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Issue with Recurring Donation made via the Swiper

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  • #46
    Good day!

    Sorry but we cannot change a recurring donation if it is not set to be one. If a recurring donation fails we can process it again but if it is not set to be recurring or has expired or has finished we cannot change its parameters.

    Are you in Salesforce? If so you can login to the Virtual Terminal in Salesforce and set up a new recurring for these patrons with any parameter you want using the credit card reference information.

    & please start a new thread if the issue is a new issue since mixing issues will make it hard to go back to considering many issues are being discussed.

    Let me know if we can be of any further assistance.
    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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    • #47
      We have not changed anything in the way it passes information from our site to CP, so whatever happened when you did all of the investigation with all these other recurring issues must have altered that. Can't you please check it from your side? I do not want to have to incur additional website fees from my developer. If you can let me know, I would appreciate it. I will start a new ticket after your response if needed. Thanks.

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      • #48
        Good day!

        We reviewed your case and the transactions. Please note that the previous case you are referring to did not alter any of your transactions. After your account was fixed all transactions that were recurring were forced to run again. We cannot change the nature of a transaction, meaning we cannot change a recurring from being a recurring or not.

        As for Laura B's transactions. The transaction she has for January 19, 2014 was not set for a recurring. Please see the receipt which was sent to you on that date:

        Click image for larger version

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        as is evident from the receipt the payment was not a recurring payment and was a straight donation. The second transaction's receipt for Lee B. is provided below:

        Click image for larger version

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        As is also evident from this one also the transaction was not set for recurring and is a straight donation.

        You may easily check the receipts and see if the transaction was originally set for recurring. If you see a receipt that is for a recurring transaction you will notice the following:

        Click image for larger version

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        all recurring receipts indicate clearly that the transaction is a recurring with details related to the recurring.

        As stated in my earlier post we cannot possibly change the status of a transaction to recurring. If you have a Salesforce account you may locate these contacts and setup a recurring for them using the reference transaction.

        Please let us know if we can be of any further assistance.
        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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        • #49
          Thank you. I will fix on my end. I appreciate the follow up.

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