Take Payments Over the Phone

Enable secure, agent-led MOTO payments within Salesforce using compliant hosted paypages.

Agent-Guided MOTO Payments

Unaric Payments enables secure, agent-assisted payments using the MOTO (Mail Order / Telephone Order) method.

Agents can launch a hosted paypage from within Salesforce and collect payment details directly from the customer over the phone.

The page opens in a secure browser tab, with no sensitive card or bank data stored in Salesforce - ensuring full PCI-DSS compliance.

Fast, Embedded Workflows

From any Payment or Authorisation record, Salesforce users can initiate the “Pay with Card/Direct Debit” action, which opens the live paypage.

Track Outcomes Instantly

As soon as a phone payment is submitted, Unaric Payments updates the Salesforce record with the payment status, PSP reference, and metadata including billing address, name, and payment route used.

Payment records move from “Awaiting Submission” to “Collected from Customer” or “Failed,” giving your team clear visibility and audit-ready status tracking.

Works with Your Payment Service Provider

MOTO payments are supported across multiple PSPs, including Stripe, Braintree, Worldpay, and Authorize.Net.

You can configure MOTO-specific PSP connections in the Unaric Setup tab and link them to relevant Merchant Groups. Each call-driven transaction follows the same secure flow - ensuring consistency across teams and compliance with provider-specific requirements.