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  • Two opportunities on one Recurring transaction

    Can someone please help me understand why a second opportunity is being created for a recurring payment with a zero amount?
    Salesforce.com Organization ID 00Di0000000H8fk
    C&P Order Number 16101610584899480224503

  • #2
    Good day @[email protected]

    It is due to the settings you have set under C&P Settings >> Opportunity >> Opportunities:

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    If you don't want to create the opportunity with $0, please check the box for "Except if Amount=0"

    For more details, please refer to the following link: http://help.clickandpledge.com/custo...ticles/1164724

    Hope that answers your question. 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

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    • #3
      Hello,
      we do occasionally have events where admission is $0 so we want to keep that setting, however, given that her monthly donation is greater than $0, I'm wondering why a second opportunity for a zero value was created along with her monthly donation.

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      • #4
        Good day @[email protected]

        As stated above, you may need to check the box for "Except if Amount=0" in order to NOT to create the opportunity for $0. In case of Free Events, you need to manually update the settings accordingly.

        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

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        • #5
          Thank you for the follow-up, I don't completely understand your point. However, my question is: why was a second opportunity created for a recurring transaction? There should only be one opportunity, why are there two?

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