Payment Request Setup

Table of Contents

Set Up Your Site:
Site Selection: Site Selection
Layout: Customize Payment Request Page
Design: Change Look & Feel
Preview: Preview and Save

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
[Save]

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:

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.

After moving to Salesforce, our Finance staff has been able to make good use of the Chargent features as we have learned about how they might be used for our company and customers. We are still fairly new in our transition to Salesforce from our previous platform, but the documentation from Chargent has been thorough.

Nick L, June, 2021

Chargent has simplified our billing needs substantially. We are able to charge hundreds of customers with ease while receiving timely support by the Chargent team whenever it is needed. Very satisfied!

Powell N, November, 2020

Chargent is already fairly easy to use, but I somehow managed to confuse myself on distributing licenses to my users. The customer service responded to me so promptly, and in clear and concise language helped me resolve my issue.

Arpit J, January, 2021

Excellent for all types of payments. We’ve been running recurring and one time billing through Chargent for at least the last five years. They have frequent updates to keep us compliant and there are virtually never any issues with payments. Even better is their support team.

Nick F, October, 2020

Chargent makes automating our monthly donor payments a snap. Top-notch, extremely responsive service. Thanks!

Amy K, October, 2021

Chargent is very useful, and is able to make complicated integrations much more straightforward. In just a few minutes, the setup wizard is able to connect you to a variety of different gateways to test or process live transactions. There’s also good documentation to walk you through the specifics of integrating with a particular gateway. The few complications I’ve run into have been handled by a capable and friendly support team. I would definitely recommend Chargent for payment processing needs in Salesforce.

James M., July, 2022

Their support of their product during our upgrade was top notch. Despite the time difference, they ensured, at every stage, they were communicating with us about what was required and offering to assist as needed. As for the product, it does what it needs to do for us (re accepting credit card payments) but it’s the support of their product that makes us want to explore taking advantage of its full capability.

Michael H, July, 2022

We just barely signed up for [Automated Collections] and were contacted by the team very quickly! The rep (Nick) that was teaching us about the new product actually new what he was talking about, was able to answer any questions and also provided videos that I could pass onto my team.

Toni S, November 2022

We’re using Chargent and it is amazing, we struggle with something but their support was incredible, they walked us through the process and it was very helpful. Bottom line, even though I’m not a Techy guy, Chargent’s support is very helpful.

Eduardo N, November, 2021

These folks are extremely patient even with newbies with insane questions. Am sure those in the know would benefit a lot more with Chargent and its support team!

Martin S, July, 2021

My company utilizes Chargent features for payment solutions. Works seamless and they have excellent customer support where most queries are resolved within 24 hours. Easy to install, easy to customize and comes with pre-built integrations to many payment gateways. Highly recommend Chargent for your org.

Kam D, June, 2021

We signed up for the add-on package for the Automated Payments and the same day we signed up we had Nick schedule a meeting with us to get started. He was not only helpful for the initial set up, but he would send helpful training videos for the rest of the team. Usually when you sign up for something new it takes a long time to train everyone and get it set up. I am happy to say that was not the case for us.

Tonya B, November 2022

Chargent is an invaluable application for us to manage our payment gateway for product orders. They supported us through the recent Salesforce security changes which was incredibly helpful!

Richard S, July, 2020

I am the Salesforce Admin for our company. We have a very delicate environment and way too much customization. Our business required a solution that is not out of the box Chargent. The support and quick response I have received is above and beyond what is expected.

Kent B, August, 2021

Seamless app for integrating our donations into our Salesforce platform. Excellent and responsive customer service.

Kate G, February 2023

We are using Chargent for handling payment processing. On one click of “Send Pay Request” we can send an email and customer can pay easily just with a link. Customer support team is quick in response and ready to help. I like how Chargent stay ahead and helps update Chargent app according to Salesforce new releases.

Deepika N, June, 2020

With Robert’s help my client was able to convert sales to cash and utilize partial payment and recurring payment settings. With Chargent and DBSync integrations, my client is able to integrate QuickBooks Enterprise to record invoices, payments and estimates for progress billing. I highly recommend this integration.

Salesforce Consultant, June, 2019

As part of our migration we had to set up everything in our new org. Robert from Chargent provided excellent support and helped us with all the set up and features that are available. Through his suggestions we have implemented the automations to collect the recurring payments and handle declines.

