When we set up recurring charges with a future run date, a Salesforce opportunity is setup with a zero amount and stage of prospecting. With credit cards on Transfirst a transaction of $1 with a void status is created and the recurring charge occurs on the date in the future. With eChecks, Transfirst charges $1 to the donor at setip (that we see in Salesforce as a zero amount opportunity) and collects and deposits to our account. I don't think that dollar amount should be charged. Can that be changed?
Announcement
Collapse
Information Needed
To help us with upgrading your instance please make sure to:
See more
See less
eCheck setup in the future charging $1 on setup
Collapse
X
-
Good day @Willie Marquart
We have identified the issue and fixed it. Sorry for the inconvenience.
Please check now and let us know if you find any issues.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