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Two opportunities on one Recurring transaction

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  • andrea@capecdp.org
    replied
    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?

    Leave a comment:


  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • andrea@capecdp.org
    replied
    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.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @[email protected]

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

    Click image for larger version

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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.

    Leave a comment:


  • 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
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