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Payment Method: Adding "Cash" and "Check" as options

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  • #16
    Good day Allison,

    In reference to this request as well as your other post we have upgraded your instance to the latest instance and performed the post-installation.

    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

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    • #17
      Thank you, I see the new features in the upgrade and that our temp contact issue was taken care of but I do not see where I can record cash or check payments in C&P Transactions.

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      • #18
        Good day Allison,

        Cash & other non-credit card or ACH payments may be recorded through the Virtual Terminal. Custom Payment type is a payment type which may be manually entered or be setup as default values in the C&P Settings.

        Please let me know if your issue has been resolved.
        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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        • #19
          So there is no way to update the Invoice transaction to show as being paid? I don't really want to have to manually enter new transactions for every check that comes in and have it show as another transaction. At least half of our 500 registrations will be paid by check.

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