Set Up Your Site: #
- Click the gear icon and choose Setup
- In the Quick Find type and select Sites
- Click “New” to Create a New Site
- Site Label: Choose a name, for example: Payment Request
- Site Name: Choose a name, for example: PaymentRequest
- Clickjack Protection Level: Use default or check with your IT department
- Select PaymentRequest as Active Site Home Page
- Active: Checked
- Require Secure Connections (HTTPS): Checked
Note: If you are upgrading from an older version, you will need to replace the “Active Site Home Page” component with the “PaymentRequest” lightning web component to use your original pages. This is done by going into your Salesforce Setup and Editing your Site. This can be enabled in the Layout section of the Setup under Developer Pages.
Once you have your Site set up, you want to use the Payment Request Setup wizard to set up your Payment Request templates.
- Click on the App Launcher and select the Chargent app
- Click Chargent Settings
- Click the sub tab for Payment Request Setup.
If you have set up your Site correctly, you will now see the option to create a new Payment Request Template. Click the [New] button to create a new template. With version 6.20 you can now have multiple Payment Request pages to choose from.
Site Selection: Site Selection #
Step 1: Select your Site
The first step of the configuration is the Site Selection. Here you will see any Salesforce Site you set up previously. Choose the one dedicated to your Payment Requests:
Configure: Configure the Payment Request Payform:
The configuration page will allow you to name your Template. If this is your first time setting up Payment Requests, it will provide the recommended settings based on your Gateway settings, or the settings Chargent recommends as default.
Step 2: Enter a Name and Description
Name your Payment Request template. If you have multiple Payment Request forms, the name should help you identify the correct template when you select it later.
Step 3: Select allowed Payment Methods and PR Link Expiration Rules
Which payment methods will you be accepting? Card and Bank Account, Card Only, or Bank Account only. You can also set the number of days before a Payment Request link expires.
Step 4: Configure Extra Settings
Create Payment Request Record for All Orders will create a Payment Request record for every Chargent Order record created. .
Show Debug is for when you need to test and see what data is sent to your Payment Gateway. This should always be set to No if you are processing live transactions.
Default Payment Request – Select ‘Yes’ if you want this to be the default payform.
Layout: Customize Payment Request Page #
Step 5: Edit Your Welcome Text
Your welcome text should be friendly towards the customer and ask them to enter the billing information in your Payform.
Step 6: Edit Your Payment Messages
Customize your Success, Cancel, and Fail Page to let customers know the payment they used was processed as expected or if the payment was declined. If they cancel the payment, it will let them know they successfully canceled and payment will not be processed. You can also edit the footer of your Payform.
Developer Pages should only be used if you are a Salesforce Developer and using your own Visualforce Pages.
Design: Change Look & Feel #
Step 7: Upload your Company Logo
Upload your company logo by clicking the [Upload Files] button or drag and drop your image. Make sure your logo is the actual size before uploading.
Step 8: Edit Your Tab Names
Your Payform has two sections. One for the Billing Address and the other for the Credit Card details. Here you can edit the titles of each section to better fit your company’s branding.
Step 9: Edit Your Payform Button
The default button name is Charge however you can change the button to say Donate, or Process Payment. You can also change the color of the button to fit your company’s branding.
Step 10: Select a Background
In order to change your background image, you will need to do a couple of steps.
- Upload your background image as a Public Static Resource in Salesforce
- Copy the URL for the image
- Enable Custom Background in your Payment Request Setup
- Paste the URL for the Public Static Resource into the blank field.
Step 11: Choose your Payform Location
This sets the alignment of your form to either Left, Center, or Right.
Preview: Preview and Save #
Preview and Save your Payment Request. Click on the [Preview] button to see what your Payment Request form will look like. You can go back and make any changes you need before saving the form.
Once you have your first template created you can easily add additional templates with different branding by following the same steps.