Announcement

Collapse

Information Needed

See more
See less

Batch Process Invoices

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

  • Batch Process Invoices

    As I'm looking through the batch process help document, it mentions credit cards, and eChecks, but doesn't seem to mention Tax Deductible amounts, and invoices for example. We would like to batch process invoices every month through the virtual terminal. Is there a basic batch process template for that?

  • #2
    I am still interested in this, but understanding that the 8.0 release has some major adjustments including a new pledge and invoice feature I would love to know how to accomplish this in the best way. Ultimately, we have a few hundred people who want us to mail or email them an invoice every month which reminds them. We would like to add an "invoice transaction/pledge opportunity" every month to each of those people. What would be the recommended way for us do this in light of the recent updates?

    On a side note I receive an Argument 1 cannot be null error when I try and access the new C&P Invoice section.

    Click image for larger version

Name:	null.png
Views:	1
Size:	3.2 KB
ID:	15321
    Thanks.
    Last edited by dstephens; 12-30-2013, 02:50 PM. Reason: typo

    Comment


    • #3
      Good day!

      Please grant us access to your account and post your Salesforce Org ID so we can review your account and setup.
      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


      • #4
        I have granted you access.
        Org ID is: 00Dd0000000eXib

        Comment


        • #5
          Good day!

          We have identified an issue with the release which will be fixed in the next week update.

          In the C&P Settings > Virtual Terminal the default value for "Unit Price" was NULL and if NULL it results in that error. We added $0 to your setting and it has fixed the issue.

          This issue will be resolved in the next update.

          Sorry for the inconvenience.
          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
            Thank you for identifying that issue and addressing it. I am looking forward to seeing how this process will work moving forward. My other question about batch invoices though still remains. If I have 200 people that I need to invoice every month, is there any solution that you offer for us to do that in bulk?

            Thanks.

            Comment


            • #7
              Good day!

              I like the idea but the current version does not have this batch invoicing.

              Give me a day to see how we can add this. It should be easy to include it in release 9.x

              It takes one day to go live with a new feature only to find out all that it does not have.
              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


              • #8
                Thanks for looking into it. I look forward to that feature being available.

                Comment

                Working...
                X