At Chargent, we focus on meeting our customers’ needs rather than developing features solely to bloat our software suite. Our core features listed below were curated specifically by working with our customers to create the best payment processing experience on Salesforce.
Some features are only available to Growth or Enterprise Edition customers. Please see our Pricing Page to learn more about our subscription tiers.
Chargent Anywhere #
Chargent Anywhere is a Lightning Web Component that allows you to process payments from any object in Salesforce. Arguably Chargent’s most valuable feature, Chargent Anywhere includes buttons for Payment Request, Payment Console, Add Cash, and Add Check.
For instructions on quickly setting up Chargent Anywhere, check out Chargent Anywhere.
Payment Request #
Payment Request has remained one of Chargent’s most popular features since its creation. Using Payment Request, you can easily send an emailed request for payment to any of your customers. To get started, see Setting Up Payment Requests. We’ve also created instructions to help you understand the process of sending a Payment Request. For more information, see Sending a Payment Request.
Additionally, Automated Collections leverages Payment Request to provide customers in collections with a secure way to update their payment information.
Payment Console #
The Payment Console was designed to lower the scope of your PCI compliance (alongside tokenization). Available only for Platform Edition and Enterprise Edition customers, it allows users to securely enter payment information via the phone, protecting cardholder data that is never stored in Salesforce. The Payment Console also makes testing and troubleshooting your payment process a breeze.
Check out the Chargent Payment Console and provide your agents with a convenient interface for initiating payments.
If you’re not a Platform Edition or Enterprise Edition customer, see our legacy method for processing payments.
Add Cash / Add Check #
The Chargent Anywhere component has two additional buttons, Add Cash and Add Check. These buttons create payment records in Salesforce without sending payment information to your gateway.
Review Entering Cash and Paper Checks for instructions on recording your cash and check payments in Salesforce.
Automated Collections #
Chargent Automated Collections can automatically contact your customers, retry payments, or send a payment request when your customers miss a payment.
Review Setting Up Automated Collections to start automating your dunning process.
Recurring Billing #
Chargent allows you to create and manage subscription payments in Salesforce. You can create recurring payments based on your preferred payment frequency and stop rule, giving you full control over your customers’ subscription payments.
For more information, see Setting Up Recurring Billing.
Community Payments #
Chargent’s Take Payments component allows registered and guest users to make payments directly from your Experience Cloud site. The component can be used directly on your community site, or you can customize your payment process by using it in a screen flow.
See Chargent for Salesforce Communities to start taking payments from your Experience Cloud site.
Payment Methods #
Payment Methods offers customers a convenient and secure way to store and select credit card and bank account details for single and recurring payments, allowing them to choose saved payment methods for future payments.
For more information, see Setting Up Payment Methods.
Surcharging for Card Payments #
Chargent has partnered with InterPayments, a leader in the surcharging space, to help you take control of your credit card fees and improve your Salesforce payment process. In Chargent, Surcharging is a set-and-forget feature that automatically calculates and incorporates credit card surcharge fees into your Salesforce transactions, allowing your business to recover credit card fees and strengthen your cash flow.
Learn more by visiting Setting Up Surcharging.
Payment Status Viewer #
Chargent’s Payment Status Viewer component provides you and your customers with a simple way to understand when a payment is scheduled, what it is for, and its frequency. The component can be added to a Lightning page, Screen Flow, or Community Record Page, making it easy to implement with clicks, not code.
Check out Payment Status Viewer to learn more.
Account Updater #
Account Updater automatically sends an email to your customers when their credit cards are about to expire, so your users don’t have to spend time monitoring their payment methods and asking for updates.
See Account Updater to get started.
Transaction Sync #
Transaction Sync will keep your ACH transactions up to date in Salesforce via the Transaction Sync Batch. Chargent can sync your ACH transactions from the time they are initiated until they are settled.
To start syncing your ACH transactions, see Transaction Sync.
Chargent Terminal #
Chargent Terminal is a separate app from our standard Chargent package. It allows you to process payments through Salesforce with a physical terminal. Both are sold separately and work independently of each other but can be integrated to work together.
See Setting Up Chargent Terminal for more information.
Chargent for Developers #
The programmatic features of Salesforce’s Lightning Platform make it easy to customize by experienced developers. From a full-featured REST API to pixel-perfect payment pages, Chargent includes a host of features designed specifically for developers who want to get the most out of their payment process.
See Chargent for Developers to learn more about Chargent’s programmatic solutions.
See Also
Chargent Terminology
Installation and Setup Guide
Customizing Chargent
