Chargent Documentation

Breadwinner and QuickBooks

Breadwinner integrates Salesforce CRM with QuickBooks Online accounting, creating a powerful and agile system that turbo-charges your business. Sales teams work faster, invoices are paid quicker, finance departments increase efficiency, and management has vital information at their fingertips. Breadwinner has a custom connector for Chargent to enable syncing of invoices and payment status between the 2 systems. Learn more at Breadwinner.com

Additional Resources

Accounting Seed

Chargent has a pre-built integration with the popular Accounting Seed accounting software, where successful charge and refund transactions in Chargent automatically create corresponding Cash Receipt and Cash Disbursement records in Accounting Seed.

Check a single box in a Chargent Gateway record, and transactions in Chargent will automatically create records related to that Account in Accounting Seed. You can then apply the Cash Receipts or Cash Disbursement records to the account that was billed without any additional data entry in Accounting Seed.

Approved transactions in Chargent will automatically create a Cash Receipt in Accounting Seed

Approved Refund transactions in Chargent will automatically create a Cash Disbursement Batch with a single Cash Disbursement in Accounting Seed Implementation

Setting up Chargent’s integration with Accounting Seed is quick and easy.

Check the “Accounting Seed Integration” checkbox in gateway record to activate the integration. If you have multiple active gateway records be sure to select the checkbox for each of them.

NOTE: Both Chargent and Accounting Seed have an object called “Transactions”, so be sure to choose the Chargent one.

Add “Cash Receipt” and the “Cash Disbursement” fields to the Page Layout

Click the gear icon and select Setup
Under Objects and Fields select Object Manager
Select the Chargent ‘Transaction’ object
Choose Page Layouts and click the name of the Layout you want to update
Drag the fields into the page layout
Click Save

Refer to the Accounting Seed documentation for information on how to apply Cash Receipts and Cash Disbursements to your Accounting Seed Accounts and Billings.

Additional Information

Account Lookup
All Cash Receipts and Cash Disbursements need to be related to an Account in Salesforce. For this reason, we have added an Account lookup field to the Chargent Orders custom object in Salesforce, though you may have configured it to have lookup or MasterDetail relationships with other objects.

Relating Transactions
For each Chargent transaction, the 15 digit Salesforce record ID of the corresponding Cash Receipt or Cash Disbursement is saved in the Cash Receipt or Cash Disbursement field on the Chargent Transaction record.

To quickly view the Cash Disbursement or Cash Receipt, just copy and paste that value into your browser bar after the Salesforce URL.

Voids
While approved Charge transactions create a Cash Receipt in Accounting Seed, and approved Refund transactions create a Cash Disbursement in Accounting Seed, if you Void a transaction in Chargent (similar to a refund but done before the daily batch settles), generally you should simply delete the related cash receipt that was created when the Charge first went through.

Security
The integration between Chargent and Accounting Seed takes place entirely inside of Salesforce, as both applications are 100% Salesforce native. There is no transmission of data outside of your Salesforce org (other than the initial call out between Chargent and your payment gateway to initiate a transaction.) .

Integration Detail: Cash Receipts
The integration between Chargent and Accounting Seed creates a Cash Receipt in Accounting Seed for every transaction in Chargent where Type = Charge and Response Status = Approved. The Chargent Gateway ID is mapped to the Accounting Seed Payment Reference field, and the Chargent Gateway Date is mapped to the Accounting Seed Receipt Date field

Integration Details: Cash Disbursements
The integration between Chargent and Accounting Seed creates a Cash Disbursement Batch with a single Cash Disbursement in Accounting Seed for every transaction in Chargent where Type = Refund and Response Status = Approved. The Chargent Gateway ID is mapped to the Accounting Seed Reference field, as well as being used to name the Cash Disbursement Batch in the format of Credit Card Refund#{Gateway ID}. The Accounting Seed Vendor field is a lookup to the Salesforce Account, since all Cash Disbursements need to be associated with an Account.

Check out our Demo Video on Chargent and Accounting Seed

FormAssembly

With FormAssembly's new Chargent integration, you can now integrate your credit card payment forms with Salesforce. Create donation forms, event reservations, order forms, appointment bookings, and much more. Please visit Chargent’s Form Assembly documentation page for more information.

Chargent New Voice Media Integration

Description

Chargent's New Voice Media Integration will support the ability to pause call recording when opening the Chargent Payment Console and resume recording when the payment console is closed.

Additionally, and API method is provided that can be called by developers to pause and resume recording.

Configuration

Ensure that the New Voice Media Salesforce package is installed and properly configured
Navigate to the Chargent Settings Tab
Click on “New Voice Media” option

If you do not see this tab and the NVM package is installed, then you will need to reach out to Appfrontier to have this feature enabled

Select the region for your Call Center

Enter authentication credentials if not already authorized a. Click Authenticate

Once authenticated, the ability to enable or disable the “Pause Recording API” will be presented.

Enable to pause recording when payment console is opened
Disable to allow recording when payment console is opened

Considerations

Multiple regions can be configured. The region used by the API is determined by the call center the salesforce user has been assigned.

In order to resume recording the Payment Console MUST be closed using the “Close” or “Back to Record” buttons. Closing the Payment Console by clicking on the upper right X will not resume recording