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Certified Integration Partner Authvia
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Get paid inside Salesforce

We build Authvia payment integrations that live inside Salesforce - not bolted on. Send a text or email invoice from any record, take cards and ACH through 20+ processors, and book the payment back to the account automatically. No bolt-on payments UI. Money in, faster.

Plan My Integration
0+Implementations
2-4wkAvg. delivery
0+Processors supported
Paid in 92s
PCI L1 · secure
Channel: TXT2PAY
Powered by Authvia
salesforce / opportunity / O-2381 / payment
Tax Calculated
Quote · Acme Corp
$2,840
TXT2PAY sent 11:42am · Awaiting tap
Subtotal$45,150
Amount$2,840
Live rate · State + County + City + District
Why this partnership matters

Two halves of the same problem

Authvia powers conversational payments for thousands of merchants. We're the team that knows how to wire it perfectly into your Salesforce-native workflow. Both halves matter.

Metadologie · The implementation

We make it feel like part of Salesforce

The default Authvia-for-Salesforce setup is fine. The integration we build is what your finance team actually wants - pay-by-text from any record, processor of your choice, refunds and disputes managed from the same screen, no extra logins.

  • Certified Salesforce-native implementation
  • 14 years of Salesforce engineering, 20+ Authvia integrations
  • Flow-first design so admins can extend without us
  • Code-reviewed against Salesforce governor limits & security best practices
Authvia · The platform

The compliance engine trusted across 190+ countries

Authvia turns text, email and chat into payment channels. Customers tap a link, pay on a branded hosted page, and the receipt posts back to Salesforce. Your team manages everything - refunds, retries, recurring - from the records they already work in.

  • Real-time sales & use tax, VAT, GST and excise calculation
  • TXT2PAY, EMAIL2PAY, hosted page & Experience Cloud - all native
  • Tokenised vault for recurring, instalment, and on-file payments
  • 20+ processors pre-integrated (Fiserv, Worldpay, Chase, Paya, TSYS)
What we wire up

Six capabilities, shipped on every project

These are the building blocks. Every Authvia engagement starts from this base - we tailor scope to your billing model, processor of choice, and approval flows.

Capability · 01

Pay-by-text from any record

One button on Account, Opportunity, Order, Case or Custom object that sends a branded TXT2PAY or email invoice - pre-filled with the right amount, line items and customer.

Capability · 02

Hosted payment page

Customers tap the text, land on a Authvia hosted page branded to your business, enter card or ACH, and the receipt writes back to Salesforce instantly.

Capability · 03

Recurring & scheduled billing

Subscriptions, instalments, retainers - Authvia's tokenised vault handles the next charge automatically. Card-on-file is PCI-scope safe and updated by the account updater.

Capability · 04

Flow-triggered payment requests

Opportunity moves to Closed Won? Auto-send the invoice. Case marked resolved? Trigger a payment request. Flow-driven so admins own the rules.

Capability · 05

Backoffice payment management

Refunds, partial returns, voids, cancellations, manual offline payments - all managed from the Salesforce record by your support team, no separate portal.

Capability · 06

Customer self-service portal

Surface payment history, pending requests and upcoming charges in Experience Cloud - customers pay themselves, your team stops chasing.

Real-world use cases

Three workflows we ship most often

The patterns below cover ~80% of Authvia-on-Salesforce engagements. Your variant will look something like one of these.

Use Case · 01

Invoice-to-paid on auto-pilot

A deal closes. Without anyone clicking anything, Authvia fires a branded TXT2PAY to the customer's phone with the exact balance, payment terms and a one-tap pay link. Card or ACH, paid in seconds, posted back to the opportunity automatically. No invoice chase.

Closed-won → TXT2PAYAuto-sendOne-tap payAuto-posted
TXT2PAY® · Tap to pay
Pay $2,840
in one tap
Branded payment request, sent the second the deal closes.
$
Acme Corp
Invoice O-2381 sent via text · $2,840
StatusPaid · 92s
Auto-posted
MethodVisa · 4242
NetworkWorldpay
Use Case · 02

Recurring billing without the spreadsheet

A new subscription is created. Authvia tokenises the card on file, schedules the next charge, and runs the cycle automatically - every renewal, every retry. If a card expires, the account updater swaps it in silently. Finance sees clean receivables, not a billing fire-drill.

Tokenised vaultAuto-updaterSmart retriesSalesforce-native
Recurring · Auto-charge
Next charge
scheduled
Tokenised vault. Smart retries. Account-updater. Zero spreadsheets.
Card updated
Visa •••• 4242 · expiry refreshed silently by the account updater.
Cycle: 4 of 12
NextDec 15 · $99
Retries0 failed
Use Case · 03

Field-service collections as one tap

A technician finishes a job in the field. Service Cloud flips the case to Completed and Authvia sends the customer a branded payment request - TXT2PAY or email - for the exact amount before the truck leaves the driveway. Paid on-site, no AR follow-up, no awkward phone calls.

Service CloudOn-site paymentBranded requestAuto-reconciled
Service Cloud · On-site
Paid before
they leave
Tech closes the case. Customer pays on the spot. AR follow-ups disappear.
Case #4821
HVAC service complete · invoice for $640 texted to homeowner.
ChannelTXT2PAY
On-site payment
Amount$640.00
StatusPaid · case closed
Implementation Flow

From scope to first payment

Most engagements land in 2-4 weeks. Here's how we get there.

01

Discovery

We walk through your billing model, processor choice, and Salesforce data model. Output: a one-page implementation plan.

2-3 days
02

Connect

Authvia AppExchange package installed, processor credentials wired up in sandbox. Test transactions running end-to-end.

1 week
03

Build & Wire

Salesforce-side: payment buttons, Flows for auto-send, refund and webhook handlers, audit-log objects. Tested in sandbox with your data.

1-2 weeks
04

Go Live

Production push, end-user training, monitored hyper-care for the first week. Then quarterly evolution.

3-5 days
Common questions

Before you book the call

The five questions we get most often. If yours isn't here, it'll be the first thing we cover on the discovery call.

Yes - you'll need an Authvia for Salesforce subscription sized to your transaction volume and the channels you want to use (TXT2PAY, EMAIL2PAY, hosted page, recurring). We help scope it during discovery, and if you don't have an account yet we'll quote with and without licence procurement so you can compare.
Almost certainly. Authvia is pre-integrated with 20+ processors and gateways including Fiserv, Worldpay, Chase, Paya, TSYS and Elavon. We help you confirm the match-up during discovery and wire it up so you keep your existing merchant account.
Card data never lands in your Salesforce org - it goes through Authvia's PCI-DSS Level 1 tokenised vault and the hosted payment page. We build a Payment Transaction custom object that captures the token reference, amount, status and timestamp so you have a CRM-native audit trail without PCI scope.
Yes - Authvia supports self-service payments through Salesforce Experience Cloud. Customers see their payment history, pending requests and upcoming charges, and pay themselves. We commonly bolt this on for B2B clients who want to stop being the AR helpdesk.
A typical scope - TXT2PAY and email-invoice flows, processor wiring, recurring billing, refund handling and audit records - runs 2-4 weeks, with pricing depending on your billing model and number of payment channels. We give a fixed-fee quote after discovery, never an hourly meter.
Authvia × Salesforce

30 minutes. One workflow. A quote you can actually compare.

Book a discovery call. We'll walk through how you tax your products today, sketch the integration, and send you a fixed-fee quote within 48 hours.

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