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  • How to Test Recurring Donation

    We have been able to to create recurring donations via a custom VF page. However, we never see the additional opportunities created for the subsequent installments. Is there a way to test that functionality, to ensure our setup is correct and recurring donations will process properly? I would like to see the additional opportunities created and then I could setup an additional outbound communication to the donors, each time the opportunity is created.

    Thanks for your help!

    Sean

  • #2
    Good day @Deltau

    Would you please grant us login access to your Salesforce account and share the test transaction order number which you are referring to?

    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      I have granted access for a week. Here is the link to a recurring donation https://missionsministries--cpdev--c...117A00000071yG. It is order number 1603260959161071111.

      Thanks!

      Comment


      • #4
        Good day @Deltau

        We don't have access to your Salesforce account:

        Click image for larger version

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        Please grant us access as well as share the OrganizationID in case I am looking into wrong one.
        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

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        • #5
          Sorry for the delay on my end. The Org Id is: 00D7A0000008p5n. I updated your access for another week.

          Thanks!

          Sean

          Comment


          • #6
            Good day @Deltau

            We noticed that the above transaction is processed in Test Mode and it is from 26March2016. May I know from where this transaction has been processed?

            I see that the second instalment for above recurring didn't processed. Do you have any latest recurring that you see above issue?

            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

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            • #7
              Those transactions are created from a custom visual force page that we have created. I wanted to make sure that the recurring transactions would be properly created before promoting to production.

              We can create a new recurring transaction, if that would help you trouble shoot.

              Comment


              • #8
                Good day @Deltau

                Yes, that would be great if you please do one test and see if you find any issues with creating opportunities for instalments.
                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

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                • #9
                  We are working on creating a new record and will let you know as soon as it is available for you to examine.

                  Thanks!

                  Sean

                  Comment


                  • #10
                    Sorry for the delay. Here is the URL to the newly created Transaction for a monthly recurring donation: https://missionsministries--cpdev--c...A000000Rg7LUAS. How can I "test" that the next donation will be created successfully, without having to wait a month? Do I need to create a transaction with shorter Periodicity? Does the transaction type need to be something other than "Test? If so, will the test credit card number still successfully process?

                    I have also granted you login access again.

                    Thanks for your help!

                    Sean

                    Comment


                    • #11
                      Good day @Deltau

                      You may test the recurring instalment by charging the card for next instalment.Please go the respective RecurringID: https://missionsministries--cpdev--c...A0000012pKPQAY and click on "Charge Next" button:

                      Click image for larger version

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                      Hope that 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

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                      • #12
                        Thank you. I have just tried clicking that button and I received the following error "Sorry but we have encountered an error while trying to process the payment. Please try again or contact the patron for updated payment information."

                        I don't see anything in my debug logs that shows an error. Do you have anything on your end?

                        Sean

                        Comment


                        • #13
                          Good day @Deltau

                          Ah, my apologize, since the recurring has been processed with the test card, it won't process the instalments. You need to setup the recurring with real card in order to process the instalments.
                          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

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                          • #14
                            Can I still process with the "Test" Transaction Type? If I process a real credit card in Test mode, will it not actually charge the credit card?

                            Comment


                            • #15
                              Deltau

                              TEST transactions post to an entirely different server and they never settle. A TEST transaction simply authorizes & disappears forever.. no traces of it will be left anywhere and nothing about it settles.

                              We, of course, recommend that you test with a test card, namely, 4111111111111111 (4 and 15x1's), with expiration date of any date in the future and any 3 digit number as the CVV.

                              Hope that 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

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