Take Payments in Salesforce. This complete demonstration shows you the features and benefits of payment-enabling any object or app in Salesforce with the new lightning optimized Chargent Anywhere.
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Micaiah Filkins, Co-Founder President, AppFrontier LLC
Our customers kept asking us to give them the power to use Chargent’s features anywhere in Salesforce. We listened. Today we are excited to be launching Chargent Anywhere.
Chargent Anywhere payment-enables every object and every application inside Salesforce. In this video we are going to demo the entire feature set in our latest innovation. This is going to take a minute, so get nice and comfortable. I promise, it’s well worth your time.
One of the top requests from customers was that we give them the ability to use the Chargent payment features on any part of Salesforce, wherever they wanted to take payments. These requests were numerous, they came from our customers, and they came from friends at other applications on the AppExchange, who wanted to be able to leverage our deep payment integrations, Chargent’s recurring billing engine and our payments expertise inside of their applications.
In short, our customers and partners wanted to keep focused on their core competencies, while leaning on Chargent to keep payments simple. We listened to you and we built Chargent Anywhere to payment-enable all native Salesforce applications.
Hey Quick Headsup: We have other videos and documents about setting up all the features of Chargent. This demo we are going to focus on going deep on the user level features.
We are going to start by sending a Payment Request. We can see here that there is a ten-thousand dollar amount that is owed on this opportunity. Today Natasha will be making the payment for The Avengers, as a contact already exists for her, we can simply choose her name off the contact list from this account just here. The form will populate information from the contact record for us.
Chargent Anywhere does support three payment modes in Payment Request, Charge Full Amount, Authorize Minimum Amount and Authorize Full Amount. When choosing Authorize Full Amount the system will only capture a pre-auth rather than a full auth/capture. Today we will collect the full amount by choosing the Charge Full Amount option. Which of these options are shown to your users is, of course, fully configurable to match your process.
As well you can drop in a note if you like, such as “Thank you for your business.”
Then just click the Send Request button and now Natasha will receive an email notification from you, we see the email notification in the lower right hand corner of my screen.
This email is 100% customizable, you have full control over what is seen by your customers. The main point is that the email will include the auto-generated payment link which was included as part of payment request.
I also want to highlight at this point that the payment link can be embedded into any process. We pull the most recently created payment request link on to the parent object, in this case Opportunity, this allows you to use it in any document created, or any email sent from this object.
When your customer clicks on the payment link they are brought to a Salesforce Sites page which is also fully within your control to customize. This demo has the Chargent logo at the top and the AppFrontier contact details at the bottom. Admins with some basic script language knowledge can likely customize this page to put your company logo and your contact details in here with ease.
As we see here, the system pulled her contact information from the related contact record.
Payment request supports bank account drafts, this gives Chargent customers the ability to pull funds from their customer’s bank accounts. This is done on the ACH network here in the States, direct debit in the EU, direct entry in Australia, and Chargent aims to support cardless payments globally.
For this demo, let’s use this test card number which is four with fifteen ones behind it. You can see here that Payment Request allows your customers to leverage their browser-based-card-wallets.
Here, I have fat fingered the card number, I know this as the form field has turned red on me, alerting me to an issue. Chargent uses a basic check to see if the card number conforms to the standard for all card numbers globally.
Here we see our standard payment request success page, which we provide as open source to all Chargent users. Here again, as a developer, you have full control over this success page, as well as the error page and the cancel page.
Down in the lower right hand section of the screen we see a notification, that is the receipt from Chargent that was sent to our customer, Natasha. Just like the other emails in the Chargent system, this email is based on the Salesforce email template model.
As you are likely starting to expect, this means that the branding, is again fully within your control, the email templates are easy to configure and manage. We have some customers that use this basic text-based email receipt which we have provided and other customers, that turn this receipt into an invoice type document. The choice is yours!
All right, returning to the opportunity, we can see that the payment request shows paid, we also see that the Chargent order and the Chargent transaction are here as expected. This is another feature of Chargent Anywhere, that it manages all of the backend data for you. This ensures your reporting always stays accurate, helping you to improve that 360 degree view of your customer.
