Payology Lite for Salesforce Features and Functions

Payology Lite allows clients to send check images and corresponding data, which is then translated to a Check 21 (x9.37) file and transmitted to the client’s financial institution for deposit when using either the Payology Check Scanning or Payology Mobile Check Capture apps.

The Check21.com Payment Gateway will parse check return files provided by the client’s financial institution. The return items will be matched to their original item and synchronized to a clients Salesforce instance using the Payology Lite app.

Payology Lite is bank agnostic and supports any financial institution.

All check payments are submitted to a client’s financial institution directly. This allows for same-day posting and next day settlement.

Users utilizing Docusplit for Salesforce can upload multi-page PDF files from their PC or directly from Files and Attachments of Salesforce Records.

About

With combined intellectual experience of over 20 years in financial technology development, Check21.com prides itself on having the most knowledgeable team focused on payment and document management services. Our team is committed to providing elite service to match our supreme products and solutions. Customer service, custom solutions, and an innovative approach to the account receivable and collection process is a primary focus of the Check21.com staff.

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