Prasanth T, July, 2020

We’ve been using Chargent for several years with great results. With the recent change to some security features, I had to request help to keep the product working smoothly. Chadd and Stacey were amazing to work with. Both followed up to make sure things went well (and didn’t show any exasperation with me and my lack of tech knowledge and ability :)).

Stephanie H, July, 2020

Chargent has helped streamline our recurring payments. Before we could only automate monthly payments. Now we can automate, monthly, quarterly, semi-annual, and yearly. We can also automate outreach for declined payments.

Sarah R, September 2022

We use Chargent to manage all of our sustaining memberships and for sending out payment requests. Makes it so much easier for people to pay their invoices. It is also such an easy tool to get set up and running!

Bonnie S, April, 2020

I’m a SF Admin recently charged with preparing for the June 20′ release. I am extremely grateful for the support team at Chargent. I am very impressed with the thoroughness of monitoring their product with SF and the proactive approach to keeping ahead of the releases. Thank you Chargent!

Andrew K, May, 2020

BEST IN CLASS!! Chargent was a game changer for us. It has allowed a payment automation process for our sales team that we could not live without. The team is quick to respond and eager to help. I could not ask for a better partner.

John D., May, 2022

Not only does Chargent reduce an enormous amount of administrative burden it saves time and brings all your payment needs under your Salesforce hood. With the ability to use Chargent Anywhere, your problems of object-limits for payments have come to an end. Well worth the money and ROI will be almost immediate for you.

Gautam J, July, 2020

Chargent’s application has provided us the ability to automate a payment process which normally took a person 15 minutes to process, down to less than a minute with the Chargent integration. Handling payments in the past will no longer haunt us since we are now PCI compliant, we know we can rest our client’s minds by letting them know their data is secure.

Nick S, March, 2020

I have been using Chargent in my current role as a Sales Ops Manager. I had an issue a few weeks ago where we had a bunch of double payments come out of client accounts – naturally this could have been a disaster. But because of their amazing support, I was able to resolve the issues quickly, effectively and without too much hassle from clients.

Neeraj K., April, 2021

I’m a consultant in the Entertainment space and my clients are always looking for a quick/easy way to leverage their existing payment processing provider within Salesforce. I recommend Chargent every single time. The solution is flexible and allows for a great deal of customization.

Charles O, May, 2021

Taking over for a departed IT director and trying to gather up information and billing and get things squared away. Adrian Ruiz was a HUGE help and made this process super easy for me! The products speak for themselves, the service needs people to talk about it.

Eric R, October 2022

The Support Team at Chargent was very helpful and diligent in supporting our needs and transition to Chargent. Responses were on time and punctual on a case by case basis and the support team is a pleasure to work with!

John D., March, 2022

Great Product. Lots of documentation and videos make things easier to learn and configure. I like the flexibility of Chargent Payments, and the ease of use. Data model is simple and straightforward. Excellent support team. One tip: When you contact for technical support make sure to grant SF access for Chargent to make it fast.

Pasan E, January, 2022

Solutions Architect here, at first I was weary of trying to bend Chargent outside what I perceived to be its focus on standard salesforce architecture, but came to find that with some clever structuring, you can get this app to work under almost any set of circumstances. I’m impressed, and their support is very timely.

Ryan M, April, 2021

This app provides a great and easy way to collect payment, streamlining our sales process. The support staff is fantastic and resolves issues right away!

Morgan A, June, 2021

The documentation provided was very detailed in understanding the behaviour from a support point of view for the customer. I personally dealt with Stacey who has been an amazing help with dealing with any questions I’ve raised and alleviating any of my uncertainties. Great product & support!

Adrian C, September, 2021

Great integrated solution for capturing payments — and great support! This solution has made it so much easier for our org to track payments and make sure they are tethered to the original deal, and it makes the capturing of payments so quick and seamless for our customers. Also, the support is great! Quick response times and relentless problem solving on the part of the support team!

Katie K., April, 2022

Stacey saved our IT department by answering our support question in a prompt and easy to understand manner. I have never experienced such a quick turn around on helping to resolve our issue. We look forward to implementing all of the customizable features that Chargent has for our org! Keep up the great work!

Stephen J, February, 2020

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus.

Kevin K, August 2022

Chargent has been super helpful with our migration from our old CRM into Salesforce. Using Chargent we were able to have our dev team create custom built order forms around the Chargent app that enabled us to charge and set up recurring subscriptions with ease.

