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  • Questions re "Accepted Cards"

    1. On the Setup / Accepted Cards screen I'm unable to uncheck any of the Credit Cards. All the cards are currently checked as "Accept".

    What am I missing ? Is there a way to mark a card as "not accepted" in this screen ?

    2. On the "Campaign Settings" for a Campaign, there's a section "Payment Methods / Cards".
    What does removing the "Accept" checkmark for a card actually do ? Does it prevent CC transactions for this type of card ?

    Thanks in advance

    Bill Meier


  • #2
    Good day @Bill Meier

    1. The list you see is to show which cards are accepted/enabled for your C&P Account and it cannot be unchecked.

    2. Those settings are specific to the Campaign. If you remove the "Accept" checkmark then that card will not be accepted for that campaign and its forms.
    Regards,
    Click & Pledge Support Department

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    • #3
      Bill Meier

      May I ask why you want to disable a payment method? We are just curious as to why an organization wants to limit the method or card a patron can use.
      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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      • #4
        Good question !

        In general, we wouldn't disable a payment method/card.

        That being said, somehow one payment card got disabled on some of our C&P forms and yet (in SF) we were getting donations using that CC type indicating that that form had been used.

        So, I started down the path of understanding how all this works.

        It turned out that the donations were from a recurring donation and the CC had been approved before it got disabled.

        ------------

        Just for the record, I should note that to me the info text associated with the "Settings / Accepted Cards" page seems a bit misleading in that it seems to indicate that a particular card / payment type could be disabled.

        "Select the cards that your organization is willing to accept. eCheck refers to paying by bank draft, using the patron's routing and account numbers. Custom should be enabled if you plan to record other forms of payment in Click&Pledge, e.g. 'Cash', 'Check' [snip]"


        Thanks for your help.

        Bill Meier
        Last edited by Bill Meier; 12-03-2019, 11:19 AM.

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        • #5
          Good day Bill Meier

          I see your point. The message is based on the legacy feature, before it was made a part of a campaign. Before the campaigns having that feature, a method being disabled would have disabled it for account and all activities in the account.

          We made the change to help nonprofits have more flexibility. For example a lot of nonprofits choose not to accept ACH since there is no way to verify funds and a bounce check may cost more than the donation. Providing the flexibility helps with disabling ACH for the forms but use it in the virtual terminal.

          I have asked our product team to review the comment for the Settings. I agree it is misleading.

          Thank you again for the suggestion.
          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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          • #6
            You're welcome !

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