Registration, Invoicing, and Tokenization in Salesforce Communities
After go-live, JKG team members could create a record manually to put in billing information, credit card number, bank account number, and so on. Triggers behind the scenes utilize Chargent Apex methods to tokenize payment information. Authorize.Net, grabs a token for that payment information, saves it back into that record, and then removes all the sensitive payment data.
Student registration uses an Apex class to create “household” invoice line items. A Chargent order is defined by these household line items. Before billing, JKG staff can edit those household line items, and the costs themselves, to make sure that the credit card will be charged the right amount. The staff has time to review each invoice and adjust if necessary. After about a week after the invoice is generated, the orders will be batched and charged.
Go-live was very successful with over 400% invoice reduction.
The new process freed up one full-time employee from their time spent on invoicing, and refunds or partial refunds were reduced. There were no significant invoicing errors, which also helped improve customer experience.
Chargent processed over $100,000 for the JKG team in one month.