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Declined Invoice payments
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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.
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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.
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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?
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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.Tags: None
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