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Using Virtual Terminal in Salesforce NPSP

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  • Using Virtual Terminal in Salesforce NPSP

    I am setting up a Click and Pledge Virtual terminal page in Salesforce NPSP. The Virtual terminal page is not letting me alter the quantity or unit price of each payment type in the payment description. I need to be able to change quantity and/or price when entering payments. Is there any way I can alter the set up in the C&P settings tab in NPSP so that these fields are editable?



    Attached Files

  • #2
    Good day!

    This is related to your setting in the "C&P Settings" > Virtual Terminal.

    Click image for larger version

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    Please check that and see if it is set up as you want it to be.
    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
      Thank you. I deleted the default items that I didn't want and updated my payment description. Is there a way I can have two different payment types on the virtual terminal page without using the default items?

      Comment


      • #4
        Good day!

        I am not quite what you mean by different payment types without using default items.

        Please elaborate on what you wish to see. In our terms a payment type is a payment method, e.g. Credit Card, eCheck, etc. Is this what you are referring to?
        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
          Hello,

          By payment type I mean payment description i.e a membership donation or a purchase, which which have different SKUs and go into different campaigns in our database. I would like to be able to enter both kinds of payments in the same virtual terminal window, so if a client wanted to make both a membership donation and a purchase, I could enter them at the same time instead of making two separate transactions. Is this possible?

          Thank you!

          Comment


          • #6
            Good day!

            Sure.. you may add as many items to the list as you want. There is no limit on the number of items that may be added to the virtual terminal for processing.
            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


            • #7
              Hi,

              When I add an additional item in the Virtual Terminal, will it remain in the Terminal window after I process a transaction? Or will I have to add it in for each new transaction? (I don't know how to test this without processing a payment!)

              Thank you

              Comment


              • #8
                Good day!

                Are you able to attend the office hour today?

                We can show you how it works. It is quite easy- you simply click and add an item to the basket. If you want to use defaults then add the defaults and choose from the defaults. As I stated it is quite easy- if you join the office hour today we can show you.
                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

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