
Streamline Payment Processing with Asperato and Certinia ERP
In any service industry, efficient cash flow processes are crucial for success. For companies running operations on the Salesforce platform, the combination of Asperato payment processing with Certinia ERP presents a powerful solution – especially when implemented by experienced consultants like CLD Partners.
Asperato Payment Processing
Many service companies struggle with manual accounting processes, particularly when handling monthly recurring charges for autopay clients. These challenges often stem from disconnected systems, like the common combination of QuickBooks for accounting and separate PSA tools for project management. Asperato integrates payment systems with Certinia, so you can protect your customers, and your bottom line.
The Asperato-Certinia Solution
By implementing Asperato payment processing within Certinia ERP, businesses can achieve several critical improvements.
Automated Cash Flow Management
The integration enables automatic processing of recurring payments via the payment service provider of your choice, turning what was once a manual, time-consuming process into a seamless operation.
Resource Efficiency
This solution eliminates the need for manual intervention in routine payment processing. Your team can focus on value-adding activities instead of chasing payments, sending reminders, or applying payments to invoices. Payment failures or expirations can be sent directly to the customer to resolve, while the accounting team can keep track of pending payments in a centralized dashboard.
Enhanced Security
With Asperato’s encrypted tokenization of bank information, there is no need to store customer banking or credit card info in your system.
Real-World Success
A recent implementation by CLD Partners for a web services provider showcases the potential of this solution. The client successfully transitioned from disconnected QuickBooks and TeamWork systems to a unified Certinia platform with Asperato payment processing. The result was a tailored solution that automated recurring billing while providing clients with self-service payment options.
“CLD was able to understand our business model and unique ERP/PSA needs as well getting payments set up with Asperato.
This meant we spent less time designing and architecting and more time building the final product.” — CTO, Tambourine
Common Questions
- What payment service providers does Asperato support? Lots! Paypal, Stripe, GoCardless, Opayo, checkout.com, Intellipay, Braintree, adyen, CyberSource, Worldpay, Airwallex, Authorize.net just to name a few.
- Does Asperato work with Apple Pay and Google Pay? Yes!
- What about buy now, pay later apps? Yes, Asperato has partnered with Klarna to support this.
- Why should I use Asperato instead of just integrating with the payment service provider directly? Asperato gives you the flexibility to change your payment processing vendor as needed or add in a new vendor without updating custom code. It also allows you to define different terms & processors for different regions. Asperato also provides a secure way to store payment tokens and authorization keeping sensitive payment details with the payment processor and out of Salesforce.
- Can you connect with more than one payment service provider? Yes, this is handled in configuration where businesses can define different merchants for different locals. You can also specify different rules regarding which kinds of payments are allowed based on value and/or locale.
The Bottom Line
In today’s competitive landscape, businesses can’t afford inefficient payment processes or disconnected systems. The combination of Asperato and Certinia ERP offers a comprehensive solution that automates payment processing, improves cash flow management, and reduces operational costs.
Take the Next Step
Ready to transform your payment processing and project management? Contact us to learn how our team can partner with your business to set up Asperato with Certinia ERP.
Still not sure? Take a look at our Asperato accelerator and watch a recent demo showing inbound and outbound payment processing scenarios. The demo features the “Pay Now” added to invoices and how to handle recurring bills (think subscriptions) where payment authorization is collected once yet payments will be collected on a recurring basis.