Announcement

Collapse

Information Needed

See more
See less

New Donation in SF did not create opportunity payment

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

  • New Donation in SF did not create opportunity payment

    Hi there,

    A donor preauthorized a credit card payment last month, with a payment date of 7/21/14. As such, a pledge was created in Salesforce. When the card was charged, the opportunity stage was updated however, a payment was not created. Can you look in to this?

    The record is https://na14.salesforce.com/006d000000L7raN

    Our org is 00Dd0000000i8lD. I've granted you access.

    Thanks,
    Radha

  • #2
    And this record too: https://na14.salesforce.com/006d000000L6pci

    Comment


    • #3
      Good day!

      I am not sure I understand what you mean by "Payment".

      Are you referring to the NPSP payment? If so that is not a C&P feature as it is the NPSP that sets the triggers to create payments - we don't do anything with that feature. NPSP simply creates a record in its payment object for each Opportunity creation.
      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
        Yes, I'm referring the the opportunity payment.

        Normally, when there is a new opportunity created via CnP, the payment is also automatically created. I have not changed anything in NPSP. However, there are these two opportunities without associated payments. Both are CnP transactions.

        Radha

        Comment

        Working...
        X