Announcement

Collapse

Information Needed

See more
See less

Accessing check number field for custom payment

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

  • Accessing check number field for custom payment

    We are using C&P to process paper checks we receive by entering them as custom payments in Virtual Terminal. I understand the Payment Type and Reference Number fields are available when displaying and reporting on these opportunities. Where do I find them?

  • #2
    Good day!

    The fields are part of the opportunity object. Please see the version #'s below:

    Click image for larger version

Name:	CheckNumber.jpg
Views:	16
Size:	60.5 KB
ID:	21390

    Click image for larger version

Name:	ReferenceGUID.jpg
Views:	17
Size:	60.4 KB
ID:	21391


    These fields are part of the Opportunity object and may be added to your layout by Editing the layout and adding them from the list.

    Hope that answers your question.
    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
      One of the fields you've referenced is part of C&P Transaction, not Opportunity. Regardless, neither of these is a field I'm looking for. Again, I'm looking for fields associated with custom payments, as when selecting "Others" in the Virtual Terminal. The two fields that become available under Others are "Payment Type" and "Reference Number." These are the fields I'm seeking.

      I think the first may be Custom Payment Type Name (CnP_PaaS__Custom_Payment_Type_Name__c) in C&P Transaction, which became available starting in 8.5003. It's possible that the second might be Invoice/PO/Custom Check Number (CnP_PaaS__Invoice_Check_Number__c). What do you think?

      Comment

      Working...
      X