Chargent Support Center


How do I configure Chargent Anywhere?

There are several items that can be pre-populated in Chargent Anywhere.  Default Charge Amount and Default Recurring Amount fields need to have the fields created prior in order to assign the API Name.

You can leave these fields blank as they are by default or modify to suit your customization. A description of each option is as follows:

  1. Use Gateway Id (Note: You can use this feature to assign a different gateway to different Page Layouts which allow you to assign specific gateways to your Salesforce users).
  • If this field is left blank and you have multiple active gateways, each time the user begins a process that requires association with a gateway they will need to pick which gateway to use.
     
  • If you want to set the gateway used for records on this object enter the 15 or 18 character Gateway Record Id (go to Gateways, click on the Gateway you wish, and copy the record ID from the web browser URL).
     
  • If populated, the gateway selection will be bypassed
     
  1. Default Charge Amount Field API Name
     
  • ​The API name of the currency field to be used as the default charge amount. This allows you to auto-populate the Amount and Initial Amount fields in the Payment Console and Payment Request features.
     
  • If left blank, manual entry of amounts is still allowed.
     
  1. Default Recurring Amount Field API Name
  • ​The API name of the currency field to be used as the default recurring amount.
     
  • If left blank, manual entry of amounts is still allowed.
     
  1. Show Add Cash and Add Check Button checkboxes
     
  • This allows you to show buttons for [Add Cash] and [Add Check] in the Chargent Anywhere component on the object it is being configured for. These buttons allow you to record cash and check payments as transactions in Chargent.
     
  1. Billing Account Lookup Field API Name
     
  • The API name of the field on this object that references the Account Object.
     
  • If provided, the billing address for new Chargent records will be pre-populated with the billing address from the account
     
  • If Limit Payment Request Contacts is enabled, contacts available for selection will be limited to those associated with the account this field references.
     
  1. Payment Console Charge Button Text
     
  • ​Change the Button text from “Charge” to anything else you desire
     
  1. Limit Payment Request Contacts
     
  • Contacts available for selection will be limited to those associated with the account this field in #2 references
     
  • If no value is present for #2 this setting is ignore
     

Once you have completed the above click on [Save] and follow the steps to activate if necessary. Then click [Back].

 

Repeat the above steps to add the Chargent Anywhere Lightning functionality to other objects (given you also ran the Button Creator steps for those objects).

 

 



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