Chargent Anywhere #
Chargent Anywhere is a component that allows you to process payments from any object in Salesforce. Using Chargent Anywhere with Payment Console and tokenization, you reduce the scope of PCI Compliance by never storing sensitive credit card or bank account number information in Salesforce.
For an overview of configuring Chargent Anywhere, Payment Requests, and Payment Console, check out the Chargent Anywhere Guide.
Regional Direct Debit #
This feature is only available on version 6.15 and newer. You can update your Chargent package using our Package Installation Manager (PIM). Chargent recommends always updating and testing in Sandbox prior to Production.
In Chargent version 6.15 and above, you can select the appropriate Direct Debit Network for your region. This is for Bank Account Transfers (ACH, EFT, BECS, and SEPA) and will allow you to have the correct network and terminology displayed on the Payment Request form and Payment Console.
You can select from the following options.
- US – ACH (also known as echeck or electronic check)
- Canada – EFT (ACSS) Electronic Funds Transfer
- Australia – BECS
- Europe – SEPA
Note: The Direct Debit Network feature is available for select Gateways that support Bank Account Drafts and can be set up using the Chargent Setup Wizard.
Please see the Gateway Documentation to see if your Gateway supports Bank Account (ACH, Direct Debit) for complete instructions.
Payment Request #
Sending a payment request is easily accomplished using any object by setting up a Salesforce Site and Payment Request Template. Then, you can quickly generate emails with payment links for your customers. Click here for instructions on setting up Payment Requests to simplify your business process.
Sending a Payment Request #
Sending a payment request is simple using Chargent Anywhere from any Salesforce object. Our Automated Collections add-on also leverages this feature to provide customers in collections with a secure way to update payment information.
Using Developer Pages #
Build your own brand and styles using Developer Pages for Payment Requests. We recommend hiring a Salesforce Certified Developer to perform these tasks.
Useful Links
Payment Console #
Chargent provides the Payment Console feature to lower the scope of your PCI compliance with tokenization to further reduce your PCI scope by allowing secure entry of payment information via the phone and protecting cardholder data that is never stored in Salesforce. Check out the Chargent Payment Console and give your agents a convenient interface for initiating payments.
Payment Status Viewer #
Easily view a customer’s recurring schedule, including frequency, description, next payment date, and amount using the Payment Status Viewer. This can be viewed on any object in Salesforce or through your Digital Experience. Customers will also have the ability to log in to their Digital Experience portal and view their recurring information.
Add Cash / Add Check #
Among the many features of Chargent Anywhere, the Add Cash and Add Check create a Chargent Order without sending the payment information to your gateway. Review the Add Cash/Add Check topic for more details.
Processing Payments Using Chargent Orders (Legacy Process) #
If you prefer not to use Chargent Anywhere, you can also use the Chargent Orders records directly to process payments. See Processing Payments Using Chargent Orders for more information on this.
Account Updater #
Account Updater is an automated process that sends an email when a credit card is about to expire. Review the Account Updater feature and set it up for your business.
Automated Collections #
Chargent Automated Collections is an add-on module that automatically informs your customers that they’ve missed a payment. Review the Automated Collections topic and set it up for your business process.
See Also
Chargent Terminology
Installation and Setup Guide
Customizing Chargent
