Payment Method Manager

Payment Method Manager (PMM) is a configurable component that lets your customers save a payment method for later use without incurring an immediate charge. You can add PMM directly to Experience Cloud as a component or via a Screen Flow so your customers can manage their payment methods.

Key Capabilities #

• Credit Card Registration: Auto-detects card brands and captures the cardholder name, card number, expiry, and CVV.
• Bank Account (ACH) Registration: Captures account number, routing number, account type, and account holder name.
• Billing Address Capture: Captures street, city, state, postal code, country, email, and phone.
• Multi-Language Support: Includes English, German (de), Spanish (es), and French (fr).
• Multi-Gateway Tokenization: Tokenizes across primary and secondary gateway pools concurrently.
• Experience Cloud Placement: Compatible with both Aura and LWR sites.
• Screen Flow: Exposes standard Flow input and output parameters.
• Payment Method Management: Supports listing, updating, deleting, and assigning default payment methods.

How it Works #

1. A customer submits their payment information via the Payment Method Manager component or a screen flow in Experience Cloud.
2. Chargent validates the request and user access.
3. Your Payment Gateway(s) tokenizes the payment method, but does not initiate a charge.
   • If Multi-Gateway Tokenization is enabled, it tokenizes against the primary gateway and every gateway in the configured pool at the same time. See the Multi-Gateway Tokenization section below for more information.
4. The Payment Method & Token(s) are saved to Salesforce.
5. Your customer receives a success confirmation or an error message.
6. The saved Payment Method can be used for any future payments.

Component Configuration & Placement #

You can add the Payment Method Manager component (paymentMethodManager) to your Experience Cloud site as a component or Screen Flow. See the following properties to understand the available options when adding the component to a page or flow.

Component Properties

Property Label	API Name	Required	Description
Record ID	recordId	No	Optional. Use the current record ID when placing on record pages; leave blank for no-order mode
Chargent Object Lookup Field Name	chargentObjectLookupFieldName	No	Optional. Enter the lookup field name only when resolving a Chargent Order from a non-order record context
Gateway ID	theGatewayId	No	Enter the ID of the gateway to use. If not provided, uses the gateway from the Chargent Order.
Payform Behavior	payformBehavior	No	Choose how the component processes new payment method registrations. Only “Register Token” is currently available.
Form Title	formTitle	No	Custom title shown in the component header. Defaults to “Manage Subscription” when blank.
Show Payment Status Viewer	showPaymentStatusViewer	No	Display the current payment status from the Chargent Order. Default: on
Hide Success Page	hideSuccessPage	No	When checked, the success page will not be displayed. Default: off
Hide Failure Page	hideFailurePage	No	When checked, the failure page will not be displayed. Default: off

Flow Output Variables

When embedded in a Screen Flow, Payment Method Manager passes the following outputs back to your Flow:

Output Label (API Name)	Type	Description
Payment Method ID (paymentMethodId)	Text	The ID of the created or selected payment method
Success (success)	Boolean	True if the operation completed successfully
Error Message (errorMessageOutput)	Text	The error message if the operation failed

Multi-Gateway Tokenization (MGT) Support #

The Payment Method Manager fully supports Multi-Gateway Tokenization (MGT). MGT lets organizations tokenize a customer’s payment method across multiple payment gateways in a single registration step.

How MGT Works

1. Primary Gateway: The primary gateway is dynamically resolved from your org’s System Default Gateway setting.
2. Gateway Pool: Admins configure additional secondary gateways via the Multi-Gateway Tokenization tab in the Chargent App.
3. Execution Mode: You can select All Active Tokenizable Gateways or specify an Explicit List of up to 13 gateways.
4. Resiliency: Tokenization uses Continue on Partial execution—if one secondary gateway fails, successful tokens from the primary and other pool gateways are still saved to Salesforce.

See our Multi-Gateway Tokenization documentation for more information. A Chargent representative must enable Multi-Gateway Tokenization for your org. Please contact us to enable MGT.

Setup & Implementation Guide #

Option 1: Placing PMM on an Experience Cloud Page (Aura or LWR)

1. Navigate to Setup → All Sites and open Builder for your Experience Cloud site.
2. Select the page where you want to embed payment method registration (e.g., Account Detail or Payment Settings).
3. Click Components in the left panel.
4. Locate Chargent Payment Method Manager under Custom Components and drag it onto your page canvas.
5. In the Property Inspector, set your desired parameters (e.g., set Record ID to {!recordId} if placed on a record page). See the Component Properties section above for more information.

6. Click Publish.

Option 2: Embedding PMM in a Screen Flow

1. Navigate to Setup → Flows and open your Screen Flow.
2. Add a Screen Element to your Flow canvas.
3. Drag Payment Method Manager from the Custom section into the screen layout.
4. Create an API Name and configure your input parameters (e.g., set Record ID to {!recordId}). See the Component Properties section above for more information.

5. Depending on your use case, add a Decision Element after the screen to evaluate output variables:
   • Path 1 (Success): If {!success} equals true, route to a confirmation screen using {!paymentMethodId}.
   • Path 2 (Failure): If {!success} equals false, route to an error screen displaying {!errorMessageOutput}.
6. Save and Activate your Flow.

Setting Up Multi-Gateway Tokenization

1. Open the Chargent App from the Salesforce App Launcher.
2. Click the Multi-Gateway Tokenization tab.
3. Toggle Enable Multi-Gateway Tokenization to ON.
4. Select your Gateway Pool Mode:
   • All Active Tokenizable Gateways: Automatically includes all active tokenization-enabled gateways.
   • Explicit List: Choose specific secondary gateways using the dual list box.
5. Click Save.

See the Multi-Gateway Tokenization section above for more information about this feature.

Testing Payment Method Manager

1. Test your configuration by navigating to the page in your community where you placed your component or flow.
2. Enter test card and billing information (see your Gateway-Specific Guide for test card examples).
3. Verify a new Payment Method record appears in Salesforce.

Using the Payment Method Manager #

When your customers access a page that includes the PMM, they will see a list of their current saved Payment Methods and can create a new one. Your customers will follow these steps to create a new Payment Method.

1. Click + New Payment Method.

2. Select either Credit Card or Bank Account and enter your Payment Method details and Billing Information.
3. Check Set as default payment method if you want this to be your primary method of payment.

4. Click Save Payment Method.
5. Upon success, your user will see a message stating “Success: Payment Method Added”.

6. Click Done.
7. The new Payment Method will appear in your list of Payment Methods and when making future payments.