement starts.
Implement
Stand the application up properly the first time: installed, connected to your gateway, permissioned, populated with your open balances, and proven with a real transaction before anyone depends on it.
- Package install and sandbox setup
- Gateway and merchant account connection
- Permission sets and record-level access
- Open invoice and balance migration
- Sandbox test cycle, then production cutover
Configure
Shape the standard product around how your business actually bills — templates, schedules, terms, alerts and dashboards — using configuration wherever configuration will genuinely hold.
- Branded invoice and statement templates
- Recurring schedules, terms and payment plans
- Tax, discount and shipping rules
- Receipt, reminder and failure alerts
- Transaction reports and AR dashboards
Build On
Extend the application with Apex, Lightning Web Components and API work where your process needs something the standard product does not ship — and only where configuration genuinely cannot reach.
- Apex services around payment events
- Custom Lightning Web Component payment screens
- Stripe Connect and Stripe Builder work
- API sync with ERP and accounting ledgers
- Approval, refund and dunning logic
Where configuration ends and development begins
Indicative, not absolute — your org's existing customization moves some of these lines. We confirm each one in writing during the audit, before any work is quoted.
| What you need | Configuration | Custom development |
|---|---|---|
| Branded invoice and statement templates | Yes | Not needed |
| Standard recurring schedules — monthly, annual, multi-year | Yes | Not needed |
| Automated receipts, reminders and failed-payment alerts | Yes | Not needed |
| Taking payment against a standard object | Yes | Not needed |
| Billing driven by a custom object with its own rules | Partly | Usually required |
| Approval steps before a refund can be issued | No | Required |
| Two-way sync with an external ERP or accounting ledger | No | Required |
| Stripe Connect payouts and split payments | No | Required |
What we build on top of the application
The application handles the transaction. These are the pieces that turn a transaction into a billing operation your finance team can run without chasing anyone.
Receipt & alert automation
Email alerts fire automatically on successful, failed and refunded transactions — to the customer and to the internal owner who needs to act on it.
Recurring cycles & schedules
Billing cycles and payment schedules set up to match how you actually bill: monthly retainers, annual renewals, staged payment plans and multi-year terms.
Transaction reports & dashboards
Immediate access to detailed transaction overviews with current status, so AR ageing, collections and payment health are visible in Salesforce rather than assembled by hand.
Stripe Connect & Stripe Builder
Specialised support where payouts to third parties, marketplace splits or custom Stripe flows are part of the model rather than a straight card charge.
Branded invoice templates
Invoice and statement templates customized to your brand and your communication style, so what the customer receives looks like it came from you.
Gateway selection & connection
Connect the processor you already hold a merchant account with — or weigh the options against your volumes and card mix — then wire it into the payment flows.
Tokenized payment flows
Payment paths designed so staff never handle raw card numbers — the gateway holds the card, Salesforce holds the token and the result of the transaction.
Rescue of an existing install
Where Payment Center is already installed but half-configured or working against the wrong objects, we audit what is there and rebuild the parts that are failing.
What actually moves between the systems
A payment integration is only as good as the data that comes back. Each of these is a real flow with a direction, a purpose, and a team that consumes what arrives.
Authorization, capture and refund
Salesforce sends the authorization, capture, void or refund request raised from the record. The gateway returns the approval code, the decline reason and a token standing in for the card — so finance can see why a payment failed without anyone handling card data.
The deal becomes the invoice
A closed quote or order generates the invoice with the same line items, tax treatment and terms. Nothing is re-keyed between the record that won the deal and the document that asks for the money, which is what removes the monthly argument about which one is right.
Ledger handoff and posting status
Invoices, payments and credits move out to the accounting ledger — QuickBooks, NetSuite or another ERP — on a cadence your close can live with, and the posting status comes back, so the Salesforce record reflects what accounting has actually recognised.
Contract changes change the bill
Contract and subscription records drive the recurring schedule, so an upgrade, pause or cancellation changes what gets billed next cycle — instead of being corrected by hand, one credit note at a time, after the customer complains.
A failed payment becomes work
A decline can open a case, notify the account owner, pause fulfilment or start a dunning sequence. The payment event becomes a Salesforce event that the rest of your automation can act on, rather than a line in a gateway log nobody reads.
Paying third parties out
Where a platform collects on behalf of others, Stripe Connect handles the split and the payout while Salesforce holds the relationship, the schedule and the record of what each party was paid — so partner statements come from the CRM, not a spreadsheet.
From payment audit to a billing cycle that runs
Five stages, one engagement. Timelines depend on your gateway, your data volume and how much of the billing process needs building rather than configuring — so we commit to dates after step 01, not before it.
Payment Audit
We map how money is asked for and received today — which record starts an invoice, who sends it, where it is paid, and what has to agree at month end, including your gateway and merchant account.
Design & Boundary
We fix the objects, payment flows, permissions and failure paths before configuration starts — what happens on a decline, a partial payment, a refund, a chargeback — and confirm the configure/build line in writing.
Configure & Build
Install and configure Payment Center, connect the gateway in sandbox, build the templates, schedules, alerts and dashboards, and write only the extensions the design actually calls for.
