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Payment Methods

FinDock supports many payment methods through integrations with Payment Service Providers (PSPs), as well as natively on Salesforce. This is an overview of the payment methods and their availability with supported payment processors.


yes supported
no not support
-- not applicable for method-processor combination (see below)

When an option is "not applicable," it can mean either the method supports the feature but the given processor does not or the method does support the feature.


FinDock uses the following key terms and concepts.

Payment Method

Payment method is the way your payer gives money. Each method has certain capabilities and restrictions. Importantly, the method usually determines the transaction processing fee and the fee for the channel (online, phone, mail, etc.) used to complete the payment.

Payment Processor

Payment processors are third parties, often called Payment Service Providers (PSPs), that process the actual payment. Different processors not only offer different payment methods, but also offer different pricing and services for the same payment method. FinDock does not touch the payment flowing from your payer to you through PSPs.

For some payment methods like SEPA Direct Debit, FinDock is a processor, but not as described above. FinDock generates and accepts the required files to collect payments through your bank. The bank handles the actual payments (money), while FinDock manages the payment transactions (data).


You need a contract with a PSP, payment gateway or bank for the given payment method before you can use it with FinDock.


The entity is who can initiate the Payment. Some payments can only be created by the payer (customer). Others can be created only by the payee (Salesforce user). In some cases, both entities can create payments.

One-time Payments

One-time, or one-off, payments are executed only once.

Recurring Payments

Recurring payments can be executed several times over a specified or un-specified period. Recurring payments require a mandate to be stored in FinDock and can be collected through a Payment Schedule.


Specific payment processors allow you to collect payments in more than one currency. Salesforce also has a setting to allow using multiple currencies in the org. However, FinDock only supports multi-currency for certain payment processors. More information can be found in our Multi-Currency article.


Specific payment processors allow you to create more than one (bank) account. For a subset of payment processors, FinDock supports several accounts, so you can collect different payments on different accounts. More information can be found in our Multi-Merchant article.


Many payment methods allow you to refund payments. Restrictions, especially on partial refunds, may apply. In most cases, refunds are initiated through the PSP (via your merchant dashboard). FinDock updates Salesforce data accordingly based on notifications from the PSP. Certain payment methods, such as direct debit schemes, have specific rules and processes around refund handling.

Payment Methods and Processors

FinDock supports several types of payment methods.

Bank transfer

Bank transfers are typically initiated by the payer. Processing is handled between the banks of the payer (debtor) and creditor (your organization). You can create a custom payment method to capture specific types of bank transfer payments that are included in your bank statements and reports.

Payment MethodPayment ProcessorOne-timeRecurringRefunds
Standing OrderFinDock--yes--


Card payments are typically credit cards, but can also be debit cards and other types of cards.

Payment MethodPayment ProcessorOne-timeRecurringRefunds
CardSix Saferpayyesyesno
CardWorldpay BG350yes--no
CardWorldpay Corporate Gatewayyesyesyes

Credit transfer

Credit transfer payment methods are used for outgoing payments (payables).

Payment MethodPayment ProcessorOne-timeRecurringRefunds
SEPA Credit TransferFinDockyes----


A cryptocurrency is a digital asset based on blockchain technology. The "coins" and transactions are maintained by the decentralized system of the given cryptocurrency where the data is kept secure through use of advanced cryptography techniques.

There are many cryptocurrencies, with more coming to the market. Perhaps the most well-known is Bitcoin, one of the first coins on the market and currently has the largest market share.

Payment MethodPayment ProcessorOne-timeRecurringRefunds
BitcoinSix Saferpayyesnono
EthereumSix Saferpayyesnono

Direct debit

Direct debit payment methods are commonly used for recurring payments.

Payment MethodPayment ProcessorOne-timeRecurringRefunds
SEPA Direct DebitBuckarooyesyes--
Bacs Direct DebitFinDockyesyes--
CH-DD Direct DebitFinDockyesyes--
LSV Direct DebitFinDockyesyes--
SEPA Direct DebitFinDockyesyes--
Bacs Direct DebitGoCardlessyesyesyes
SEPA Direct DebitGoCardlessyesyesyes
SEPA Direct DebitMollieyesyes--
PostFinance CardSix Saferpayyesyes--
Bacs Direct DebitSmartDebityesyes--
Bacs Direct DebitStripeyesyesyes
SEPA Direct DebitStripeyesyesyes
ACH Direct DebitStripeyesyesyes

Online banking

Online banking is a broad collection of payment methods which enable payaing through connected services and devices.

Payment MethodPayment ProcessorOne-timeRecurringRefunds
Instant Bank PayGoCardlessyes----
PostFinance E-financeSix Saferpayyes----
TWINTSix Saferpayyesyes--

Payment request

Payment request payment methods that use a unique payment reference on the request for payment, such as invoices, donation request, and various forms of payment slips that are shared onine or in print.

Payment MethodPayment ProcessorOne-timeRecurringRefunds
iDEAL QRBuckarooyes--yes
Bollettino PostaleFinDockyesyes--
ESR (CH-DD)FinDockyesyes--
ESR (LSV)FinDockyesyes--
Giro (KID)FinDockyesyes--
Giro (OCR)FinDockyesyes--


Wallets, or e-wallets, enable payers to digitally store details, such as credit card information, that can then be easily accessed and used through digital service or devices.

Payment MethodPayment ProcessorOne-timeRecurringRefunds
Apple PayStripeyesyesyes
Google PayStripeyesyesyes

Checking available payment methods

To find out what payment methods are activated in a specific Salesforce environment, you can check from the FinDock settings or make a API call to the /PaymentMethod endpoint of the FinDock Payment API.