AUTHVIA FOR SALESFORCE

Conversational Payments, Fully Embedded in Your CRM

Authvia for Salesforce turns your CRM into a complete, mobile-first billing and payments engine. With in-thread, PCI-compliant payment requests sent via text or email, you can reduce drop-off, accelerate cash flow, and keep every transaction tied directly to Salesforce records, no portals, redirects, or manual data entry required.

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Salesforce

The Payments Layer for Salesforce​

The Authvia Payments Layer integrates seamlessly into Salesforce to let your team send, collect, and reconcile payments from the same place they manage customer relationships. Whether you’re handling invoices, recurring payments, or real-time service charges, everything is processed in a secure, tokenized environment designed to maximize approvals and minimize friction.

In-Thread Payments

Send secure, branded payment requests via text or email that customers can complete in seconds (no logins or apps), boosting payment speed and reducing drop-off by keeping them in the conversation.

Billing & Invoicing in Salesforce

Create, send, and manage invoices directly from standard or custom Salesforce objects, with all transaction data tied back automatically to eliminate double entry and give your finance team complete visibility.

Recurring Payment Schedules

Set up automated, scheduled payments for subscriptions, memberships, or payment plans to increase retention and ensure predictable revenue with less manual follow-up.

Refund, ACH Return & Chargeback Management

Handle exceptions without leaving Salesforce, keeping every action tracked in one system to simplify dispute resolution and maintain consistent customer communication.

Convenience Fees & Surcharges

Apply flat or percentage-based fees automatically and in full compliance to recover costs without adding operational overhead.

Virtual Terminal Inside Salesforce

Process one-off or phone payments security from within your CRM, enabling service teams to accept payments instantly during calls.

Why Authvia?

Seamless Salesforce Integration & Enterprise-Grade Compatibility

Core & Custom Salesforce Objects

Compatible with Contacts, Accounts, Opportunities, Cases, Orders, Billing, and any custom objects, so payments fit naturally into existing workflows.

Optimized for Lightning and Classic

Enjoy a consistent, reliable payment experience whether your team uses Salesforce Lightning or Classic.

Pre-Integrated with 250+ Payment Gateways

Connect instantly to leading processors like Worldpay, Fiserv, Stripe, Chase, and Elavon, without custom coding or switching providers.

Ready-to-Go AppExchange Integrations

Works out-of-the-box with popular Salesforce AppExchange tools, including form builders, document generation apps, and lending platforms.

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Built-In Compliance & Optimized Authorization​

Faster Payments​

Reduce payment friction and collect funds in hours, not days.

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Complete Data Sync

Keep all payment, invoicing, and messaging history tied to Salesforce records.

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White-Labeled Experience

Match your brand and customer communication style.

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Enterprise-Grade Security

PCI Level 1, tokenized transactions, and built-in compliance with Nacha and card network rules

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Bank Level Trust

See It in Action

Bill payments are one of the most frequent interactions between you and your customers; make them easy, secure, and on-brand. With Authvia for Salesforce, you can be live in under a week and start seeing measurable efficiency gains right away.

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