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eCheck transactions posted a month ago, funds haven't been received by our bank.

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  • #31
    Thank you! I've reviewed the 5 Salesforce opportunities that still showed a transaction on 2/15. They are now gone.

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    • #32
      Great.

      So we are considering this case closed.

      Just want to make sure all aspects of this case has been answered & addressed.
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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      • #33
        One last question. This problem occured because we used the future "Charge Date" field for a recurring echeck transaction. In the C&P Virtual Terminal in Salesforce, the Charge Date field is still shown. Can this field be safely used now?

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        • #34
          Good day!

          Future date transaction should NOT be used for eChecks. The upcoming update will disable this but for now please do NOT use that to process echecks in the future.

          eCheck can ONLY be transaction with today's date.

          Sorry for the confusion. As stated in the release due out shortly this feature will be disabled for echecks.

          You may use this for credit cards without any problems as gateways support that capability.
          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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