Chargent Support Center

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How can I clone records with payment information?

There are a couple of ways to do what you're looking to do. 
  1.  Store the credit card encrypted within Salesforce so that it can be used again for recurring billing (one order to be used for billing)
  2. You can setup tokenization so that it creates a token that can be used instead of the credit card and you can use this to for recurring payments as well.  
Tokenization is the best solution for security reasons.  If you decide to use the encryption it wont copy the information over when you clone a Chargent Order but the Token can be stored in clear text and copied, cloned, etc.

If for some reason you have a need to copy the encrypted information, you would need to write custom Apex code to do that since encrypted data is a Salesforce feature that will mask the data for privacy and security reasons.  

Recurring Billing


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