Agent Payments
Virtual Terminal (MOTO) for Salesforce – enable your agents to take secure payments in seconds.
Why use FinDock’s Virtual Terminal?
Set up, process & update payments in seconds
Process one-time or recurring card and bank payments, and update payment methods, right from Salesforce.
Give your customers the flexibility they expect
Whether they phone in, mail a form, or check out online – support any payment method or channel they trust.
Secure by design
Tokenisation, PCI compliance, and role‑based permissions keep card data safe.
Keep agents in Salesforce
A native Lightning component drops into pages and Screen Flows, eliminating multiple open windows and context switching, and slashing clicks and call time.
How does the payment terminal work?
1.Agent accepts payment details
Over the phone
Agents open the Virtual Terminal in Salesforce, enter the caller’s payment details, and process the payment on the spot.
From direct mail
When payment information arrives on paper pledge or order forms, staff simply key the data into the Virtual Terminal to create the payment object.
Face to face marketing
Your fundraisers and field reps collect payment details in person.
With cards and bank accounts on file
If a customer already has a card or bank mandate saved, agents can select that “card on file” in the Virtual Terminal without asking for details again.
2. Agent enters payment details into the Virtual Terminal
Enter amount and payer details
Set the amount and adjust any payer or installment details.
Enter new card or bank account details
Add fresh card or IBAN data securely with real-time validation.
OR
Reuse stored payment method
Select a saved card or mandate and charge it with one click – no re-entry needed.
3.Payment is processed and the status is updated on Salesforce in real time
FinDock submits transaction to your payment service provider
FinDock tokenises and submits the transaction to Stripe, Worldpay or Authorize.net.
Payment status gets updated in real-time
FinDock changes the Installment status to “Collected” in Salesforce the moment your payment service provider confirms the payment.
FinDock is a 100% Salesforce native solution
Compatible with every Salesforce cloud
Seamless integration
FinDock functions as a native Salesforce application, providing a fluid experience within your existing Salesforce environment.
Real-time data
Your Salesforce reports and dashboards reflect up-to-date payment statuses for accurate tracking and analysis.
Strong security
All data within FinDock is secured by Salesforce’s robust security protocols.
Use case #1
Direct-mail appeal: process response slip gifts in one screen
- The agent opens the donor’s Contact record.
- In the same window, in the FinDock Virtual Terminal, the agent types the gift amounts, and either selects a saved card or keys in a new card from the slip.
- FinDock automatically processes the payment in the background and updates the record with the real-time status.
Use case #2
Membership renewals: renew payment methods by phone
A club admin calls Emma to renew her annual membership, but her stored card has expired.
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Right on the Contact record, the admin opens the FinDock Virtual Terminal and keys Emma’s new card details.
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Clicks Take Payment to collect the $75 renewal and replaces the old token, keeping her subscription active.
Emma’s membership is paid, her payment method is up-to-date, and the club stays PCI-compliant.