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Virtual Terminal mapping to Opportunity > Payment > Payment Method

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  • Virtual Terminal mapping to Opportunity > Payment > Payment Method

    Hi C&P

    I would love to see C&P transaction Payment Method map across to Opportunity > Payment > Payment Method. Is this in the C&P functionality?

  • #2
    Franklin,

    I am not sure what you mean by:

    Opportunity > Payment > Payment Method

    Are you referring to the "Payment" object for the NPSP or adding the payment method to the Opportunity object?

    Regards,
    Click & Pledge Support Department

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    • #3
      I am also interested in having the amount and payment method from the V&P Virtual terminal update the payment object in SFDC.
      Currently, when an opportunity is created, a payment record is created for the amount of the opportunity
      Oppty amount- $900
      Payment record for $900- shows unpaid

      When a payment is made against this opportunity via the Virtual Terminal - Is there anyway to update the payment method, and amount paid on the NPSP payment object?

      thanks,
      Carolyn

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      • #4
        Good day @Carolyn:

        This feature will be in release 8.0 as it has already been discussed with the NPSP team and we are adding it to our implementation.

        Will release more information about an ETA when we are closer to the release.
        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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