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CNP with Salesforce: How to change recurring date

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  • CnP.Support
    replied
    Good day!

    A ton of videos are available at: http://forums.clickandpledge.com/con...nor-management

    In reference to the Virtual Terminal: http://forums.clickandpledge.com/con...-in-Salesforce

    Please let us know if you need any additional assistance.

    Leave a comment:


  • bigbluepancake
    replied
    Hi,

    I went to the C&P Virtual Terminal page, and successfully searched for the donor's name under Billing Information.
    However, I don't see anything under the Recurring section.
    Are there instructions on how to use C&P Virtual Terminal?

    Thanks!

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    You are right- the best solution for now is:
    1. Cancel the recurring in the portal (https://portal.clickandpledge.com)
    2. In Salesforce go to the virtual terminal and use the reference transaction to process the same card with new amount or date, etc.

    The above solution works only if the donor wishes to use the same credit card. The reference transaction uses the previous authorization code to process the card.

    Please let me know if we can be of any further assistance.

    Leave a comment:


  • CNP with Salesforce: How to change recurring date

    Hi,

    One of our donors requested for the date of his recurring donation to be changed.

    To achieve this, we did these 2 steps:
    1. Cancel the recurring donation from the CNP's portal: Account Info > Reports > Recurring > Search Recurring Payment.
    2. After doing that cancellation on CNP side, we requested for the user to re-sign up for the recurring donation with the new preferred date.

    Instead of performing the above, can we not trouble the donor and perform step 2 ourselves?
    If so, is it to be done in CNP, Salesforce, or both?

    Also, which platform triggers the charging schedule - CNP or Salesforce?

    Regards
    Seng Kiat
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