Click the Payment Requests tab and choose the All list view to see every payment request you’ve sent to your customers. Select any payment request to view the status as well as the links sent to your customers.
Every time you send a payment request from the Payment Request related list on the Chargent Orders tab or Chargent Anywhere, Chargent stores this information in the Payment Requests related list on the related order. Use this tab to check on the status of any request for payment or the URL sent to the customer.
- Understanding Chargent Orders
- Track the order related to any payment request.
- Setting Up Payment Requests
Set up your site and payment request template. A payment link expires based on the number of days you configure in the Chargent Payment Request Setup Wizard. A Payment Request Link Expiration field value of zero means it never expires.
- Sending A Payment Request
- Send a payment link to a customer so they can submit payment.
- Chargent Anywhere
- Process payments from any object and track them from the Chargent Orders tab.
- Understanding Response Codes
- Examine the response from the gateway and resolve any issues.
Note: Chargent creates payment request records for you using Chargent Anywhere. Contact support to determine the best practices for your business process.
Creating Payment Requests #
You don’t have to worry about creating payment request records. Chargent Anywhere creates a new record for each request and associates it with the order regardless of what tab you used. Use the Chargent Orders tab or Chargent Anywhere from any other object tab to send payment requests.
Chargent does not automatically create payment requests for every order, although there is an option for this. See Payment Request Setup if your business process requires a payment request for each Chargent order. Select “Yes” under Create Payment Request Record for All Orders and click Save.
Editing Payment Requests #
Update the Status of a Payment Request to “Canceled” if you want the payment link to expire. Create a flow if you want payment links to automatically expire based on the status of another field. For example, your flow can update the status to “Canceled” when a Chargent Order is created with a Payment Type of “Cash” or “Check.”
Note: If you have more than one gateway, select the gateway on the order record to avoid getting an error when creating a payment request for that order.
See the payment gateway guides for more information on configuring your gateway.