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Announcing Mobile Bill Me

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  • Announcing Mobile Bill Me

    Release date: June 21, 2012
    Version #:
    • Payment: P.xx.20120618.3.064.003.000.001.125
    • Portal: Portal.xx.20120620.3.077.003.000.002.195
    • Mobile: MP.xx.20120618.1.006.000.000.001.008
    • API: PaaS.xx.20120613.002.054.000.000.050

    New Feature:

    Mobile "Bill Me"

    Mobile Bill-Me as a payment option provides an easy way for patrons to make pledges using a mobile phone without using a credit card. Once the Bill-Me feature is selected the system will send an email to the email address provided with a link to a checkout page where the payment may be made. Since the first name, last name, email and amount are already entered through the mobile phone, the payment page will auto-fill the form with the information.

    To enable this feature the mobile web site needs to be activated. The following provides a step-by-step procedure for activating and setting up the mobile Bill-Me:

    Login to the administrative portal (https://portal.clickandpledge.com)

    Accept the Custom Payment method:
    1. Click on Account Info
    2. Click on Accepted Cards
    3. Check the option for the "Custom" in the accepted credit cards

    Enable the Bill-Me feature:
    Click image for larger version

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    1. Click on the Mobile Platform
    2. Click on Build Mobile Pages
    3. Select "Payment Page" in the Mobile Page Type pull down menu
    4. Check "Bill Me" in the Payment Type section
    5. Add a name for the "Bill Me" label, e.g. ePledge, Bill Me, Invoice, etc.
    6. Select a Classic checkout page to be used for settling the invoice. The link to the page will be provided in the receipt for payment.



    Removal of "Please Note" from the receipts:


    To provide additional flexibility with the receipts the "Please Note" text area was removed from the receipts. Any information needed to be included in the receipt may now be added using the Signature feature added to the previous release. The signature area text will appear at the bottom of the receipt.

    Additional Information:
    • TBA
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
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