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How to tell if a donation was made as a recurring payment

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  • How to tell if a donation was made as a recurring payment

    Hello,

    I have made a charity website for an orphanage in Kenya. Via Click and Pledge people are asked to sponsor a child for $700 a year. There are three options for payment amounts:

    $60, $350, and $700. I have set up the button entitled "Make my payment a recurring payment" If you click that button you are given the choices of monthly or every six months..

    The problem is, I can not find in the records that I download if the latest person who kindly paid the $350. amount, actually clicked the recurring payment button and chose "every six months". Is there any way I can tell if they did?

    Thank you for your help.

    Elizabeth

  • #2
    Good day!

    The receipt shows the recurring information and the consolidated report also shows the details of the recurring, if recurring.

    Have you downloaded the consolidated report?
    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

    Comment


    • #3
      Recurring Payment

      I ran a consolidated report but do not see anything about a recurring payment. what column would that be in on the spread sheet if the donor had checked the recurring payment button?
      Thanks,
      Elizabeth




      Originally posted by Support.Department View Post
      Good day!

      The receipt shows the recurring information and the consolidated report also shows the details of the recurring, if recurring.

      Have you downloaded the consolidated report?

      Comment


      • #4
        Good day!

        Please look at columns AZ, BA, BB, BC

        Click image for larger version

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        The columns provide detailed information about the recurring transaction.

        Please 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

        Comment

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