Overview
Through cloud salesforce billing you can create and automate the invoices, payments, and revenue Salesforce billing is an add-on package that uses the key records and information from Salesforce CPQ. After an order is placed under Salesforce CPQ billing picks up the order and generates a record for an invoice, payment, and revenue.
Chargent for Salesforce Billing allows you to connect to your Gateway to accept payments and apply them to the balance of an open Invoice or an Account. You can use the Payment Virtual Terminal on Invoices, the Payment Scheduler, or any other Salesforce Billing feature where a payment can be taken.
Prerequisites
- Salesforce CPQ 222.2, or later must be installed.
- Salesforce Billing, Version Summer ’19 220.7 or later must be installed.
- Consumption Schedule must be enabled. Contact Salesforce support for enablement if needed.
- Chargent for Salesforce Billing must be installed and configured based on the documentation.
- The Chargent Base Package must be installed.
- You have your Chargent Gateway setup using the Chargent Base package and Setup Wizard.
- You have a Salesforce Payment Gateway set up in Salesforce that connects to the Chargent Gateway record.
In Salesforce Billing a few steps need to happen before you can process a payment using the Chargent for Salesforce Billing component.
- Create a new Opportunity
- Create a Quote from the Opportunity
- Create a new Order from the Quote
- Check the Bill Now checkbox to create an Invoice record (if you are looking to apply payment towards Invoices).
Take Payments Using Your Gateway of Choice
Your gateway can be used according to the documentation for Payment Gateway usage provided by Salesforce Billing. Salesforce provides great documentation for taking payments! Click here to see these docs.
Payment Methods Supported
Cards (Credit/Debit/Prepaid/Procurement)
Chargent for Salesforce Billing will support all cards supported by your payment gateway and payment processor.
Tokenization
Tokenization can be used for both cards and bank drafts (ACH/eCheck/EFT/Direct Debit).
Note: Tokenization for all payment methods is not supported for every gateway. You should check our documentation specific to your gateway to see if it supports tokenization.
Bank Account Tokenization
When creating a new bank payment method (direct debit/EFT/ACH) via the “New Payment Method” button in Salesforce Billing, the payment method will not immediately be tokenized. Only once a payment is made using that payment method, will Chargent perform the tokenization, if enabled.
Processing Payments using Chargent for Salesforce Billing
Processing Payments Using the Payment Center
From an Account Record click the [Payment Center] button.
You will have 3 options
- Total Balance – Pay the complete balance due for a specific Account
- By Invoice (Recommended) – Choose an Invoice you want to apply a payment towards. This includes partial payments as well.
- By Amount – Select a specific amount to apply payment towards a specific Account.
Total Balance
Selecting Total Balance and pressing the [Next] button, it will bring you directly to any stored credit cards or ACH bank information on file. You can then use the existing payment information to process the remaining balance of the Account.
Clicking the [Pay Now] button will allow you to process the full balance.
By Invoice (Recommended)
Selecting ‘By Invoice’ will allow you to choose to pay in Full or add a Partial Payment towards an open Invoice. Select the [ + ] next to the Invoice and either the [Full] or [Partial] option. Click the [Next] button to go to your stored Payment Methods.
Note: If you choose [Partial] you will need first to edit the amount by clicking the pencil icon prior hitting [Next] and moving to the stored Payment Methods.
Select the Payment Method and click the [Pay Now] button to complete the transaction.
The Invoice will update
- Invoice Status is changed from Draft to Posted
- Invoice Payment Status is changed from Unpaid to Paid
By Amount
Selecting ‘By Amount’ it will allow you to enter an amount that will be applied to the Account’s balance.
Enter the specific amount and click [Next] to go to the Payment Method Page.
Select the Payment Method and click the [Pay Now] button to complete the transaction.
If the transaction is successful you will see the pop-up window showing Success. You will also have the option to Return to the Account or Review the Payment details. A Payment Transaction Record will be created logging the payment in your Salesforce Org.
Processing Payments using Payment Virtual Terminal on the Invoice
Adding the Payment Virtual Terminal button to any of the Salesforce objects makes it even easier to process Payments anywhere in Salesforce Billing.
Similar to processing payments from the Payment Center, when you click the Payment Virtual Terminal button you will see the following payment options.
- Total Balance
- By Invoice
Total Balance
Selecting Total Balance and pressing the [Next] button, it will bring you directly to any stored credit cards or ACH bank information on file. You can then use the existing payment information to process the remaining balance of the Account.
Clicking the [Pay Now] button will allow you to process the full balance.
By Invoice (Recommended)
Selecting ‘By Invoice’ will allow you to choose to pay in Full or add a Partial Payment towards an open Invoice. Select the [ + ] next to the Invoice and either the [Full] or [Partial] option. Click the [Next] button to go to your stored Payment Methods.
Note: If you choose [Partial] you will need first to edit the amount by clicking the pencil icon prior hitting [Next] and moving to the stored Payment Methods.
Select the Payment Method and click the [Pay Now] button to complete the transaction.
The Invoice will update
- Invoice Status is changed from Draft to Posted
- Invoice Payment Status is changed from Unpaid to Paid
Payment Transaction
Enter and Saving New Payment Methods
Salesforce Mapping
Keep in mind Salesforce sends the data to your Payment Gateway. Chargent does not control what fields are sent. You should check with Salesforce for accuracy. Here are some of the fields that will be mapped from your gateway to the Salesforce Payment Transaction record.
| Gateway Fields | Salesforce Billing Fields | Copied to Payment Method Record | ||
|---|---|---|---|---|
| Card Details | Card Type | < | Card Type | Payment Method Record |
| Card Holder | < | First Name / Last Name | Payment Method Record | |
| Card Number | < | Card Number | Payment Method Record | |
| Expiry Date | < | Expiration Month / Expiration Year | Payment Method Record | |
| Shopper Detail | Reference | < | Account Record ID | |
| Token | < | Payment Gateway Token | Payment Method Record | |
| Billing Address | < | Billing Address 1, Billing Address 2, Billing City, Billing State, Billing Zip Code | Payment Method Record |
