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  • Reducing number of receipts

    Hi There,
    I'm having a lot of trouble with the receipts. Currently, when someone buys something in our shop store, they receive 3 receipts. 1. from the default "donations" receipt that I've created in Click and Pledge Connect 2. from the Salesforce Autoresponder receipt that I created in Salesforce (originally created to override the default donation receipt whenever there was a transaction that involved SKUs from our website sales- I think I can turn this one off) and 3. from our website itself.

    I CANNOT turn off the emails from the website and so I'm wondering how to suppress the "donation" receipts for the Inventory/Sales transactions only. I still want the donation receipts to exist for actual donations. I am attaching a picture of all three receipts. I prefer the website receipt and it cannot turn off anyway.
    I look forward to hearing your reply.

    Regards,
    Danielle

  • #2
    Thanks Danielle - just wanted to let you know you posted in the correct place and I will follow up on the response ~ C&P Live Support
    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

    Comment


    • #3
      Danielle,

      Is 'Send Receipt' checked in GravityForm?


      Find the 'Send Receipt' on this page of our manual: https://manual.clickandpledge.com/Gravity-Forms.html

      Regards, C&P Live Support
      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

      Comment


      • #4
        Hi there,
        Yes, the 'Send Receipt' is checked in Gravity Form. I would like to keep the ones from the website, however, and turn off the click and pledge receipt.

        Comment


        • #5
          Hi there,
          I'm just checking in to see if there is any more information? We keep getting multiple receipts when someone orders something on our website, and I'd really like to be able to turn off the donation receipts since an order is not a donation!
          Thank you for your help
          Danielle

          Comment


          • #6
            The first email (turquoise header) in your example is the one generated as a receipt. You can turn it off under Forms > Settings > Click&Pledge > Send Receipt to Patron
            The second email is the notification that your organization receives. The Patron does not receive this receipt. It is sent to the Contact Email Address listed in Connect > Settings > Account Information

            The third email is not ours. Perhaps WooCommerce or Gravity Forms is generating it.

            Regards, C&P Live Support (Amanda)
            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

            Comment


            • #7
              Hi Amanda,
              Yes, I'd like to turn off the first email with the turquoise header, but it is the default receipt for donations AND for inventory. I was able to turn off the Salesforce email, and I know that the other receipt is generated from Woo Commerce.
              I understand how you said to turn it off the Connect receipt, but will it turn off for both donations and inventory? Is there a way to turn it off only for inventory? Our inventory all have SKUs so is there a way to integrate the SKUs to generate a different receipt?

              (Unfortunately, when I did the Salesforce Autoresponder receipt to override the donation receipt, it didn't work and a donation receipt is still generated. I cannot turn off the woocommerce receipts because it also disables the ability for anyone to pay by credit card on our website.)

              Thanks
              Danielle

              Comment


              • #8
                Good afternoon,
                After attending the Click and Pledge Live support with Amanda, she encouraged me to ask if there is a way to turn off Click and Pledge receipts specifically for Woo Commerce transactions (not gravity forms!)

                Thank you
                Danielle

                Comment


                • #9
                  Hi Danielle,

                  I think I found where you need to turn off the WooCommerce Receipt. It looks very similar to GravityForms, except it is WooCommerce instead.

                  You can see it on this page: https://manual.clickandpledge.com/WooCommerce.html

                  Click image for larger version

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                  That should take care of the ones being issued from Click&Pledge for the WooComerce Items, but retain the receipts for the Donations. Give it a try and let me know how it goes.

                  I'll double-check on the "Custom" as the payment Method listed on the Receipt.

                  ~ C&P Live Support
                  Attached Files
                  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

                  Comment


                  • #10
                    Danielle - Regarding "Custom" on your Receipt instead of "Invoice". We are going to update Connect to do that; however, it may not make it into the release coming out next week, but most likely the following one.

                    Regards, C&P Live Support
                    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

                    Comment


                    • #11
                      Great! Thank you, I have updated the checkbox on our website and I will give it a go. And will look for the update on Custom.

                      Thanks!
                      Danielle

                      Comment


                      • #12
                        Unfortunately, it didn't work. I just got an order as well as a donation receipt. Is there anything else I can try?

                        Regards,
                        Danielle

                        Comment


                        • #13
                          Hi there,
                          Just following up on this problem to see if there was any more information? This is an ongoing problem that I'd like to fix. I am still getting a donation and an inventory receipt when someone orders something from our website. Are there any updates?

                          Thank you
                          Danielle

                          Comment


                          • #14
                            Danielle, could you look to see if you have a Campaign assigned in WooCommerce?


                            Click image for larger version

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                            Regards, C&P Support
                            Last edited by CnP.LiveSupport.AB; 09-14-2017, 08:43 AM.
                            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

                            Comment


                            • #15
                              I don't actually see that option under checkout. The last option/blank space is for: C&P API Account GUID. Does that mean I need to do an update?

                              Thank you!
                              Danielle

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