AppFrontier always strives to provide features that lower the scope of your PCI compliance. Chargent’s Payment Console with tokenization can further reduce your PCI scope by allowing secure entry of payment information via the phone, protecting cardholder data that is never stored in your Salesforce database.
Chargent’s Payment Console feature allows you to process one time payments and set up recurring payments, directly from a Salesforce popup window. This makes it a convenient interface for call center agents, customer service, billing or sales teams since it is able to initiate payments, receive tokens back from the payment gateway, and create transaction records in Salesforce.
Most importantly, with the Payment Console feature, transactions and tokens are created without ever saving or storing cardholder account number information in Salesforce. This helps you reduce the scope of your PCI Compliance.
How Payment Console Works
When a user clicks the Payment Console button in Chargent Anywhere, they will see a popup prompting you to enter the billing address and payment data. You will be able to select what payment method you want to use in order to process a one time payment or setup a recurring payment schedule.
Activation Key: #
When you set up your Payment Gateway using the Chargent Setup Wizard, you are prompted to set up the Payment Console. When you select ‘Yes’, an email is sent on your behalf requesting an Activation Key. Once you receive the Activation Key you will need to enter it into Salesforce.
You can enter your Activation Key by navigating to Chargent Settings and selecting the Chargent Feature Activation tab. You will also be able to request an activation key if you didn’t request it during the gateway setup.
- Click the [App Launcher] in the top left corner and select [Chargent app].
- Click [Chargent Settings] and the sub tab for [Chargent Feature Activation].
- Copy and Paste the Activation Key and click [Save]
Payment Console Setup #
If you originally chose to add the Payment Console during the initial setup of your payment gateway, you have already selected the buttons you want to display along with the types of credit cards you accept, and the payment methods. You can update these settings through your Gateway record to enable or disable specific features.
Payment Console configuration options are divided into several fields in the Gateway record:
- Available Card Types: Visa, MasterCard, American Express, etc…
- Available Payment Methods: Credit Cards, and/or Bank Account (ACH, echeck, Direct Debit)
- Payment Buttons: Authorize, Charge, Update Token
- Require CVV: This setting will require the CVV / CVV2 Security Code in the Payment Console. This is the 3 digit code on the back of the credit card. It will be either 3 digits for Visa / MasterCard or 4 digits for American Express.
For more information regarding your Payment Gateway settings, please check out the documentation specific to your gateway.
Using the Payment Console #
When you have Chargent Anywhere installed on your Page Layout you will see the button to access the Payment Console.
When you click on the [Payment Console] button you will be prompted to enter the Billing Address.
When you click [Continue] you will have the option to select the Payment Method and choose whether you want to do a one time payment, a recurring payment, or a combination of both (one time payment with recurring payments).
Payment Method #
This is the payment method (Credit Card of ACH) you configured in the previous section or when setting up your gateway using the Chargent Setup Wizard.
Card: Credit Card (Visa, MasterCard, Discover, American Express, etc…). Chargent works with all major credit cards.
Bank Account: This can be either a Checking or Savings account. Bank Account also refers to ACH, eCheck, or Direct Debit in Australia.
One Time: This indicates that you are looking to process a one time payment.
Recurring: This will allow you to process a one time payment and set up a recurring billing schedule.
One Time Payments #
If you are processing a one time payment, and do not need to set up a recurring schedule, you can just enter the above information and press the [Charge] Button.
If the transaction was successful you will see a green success window pop up and a Transaction record will be created. If the transaction is unsuccessful, you will see a red pop-up showing the decline and a Transaction record will be created with the decline reason.