Announcement

Collapse
No announcement yet.

Make a payment on existing Opportunity

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Make a payment on existing Opportunity

    I would like to be able to easily create a new transaction and link it to an existing Opportunity. I have been able to accomplish this manually, by turning off Opportunity Creation on new transactions, entering the transaction then entering the Order Number on the Opportunity. Ideally what I would like to do is add a custom button or custom link to the Opportunity that would auto fill the VT with the amount and description for the Opportunity and the Contact on Opportunity and link the transaction to the Opp. I have attempted to do this using Virtual Terminal Perimeters, but it always creates a new Opportunity no matter what I have selected for cs_os_co and there is no easy way to connect it back to the Opportunity.

    Without this, I'm not sure how we can manage pledges and payments on pledges.

  • #2
    Jason,

    So based on your suggestion we can do the following:

    Contact Record > Opportunities

    Add a button that posts the opportunity to the Virtual Terminal (VT)

    In the VT:
    1. Auto-populate the item name with the opportunity name, campaign, unit price, total, etc.
    2. Auto-populate the contact information


    Once the payment method has been selected and transaction processed:
    1. Associate the existing opportunity with the transaction


    Do you consider the above steps summarizes your intended actions?
    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


    • #3
      This is exactly what I would hope for. Thanks.

      Comment


      • #4
        It would also be sweet for this to extend to eVT as well. We have a use case where folks need to pay in installments for some services we provide and we would like to have the opportunities created with future due dates and auto emails sent out with a link to eVT for them to pay their "bill".

        Thanks.

        Comment


        • #5
          Jason,

          Version 6.0, due out in February, is currently under development. It has a comprehensive invoicing feature allowing you to create invoices, email invoices, receive payments using invoice forms in Salesforce using Sites pages. This feature will completely answer all issues you are asking for in a pledge system.

          The new release will have 7 new features and a series of other minor additional features.
          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


          • #6
            Great! I look forward to this too. Payments on existing opportunities is a much better way to manage recurring payments.

            Comment

            Working...
            X