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:
Description | |
Gateway Response | The result of the request. Responses include, but not limited to, Success, Failed, and Pending. |
Processed Successful (True/False) | Whether or not the request was successful. |
Reference Number | The unique identifier for your processed payment provided by the gateway. |
Charge using UI Widget
When this type is chosen, the user will have a prompt to enter in their payment details.
Description | |
| For anonymous payments, for example, an anonymous donation, keep this option unchecked. See below for options when this is checked. |
Amount | The amount for the payment for the transaction. You will be able to specify the currency type, however, If your payment gateway does not support the specified currency the payment may fail. |
App Routine | Please see Process Payment Action - App Routine. |
Payment is for specific EntityPayment is for specifc Entity
When Payment is for specific Entity is checked, a number of Additional options appear.
Description | |
Customer RecordID | This requires the Record ID of the Customer who will make the payment. |
Configure payment methods | Note that selections based on ACH only applies if ACH is enabled in Integrations > Payment Gateways.
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Save payment details | Selection will determine the options available on checkout.
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All payment records
Charge using Stored Payment Details
When this type is chosen, the payment will be processed using the stored payment detail of the entity.
Description | |
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 |
Amount | The amount for the payment for the transaction. You will be able to specify the currency type, however, If your payment gateway does not support the specified currency the payment may fail. |