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SalesForce + C&P virtual Terminal Receipt?

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  • SalesForce + C&P virtual Terminal Receipt?

    Hi. We are confused. We are getting set up to use a credit card wedge card reader (PC based) with our integrated C&P+SalesForce account.

    We need to know when we process a transaction through the SalesForce + C&P virtual terminal, does C&P generate a receipt (like when someone uses a checkout page), or do we have to set up SalesForce to generate a receipt through the C&P Autoresponder?

  • #2
    Good day @Rick_McKenney:

    The patron always receives a "system" receipt from Click & Pledge just like any other payment through the checkout pages. You may disable this feature by setting up the receipt notification in the Account Profile- but this is to disable it since by default this feature is enabled.

    C&P Portal > Account Info > Profile (see below)
    Click image for larger version

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    If you disable this feature the system (default) receipt will not be sent to the patron. Regardless of this setting the "Organization" will always receive the system receipt.

    Our Salesforce clients have the option to send a receipt through Salesforce as well and some will disable this feature in the portal so their own customized receipt is used. This is an option & a choice that you have.

    I hope I have answered your question. Please let us know if we can be of more assistance.
    Regards,
    Click & Pledge Support Department

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