|Payment Methods is currently in pilot and is not yet generally available. Please reach out to our support team if you would like to join our pilot program.|
Welcome to the Chargent Payment Methods tab, where you can keep track of all your customers’ credit card and bank account details without viewing sensitive payment details. Pat yourself on the back for choosing to use Payment Methods since it lowers your PCI scope by masking payment details in Salesforce. Only your gateway can access your customer’s private payment details.
Every Chargent transaction links to the payment method record used for that single or recurring transaction. At the top of each payment method record, Chargent displays a summary of the details, including:
- Chargent Payment Method Name
- Nickname (when the customer supplied one to distinguish it from other payment methods)
- Payment Method Type
- Card Last 4
- Account Last 4
For more detailed descriptions of these fields and others on this object, see Payment Method Fields.
All related information is a click away:
- Tokens related to this Payment Method record appear in the Chargent Tokens related list.
- A list of transactions appears in the Chargent Logs related list.
Regardless of whether you use Chargent Anywhere, the Chargent Orders tab, or our API, your customers deserve the convenience of storing their payment methods for easy access. From this tab, you can quickly locate, manage, or delete your customers’ payment methods.
Set up payment methods to allow your customers to store and select their payment methods securely.
Configure recurring billing so that your customers can begin processing payments on a daily, weekly or monthly schedule using any of their saved payment methods.
Important: Once Payment Methods is enabled, it cannot be disabled. We recommend you test this feature in a sandbox to review how it works in your business process.