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Process Payment Action — Charge

Selecting Charge for the Process Payment Action

Updated over a week ago

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

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. 

Description

Payment is for specific Entity

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.

Payment 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.

  • All payment records

  • ACH (or e-check)

  • Credit card

Save payment details

Selection will determine the options available on checkout.

  • 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.

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 CustomerPaymentInfo table.

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.

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