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  • Crediting a Portion of a Transaction

    Hello:

    I had a gentleman register 3 players for a golf tournament but I need to credit him the cost of just one of these players. In the Virtual Terminal I only see the "Credit" button which will credit back the entirety of his payment. How can I give a partial credit?

    Thank you.

  • #2
    Good day!

    Sorry for late reply but I believe this question has already been answered during the office hours.

    At this time you can't issue partial credit. You need to issue the full credit and if you are using Salesforce you may simply charge the card again using the Virtual Terminal - reference transaction.

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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    • #3
      Yes, this was answered for me during office hours, thank you. Any chance that a partial feature will be added in future updates?

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      • #4
        Good day!

        There is always a chance but the problem is we have to figure out (& all clients have to agree) how to deal with it in Salesforce.

        An opportunity has already been created for the full amount and now we have to remove part of it - imagine if someone has purchased multiple items and now they want to return 2 of them .. all those opportunities have to be dealt with.

        It is a bit complex but one that we will be considering.
        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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