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Click and pledge transaction report discrepancies

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  • Click and pledge transaction report discrepancies

    The Robert Toigo Foundation
    C&P Org ID: 28685
    Salesforce Org ID: 00DF0000000699L
    I have granted you access to salesforce for one week.

    I am seeing this with a few transactions on the October 2016 Click & Pledge transaction report. For a specific example number, order number = 1610122347349389947. There is one transaction for this donor in Click & Pledge and this is a credited $50. On the transaction report, there are two transactions listed, one a processed $50 and one a refunded $50. In Salesforce, there is only one transaction displaying for this donor in October 2016 and that is the processed $50 donation.

  • #2
    The Robert Toigo Foundation

    C&P ID: 28685

    Salesforce.com Org ID: 00DF0000000699L

    We've given you access to the org in Salesforce for one week.


    Having this experience with a few transactions on the transaction report for October 2016. Example order number: 1610122347349389947. There is only one transaction for this person in Click & Pledge, and it's a credit. However, on the report, two transactions appear: one as a payment and one as a credit (both for $50). In Salesforce, there is only one transaction for this person, which appears to be the payment.

    Comment


    • #3
      The Robert Toigo Foundation
      C&P Org ID: 28685
      Salesforce Org ID: 00DF0000000699L
      I have granted you access to salesforce for one week.

      I am seeing this with a few transactions on the October 2016 Click & Pledge transaction report. For a specific example number, order number = 1610122347349389947. There is one transaction for this donor in Click & Pledge and this is a credited $50. On the transaction report, there are two transactions listed, one a processed $50 and one a refunded $50. In Salesforce, there is only one transaction displaying for this donor in October 2016 and that is the processed $50 donation.

      Comment


      • #4
        Good day lbenigni

        This message is in the API Channel - the core API for custom developers.

        Is this a custom program you have developed?
        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
          Sorry - reposting in the (hopefully) correct channel.

          Comment


          • #6
            Good day!

            May we ask that you please (did we say please) stop posting these messages in every channel. The system will block you due to spamming.

            So far we have this message as this post and the following posts:We will answer shortly but we will first merge all these posts. As a new user all your messages need to be moderated before appearing. Once you have enough approved posts your messages will appear without moderation. If you had answered our question in the earlier post we would have moved these all in the right channel.
            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
              Good day @lbenigni

              Since the transaction has been credited, there will be two transactions listed in the report, one with the status of Authorized and one with Credited. Whereas in Salesforce we are NOT creating two transactions, simply we are updating the Transaction Result with the "Credit".

              Click image for larger version

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              However, we noticed that you are at outdated versions of our apps which we are not supporting. If you allow us we will upgrade your instance with latest version of our apps.
              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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