About Payment Requests #
Quickly and easily generate and email payment links (in the form of a URL) to your customers from Chargent Anywhere. You can configure Chargent Anywhere on any object and use it to send a payment link in a Salesforce email template. It is the most secure way for your customers to enter their payment information.
Before setting up Payment Requests, you must install and configure Chargent. For more information, visit our Installation and Setup Guide.
Setting Up Payment Requests #
To send Payment Requests, you must set up a Salesforce Site and configure a Payment Request Template.
Set Up Your Site
- Click the gear icon and choose Setup.
- In the Quick Find box, enter Sites and select Sites under Sites and Domains within the User Interface section.
- Click New to create a new site.
- Enter a Site Label to use as a name for your site, such as “Payment Request.”
- Enter a Site Name to refer to this site in the API, such as “PaymentRequest.”
- Select Active to activate this site after you save.
- Select PaymentRequest (with no space between the words) from Active Site Home Page.
- Use the default setting for Clickjack Protection Level or check with your IT department.
- Click Save.
Click here for more information about configuring Salesforce sites.
Note: If you are upgrading from an older version, replace the Active Site Home Page value with “PaymentRequest” to use your original pages. This is done by clicking Setup and editing your site. This can be enabled in the Layout section of the Setup under Developer Pages.
Configure Payment Request Templates
Once your site is set up, use the Payment Request Setup wizard to set up your payment request templates. Payment request templates control what is displayed to customers when they receive a payment request.
Payment Requests allow you to display an option for customers to store their payment method details for future use. This option is only available if you have enabled the Payment Method feature.
Note: Your Chargent installation may not have Payment Methods enabled. Once enabled, it cannot be disabled. See Implementing Payment Methods for more details about enabling this feature.
- Select Chargent from the App Launcher.
- Click the Chargent Settings tab.
- Click the Payment Request Setup subtab. If your site is set up correctly, Chargent displays an option to create a new payment request template. You can have more than one payment request template to choose from.
- Click New to create a new template.
- Salesforce displays all sites you previously created. Choose the site dedicated to your Payment Requests.
- Select the link to this site.
- Click Next.
Make the following selections for your payment method template.
|Choose a name that helps you identify this payment method template.|
|Provide a useful description that distinguishes this payment method template from others.|
|Select the method(s) of payment you’d like to accept on this template.|
|Enter the number of days before a payment request link expires. Enter zero if the link should never expire.|
|Choose No unless your business requires that a new Payment Request record is automatically created each time a Chargent Order record is created.|
|Choose No unless you are troubleshooting and need to review gateway requests and responses.|
|Choose Yes to auto-populate fields with this payment request template.|
|Choose Yes to display an option for customers to save their payment details for other purchases from your business. This option will not be available to customers if you select No.|
- Click Next.
- Define the following text and messages for your payment method template and click Next.
|Enter a friendly message that asks the customer to enter their payment information.|
|Enter the message you want displayed to your customers when their payment is processed successfully.|
|Enter a message to display to your customers when payment was not processed successfully. We recommend suggesting a solution.|
|Enter a message you want to be displayed to customers when they request a payment be canceled.|
|Enter the information you want displayed at the bottom of your payment method template. Most businesses include their business name, address, website information, and phone number here.|
|To use Visualforce pages instead of a payment request template, see the integrations guide.|
- Click Next.
- Add your company branding in the following settings.
|Upload your company logo by clicking Upload Files or drag your image to this box. Make sure your logo is the actual size before uploading.|
|Your page has two sections: one for the billing address and the other for the card or bank account details. Edit the titles of each section to better fit your company’s branding.|
|By default, the button title is Pay. Enter another term if Donate, or Process Payment works better for you.|
|Select a color for the button if you want it to match your branding.|
|To change your background image:|
|Select the option to align your form left, center, or right.|
- Click Next.
- Click Preview to review your settings and make any adjustments.
- Click Save.
Your payment request could resemble this sample when your users receive it.
Once you have your first template created, you can easily add additional templates with different branding by following the same steps.
Customize Payment Request Fields #
The fields displayed on the payform of your Payment Request page can be further customized by using Salesforce’s Field Sets and Custom Label tools. Note that these customizations will impact all Payment Request templates.
Show and Hide Fields with Fields Sets
If you don’t require complete Address Verification on your Payment Requests or wish to capture additional information, you can add or remove various fields on the payform using Field Sets.
Keep in mind that some Payment Gateways require specific fields. You may also configure whether a field is required by clicking on the wrench icon next to each field.
Change Field Names with Custom Field Labels
You can also customize the Field Labels of the fields displayed in the Billing Address section of your Payment Request templates using Salesforce’s Translation Workbench.