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Question about C&P Recurrings created in advance of first payment -

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  • Question about C&P Recurrings created in advance of first payment -

    My client is creating recurring donations on date X, with a first payment on a later date Y. PaaS creates a donation with amount $0 on date X, and updates that donation on date Y, changing the Amount from $0 to the amount of the first payment. However, the Salesforce automatic creation of a Payment record only happens when a Donation (with amount > $0) is first created, so there is no payment automatically created when the donation amount is updated from $0 to the real amount. The user has to manually create the payment after the date of the actual first credit card charge.

    Is there a way to have C&P create the Donation at the time the card is charged, rather than when the recurring is created? Setting the stage of the $0 donation to pledged doesn't help - automatic payment creation isn't triggered by a change in Stage or Amount.

    Appreciate any suggestions.


  • #2
    Good day @SNesson,

    We do not change the amount of any opportunity. The first one is set to $0 and then the rest will be set per the payment tamount.

    Do you have an order number and the instance ID? we can login and check. Chances are there is an error with a post.

    The recurring of a future transaction works with a $0 pre-authorization then all other payments will be set for the payment amount creating opportunities accordingly.

    We can check it once we have access.
    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
      Instance ID is 00Do0000000agMP. Login access has been granted. The recurring was created by order #1602041436183843803 on 2/4/16. I believe it was done via the VT. Order #16348314183542484789 on 3/4/16 has a related opportunity which was created on 2/4/16 with $0 and was updated on 3/4/16 to $35. Thanks for looking into it.

      Comment


      • #4
        Good day!

        We reviewed your instance and noticed you have a number of formulas that may be doing this. Our system does not update any opportunities so the behavior has to be a custom formula or trigger in your system. In reviewing the instance we noticed the following:

        Click image for larger version

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        Click image for larger version

Name:	Formula-2.jpg
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ID:	22625

        One of our developers reviewed this and one of these seem to be doing what you are saying.

        Please review the formulas and let us know if they explain the behavior. We are sure we do not update an existing opportunity since that is not how our system works. The only update we do is change the stage of an existing opportunity when a credit occurs.

        Hope this helps.
        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


        • #5
          I think this is likely the cause. I will look into it further to confirm. A follow up question: If the first $0 donation that is created is a pre-authorization, is it best practice to map pre-authorized transactions to an open stage, such as Pledged rather than Posted in the C&P settings. This won't affect the behavior in question, and it may just be a business practice decision. I'm wondering if there's any technical reason to do it one way or the other. Thanks!

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