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. 

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



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