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  • Create new recurring transaction

    Hello,

    Apologies because it feels like I am missing something very obvious, but is there a way to create a new Recurring Transaction through C&P on Salesforce? When I attempted to click New underneath Recurring Transactions I got redirected to the Virtual Terminal which did not appear to have any options to make a gift recurring.

    Thank you very much!

    David

  • #2
    Good day @DavidMillar

    If you want to start a new recurring transaction, go to the Salesforce C&P Virtual Terminal and there you will see the option to enable the recurring. Please note that the recurring option will not appear until you enter some amount.

    Please check and let us know if have any questions.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thank you! I think that's the problem I was looking for the recurring value before I had entered in an amount.

      Have a great day!

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