CnP is creating Zero Dollar Amount opportunities in Saleforce

[CRobi24]

Leona asked me to create this ticket in the forum.

We got these C&P donations in Salesforce that had $0 amounts on them.

37969-1809051553247645232 Barbara Pulyer Recurring Gift
37969-1809051559401383997 James Armstrong
f8616ee1-f1e9-427a-ab1d-111aab7f9941 James Armstrong Recurring Gift
d99a7b81-9b42-40ee-b749-45077db3d8e0 Aaron Rozenweig Recurring Gift

Should they be creating $0 opportunities in Salesforce?

[CnP.Support.AM]

Good day @CRobi24

The reason it is creating $0 opportunity in Salesforce because the above transactions are pre-authorized with $0 amount and based on the opportunity creation settings under C&P Settings it will create $0 opportunity in SF.

However, we noticed that you have updated the credit card details for the following recurring transaction:



It looks like you reentered the card details 3 times after it declined on 4/14/2018 which is the reason it preauthorized the card. In this case, $0 transaction will be processed in order to tokenize the card and to process the actual amount on the scheduled next payment date. When recurring transaction declines, we do not run a recurring again automatically for the past recurring installment, since you may not want to run it. We have clients that, at times, skip a month to avoid charging the client twice in a given month.

As you can see in the above image, the Next Payment Date is the past date, you will need to charge the card manually for past installments OR in case if you don't want to charge the card for the past installments, you may change the next installment date to any future date by editing the recurring transaction (see below) once the Next Installment Date is the future date, the system will charge them automatically from there until the goal reach.



Hope that helps.

[CRobi24]

Good morning. We'd like to restart the recurring gift again, but not charge for the back months. Following your instructions above, I tried to change the next installment date to a current date, but the field seems to be read only, it won't allow me to change to a date in October. How can we do that?

[CnP.Support.AM]

Good day @CRobi24

Please see:


First, you will need to select the month (click on May 2018) and then the date. For the past dates, the selection is disabled.