William B, January, 2021

Chargent Anywhere works like a charm. It gives us all the flexibility we want and is very easy to use. Whenever I’ve had questions, they respond quickly with the knowledge to help me on the spot. What more could I ask for? I highly recommend!

Phil L, March, 2021

Chargent is a great tool and helped our customers to pay easy and simple. I am able to generate reports on payments. We are having great Support team and they are very helpful.

Nalinadevi V, August 2022

This is a great app that helps simplify receiving payments from most popular payment gateways and recording everything in Salesforce. I’m a consultant and set this up for a client who had a very custom requirement. Chargent support was very helpful in guiding me on the configuration.

Kaivalya K, July, 2020

I am very pleased with the support I receive for Chargent. I have implemented it for several clients and I always have questions regarding each use case. The support team is very knowledgeable and helpful!

Salesforce Consultant, March, 2019

I have implemented this product for one of our client’s salesforce org and the functionality it provides is top notch. Easy to use for the sales reps and setup is very straightforward.

Luis C, August, 2020

The product itself is very robust and has lots of potential to customize to your needs. The support team has been more than helpful for setup and any issues we’ve run into. Also, their documentation and knowledge base is very extensive. So most of the time you can find what you need without having to reach out to support.

David G, January 2023

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus. Highly recommend this application!

Kevin K., August, 2022

Chargent is incredible! It makes getting payment so much easier when you can send a link, and the client can click on it and process payment on their own time.

Camille T, January 2023

I must say Chargent support team goes extra mile to help resolve tech issues. Jen from Tier 2 support helped me quickly setup time sensitive connection to Cybersource. We were planning a demo to the client to show the Salesforce capabilities to receive and manage payments natively.

Nik S, January 2023

My client was in search of a Credit Card Chip Reader solution as they were migrating off of old card swipers and their current payment product. In doing research, Chargent Terminal seemed to be a great fit. The whole process of implementation from cradle to grave was seamless and simple. My clients said that Chargent is far more intuitive and has made their lives in processing payments extremely simple.

Arnold C, July, 2020

Payment processing is not a place you want have issues. Chargent’s set up is easy and admin friendly. Most importantly when there are issues their support is fast and knowledgeable with real solutions.

Tom G, December 2022

Chargent works really well and can be configured lots of different ways to fit your business needs. I’ve implemented the product on a few different projects with a variety of requirements and the package is very smooth. The Chargent Support team is also one of the best I’ve ever worked with.

William S, December, 2021

We love that Chargent is entirely native to Salesforce and allows for a lot of customizations, such as complete control over email templates, invoices, receipts, etc. It makes it much easier in a heavily regulated field, Financial Services. The support quality alone is enough for me to fully endorse this company.

Financial Services, July, 2020

As someone who has a technical background but is relatively new to working in Salesforce, I have been very impressed with the Chargent product for Salesforce. I was first impressed by the very comprehensive guides and online documentation available. Subsequently, in working to update and upgrade our Chargent implementation, our organization has worked with three different support reps over the past year and each one has been super friendly, very helpful, and very technically proficient. A great example of how to do technical support the right way!

David M., January, 2022

I’ve been working at a company that has used Chargent for about 2 years now. We use Chargent as our way of payment processing in Salesforce and the support team is always very helpful. I am usually the one to communicate with them directly and I’ve always had a great experience working with their support team.

Amanda S, February, 2022

I worked with Randi to resolve some issues or create acceptable workarounds for a few small items. The ability to schedule a meeting on short notice with an SME to resolve issues quickly is a HUGE value. The Support responses I have received from the App Frontier/Chargent team have been a case study in what “right” looks like!

Ian F., March, 2022

When our incompetent SF implementation partner dropped the ball, Chargent support was able to login to our account, identify the issue, and have it resolved in less than 24 hours so we had virtually no downtime in processing payments. Excellent job!

Jon A, November, 2021

Their support of their product during our upgrade was top notch. Despite the time difference, they ensured, at every stage, they were communicating with us about what was required and offering to assist as needed. As for the product, it does what it needs to do for us (re accepting credit card payments) but its the support of their product that makes us want to explore taking advantage of its full capability.

Michael H, July 2022

We are successfully tokenizing credit cards, sending payment links, and processing credit cards for multiple payment gateways and companies. Setup was easy and tech support was very responsive when needed. Chargent was exactly what our company needed to capture payments via Salesforce. Thanks to the flexibility and security features of Chargent, we have been able to reduce our credit card processing fees by close to 2%.

