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  • C&P-generated Receipt: Questions

    Hi,

    Attached is a snippet from a C&P-generated receipt. It is sent to speified parties when a FaaS form is processed and a payment is made. Now, a couple of questions:
    1. Why is this receipt being sent, when the field in my custom form called "SendReceipt" is set to false?
    2. Where is this receipt generated - i.e., where in C&P do I go to edit the editable content of this receipt?
    3. Likewise, where do I set the distribution list of emails for this?
    4. On this receipt, there are two transactions, and on the form they're indicated with "UnitPrice1", "UnitPrice2", etc., per instructions. However, on SalesForce, only the total appears, as one transaction. Is it possible to show both line items of the transaction in the SalesForce record?

    And that's it for now. Thank you!
    Attached Files

  • #2
    Good day @LewH

    1. Would you please share the link URL of your form so that we can review it?

    2. This is API generic receipt and you may edit only organizational information. Once we review the form we will let you know where to edit that info.

    3. You may list the number of emails under Portal > Account Info > Email/Receipt notification list to get a copy of receipt to the persons within the organization.

    4. You mean in Opportunity? Then, it seems you have enabled the Products - which means all items in the basket will become products under one opportunity.
    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/
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    Comment


    • #3
      Hi,

      Thanks for the reply and info. Here's the link to the form, as requested: https://financialwomensf.org/donations-both-funds. It's still in Test mode, so safe to do transactions.

      Yes, the receipt is API generic, but I have some custom data there and, try as I might, I cannot recall how I got that data in there. It's all at the bottom of the receipt, under "Other".

      Thanks!

      Comment


      • #4
        Good day @LewH

        We reviewed and processed one test transaction (order#25687-1705240654308291111) in the above form but didn't receive API generic receipt. We have received the custom receipt which look like this:

        Click image for larger version

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        Please note that the Organization always receives a copy of the API generic receipt. The above setting is for the patron ONLY.

        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


        • #5
          OK, yes, organization always gets generic API receipt. Question is, where do I set the email addresses of recipients? Also, look at the attached generic receipt, all the way at the bottom, under heading "Comments & Other Info": Where do I specify wat information goes there? This is what is driving me nuts - I can't recsll where I set this. Thanks.
          Click image for larger version

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ID:	33032

          Comment


          • #6
            Good day @LewH

            Those are the custom questions which you are passing through your FaaS form.

            Here is the custom question are defined in your code:

            Click image for larger version

Name:	Custom Question.jpg
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            But, the values in the hidden fields "FieldValue*" (* represent any number) will be filling when you click on "Annual Fund" and "Endowment Fund" amount radio buttons.

            One of your custom question is having static field value where it says "ix" and it name is "Form Code", and the "Grand Total" custom question is filling while the form is submitted.

            This way, two of your first custom questions are updating through JavaScript shown in below screenshot.

            Click image for larger version

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            Regarding the Notification email, you may list the email addresses of the recipient in under Portal >> Account Info.

            Login to portal >> Account Info (top right corner) >> Your Profile >> Receipt/Email Notifications.

            Hope that answers your questions. 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


            • #7
              Ah, OK - staring me right in the face. Thank you!

              Comment


              • #8
                Hello,

                Following up on the subject of the above receipt, I had posed the question: "On this receipt, there are two transactions, and on the form they're indicated with "UnitPrice1", "UnitPrice2", etc., per instructions. However, on SalesForce, only the total appears, as one transaction. Is it possible to show both line items of the transaction in the SalesForce record?"

                To which you replied, "You mean in Opportunity? Then, it seems you have enabled the Products - which means all items in the basket will become products under one opportunity."

                Sorry, but I don't understand what you mean by me "enabled the Products". Where would I have done that, and what do I have to enable, not enable, or enable differently to see the two line items as two line items and not rolled up under one total?

                Thanks.

                Comment


                • #9
                  Good day @LewH

                  I am referring to the following settings:

                  Click image for larger version

Name:	Opportunity Products.jpg
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ID:	33081

                  Please refer to the following help article: http://help.clickandpledge.com/custo...ce-opportunity

                  Please note: If you are not using it then we do not suggest you enable this feature. It is a one time change which will affect all your transactions requiring you to use price books, etc.

                  Hope that helps. 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


                  • #10
                    Thanks for pointing this out. We will investigate.

                    This brings up a bigger issue: Is there some kind of article, video presentation, or whatever, from your side, that explains - at a high level - how to set up C&P and/or SalesForce to anticipate these issues, to be aware of what decisions an organization must make, and the consequences of these decisions. Basically, a Guide to C&P, a book or other reference source?

                    Comment


                    • #11
                      Good day @LewH

                      Products is a concept of Salesforce and this article may help you understand of its use: https://help.salesforce.com/articleV...htm&type=0
                      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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