Payment Connect
Payment Connect
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How to capture payment using saved payment method

1. Overview

Payment Guru allows you to securely store payment methods and reuse them to process future payments without asking the customer to re-enter details. This is ideal for repeat billing scenarios like subscription payments, invoices, or installment collection.

2. Log In to Salesforce

➡ Access your Salesforce org with the appropriate credentials.

3. Navigate to the Source Record

Open existing record or create a new one

  1. Go to the Payment Connect App

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  1. Search for the Record from where you want to initiate the Search.

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4. Steps to Use Saved Payment Method

  1. Navigate to the Payment Console screen.

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  1. Select the Payment Gateway from the dropdown. The gateway marked as default is auto-selected.

  2. Choose Saved Payment Method from the list (retrieved based on record association and gateway).

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  1. Enter the Amount to be charged.

  2. Enter Billing Address if enabled by the gateway.

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  1. Click Submit Payment.

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5. What Happens in Salesforce

When a payment is submitted using a saved method, the following processes and records are created automatically:

5.1 Payment Transaction Record Created

A new Payment Transaction record is generated with:

  • Linked Payment Method ID

  • Associated Parent Record

  • Captured Amount

  • Payment Date

  • Status (e.g., Accepted/Captured)

  • Gateway Reference ID

As we used an existing payment method so no new record for payment method is created.