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  • Changes in donor form

    A few months ago, working within Click & Pledge technical specs, our web team created some additions to our donor check out form enabling donors to make gifts 'in honor' or 'in memory' of someone. In doing so, our web folks needed to create FaaS.

    We've always had the option for donors to make payments over time.

    Recently, a donor made a gift of $600 to be paid in 12 installments. Her credit card was charged the full amount. I've since removed and credited this donation. Our web folks have made the adjustment to the FaaS. However, now when a donor makes a gift to be paid over time the total amount does not show in the C&P receipt (under price)...ONLY the monthly amount. The receipt should reflect both the total amount AND the monthly amounts. This aspect was operating well before the FaaS was created, no changes were made to the donor's ability to make payments over time. I've attached a screen grab of a test receipt.

    Please let me know how we can correct this situation. For both our organization and the donor the receipt needs to reflect both the full donation and the monthly amount.
    Thanks,
    BirchBark Foundation

  • #2
    Good day!

    There are 2 types of recurring transaction:
    1. Installment: A payment is split into smaller payments and paid in installments- example: $1000 paid in 10 payments of $100. This type of recurring shows as the total amount on the receipt and then stated that the amount will be paid over the selected period and number of payments.
    2. Subscription: A payment is paid at a regular interval for a fixed amount- example: $12/month for 1 year or indefinite. This type of recurring may be set up as indefinite and as such is not shown on the receipt since showing $1M is not a good idea. Subscription only shows the amount that is being paid each time with a statement showing the period and the end date.

    I hope the above answers your question.

    Please let me know if you think the above is not the behavior you are observing.
    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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    • #3
      Thanks for the reply...yes, I understand how the installment transaction is supposed to work. However, the reason for the question is that it ISN'T working that way on our donation page. The primary problem is that when an installment transaction is made, to use your example: $1000 paid in 10 payments of $100...the total amount DOES NOT appear on the receipt ONLY the $100 for 10 payments. I've attached a screen shot of the receipt. please let me know if you can see it.
      thanks,
      BirchBark
      Attached Files

      Comment


      • #4
        Good day!

        In reading your case I realized that my answer was for our checkout pages and not the FaaS form. I am sorry .. I was confused.

        FaaS forms do not have the option for Installment as we had answered previously. The only option available is subscription and the receipt matches the subscription model. What you see is exactly how the system should respond.

        Please let me know if I can be of any further assistance.
        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


        • #5
          What would it take to modify the subscription model receipt to display the full payment amount as well? That information would be useful to anyone receiving the receipt - and is extremely important to us.

          Comment


          • #6
            Good day!

            Are you using Salesforce?

            If so you can create a fully customized receipt using the Autoresponder. If you are not using Salesforce the receipt is fixed and cannot be changed at this time if you are using FaaS forms since Installment is not a supported option.

            Please let me know if I can be of any further assistance.
            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
              We are not currently using Salesforce. It was my understanding that a fee was attached to it. As i look at the information about Salesforce it does appear that there are some aspects that are free for nonprofits. If this is true (and there are no fees) and we can customize our receipt I'd like to know more about it. Please direct me to the best information source on your site.
              thanks.

              Comment


              • #8
                Good day!

                Salesforce offers 10 Enterprise user licenses for free to all registered 501-C3 nonprofits. Click & Pledge has an extensive set of free applications on Salesforce helping our clients with their donor management, event management and more. I strongly recommend that you attend one of our Salesforce webinars to learn more: http://ClickandPledge.com/Webinar/

                There are a lot of KB articles in this forum addressing the many features of the integration. Please see: http://forums.clickandpledge.com/con...nor-management

                You may want to consider using Salesforce for your donor management. It is free and in our opinion no other platform comes even close to its features and what it offers nonprofits. Small to worldwide nonprofits use Salesforce for managing their donors and I am sure you will benefit as well.

                Please let us know if we can be of any further assistance.
                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

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