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  • Declined Invoice payments

    Regarding the declined Invoice payments, thank you for your help today on the call. You have access to the org again. The org ID is 26033. Please be aware that the customer added a Site that is not to be used for the URL. We're just using the original one (Events), since it does not matter what the site URL is. The email templates and invoice settings are for the Events site. In summary: the issue is that the Click-to-pay link on the payment web form (generated from the email the customer receives), declines the invoice, no matter what card is used. The opportunity/donation record created when the invoice is created is not connected to the contact's organization. It does not get any CNP data to connect it to the (future) payment. FYI- I have a SKU (invoice) on Opportunity that changes the record type. but even if you don't put that in, it should accept the payment as the default RT (General Donation). I await your help. Many thanks.

  • #2
    Good day @Bia,

    This is definitely a permission issue and we are reviewing all permissions. When sending the invoice for processing the opportunities are not being created. We have tested this in our own instance and it works without any issues. We are reviewing all your permissions at this time.

    In the meantime we have noticed that you are not running the latest release. Is it OK to upgrade the instance to the latest 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

    Comment


    • #3
      Good day!

      You have granted us access usig [email protected] - this user is NOT set up with an admin profile. Please grant us access with a user with admin profile so we can review the permissions.

      Looking forward to hearing back from you.
      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
        You have been granted access using another user. The API User profile was a clone of the standard sys admin profile so it is wide open (CRUD) minus a flaw I just found: Oppty RT C&P Online was not allowed. I added that and that may have fixed that. Meanwhile, all donations have been coming all along using the API profile. You may upgrade (thought I'd done that). Many thanks for your help. Let me know if you need anything else.

        Comment


        • #5
          Good day!

          We have reviewed every aspect of your instance & have come across the following:

          Click image for larger version

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          There is a custom field with the same name as our package's field name. This appears to create a conflict when we try to generate the invoice. The invoice generates an error when trying to retrieve the field. May I ask that this field is and if it can be deleted?
          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 your attention to this issue. I need to keep this field, which defaults to TRUE for all but one RT (Payment), changed to FALSE via a WFR. How about if I change the API name? Would that work?

            Comment


            • #7
              Good day!

              Yes - please change the name to a different name. We have tested it in our Dev instance and it causes the crash.
              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
                I just changed then tested it with 2 policies: test2 (credit card) and CnP Developer Policy2 (custom payment: check) but was declined for both. Not sure what's wrong, still. I hand it back to you now...thank you.

                Comment


                • #9
                  I just changed the API name...label should be fine as is.

                  Comment


                  • #10
                    Good day!

                    It seems like you are using this field in your code. The field appears to still exist.

                    Can you temporarily disable all code and delete this field and test. The code you have attached to this field appears to still use the same field name. We are getting error showing that field name.
                    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


                    • #11
                      I deleted the process that uses that field (though I had already deactivated it). I am going to turn off some of the other processes as well (that do not reference this field but seem to be throwing errors when donations are created.)

                      Comment


                      • #12
                        I have deactivated anything remotely related but still get a decined transaction. Also, how can I get a test card approved? thanks

                        Comment


                        • #13
                          Could the issue be with the permissions of the Guest Site User for the SIte we are using (http://promise686.force.com/Events) , which was setup for Events but not opened up to PAAS activity? For instance, that user has CR rights for those object required in the Events setup instructions. But none of the PAAS objects have CR access. Thankyou.

                          Comment


                          • #14
                            Good day!

                            Would you please grant login access to Salesforce support so they can review the permissions with the objects. We have reason to believe this is a permission problem.

                            Please make sure we have access for another week and also Salesforce support has the same access.

                            Let us know when you have granted them access and we will move forward with them.
                            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


                            • #15
                              You still have 9 days access to the apiuser login. It is a clone of system admin profile. It is also the user that Do you need another user profile?

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