Accept Card Payments Natively in Salesforce — and Recover Your Processing Fees
Empower your B2B customers to pay invoices by card with surcharge transparency, secure checkout, and automated Salesforce reconciliation.
XLRS Payments makes it easy for your customers to pay invoices by card — while you stay compliant, recover fees, and reconcile payments automatically.
B2B Card Payments in Salesforce — Solved
- Lose less to card processing fees
- Ensure surcharge compliance
- Eliminate manual reconciliation
- Keep payments inside your Salesforce workflow
How It Works
- Send an invoice from Salesforce
- Customer clicks “Pay Now” in the invoice PDF
- Surcharge by card type is shown before they pay
- Customer enters card details in secure iframe
- Transaction syncs back into Salesforce
- (Optional) Reconciliation with XLRS Reconciliation
Built for Salesforce. Powered by You.
- PCI-Compliant Secure Checkout: Uses your processor’s iframe — no sensitive data in Salesforce.
- Transparent Surcharge Display: Show Visa, Amex, Mastercard fees before payment.
- Flexible Object Integration: Works with standard and custom objects alike.
- Keep Your Payment Processor: No migration needed — we integrate via API.
- No-Code Surcharge Setup: Manage surcharge rules directly in Salesforce.
- Optional Reconciliation Add-On: Automate cash tracking from authorization to collection.
Designed for Finance Leaders
Recover $2,000–$3,000 per month in fees and labor. Say goodbye to reconciliation headaches and hello to audit-ready payment records.
Who Uses XLRS Payments?
B2B distributors, SaaS providers, nonprofits, and for-purpose businesses trust XLRS Payments to manage card payments inside Salesforce.
What Our Customers Say
Coming Soon: We’re working with early adopters to showcase real-world results and ROI.
See XLRS Payments in Action
Watch our video walkthrough and discover if XLRS Payments is right for you.
XLRS Payments is a Salesforce-native B2B payments solution that allows businesses to accept credit card payments directly from invoice PDFs using secure, PCI-compliant technology. With flexible card surcharge support and full integration with standard or custom Salesforce objects, XLRS Payments enables finance teams to recover card processing costs and streamline reconciliation. Works with your preferred payment gateway and scales with your organization.
How to get started...
1️⃣ Book a Meeting. We’ll discuss your needs and give you plain and simple advice on whether this App is for you.