|Chargent Order record ID
Chargent has always sent charges and authorizations to the payment gateways, and recorded the result in a real-time Transaction in Salesforce. Chargent can also update Salesforce records long after the initial transaction—for ACH transactions that are returned for non-sufficient funds (NSF), credit card authorizations that expire, and more.
Two fields, Transaction Status and Settlement Date can now be updated through a daily scheduled batch in Salesforce.
Possible values of the Transaction Status are either final or non-final. It the status is final, then no more updates will occur for that transaction. Also, batches will not pick up any transaction having a final status.
The Settlement Date field stores the date and time when the Transaction Status is changed to final (such as “Settled” or “Voided”), after which it will no longer receives any updates.
To schedule the batch, navigate to Setup > Develop > Apex classes, and then click the Schedule Apex button. These are the batch names:
As shown in the USAePay documentation, the following are the various transaction status values for USAePay Transactions. Use some of the values to learn when a transaction has been declined, and take appropriate action within Salesforce—such as sending an email or assigning a followup task.
- timed out
- manager approval req.
Gateway Message: “Customer Name Not Submitted”
- Make sure you have the Name and Billing Address completed in your Chargent Order record. Incomplete information can create this error.
Specified Source Key Not Found:
- This error means you have entered incorrect credentials for your USAePay gateway account, or are sending to the incorrect server.
Make sure that “Test Endpoint” is unchecked in the Chargent Gateway record if you are trying to send to your Production USAePay account.
If you wish to run some live tests from a Salesforce Sandbox, note that the “Test Endpoint” functionality is disabled for security purposes there.
Use the “Endpoint Override” field on the gateway record, with the reference gateway for value https://www.usaepay.com/gate This will allow you to gain access and process a transaction.
Transaction Authentication Failed
- This indicates that either your USAePay key / pin combination entered in the Chargent Gateway record in Salesforce are incorrect, or that you may be sending to the wrong environment to match your credentials. When using the USAePay Sandbox for testing, make sure “Test Endpoint” is checked in the Gateway record, and for production usage make sure it is unchecked.
Testing Decline Transactions keep showing as Approved
- You want to make sure you have the Test Mode unchecked in your Source Key settings in USAePay.