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Multiple C&P accounts - one for charging fees and one for deposits into escrow

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  • Multiple C&P accounts - one for charging fees and one for deposits into escrow

    Hi,

    We are an existing Salesforce customer and C&P customer. Our current C&P account is connected to and updates our SF account. This existing C&P account addresses all fees, payments, and other money that should be placed in our company bank account.
    Now we need a separate bank account in which deposits will be stored (in escrow).

    Question #1: Can you confirm that we need an additional C&P account? If so, who do I contact to get that done.

    Our customers will be providing credit card information on a web page (presumably custom-tailored C&P checkout pages) in order to pay a combination of payments (1 account) and a deposit (a 2nd account).

    Question #2: How can we collect the credit card information only once and process both charges into their respective accounts?
    Do we do one charge through the standard checkout page and send the second (with the acquired cc info) through the API manually into the other account?
    What do you suggest?

    Thanks, YS

  • #2
    Good day!

    Sorry that we missed this post. We always try to respond to posts immediately and definitely in less than 24 hours. This one was missed completely.

    Replies to your questions:
    • I am not sure I understand what you mean by Question 1. Click & Pledge accounts are tied to bank accounts. If you want deposits to be made into a different bank account then a different Click & Pledge is needed so transactions done on that account are deposited in the new account. To apply for a new account use our online application and apply for a new account.
    • C&P tokenizes all credit card information with the merchant account information. The token only works in the account for which it was transacted for, in other words, if the donor pays with credit card on Account A then you can charge that card only in Account A and not in Account B. We post the tokens in Salesforce as well as Connect so you can use the Virtual Terminal in these applications and process the card. It is important to note that you cannot process the card card that was initially charge for account A for a payment in Account B.
    I hope that answers your question. Please let us know if we can be of more assistance and again sorry for the delay.
    Last edited by CnP.Support; 12-08-2015, 10:58 AM.
    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/
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    • #3
      I understand that we need a 2nd account. I also understand what you mean by tokenizing. Now I am interested in a best practices solution to capturing the credit card information once on the webpage and then processing it twice into two separate accounts. Is it possible to do one transaction through a C&P page and have special code on the page send a second transaction through the API?

      Comment


      • #4
        Good day!

        The idea you are suggesting is a "logical" solution but in reality will cause a problem. Credit card companies are quite velocity sensitive and as such your first transaction may work and the second may be declined for security reasons. For example in the API you may do one transaction in full and the other one only as a pre-authorization but the credit card company may block the card.

        While a workable solution it may cause problem.

        Hope that 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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        • #5
          Good day!

          We discussed this post at length during the office hour and I believe the issue has been answered.

          Please let us know if we can be of more help.
          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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