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C&P Portal Reports - Refund Date

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  • C&P Portal Reports - Refund Date

    Hi there,

    For accounting purposes I would like to include the date a refund was issued on my "Consolidated Transaction Report". I see that refunded transactions have the status "Void" in the portal, but the transaction date remains as that of the original transaction, not the refund date.

    If a customer purchases something in March and refunds it in April I'm concerned that the refund will not show up on our monthly report. Do you know of a way to include refund dates in the report?

    Thanks!
    Anna

  • #2
    Anna,

    Currently the credit date is not being recorded. The transaction status changes but not recorded as to when it was credited.

    This will be resolved in a future update with Salesforce synchronization as part of release 8.0 late July, early August.
    Regards,
    Click & Pledge Support Department

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    • #3
      Has this update occurred; and how can I access refund date information if I am only using Click&Pledge, without other SalesForce features?
      Thank you.

      Comment


      • #4
        Good day!

        The refund date is not in the report. We show the transaction has been refunded but not the date.

        The update will happen in Salesforce in the Spring release and in the main platform later in Summer with the update in Connect.

        Sorry but that information is not currently in the reports.
        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
          Sorry but I just realized that my answer is not 100% accurate. The system reports don't provide that field but you can easily build a custom report with that information.

          See the screen below:

          Click image for larger version

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          Simply create a report with all the columns you need and add the Refund Date to the columns. If a transaction has been refunded it will show the date in that column.

          Please let me know if this answers your question.
          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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