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Getting Started with skedupay

What is skedupay

Recently Cloud Masons released skedupay, our Salesforce ezidebit integration.  It’s a payment management solution that connects Salesforce Sales Cloud to ezidebit’s powerful payment gateway. Manage your customer’s entire billing cycle from invoice generation to transaction reconciliation with just a few clicks on any device. We are going to show you how to get started so you can:

  • Take Payments by credit card
  • Create and Manage Payment Plans/subscriptions
  • Manage your customers to see who has paid, who hasn’t and track money coming into your company.

So we are going to do this in 4 easy-to-follow stages.

Let's get started

1. Sign up for ezidebit

1. Sign up for ezidebit

Sign up for an ezidebit account (if you have one skip this step)

 

2. Download skedupay​

2. Download skedupay​

Download skedupay from the app exchange.  You will need to decide which plan you go on to.  We have the $20pupm plan for small and micro businesses to get started.  Then there's the sitewide unlimited user licence.  We have set this up so that up until 5 users, you are better off on the per user per month, from 5 onwards you should buy the sitewide license. 

3. Download the How-Do-I Guides

3. Download the How-Do-I Guides

Work through the skedupay Installation and User guides.  Sorry about the few manual steps you have to do, Salesforce don't allow us to package some things, but hey you only have to do it once and it's all documented for you.  Hell if you get stuck just give us a call on 1800 283 397, and we will help you out.

4. Get Control of your payments

4. Get Control of your payments

Finally, start taking payments! Its that simple.

Want to know more?

Call 1800 283 397 if you prefer to deal with a real person.

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