| Term | Description |
|---|---|
| Account Updater | A Chargent feature that automatically notifies your customers of upcoming credit card expirations. You can set up Account Updater in 3 steps to save your company time, effort, and money. |
| ACH | Automated Clearing House. Refers to electronic fund transfers in the United States using Bank Account information, allowing you to save money on transaction fees. |
| Authorizations | A type of transaction you can run in Chargent that verifies if the credit or debit card is valid before charging an amount. See Understanding Authorizations for more details on using authorizations. |
| Automated Collections | A feature that automatically retries payment collection on missed and late payments. You can enable Automated Collections after installing Chargent. |
| AVS | Address Verification System is used to prevent fraud and validate the ownership of a credit card by checking the billing address of a credit card with the data on file at the credit card issuing company. |
| BAN | Bank Account Number. Used in ACH or E-Check transactions. |
| BIN | Bank Identification Number. Refers to the first six numbers that appear on a credit card. |
| CCC | Chargent Custom Checkout is the pro-code alternative to the Take Payment Component, allowing you to customize the look and feel of payment forms on your Experience Cloud site. |
| Chargent Anywhere | A lightning web component that allows you to process payments from any Salesforce tab. Configure Chargent Anywhere on any Salesforce object. |
| Chargent Payment Console | Part of the Chargent Anywhere component. Allows you to set up single and recurring payments from any object. Set up the Chargent Payment Console to process payments securely without storing sensitive payment details. Requires Platform Edition. |
| Context-Sensitive Help | Help links integrated into custom object tabs that display related content. Read more information about Context-Sensitive Help and how it is integrated in Chargent. |
| Credits | An alternative to unlinked refunds are credits, allowing you to send funds to a checking account without being tied to a previous transaction. See Sending Credits for more information. Also known as Unreferenced Credits. |
| CVC | The CVC (Card Verification Code), also known as CVN (Card Verification Number), CVV2 (Card Verification Value 2), CVC2 (Card Validation Code 2), or CID (Card Identification Number), is a code that appears on credit cards and is sometimes required for payment. For more information, see Card Verification Number (Security Code). |
| Decline | In the payments industry, a decline refers to charges that were not processed for one or various reasons. See Understanding Response Statuses for more information. |
| E-Check | Short for Electronic Check. Commonly used to refer to online Bank Account payments. |
| Hard Decline | Hard declines refer to declines where the issuing bank could not authorize the payment, such as a card reported as stolen. See Understanding Response Statuses for more information. |
| NAV | Nacha Account Validation screens debits made over the web for fraud. Click here to learn how Chargent adheres to these standards. |
| MID | Merchant Identifier. Assigned to a merchant account by a payment processor or gateway. Often used to authenticate your gateway in Salesforce. |
| NAV | Nacha Account Validation screens debits made over the web for fraud. Click here to learn how Chargent adheres to these standards. |
| Omnichannel | A cross-channel business model designed to optimize the customer experience across every touchpoint. |
| Org | An abbreviation for a Salesforce instance (organization). |
| PAN | Primary Account Number. A unique identifier found on credit and debit cards. |
| Payform | Allows users to access and pay their Payment Request. The payform is hosted on a Salesforce Site and is accessed via the Pay Link. |
| Pay Link | This link will take you to the payment page for a Payment Request. Users may send this link directly to a payer. |
| Payment Methods | In general, a payment method is the means you offer to compensate for products or services such as credit card, bank account and routing number, PayPal, Venmo, or Apple Pay. In Chargent, Payment Methods is a feature that allows your customers to safely and conveniently save, select, and remove payment methods for current and future payments. Review more information about Payment Methods and begin using this vital feature. |
| Payment Source | Package Installation Manager allows you to securely login (using Salesforce Identity Oauth) to the Salesforce instance where you want Chargent installed or upgraded. First, the PIM analyzes which, if any Chargent packages are installed, then guides you through installing the correct packages. It also ensures that the target Salesforce instance is aligned with some of the latest compliance features we have implemented, and ensures you get access to the best of Chargent. |
| PCI | Payment Card Industry compliance refers to the technical and operational standards that businesses follow to secure and protect credit card data provided by cardholders and transmitted through card processing transactions. PCI standards for compliance are developed and managed by the PCI Security Standards Council. |
| PIM | Package Installation Manager allows you to securely login (using Salesforce Identity Oauth), to the Salesforce instance where you want Chargent installed or upgraded. First, the PIM analyzes which, if any Chargent packages are installed, then guides you through installing the correct packages. It also ensures that the target Salesforce instance is aligned with some of the latest compliance features we have implemented, and ensures you get access to the best of Chargent. |
| Recurring Billing | The Chargent feature for setting up a sequence of payments on a repeating frequency that you choose. Review more information about Recurring Billing and configure it for your business processes. |
| Response Code | Your gateway sends information about transactions when they are completed. See Understanding Response Codes for more information. |
| SEO | Search Engine Optimization is the process of improving your site to increase its visibility in search results. |
| Settlement | Settlement describes when funds are transferred from the cardholder’s account to the merchant’s. See Understanding Transaction Settlement for more information. |
| Soft Decline | Soft declines are rejections related to temporary issues, such as a temporary hold on an account. See Understanding Response Statuses for more information. |
| Take Payment | A component that enables Community Users to make payments in an Experience Cloud site. Sometimes referred to as the Take Payment component. |
| Tokenization | Industry standard to ensure card holder data is kept secure by encrypting the data in a manner that cannot be decrypted. Chargent uses tokens so cardholder data is never stored in Salesforce and the token is only available to the payment gateway for a merchant. Read and watch more information on tokenization. |
| Unlinked Refunds | Unlinked refunds are funds sent without a Chargent transaction for a previous charge. See Unlinked Refunds for more details on this type of transaction. |
| Unresolved Transactions | An unresolved transaction is a transaction record that can’t be created or saved due to some Salesforce configuration. See Understanding Unresolved Transactions for information on handling them. |
| UUID | Universally Unique Identifier. A 128-bit value used to identify an object or entity uniquely. |
See Also
Account Updater
Automated Collections
Understanding Payments
Recurring Billing