James C, September, 2020

As someone without a technical background making sure our payment platform is working well has been intimidating. The Chargent team has been so supportive and has truly gone above and beyond to ensure we are getting what we need out of the product. Thank you!

Emily H, April, 2021

Love this tool! It has saved our team hours of potential development work. It took minutes to connect up our payment gateway and get a proof of concept running. The support team was fast to respond, happy to jump on the phone, and personally investigated an issue we were having – all within a few hours.

Alexis S, December, 2021

Chargent support is excellent. They were able to quickly escalate issues and establish a resolution path in a complex Form Assembly-Chargent integration.

Jeff W, September 2022

We were able to easily implement Chargent into our Salesforce org. It does everything we needed it for! Our accounting department loves it! The customer service is fantastic as well. I highly recommend Chargent!

Andrew M, April, 2021

I implemented Chargent for an end customer because of the limitations on the current app that they were using. The Chargent APIs are super simple, the support staff was great and very responsive. We found a great partner in Chargent. The simplicity in setting up multiple gateways and recurring billing configuration options are second to none if you want the go by clicks not code mantra.

Swapnil M, July, 2020

Not being a developer, I was somewhat apprehensive about committing to this product. But with a support partner like Stacey, wow. Onboarding the product was a breeze, and it’s no frills point and click was easy to train our reps. High fives all around!!

Kevin M., January, 2021

Chargent was integrated to our Salesforce. It made charging our customers easy and simple. I was also able to generate reports on payments. Support was responsive and helpful.

Charles L., August, 2022

The Chargent product has streamlined our process for credit cards. Our customers and sales team find it easy to tokenize our credit card payments. Any questions are answered quickly by the customer support team. Chargent was the right partner for my company.

Maria C, October, 2020

We have been happily using Chargent for almost 2 years and I can tell you it is such a wonderful investment. We have saved time & money having automatic payments processed.

Darci J, February, 2021

We have received overwhelming support from Robert Ruelas on the Chargent/Accounting Seed integration. Robert stayed with us on our problem until resolved. We don’t find this level of support frequently and would recommend the Chargent App for any organization that handles credit cards when you are using Salesforce and/or Accounting Seed.

Mike M, February, 2020

Awesome App and Customer Service! Jennifer K was absolutely awesome with helping me troubleshoot an error that I had never seen before. Her response came really quick, and was easy to follow. The application itself works great too!! Thanks!!

Gina S., April, 2022

We have been using devs to handle our connections between FormAssembly, Chargent and Salesforce. I was asked to change our payment methods and was having issues with it being charged to the wrong gateway. Nick and I had a web meeting in which he was able to point out the issue of a different process builder that was changing gateways from the one I thought was. Even though this issue was on our Salesforce end, he was more than willing to help and explain things to me.

Tim P, November 2022

We have been using Chargent as our primary payment app since Nov 2019 and have had zero issues with the product. Out of the box, Chargent fit 90% of our needs. Even onboarding was easy, within a few orders our staff was comfortable using this software.

Paul B, June, 2020

If you need a great credit card processor app you’ve come to the right place. Great support system, clear implementation docs, attentive team, a winning recipe for any Salesforce Org. I needed to add a feature that was missed months after implementation and with no problem the team clearly dictated what was required and even helped with the QA.

Youval Z, June, 2020

We came across Chargent during our Salesforce implementation. We were having lots of issues with online payments. Chargent solved all our problems in an instance. Highly recommend this product for higher education institutes, especially TargetX CRM users.

Ahmet D, April, 2021

Chargent is very useful, and is able to make complicated integrations much more straightforward. In just a few minutes, the setup wizard is able to connect you to a variety of different gateways to test or process live transactions. There’s also good documentation to walk you through the specifics of integrating with a particular gateway. The few complications I’ve run into have been handled by a capable and friendly support team.

James M, July 2022

Chargent is easy to use, easy to train, and highly functional/user friendly. In addition, the support team is very responsive, and their help articles are intuitive and easy to learn. Very satisfied w/ this plugin as a payment collection solution.

Noel V, June, 2021

Being a rookie in charging transactions through Salesforce, Chargent was able to help automate the whole process and deliver nothing but great functionality to our business.

Monti S, April, 2020

Chargent is a great payment processing solution! We’ve been using the app for a little over a year now and our end users love the simple ability to send payment links to clients. As an admin, it’s easy for me to add gateways when we open new locations.

Brea G, August, 2021

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