Salesforce
Payment
Gateway
The InterWeave SmartPayment Gateway integrates Salesforce CRM with your preferred Merchant Service Providers to process credit cards, ACH, and eChecks directly within Salesforce — supporting one-time, scheduled, and recurring payments, while syncing transactions into accounting/ERP systems like QuickBooks, Sage Intacct, or Dynamics.
Close the loop from Opportunity → Invoice → Payment → Reconciliation — entirely within your CRM and connected financial systems, without sensitive card data ever touching Salesforce.
Credit card · 2m ago
ACH · auto-billed · 18m ago
Declined · retry scheduled
Tomorrow 9:00 AM
Every payment type.
Inside Salesforce.
The InterWeave SmartPayment Gateway supports the full spectrum of payment types — from one-time card transactions and ACH to automated recurring subscriptions and deferred installment plans.
48+ MSPs. Your processor. Your rates.
The InterWeave SmartPayment Gateway works with your existing Merchant Service Provider relationship — you keep your negotiated rates, your processor, and your settlement account. InterWeave simply routes the transaction from Salesforce to your MSP and handles the response.
If your preferred MSP isn't listed, InterWeave can often configure a custom connector. Contact us with your processor's API details and we'll assess compatibility.
How the payment gateway works.
InterWeave provides the data structure, workflow, and security necessary for fast, reliable, and PCI-DSS compliant payment processing directly inside Salesforce.
Choose your edition.
Three editions for the Salesforce Payment Gateway — from foundational payment processing to AI-powered, enterprise-grade payment automation with full ERP reconciliation.
What customers experience.
The measurable ROI benefits customers see after deploying the InterWeave Salesforce Payment Gateway.
Salesforce Payment Gateway
FAQs.
Common questions about the InterWeave SmartPayment Gateway for Salesforce — covering MSPs, payment types, security, workflow automation, and implementation.
The InterWeave SmartPayment Gateway integrates Salesforce CRM with your preferred Merchant Service Providers (MSPs) to process credit cards, ACH, and eChecks directly within Salesforce. It supports one-time, scheduled, and recurring payments, while syncing transactions into accounting/ERP systems like QuickBooks, Sage Intacct, or Dynamics — closing the loop from Opportunity → Invoice → Payment → Reconciliation.
InterWeave supports a wide range of providers, including:
- Authorize.net
- Run Payments (CardConnect / CardPointe)
- Chase Paymentech
- First Data / Fiserv
- PayPal / Braintree
- Nuvei
- Stripe
- Cybersource (Visa)
- Moneris (Canada)
- And many others — 48+ total
If your preferred MSP isn't listed, InterWeave can often configure a custom connector. Contact us with your processor's API details.
- Credit/Debit Cards — Visa, Mastercard, Amex, Discover, and all major networks
- ACH / eCheck — direct bank account debits (US and Canada)
- Recurring Payments & Subscriptions — automated billing schedules
- Deferred / Scheduled Payments — installment plans and future-dated transactions
- Multi-currency transactions — depending on your MSP
- A Salesforce user records or triggers a payment (e.g., from an Opportunity, Quote, or Invoice).
- InterWeave routes the transaction securely to your MSP.
- The MSP authorises or declines the payment.
- Results flow back into Salesforce in real time — updating records (Invoice Paid = True, Transaction created).
- If integrated, InterWeave also posts the transaction into QuickBooks, Sage Intacct, or Dynamics for reconciliation.
Yes. Payments can be:
- Triggered automatically when an Opportunity is Closed Won
- Scheduled on instalment or subscription plans
- Collected via Salesforce Experience Cloud Communities or Portals
- Tied to approval processes or custom business logic
- PCI-DSS compliant — tokenization ensures card data never enters Salesforce
- TLS/SSL encryption for all transactions
- Tokenization: sensitive card data is never stored in Salesforce
- Audit logs for compliance and traceability — every transaction logged with timestamp and outcome
- Refunds: Full or partial refunds can be initiated from Salesforce and passed to the MSP
- Voids: Transactions not yet settled can be voided from Salesforce
- Chargebacks: Managed through your MSP, but status updates can be pulled into Salesforce for CRM visibility
- Transaction-level reporting inside Salesforce — approved, declined, refunded
- Settlement reports for daily batch closings
- Integration with accounting systems for automatic reconciliation
- Dashboards for payments by Account, Opportunity, or Invoice
Yes. With Salesforce Experience Cloud (Communities / Portals), customers can pay invoices online, update payment methods, and view payment history. InterWeave routes all transactions securely through the SmartPayment Gateway — and the results write back to Salesforce and your connected ERP in real time.
- Failed/declined payments are logged in Salesforce with full transaction detail
- InterWeave can trigger alerts, tasks, or emails to notify sales or finance teams
- Retry logic and dunning workflows can be configured to automatically re-attempt failed payments on a schedule
- Standard MSP setup: 2–3 weeks
- Customised, multi-MSP setups: 4–6 weeks
- Add-on integrations to QuickBooks, Sage Intacct, or Dynamics may extend timelines
Annual subscription for the InterWeave SmartPayment Gateway connector — Professional ($7,499/yr), Enterprise ($9,499/yr), Ultimate ($13,499/yr) — all plus Configuration, Training, and Support charges. Professional services for initial setup, MSP integration, and testing. Volume-based or MSP fees may also apply depending on your processor.
No. InterWeave maintains API-compliant connectors aligned with Salesforce's three annual release cycles. Your Payment Gateway integration remains compatible across Salesforce upgrades without requiring any manual updates on your side.
- Accelerated cash collection with in-CRM payments
- Elimination of double entry into Salesforce and accounting system
- Reduced failed/late payments via automation and retry logic
- Improved customer experience with self-service payment options
- Compliance assurance with PCI-DSS alignment and complete audit trails
See it in action.
Watch InterWeave videos covering the Salesforce Payment Gateway, eCommerce integration, and payment mastery.
Process payments inside Salesforce
Opportunity to payment.
Inside Salesforce.
Deploy the InterWeave SmartPayment Gateway for Salesforce and close the loop from Closed Won to reconciled payment — with 48+ MSPs, PCI-DSS tokenization, and automatic ERP posting.