Announcement

Collapse

Information Needed

See more
See less

Rename Convenience Fee in Virtual Terminal and mark as tax deductible?

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Rename Convenience Fee in Virtual Terminal and mark as tax deductible?

    So we love the "Additional Fee" feature in Connect/on donation forms, but trying to implement the same thing in Salesforce via the Virtual Terminal has brought up some questions. I used the Override feature in the Translation Workbench to update the label in some places, but I'd really like to change in the Virtual Terminal - which would be helpful especially for our volunteer users. Not sure if there's an easy solution for that or not, though it's relatively easy to work-around (if we could add a help text though - that would be a great compromise).

    The more important question: is there a way to configure the convenience fee to be notated as fully tax-deductible. Right now, the receipts don't include the convenience fee (in the Virtual Terminal) in the "Total Deductible" value, and it is indeed tax-deductible as a donation to the organization. Is there any way we can fix this? (Besides adding a note in the receipt next to the convenience fee about it being tax deductible.)

    Thank you!

  • #2
    Jillian,

    The "Additional Fee" feature in CONNECT and the "Convenience Fee" feature in Virtual Terminal function differently, in that "Additional Fee" is a line item (even though it is calculated on the transaction total before it is added), and "Convenience Fee" is appended like tax or shipping. Currently, there is no way to alter the label or specify tax-deductiblility for the Convenience Fee in Salesforce VT.

    I will bring this up as a needed feature to make VT in Salesforce consistent with CONNECT.

    ~ Amanda
    C&P Customer Advocate
    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
      Jillian,

      We discussed this internally, and plan to add Additional Fee, as it functions in CONNECT with tax deductibility, as an option for the VT in a future release.

      I can suggest in the meantime that you remove Convenience Fee from the VT in VT Settings (otherwise it will show on the receipt), and add an extra default item called "Additional Fee", setting its tax deductibility to 100%. The problem this presents is that you do have to calculate its value, but this is the best option available in the current version.

      ~ Amanda
      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

      Working...
      X