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Form of Payment field on Virtual Terminal

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  • CnP.Support.AM
    replied
    Yes, you are correct.

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  • Eric Pitts
    replied
    If I understand correctly, the opportunity has to be recreated. That field on the existing opportunity cannot be updated to reflect a different payment type. Is that correct?

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  • CnP.Support.AM
    replied
    Please note that that field is for custom payment type to allow and do payment from the SF VT and of course if you update that field in C&P Settings >> Virtual Terminal and process the transaction through SF VT then you see the newly created opportunity with the changed value.

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  • Eric Pitts
    replied
    Is it possible to update that field to reflect on the opportunity?

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  • CnP.Support.AM
    replied
    Yes, above is the Virtual Terminal settings which will reflect in C&P Virtual Terminal in Salesforce. Please review the following KB article: http://help.clickandpledge.com/custo...ticles/1164715

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  • Eric Pitts
    replied
    Is this data coming from the picklist in the Virtual terminal?

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  • Eric Pitts
    replied
    I believe this is in the C&P Data object.

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  • CnP.Support.AM
    replied
    Good day @Eric Pitts

    May I know on which object you have written that formula for the field so that we can review it?

    Leave a comment:


  • Eric Pitts
    started a topic Form of Payment field on Virtual Terminal

    Form of Payment field on Virtual Terminal

    We had a user mistakenly used the Virtual Terminal to create some opportunities for Cash and Check donations. They are showing as Money Order opportunities in the Form of Payment field. Here is the formula for the field:

    (IF( TEXT(CnP_PaaS__CnP_OrderNumber__r.CnP_PaaS__Paymen tType__c) <> NULL, TEXT(CnP_PaaS__CnP_OrderNumber__r.CnP_PaaS__Paymen tType__c), TEXT(sbx_FormOfPayment__c ))

    We would like to go back and correct those Form of Payment fields to say Cash or Check.
    Can you tell us where that field is, and if we can edit it to reflect in this formula field?
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