When you select Charge in the Process Payment Action, you are given two choices on how to collect the payment details:
UI Widget - Collect payment details from the user who enters it in manually. If the user has multiple cards stored, they can select a card without re-entering the details manually.
Stored Payment Details - Use the stored payment details from the payment gateway which was entered in earlier from a previous payment.
In both cases, you will be able to capture the following responses from the Payment gateway:
Gateway Response - The result of the request. Responses include, but not limited to, Success, Failed, and Pending.
Successful (True/False) - Whether or not the request was successful.
Reference Number - Payment transactions reference number provided by the gateway. Only provided after a successful transaction.
Charge using UI Widget
When this type is chosen, the user will have a prompt to enter in their payment details.
Payment is for specific Entity - For anonymous payments, for example, an anonymous donation, you can uncheck this option. When checked, you will also need to specify:
Customer RecordID
Additional options
Amount: The amount for the payment. Note, if your payment gateway does not support the specified currency the payment may fail.
When Payment is for specific Entity is checked, a number of other fields appear.
Customer RecordID: This requires the Record ID of the Customer who will make the payment.
Configure payment methods:
All payment records
ACH (or e-check)
Credit card
Save payment details - options for saving the customer's payment details:
Do not save details - Never save the user's payment details.
Allow details to be saved - Give them an option to save the payment details for the entity.
Always save details - Always save the details.
Charge using Stored Payment Details
When this type is chosen, the payment will be processed using the stored payment detail of the entity.
Entity RecordID Stored: The Record ID of the Entity (customer/vendor) who has stored payment details.
Payment Method ID (Optional): If the entity has more than one card saved, you can specify which one to use. If left blank, the first card will be used. To identify the card, use the RecordID from the
CustomerPaymentInfotable.Amount: The amount for the payment. Note, if your payment gateway does not support the specified currency the payment may fail.