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2.0 - Receipt Builder and VT

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  • 2.0 - Receipt Builder and VT

    Can the Receipt Builder receipts be used in conjunction with the Virtual Terminal? It would be nice if the donors whose transactions we process there could receive the nice-looking receipt. Thanks.

  • #2
    Good day AndreaF

    You may assign the transaction to an existing campaign with a custom receipt. The receipt for that campaign will be used for that transaction.

    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/
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    • #3
      It does. However, in the VT, I see the field for "Campaign," but it's not a drop-down menu or any kind of picklist of my existing campaigns. I have several campaigns that are named similarly. Would I need to copy-paste the Campaign name field there to get it right?

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      • #4
        Good day AndreaF

        Please note that the field is a lookup field. Start typing and after the 3rd character the field will show you all your campaigns. While you may copy & paste it, we do not recommend it as it may not pick up the right campaign.

        Please simply type the name and the system will show you all the matching campaigns.
        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
          Okay, thank you.

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