Chargent Payment Console 

AppFrontier strives to provide features that lower the scope of your Payment Card Industry (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 component that can be configured on just about any object, standard or custom. 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. If you have Payment Methods enabled, you can select from saved cards or bank accounts without viewing or exposing sensitive payment information. This helps you reduce the scope of your PCI compliance while making it easier for your staff and customers to make payments.

Note: Your Chargent installation may not have Payment Methods enabled. Once enabled, it cannot be disabled. See Implementing Payment Methods for more details about enabling this feature.

How The Payment Console Works #

When a user clicks the Payment Console button in Chargent Anywhere, a popup displays, prompting you to update the contact details, authorize, or charge an amount to an existing payment method, such as a credit card or bank account. Here, you can enter an amount to process a one-time payment or set up a recurring payment schedule.

Activation Key #

When you set up your Payment Gateway using the Chargent Setup Wizard, Chargent prompts you to enable the Payment Console feature. When you select Yes, an email is sent on your behalf requesting an activation key. Once you receive the activation key, copy it to your clipboard to enter it into Salesforce.

You will also be able to request an activation key if you didn’t request it during the gateway setup.

1. Select the Chargent app from the App Launcher icon at the top-left of your screen.
2. Click the Chargent Settings tab and the Setup Wizard subtab.
3. Paste the activation key and click Save.

Payment Console Setup #

If you originally chose to enable the Payment Console during the initial setup of your payment gateway, you have already selected the buttons you want to display, the types of credit cards and bank accounts you accept, and the currencies you’ll allow. 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 requires 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 and 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 #

The Payment Console button appears in the Chargent Anywhere component, which you can add to any Lightning page layout.

Click Payment Console to view payment details.

• Click Update to change the contact’s address. 
• Click Card or Bank Account to enter your payment details.
• Enter an Amount and click Authorize to approve a transaction without processing payment. This amount defaults from the Charge Amount Field API Name you entered when setting up your Take Payment Component.
• Enter an Amount and click Charge to process the single payment. This amount defaults from the Charge Amount Field API Name you entered when setting up your Take Payment Component.
• Click Recurring to set up a repeating payment schedule. The One Time button only processes a single payment.
• When Recurring is selected, click Stop Recurring to end the repeating payment schedule. When you click Stop Recurring, Chargent changes the Payment Status on the related order to “Stopped,” which prevents future recurring payments from being processed.
• When Recurring is selected, click Update Recurring to change the payment schedule details. 

Payment Method #

The payment method is the credit/debit card or bank account that has been saved and is available for future use.

• 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, SEPA, or Direct Debit in Australia. 
• One Time: This indicates that you want to process a single payment. 
• Recurring: This allows you to process a one-time payment (if needed) and set up a recurring billing schedule.

Processing Single Payments #

To process a single transaction that does not need a recurring schedule:

1. Go to the object with Chargent Anywhere installed, such as Chargent Orders.
2. Click Payment Console. Chargent displays the relevant stored information from the record.
3. Enter the Amount.
4. Enter the card information or click the Bank Account subtab to enter those credentials. 
5. Click Charge. Alternatively, click Authorize to approve a transaction without processing payment.

If the transaction is successful, a green success window displays and a transaction record is created. If the transaction is unsuccessful, a red message displays, showing the decline, and a transaction record is created with the decline reason.  

Processing Recurring Payments #

To process recurring payments with a schedule:

1. Go to the object with Chargent Anywhere installed, such as Chargent Orders.
2. Click Payment Console. Chargent displays the relevant information from the record.
3. Click Recurring.
4. Enter an Initial Amount if the payment has a separate fee to begin the schedule, such as a down payment. Select Authorize Only if you wish to approve this amount without processing it.
5. Enter a Recurring Amount.
6. Click Next to review the recurring payment settings. Click Review to display a list of payments in the schedule or Previous to make payment details changes. Click Payment Details to return to the payment settings page.

7. Enter the card information or click the Bank Account subtab to enter those credentials. 
8. Click Start Recurring Billing to process the new cycle or Update Recurring to save changes to an existing recurring payment. Click Stop Recurring to change the Payment Status to “Stopped” and end the repeating payment schedule. When you click Stop Recurring, Chargent changes the Stop Rule on the related order; it also adds a  Payment End Date when needed.

A green approval image displays when your recurring payment has been processed.

See Also

Chargent Anywhere
Take Payments Component