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Donations to Separate Bank Accounts

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  • Donations to Separate Bank Accounts

    Is it possible to have two bank accounts connected to our Click and Pledge account? I'd like to setup two donations forms, where Form 1 deposits into Account 1 and Form 2 deposits into Account 2.

    Thanks!

  • #2
    Good day dcs

    You may have any number of C&P accounts but each account connects to one bank account. Simply apply for a new account and state you have an existing account. Your monthly fee will be waived.

    The second account will need to be set up with Transfirst with a different MID. Each C&P account will deposit into the respective attached bank account.

    Hope that answers your question.
    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
      If we create another C&P account, are we able to connect both accounts to one salesforce org?

      Comment


      • #4
        Good day dcs

        You may connected unlimited number of Click & Pledge accounts to a single Salesforce instance.

        Hope that answers your question.
        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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