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Auto-responder for Invoice Transactions

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  • Auto-responder for Invoice Transactions

    We've created a form for a client that dynamically changes between sending Credit Card Transactions and Invoice Transactions. There is an autoresponder that is set up based on SKU and has all available payment types selected, including "Other: *" to include any custom payment types. However, the autoresponder is only being sent for Credit Card transactions and not for the Invoice transactions.

  • #2
    Good day rblopez

    If you are referring to the FaaS forms, may I have the Payment information node:

    https://manual.clickandpledge.com/Fo...nt_Information

    Are you using INVOICE as the payment type?
    Regards,
    Click & Pledge Support Department

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    • #3
      We are using invoice as the payment type, though as of 3 days ago it didn't mention in the documentation that the invoice payment type is being deprecated. Was that a part of the newest release?

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      • #4
        rblopez

        The INVOICE actually is part of the FaaS but has been removed from Salesforce in the past release.

        We will be adding custom payment type to the FaaS in an upcoming release but until then, unfortunately, it is not something that the autoresponder responds to.

        You are right as that was not updated in the FaaS manual and based on your post I realized that it needs to be updated. Sorry for the confusion. We are working on adding this to FaaS shortly.
        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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        • #5
          I don't understand. It's been removed as an option from Click & Pledge? or the Salesforce.com platform has somehow removed it in the last release?

          Either way, what should we be using instead to allow users to submit a request to be invoiced or to indicate that they will be sending in payment in some other fashion?

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          • #6
            Good day rblopez

            The Click & Pledge PaaS app removed the invoice & purchase order as these options are all consolidated in the Custom Payment Type. While the Custom Payment Type is part of all products, the FaaS platform is not yet supporting it.

            Salesforce Autoresponder currently does not respond to payment type being set as invoice or purchase order. Currently you cannot use Invoice or Purchase Order if you wish to use Autoresponder. Once our update goes live for FaaS, supporting the Custom Payment Type, you will be able to use it. I will update this when the release is public.
            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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            • #7
              What can we do in the meantime to insure that users are receiving some sort of email confirmation when they complete the form? And do you have an expected date when the FaaS platform will support custom payment types?

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              • #8
                rblopez

                The release is currently scheduled for the week of August 21, 2017. It may be released earlier but at this time it is all in the batch of updates to be released that week.

                For now, unfortunately, there is nothing you can do as it is not a supported feature. I will discuss this with the team and see if we can push this update to earlier next week.
                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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                • #9
                  Good day rblopez

                  The new update is live and should do as you expect it. Here is what the new feature will do:
                  • New nodes for custom payment type - the manual will be updated next week when testing is complete.
                  • Invoice & Purchase Order transactions are now posting as CustomPayment type so in Salesforce you may treat it as a custom payment called Invoice.
                  Please go ahead and test the FaaS form - it should work if you set up the autoresponder in Salesforce as Custom Payment type with Invoice as name.

                  Let us know how that works.
                  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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