Invoices creating opportunities of wrong record type

[jillifoss]

In the Opportunity section of C&P Settings, I have set up the SKU "invres" to create a Reservation opportunity record type. This SKU is used when creating invoices. However, the invoices are consistently creating Donation record type opportunities instead of Reservation record type. Org ID 00Di0000000HPcf, access has been granted. Any guidance is welcome.

Also - shouldn't unpaid invoices show up in the "C&P Opportunity Settlement" VF page on the contact? That is showing as blank for all contacts (it seems). Thank you!

[CnP.Support.AM]

Good day @jillifoss

Would you please share the order numbers for the record type issue? as well as share the opportunity name for Opportunity settlement?

Looking forward to hearing back from you.

[jillifoss]

Hi CnP.Support.AM ,

Do invoices generate C&P order numbers? I can give you the Invoice Guid or Invoice Account GUID.. This is happening for every single invoice, but to give you a couple samples, I'll list the opportunity names here:
Jillian Foss Family $50 Donation 11/07/17
Courtney Weaver Family $10 Donation 11/06/17
Rani Becker Family $100 Donation 11/03/17

Those are the same as ones that don't show up for opportunity settlement.

[CnP.Support.AM]

Good day @jillifoss

We reviewed the above opportunities and found that those all opportunities having the C&P Invoice added and in this case it won't show the opportunity to settle at Contact. Since the C&P Invoice added, it can be settle from Invoice ONLY.:




Hope that answers your question. Let us know if we can be of any further assistance.

[CnP.Support.AM]

Good day @jillifoss

Regarding Record Type, we found that you have sent the Invoice to patron but they didn't paid yet and such there is no order number nor XML to map the record type. In this case default record type will get assigned. However, once they paid the Invoice, it may resolve the issue.

[jillifoss]

Okay, thank you for the guidance!

A followup question: is there any way to record payment on an invoice if the contact calls to pay by credit card? Is the only option to find the copy of the invoice email and pay via that link, or is there a way to do it in Salesforce?

[CnP.Support.AM]

Good day @jillifoss

It should be process from that link ONLY. You may process the invoice in behalf of contact/patron through the same link.

Navigate to the C&P Invoice >> Invoices >> locate the respective invoice and click on Action and preview.

Hope that answers your question.