Okay, so that is the Payment Request feature inside Chargent Anywhere. Keep in mind that we have leveraged the existing payment request framework, which means that the work you’ve already done with Payment Request is used here and that work will remain in place when you upgrade to Chargent Anywhere!
Alright, next up, let’s take a look at how a call center agent would use Chargent Anywhere’s Payment Console feature to take a payment over the phone. For this example, The Avengers are buying some new badges. I will put my inside sales hat on now, and with the customer on the phone I simply click the Payment Console button.
In this case, since we are on Opportunity which has a standard lookup to Account, the drop down here shows me all the contacts from that account. Alternatively I could choose to manually type in the customers information.
In this case it’s Tony Stark on the phone, and his information is pre-populated for me, saving some data entry.
Here on the one-time payment page, we see a couple payment method options on the left hand side.
If I click the Bank Account option, we can see that one can easily enter all of the relevant details for a bank draft. The amount and account holder name have been prepopulated. We simply add a bank number, which here in the states we call this a routing number, in Australia we call this a BSB number, we also add the account number, the name of the bank and we also enter the account type, checking or savings.
Back on the card payment entry screen, we can enter a test card number here.
Just like we saw earlier, the form is looking to see if the card was entered correctly. Chargent Anywhere is also validating that the expiry is in the future and that the card security code is the correct length for this card type, the card type was automatically detected on the form again saving some data entry.
You will notice that the buttons are grayed out until we have complete card data. Also, we do allow you to configure whether or not you require the card security code.
At the bottom of the form one sees that we have 4 buttons, Cancel will simply stop the process and close the window. Register Token securely stores the card number at your payment gateway. Authorize will do a pre-authorization for the full Amount and finally Charge will take the cash from the card immediately. For this demo we are doing a Charge.
We can see clearly, the approved message above, we also see that the transaction is here in the related list and the receipt is coming in below. That is it! We just processed a card from a customer calling into your call center.
Okay let’s move on to one of our most popular features, recurring payments. As we all know the Avengers are quite capable of making a big mess while saving the world, it seems likely that they could use a large insurance policy. Let’s get them setup with one.
Again, Chargent Anywhere read Tony’s contact information from his contact record and pre-populated it for me here.
Today, we will be taking the first of twelve, one-thousand dollar payments for this policy. We will then spread the other payments out monthly, for the rest of the year. We will just enter the card data here.
One just clicks the recurring sub-tab, and here we can enter the recurring payment profile, the payments, in this case, will recur monthly. As this is limited insurance policy for just one year and not an evergreen subscription we will set the Stop Rule to count. Since we are taking the first payment today, I will set the Payment Start Date out one month from now to April twenty-fifth. Now we can see that my charge date was auto-populated to 25, which ensures that even if there is a late payment at some point, the next month’s payment will happen on the 25th.
Finally they will have 11 more payments after today, so I set the number of payments to 11 and I click next.
If I look here: I can see that my first transaction is here in the related items, as well I can click on the Chargent Order to double check that my data has been entered correctly. One can review the future payments. The button below reads clearly that I will be charging one thousand dollars today and will start the recurring billing. I click that button to collect payment and start the recurring payments.
Just to show what is going on under the hood, I have gone into the related Chargent Order. Here, I see that this is a monthly recurring payment with a count of 11 and it’s set to begin auto-collecting next month on the 25th. We can see his billing contact information as well as a secure version of his card details, and the token from Authorize.net.
There we go we are all set. The Avengers have their insurance policy and we have covered recurring payments in Chargent Anywhere.
Next up, let’s take a look at a slightly different type of recurring payment, a subscription. In this example The Avengers will need Internet access for their headquarters.
Another new feature in Chargent Anywhere is that we now enable your ability to pre-populate not only a primary or one-time charge amount, which we’ve seen clearly, one also has the ability to pre-populate the recurring amount field from the parent record, in this case opportunity.
