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Issues with Gravity Forms ACH option/C&P plug in?

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  • Issues with Gravity Forms ACH option/C&P plug in?

    Hello! We discovered that we when we’re collecting ACH donations via Gravity Forms it was posting to Salesforce as a Custom Payment; not eCheck, and the funds are not depositing into our bank account. I have granted access to our org and Amanda at C&P Support requested that we create an admin user account to our WP site. Our developer is creating an admin account with login creds that will be emailed directly to Amanda. Please let me know if you need anything else to investigate this issue. We have removed ACH as an option for now on our Gravity Form.

  • #2
    Could you provide the links for the donation form that is causing the issue, and an example order number of a donation that came in as a custom payment, but you expected it to be ACH?
    Regards,
    Click & Pledge Support Department

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

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    • #3
      Shay,

      We've reviewed the donation page and think perhaps your Patrons are getting confused as you have both a 'Check' Custom Payment option, and an eCheck option. The List View you have in Salesforce that is labelled eChecks has a condition that will display both checks and eChecks. I'd suggest changing the name of your custom 'Check' payment to 'Send check by Mail' or something similar, and if possible, make it the last option.

      Click image for larger version

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      If you discover an Order Number that is marked as eCheck, but the payment was not submitted by TSYS, we will be happy to review again.
      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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