A Chargent payment request is stored for every payment-related action with details in the following fields, listed in alphabetical order. Depending on your page layout or field-level security settings, some of the fields listed below may be visible or editable.
| Field Name | Description |
|---|---|
Billing Contact | A link to the contact associated with this payment request. If left blank, the payment request may fail when it gets to the gateway. |
Chargent Automated Collections | The automated collections record associated with this payment request. |
Created from SObject | Chargent automatically populates this field for internal use. Please do not modify this value. |
Email Address | This is the email address that Chargent will send this payment request to. Chargent uses this email address instead of the email address associated with the contact record. |
Hash Sum | Unique identifier automatically generated for the payment request record. |
Notes | Enter any customer-facing message that you want included in default email templates. It is a placeholder for general information about the Payment Request. |
Order | The Chargent Order record associated with this payment request. |
Pay Link | The URL created and sent to the customer to use for payment. When the recipient clicks this link, the Payment Request page is displayed. Users may send this link directly to the payer. |
Pay Link Formatted | Email-friendly display of the pay link URL formatted to display text of ‘Payment Link’ rather than the full URL. |
Payment Request Name | The kind of request for payment sent. Options are: “Charge Full Amount” – attempts to charge the full amount of the order. “Authorize Full Amount” – sends an authorization for the full amount to the gateway and stores it on the transaction. After that, you can update the amount on the transaction to a lower amount (depending on your gateway), or you can capture the full amount. You cannot capture an amount higher than the full amount. Use the Charge Authorized button on the transaction record to capture the payment. “Authorize Minimum Amount” – sends the minimum amount allowed by the card network, such as Visa, MasterCard, or American Express. A minimum amount could be $1.00, so only use this to validate the credit card. To process the charge, void the authorization and charge the full amount. |
Payment Template | The Payment Request template API name that displays for the payee when they click the Pay Link. |
Send Payment Request Email | Select this checkbox when you want Chargent to automatically send a Payment Request email using your defined default template. |
Status | The current state of the Payment Request. Values are: “Created” – this is the initial stage assigned regardless of how a payment Request record was created: by clicking the Send Pay Request button or automatically through the Chargent Settings. “Manually Sent” – Payment Request was sent manually using the Send Payment Request link. “Auto Sent” – automatically assigned when the Chargent Account Updater or Automated Collections automatically sends the payment request. “Paid” – this payment request was fulfilled, and the payment transaction completed successfully. “Canceled” – this value is available if you need to disable the Payment Request. For example, if you manually processed payment through the payment console, update the status manually to this value to indicate the original payment request was canceled. |
See Also #
Understanding Payment Requests
Salesforce Page Layouts
Salesforce Field-Level Security
