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. 

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

Did this answer your question?