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.

This article will cover the two options below.

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.

  • Entity RecordID: Only appears when Payment for specific Entity is checked. This requires the Record ID of the Entity (customer/vendor) who will make the payment.

  • Amount: The amount for the payment. Note, if your payment gateway does not support the specified currency the payment may fail.

There are also Save Details available for saving the entity's payment details:

  • Never - Never save the user's payment details.

  • Option to Save - 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. 

  • Amount: The amount for the payment. Note, if your payment gateway does not support the specified currency the payment may fail.

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