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PaaS Pledge allocation based on Charge date

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  • PaaS Pledge allocation based on Charge date

    We currently have over 1600 active pledges which most are pledged on a yearly basis (1/1/2015 to 12/31/2015). After the pledge expires we re-create the pledge for the next year.

    We often receive paper checks in the mail a couple days after the end of their previous pledge. These then have to be manually changed after the order is completed. Unfortunately those pledge payments need to be allocated to the previous year as that was the date the check was written.

    It appears that pledge payments are currently based on the created date of the C&P Order. However, with the scenario above it would be SUPER helpful if the C&P order could be applied based on the "CnP Charge Date" rather than the creation date. This would allow us to apply to the correct pledge based on the charge date entered in the Virtual Terminal rather than the date the order was created.

    Thanks for the consideration.

  • #2
    Good day!

    We agree- that is a good idea.

    We will incorporate this as requested.
    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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    • #3
      Good day!

      I just heard back from the team and this feature has already been included in the 9.2 release, due out later this month.

      Thought you may want to know.
      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

      Comment

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