Chargent Support Center


Automatically create a Payment Request when the an Order, Opportunity, or Case is created

You can set Chargent to automatically create a Payment Request when a new Chargent Order is created.  
 
  1. Chargent Settings tab
  2. Advanced Settings
  3. Check the box that says "Automatically create PR record"

Using Apex code or other Salesforce customization, you can have the "Send Email" checkbox set to true to have an email sent out.


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