Test, Migrate, Go Live
Run real transaction paths against gateway test credentials, migrate open invoices and balances, then cut over with your finance team in the room for the first live billing run.
Support & Optimize
We stay through the first full billing cycles, tune retries, reminders and dashboards against what actually happens, and extend the build as the billing model changes.
What a connected payment layer actually changes
Not a promise about percentages — a description of what is different on the Monday after go-live, and why month end gets shorter.
Invoiced from the record that won the deal
The quote or order carries its own line items, tax and terms into the invoice. Sales and finance stop maintaining two versions of one sale, because there is only one.
"Has it been paid?" becomes a field, not a phone call
Payment status sits on the account and the invoice, where anyone can see it before a renewal call, a support escalation or a decision to ship more work.
Failed payments surface as work, not as churn
A decline triggers a retry, a reminder and an owner — instead of being discovered weeks later, when the customer notices their service stopped and calls to cancel.
One audit trail from invoice to settlement
Every authorization, capture, refund and token is a record in Salesforce with a timestamp and an owner. That trail is what makes reconciliation short and an audit uneventful.
Payment operations, in more detail
Our write-up on running payment operations through Kulturra Payment Center covers invoice management, transaction tracking and the reporting side in more depth than a service page can. Client outcomes across our Salesforce work are collected in the success stories.
Not an app installer. A payment architecture partner.
Installing the package takes an afternoon. Deciding what should happen on the third declined card, and who is allowed to refund it, is the actual work.
We start with the money flow, not the app
Before anything is installed we map how an invoice is raised, paid, recorded and reconciled today. What gets configured reflects that flow — including the parts of it that only exist in someone's head.
We name the configuration boundary up front
You are told which of your requirements the standard product covers and which need development — with the cost consequence — before work starts, not when the invoice for change requests arrives.
We build the payment layer, not the payment button
Receipts, retries, reminders, permissions, reporting and the accounting handoff are in scope by default, because those are what turn a working transaction into a billing operation.
Salesforce architects first
We are a Salesforce Gold Partner with 12+ years building CRM and revenue systems. Payment Center is implemented as part of that architecture rather than bolted onto the side of it.
We stay through the first billing cycles
The real test of a payment build is the first month end and the first failed card. We support through those and tune what the data shows, instead of handing over at go-live.
Answers before the first call
Payment Center provides the invoicing, payment processing and recurring billing capability inside Salesforce. It does not decide which record should raise an invoice in your business, what should happen when a card is declined for the third time, who is allowed to issue a refund, or what finance needs to see at month end. Those decisions are the implementation, and they are what Twopir Consulting is engaged to design, configure and build.
Usually not. Payment Center supports a broad range of processors — Authorize.Net, Stripe, PayPal, CyberSource, CardConnect, Adyen and Flywire among them — so in most cases the merchant account you already hold can simply be connected. We confirm your specific gateway against Kulturra's current supported list during the audit, before anything is installed, because changing processor is a commercial decision about rates and settlement, not a technical one.
Branded templates, standard recurring schedules, tax and discount rules, automated receipts and reminders, and taking payment against a standard object are configuration. Billing driven by a custom object with its own rules, approval steps before a refund, two-way sync with an external ERP, and Stripe Connect payouts need development. Your org's existing customization moves some of those lines, so we confirm each requirement in writing during the audit rather than discovering it mid-build.
Yes. Kulturra Payment Center supports recurring schedules from daily and weekly through monthly, quarterly, annual and multi-year terms, with automatic retries on failed payments and reminders before a stored card expires. The implementation work is connecting those schedules to your contract or subscription records, so that an upgrade, pause or cancellation changes the next bill automatically rather than being corrected by hand afterwards.
No. Card details are tokenized: the gateway holds the card and returns a token, and the Salesforce record stores that token together with the result of the transaction rather than the card number. Kulturra publishes PCI and SOC 2 compliance for Payment Center in its own documentation. The scope of your organization's compliance obligation still depends on how card details are collected in the first place, which is something we design explicitly rather than leave to habit.
It depends on three things: which gateway you use, how much open invoice and balance data has to migrate, and how much of your billing process needs building rather than configuring. We give a dated plan after the payment audit in step 01 rather than a number before it. From you we need a sandbox, gateway and merchant account credentials, examples of the invoices and statements you send today, and one finance owner who can decide how edge cases should behave.
That is a common starting point. An install can be technically live and still operationally weak — configured against the wrong object, missing the alerting, or with reporting nobody trusts. We audit what is there, identify which problems are configuration and which are architectural, and rebuild the parts that are failing rather than starting the org again from scratch.
Related: Salesforce consulting services · Litify implementation · Salesforce for professional services firms · Salesforce managed services
Next Step
If invoicing and collections still live outside your CRM, this is the conversation
Bring us your current invoice-to-cash flow and your gateway. We will tell you what Kulturra Payment Center covers as standard, what needs building, and what it will take to run your billing inside Salesforce.
Speak with a team that understands Salesforce, payments & revenue operations
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