Chargent Support Center


What happens in Salesforce when I click the Send Payment Request button?

Clicking the Send Pay Request button opens up a Visualforce page. The Visualforce page allows you to capture the email address or contact to associate the Payment Request record with.

Using Chargent Anywhere, selecting the Contact it will automatically use the email address on the Contact record to send the Payment Request.



Clicking the Send Request button triggers a Workflow rule which sends an email to the customer with the URL to click. The URL will take them to a Visualforce Page that allows them to securely enter their credit card or bank account information.

When they enter their information a Transaction Record is created and the Payment Request record is updated from Created to Paid.


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