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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.
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.
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.
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.
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.
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.
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.
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.
Opportunity moves to Closed Won? Auto-send the invoice. Case marked resolved? Trigger a payment request. Flow-driven so admins own the rules.
Refunds, partial returns, voids, cancellations, manual offline payments - all managed from the Salesforce record by your support team, no separate portal.
Surface payment history, pending requests and upcoming charges in Experience Cloud - customers pay themselves, your team stops chasing.
The patterns below cover ~80% of Authvia-on-Salesforce engagements. Your variant will look something like one of these.
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.
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.
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.
Most engagements land in 2-4 weeks. Here's how we get there.
We walk through your billing model, processor choice, and Salesforce data model. Output: a one-page implementation plan.
2-3 daysAuthvia AppExchange package installed, processor credentials wired up in sandbox. Test transactions running end-to-end.
1 weekSalesforce-side: payment buttons, Flows for auto-send, refund and webhook handlers, audit-log objects. Tested in sandbox with your data.
1-2 weeksProduction push, end-user training, monitored hyper-care for the first week. Then quarterly evolution.
3-5 daysThe five questions we get most often. If yours isn't here, it'll be the first thing we cover on the discovery call.
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.