Chargent Support Center

How do we automate Payment Requests?

To auto-create the Payment Request record, simply check the “-Automatically Create Payment Request Record” option in the Chargent Settings > Advanced Settings tab.

  1. Click the App Launcher in the top left side of Salesforce and select Chargent App
  2. Click Chargent Settings > Advanced Settings

You can then use Payment Request Process Builder to create a Payment Request record, then populate the Email Address field on the Payment Request record as well as the “Send Payment Request Email” field being checked. 

his can be done using automation tools other than Payment Request Process Builder.

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