Business Identity
Logo
🖼
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PNG, JPG, SVG, WebP — max 2 MB
Logo preview

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Brand Guide

Link to your brand standards document (Google Drive, Dropbox, Notion, etc.).

Brand Colors
Terminology

Customize labels throughout the app to match your industry's language.

Cancellation Policy

Displayed to clients on the card authorization form. Leave blank to use the default generic text.

Admin Password

Set a password to protect this admin panel. Leave blank to keep the current password.

Payment Gateway — Authorize.net

Credentials are stored in the tenant config file on the server. Use your Authorize.net sandbox for testing.

Payment Gateway — Stripe Connect

Connect your Stripe account to accept cards natively — no Basis Theory or Authorize.net required. Stripe.js handles card collection in the browser (PCI-compliant).

Once connected, card forms will use Stripe Elements instead of Basis Theory. Auth holds are created automatically for links with an amount. Auth.net credentials are still used if Stripe is not connected.

Outbound Webhooks

PayVault will POST a charge.completed event to this URL whenever a charge transitions to charged. Leave blank to disable.

Salesforce Integration

Connect PayVault to Salesforce to pull live Opportunity data into the SF page. Requires a Salesforce Connected App. How to create a Connected App

Checking connection…
Your Salesforce org URL. Use https://login.salesforce.com for standard orgs or your My Domain URL for custom domains.
Email (SMTP)

Override the system SMTP for this tenant. When configured, all emails for this tenant are sent from these credentials.

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Notifications

Configure automated email notifications. Requires SMTP settings above.

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WhatsApp Sending (Twilio)

Send card authorization links via WhatsApp using Twilio. Requires a Twilio account with WhatsApp messaging enabled. Learn more

Use the Twilio sandbox number for testing, or your approved business number for production.
Pay Portal & Custom Domain

Your public payment portal lets clients look up their booking and save a card without an agent link.

Add a CNAME record pointing to my-pay-vault.com from your DNS provider, then enter the domain here.
Embeddable Widget

Add a "Pay Now" button to any website with one line of code:

Email Templates

Customize the emails sent to clients. Use %%VARIABLE%% placeholders. Leave blank to use the built-in default template.

Data Retention

Configure how long card data is kept on file after the service date. Purge runs automatically when configured.

Live Preview
Booking
BK-2026-0001 — Sample Client
Send Auth Link
Booking Agent Deposit Service Fee

Updates as you type

Tenant Stats
Active Cards
Active Bookings
Pending QC
Charged Today
Dashboard → View Charges → Bookings → Audit Log →
Custom Contact Fields

Define custom fields that appear on all CRM contacts.

Current Config
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Danger Zone

Permanently delete all account data including contacts, invoices, deals, and files. This action cannot be undone.