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  • Manually processing recurring transactions

    Hello,

    I am successfully using the Click and Pledge Virtual Terminal plug-in to Salesforce to process one-time manual credit card transactions. However, we'd like to use this to set up monthly recurring donations. Is there a way to do this using the Virtual Terminal plug-in, or another plug in from Click and Pledge in Salesforce?

    Thanks,

    Cliff Archey
    The New York Foundling

  • #2
    Good day!

    May I ask what you mean by Click & Pledge's Virtual Terminal Plugin? We don't have any "plug-in" for Salesforce. If you are referring to the Virtual Terminal in the PaaS Application then it has recurring transaction option as shown below:

    click to enlarge:
    Click image for larger version

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    Please note that the recurring option appears if the total for the transaction is greater than 0.

    I may not be understanding your post and if my answer is incorrect please let me know a little more about your issue and I will try to show you a solution.
    Regards,
    Click & Pledge Support Department

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

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