Entering Cash and Paper Checks

While Chargent’s primary purpose is processing your credit card and direct debit payments (e-check) in Salesforce, it also allows you to keep track of other types of payments. You may accept payments in the form of cash or paper checks, and you want to store them all in one place. To simplify bookkeeping, keep track of cash payments and checks using the Chargent Anywhere component.

While cash and paper check transactions are not processed through your gateway, you can verify you have received the funds and add them to Chargent so that all Chargent reports reflect all payments received.

Before You Begin #

Make sure the essential buttons are displayed in the Chargent Anywhere component. Chargent Anywhere is a window you can add to any object page layout that allows you to process transactions from any Salesforce tab. Before you begin entering cash and paper check payments manually, add the essential buttons to your Chargent Anywhere component.

To add or remove the Add Cash or Add Check buttons in Chargent Anywhere:

1. Navigate to a record for the object with Chargent Anywhere.
2. Click the gear icon and select Edit Page.
3. Click the Chargent Anywhere Lightning Component on the Lightning Page.
   • If you haven’t added Chargent Anywhere to your Lightning Page, drag the component to your page from the left sidebar under Custom – Managed.
4. Check or uncheck the Show Add Cash Button or Show Add Check Button fields.

5. Click Save. You can also hide these buttons if you want to prevent these types of transactions.
6. Click Activate if you haven’t already activated Chargent Anywhere on this page layout. If this is your first time setting up this component, see Chargent Anywhere.

Entering Cash And Check Payments #

Chargent Anywhere simplifies adding cash and paper check transactions by clicking a button and entering the amount. Remember, these transactions don’t go through your gateway so they are not verified. Chargent offers them for you to keep track of these payments so you can be sure Salesforce has all your payments.

1. Select the Chargent app from the App Launcher icon at the top-left of your screen.
2. Go to the tab and record for the customer paying this transaction and click Add Cash or Add Check in Chargent Anywhere.

2. Next, enter the Amount and Date you wish to process for cash payments. Alternatively, enter the Check number and Amount for check payments.

3. Click Save to create a transaction record indicating the cash or check payment.

You have successfully created a cash or check payment!

Creating Cash And Paper Check Transactions Manually #

If you don’t have Chargent Anywhere, you can create transaction records manually with a few extra steps.

1. Select the Chargent app from the App Launcher icon at the top-left of your screen.
2. Click the Transactions tab.
3. Click New.
4. Enter the fields listed below and click Save.

Field Name	Value
Gateway Date	Payment date and time
Gateway ID	Enter either the check number or cash
Type	Charge
Response Status	Approved
Amount	Amount of cash or check
Payment Method	“Cash” or “Check”

Viewing Your Cash And Check Payments #

For reporting and bookkeeping, it is important to know how to distinguish these types of transactions. You can identify your cash or check payments in two ways.

• The Payment Method field value for your cash payments will be “Cash”, and your check payments will be “Check (Paper)”.
• The Gateway ID field value for your cash payments will be “Cash”, and your check payments will be “Check” followed by the check number, as shown below.

See Also

Chargent Anywhere
Chargent Terminology
Chargent Transaction Fields
Chargent Terminology