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Is it possible to apply a donation to an existing/open Salesforce Opportunity Pledge

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  • Is it possible to apply a donation to an existing/open Salesforce Opportunity Pledge

    We have Opportunities that are set up as Pledges. We have a series of Scheduled Payments created for these. Sometimes our donors pay down their Pledge through our online donation form. We would like to somehow apply this payment to their open Opportunity Pledge. Is this possible?


  • #2
    No, it is not possible to apply an arrived payment to an existing open Opportunity.

    You are likely using the NPSP suggested approach to record pledges. C&P PaaS has some features that you could use to automate pledges, if you are willing to use C&P Pledges.

    I will write up a seamless process that would make use of C&P Pledges, C&P Invoices, and C&P Autoresponder. This would basically track your pledges using C&P Pledges, create custom pledge payment forms with C&P Invoices, and set up payment reminders with the invoice payment form links using Autoresponder. You can review the documentation to see how it can be done, and I will get back to you once I can offer a written-up version of the approach, but this may take some time.

    Regards, Amanda
    C&P Live Support

    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

    Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

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