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Difference between updating credit card info in Connect and in Salesforce

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  • CnP.Support.AM
    Good day @Click and Play '89

    This order number is created when you edited the credit card fd6943e4-e671-430f-87e3-22fb1307afb1 the opportunity is not created because you have set not to create an opportunity if the amount is equal to zero as shown in the below image. However, another order number you are referring to i.e 61337-2303081429022473361 is not related to the above recurring transaction.

    Click image for larger version

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    Please note that in Salesforce you may choose to not send the receipt for zero dollars when you edit the credit card but in CONNECT we don't have that option. I have forwarded our developers to see the possibilities to include that option in CONNECT as well.

    ​Please let us know if we can be of any further assistance.

    Leave a comment:

  • Click and Play '89
    Good morning CnP.Support.AM ,

    There are actually a pair of transaction order numbers for each case.

    Here are the Order Numbers for the pair that led to 1 auto-receipt being sent:



    And here are the other two where no auto-receipt was sent:



    I've granted you login access for 1 week.

    Thank you!​

    Leave a comment:

  • CnP.Support.AM
    Good day @Click and Play '89

    Would you please share the order numbers of the two transactions you are referring to? also please grant us login access to your SF instance so that we can review it.

    Leave a comment:

  • Difference between updating credit card info in Connect and in Salesforce

    I recently updated the credit card info for two recurring donors. As best as I recall, I used the C&P Recurrings app for one donor and Connect for the other donor.

    When doing in Salesforce (C&P Recurrings App) I was able to prevent a zero dollar opportunity posting in Salesforce and there was no automatic receipt sent to the donor. However, when after updating the donor's credit card info directly in Connect, an automatic receipt for a zero dollar transaction was sent to the donor (with no option to without receipt) but no posting was made to Salesforce.

    Is this the expected differences of updating credit card info using the two different options available to Salesforce users?

    If so, I strongly recommend updating the credit card information only in the C&P Recurrings app to avoid the unnecessary and unfriendly zero dollar auto receipt being sent to the donor.