Unaric Payments allows you to collect one-off payments directly within Salesforce using a streamlined process.

Payments can be triggered manually or through automated flows and are immediately submitted to the selected Payment Service Provider (PSP).

For one-off payments, you send can a Payment Link, QR Code or embedded Payment Button to the customer to enter their payment details and collection is submitted immediately via the Payment Service Provider.

Offer customers flexibility by collecting payments through eCommerce links, email-triggered paypages, or agent-assisted MOTO flows.

Paypages are responsive, branded, and customizable, supporting a wide range of methods including card, Direct Debit, ACH, and digital wallets.

Whether initiated by your team or the customer, payments are processed quickly and securely, with real-time feedback in Salesforce.

Every payment record updates instantly with PSP response data, including transaction status, reference numbers, and error messages if applicable.

Salesforce users can view outcomes such as “Collected from Customer,” “Failed,” or “Submitted for Collection” at a glance.

This enables rapid follow-up, error resolution, and reporting, without switching systems or relying on external reconciliation.

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Unaric Payments uses tokenized payment methods and complies with PCI-DSS standards to ensure customer data security. No card or bank account information is stored in Salesforce.

Payments can be restricted to one-time use or configured with a limited reuse window. For one-off refunds, dedicated refund objects maintain full traceability back to the original transaction for audit and reporting purposes.

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Send payment links out to your customers via email. It directs them to a branded pay page ensuring a seamless payment experience.

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