![]() Step 6: Edit Your Payment MessagesĬustomize your Success, Cancel, and Fail Page to let customers know the payment they used was processed as expected or if the payment was declined. Your welcome text should be friendly towards the customer and ask them to enter the billing information in your Payform. ![]() Layout: Customize Payment Request Page Step 5: Edit Your Welcome Text This should always be set to No if you are processing live transactions.ĭefault Payment Request – Select ‘Yes’ if you want this to be the default payform. Show Debug is for when you need to test and see what data is sent to your Payment Gateway. Step 4: Configure Extra SettingsĬreate Payment Request Record for All Orders will create a Payment Request record for every Chargent Order record created. You can also set the number of days before a Payment Request link expires. Which payment methods will you be accepting? Card and Bank Account, Card Only, or Bank Account only. Step 3: Select allowed Payment Methods and PR Link Expiration Rules If you have multiple Payment Request forms, the name should help you identify the correct template when you select it later. ![]() If this is your first time setting up Payment Requests, it will provide the recommended settings based on your Gateway settings, or the settings Chargent recommends as default. The configuration page will allow you to name your Template. Choose the one dedicated to your Payment Requests: Configure: Configure the Payment Request Payform: Here you will see any Salesforce Site you set up previously. The first step of the configuration is the Site Selection. Site Selection: Site Selection Step 1: Select your Site With version 6.20 you can now have multiple Payment Request pages to choose from. Click the button to create a new template. If you have set up your Site correctly, you will now see the option to create a new Payment Request Template. Click the sub tab for Payment Request Setup.Click on the App Launcher and select the Chargent app.Once you have your Site setup, you want to use the Payment Request Setup wizard to set up your Payment Request templates. This can be enabled in the Layout section of the Setup under Developer Pages. This is done by going into your Salesforce Setup and Editing your Site. Note: If you are upgrading from an older version, you will need to replace the “Active Site Home Page” component with the “PaymentRequest” lightning web component to use your original pages. ![]()
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