You can configure all your advanced settings easily from a single subtab that is always available after you’ve installed Chargent. Advanced settings include configuring your daily batch size for recurring payments or setting your default currency and email address. You can also configure your payment request and account updater features.
To access your advanced settings, follow these steps:
- Click the App Launcher icon at the top-left of your screen and choose Chargent.
- Select the Chargent Settings tab and Advanced Settings subtab.
- In the General section, enter the following values:
- Chargent Admin Email Address is where all Chargent notifications are sent. Enter an email or alias address that should receive valuable notices about Chargent functionality, such as unresolved transactions or errors with recurring transactions.
- Copy Billing Address from Account automatically enters the billing address on the account to the related Chargent Order record.
- Transaction Status Batch Chunk Limit is the number of records for each batch of transactions that you want synchronized between the time they are initiated until settled. Review Transaction Sync and Chargent Batches for more information.
- Payment Batch Chunk Size Limit is the number of records set for each batch of recurring payment transactions. See Recurring Billing Batch for more information and a recommendation.
- Automated Collections Batch Chunk Limit tells Salesforce how many records to include in each automated collections batch. For example, if you have 100 records and this is set to 25, it will run 4 batches. See Automated Collections for more information on this valuable feature.
- In the Account Updater section, enter the following:
- Use Simple Account Updater Feature updates the account information without attempting to validate the card. Leave this unchecked to validate the card and process an authorization for the minimum amount.
- Account Updater Confirmation Text is the message you want displayed when new credit card information is updated successfully.
- Account Updater Error Text is the message you want displayed when the update for new credit card information fails.
- Account Updater Expiration Hours (Number) is the number of hours you want account updater links to be valid.
- Account Updater Search Criteria is the string used by the account updater feature to find the appropriate records. See Account Updater for an explanation.
- In the General section, enter the following values:
- In the Gateway Settings section, enter the following:
- Default Currency is the currency used when none is selected on an order. Initially, Chargent sets this to “United States dollar” but you can change it if you have more than one currency. Click here for more information.
- MasterCard Authorization Type determines the brand’s timeline for clearing or reversing MasterCard transactions. Each type has a different processing fee.
- Use RealEx Rebate Method determines the type of refund transactions for refunds or rebates using the RealEx integration with Chargent. Each method has an associated fee. Click here for more information.
- Click Save to store the new settings or Cancel to revert any changes.
See Also
Chargent Features
Account Updater
Automated Collections
Understanding Payments
Recurring Billing