In Chargent Anywhere admins can leverage any currency field on the parent object to pre-populate their charge and recurring amounts. This is a big part of what makes Chargent Anywhere so easy to integrate with any object and all Salesforce native AppExchange applications, like AccountingSeed, AscentERP, Salesforce Billing and Salesforce CPQ.
Natasha as the information expert will be handling this Internet account billing. So we click next. Fill out the same payment form we’ve seen in previous demos, and click over to the recurring section. We see that the recurring amount has been populated with the one-hundred and fifty dollars that was entered in the recurring field on the opportunity.
Just a quick aside here, We have built in some safety nets for Chargent users, for example if we click the Bank Account section on the left while we have card data populated, Chargent Anywhere warns us that if we click continue, the card data will be cleared. This was done to help minimize frustration while keeping your payment data as secure as possible.
Once I’ve clicked continue we are now able to enter a bank account payment method.
Then clicking back to card we see that the data was cleared out. This is simply more secure than allowing that data to be held in the browser window any longer than necessary.
Clicking the next button takes us to the recurring profile page, here I will choose monthly for the internet access and unending for payment stop. In order to stop Chargent from charging the payment source, someone will need to manually update this recurring profile to completed or stopped. They are paying their first month today, so I need to set the payment start date out one month. To April 25.
Then click next. Here again, we see all the relevant details to review before submitting. Users will double check the amount, the frequency, the payment start date and the future payment summary and click the Start recurring billing button below.
There we have it! It’s that simple to manage recurring payments in Chargent Anywhere!
One quick demo to show off our support bank account draft payments. It is noteworthy, to say that this goes by different names in different regions, Chargent intends to support cardless payments in many forms globally. Please reach out to us to find out if we support this model in your region.
Now that I am on the bank account payment entry screen, I can put in a bank number, my customer’s account number, the bank’s name and set the acct type, either savings or checking. The options here are either register/update token or charge, aka draft from the bank account. Just click charge and now we see it’s approved, the Chargent Order and transaction are there on the list.
The product team here, has focused on making bank draft payments as easy to use as card payments, as they can save our customers lots of fees. Chargent fully supports cardless payments.
We have had a few customers that wanted to be able to document that a cash payment was received and keep that data alongside their other payments with Chargent. In Chargent classic this was a bit cumbersome, as it was not clear exactly what needed to be done with what we call a manual transaction. The UI for cash was rethought and dramatically improved here in Chargent Anywhere.
These are optional buttons, for this demo, I have added them to the UI for this demo. Admins can easily take them off of any page if they do not match your process.
Your users simply click the Add Cash button. In this case we have just taken $500 in cash. This UI is intentionally quite simple, just input the amount of cash collected, update the date if needed. Click the Save button.
Here we see the success notification in green.
The fourth button on our Chargent Anywhere component is Add Check. Now, we do hope that you are taking less and less checks, we do hope that you are finding more efficient ways for your customers to pay you, ways that cost you less money to accept and to manage. However we get it, sometimes we get paper checks and you want that data about that check to be with your other payment data. To add the check, just click the add check button.
You could change the date if you like, then enter the check number and amount, click that save button. Simple, right?
Here we see that the order and transaction are in place as expected. Ready for your reporting and completing that 360 degree view of your customer!
Okay that’s Chargent Anywhere! The team here at Chargent hopes that you agree with us that this new lightning-optimized payments interface is the future of payments here in the Salesforce world. This application truly payment-enables all objects and every Salesforce-native application on the AppExchange.
This means that Chargent customers will now spend less time building out processes, and more time improving their processes. Chargent Anywhere will empower you to cut down on development spend. As well this means that your admin can enable your organization to take payments on any object TODAY! Without any code!! No need for any lengthy projects, just install configure and take payment.
Have questions? Excellent, we would love to help you with them. Our contact details are in the description of this video. In closing I would encourage you to keep in mind that we live and breath this payments stuff, so that you have an expert that you can call upon. We want to help you improve payments at your company.
Call us today. We are here to help!